Hi All,
Urgently need freelance Wealth management RM banking trainers for Mumbai for strategic asset allocation & Financial statement analysis on 4th ,6th,11th & 13th Sep. Interested candidates can share resumes on or whatsapp on 9773902349.
Designation :RM Wealth management Banking Trainer
Roles and Responsibilities
Should have 10-15 years as a Relationship Manager; experience with training delivery for Relationship Manager or above
Target audience-Relationship managers, with 15 yrs of experience handling HNI customers
Strategic Asset Allocation
Principles & Asset Class Characteristics
- Ratio Analysis
- Portfolio Risk and Return Assessment
- Client Profiling and Investment Objectives
- Correlation and Diversification
- Strategic Rebalancing Strategies
- Appreciate the need for diversification and balanced allocation of funds Analyze risk and return trade-offs & Assess and manage portfolio risk Evaluate performance and adjust asset allocation Identify the considerations when investing in Unlisted Equity or Debt, Private Equity, Venture Capital, REIT, INvIT
Financial Statement Analysis
- Reading personal financial statements - bank statements, investment portfolio, loan, cash flow st Reading Mutual fund fact sheet
- Identifying customer's/ prospect's networth by reading financial statements
- Assessment of an individual's financial health and goals - Customer persona based exercise Case Studies and Practical Exercises
Experience Required - 10to 15 Years of experience
Location : Mumbai Malad
Mode: in-person training
Project duration: Ongoing
Dates-4th ,6th,11th & 13th Sep