wealth-management by keralaguest

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									INDIAN INSTITUTE OF BANKING & FINANCE
        (An ISO 9001:2008 Certified Organization)




                   PROGRAMME
                       on
              “WEALTH MANAGEMENT”



        From 10th to 12th September, 2012




                           Venue:

                   Leadership Center,
         Indian Institute of Banking & Finance,
     Kohinoor City, Commercial II, Tower 1, 3rd floor,
               Off LBS Marg, Kirol Road,
              Kurla (W), Mumbai – 400070.
                   Website: www.iibf.org.in



           For Details & Nomination, please contact:
                     Mr. Sukumar. Dutta
                   Phone: +91- 22-25037148
                   Mobile :+91- 9920376062
                           +91- 8879412160
                   Email: sdutta@iibf.org.in
               PROGRAMME on “WEALTH MANAGEMENT”

BACKGROUND

During its 84 years of service, IIBF has emerged as a premier institute in banking and finance
education. Considering the emerging requirements of the bankers in the ever changing dynamic
environment, IIBF has started providing training programmes for bankers in selected areas. IIBF
has world class training facilities at its Leadership center. The present program on WEALTH
MANAGEMENT has been designed considering the bankers need in the area of retail trade.

PURPOSE
Rising disposable income and accumulation of wealth amongst the affluent class has provided
impetus to ‘Wealth Management’ as a key financial service. This discipline requires a thorough
understanding of financial planning process, as well as, of financial products including equity,
banking and fixed income, insurance, real estate, art, derivatives and structured products. A
holistic approach to formulating a client-specific solution is essential for sustaining and
increasing wealth in the long run.

OBJECTIVES

Participants will be able to

      Appreciate the emerging banking and economic environment
      Study the competitive advantage of their bank’s various products including the
       technology driven ones
      Understand the technique of marketing of their bank’s products, third party products.
      Develop Marketing Skills to enhance bank’s business mix.

CONTENT OVERVIEW
      Changing Banking Scenario
      Banks’ products & Market wealth management products
      Customer Needs and Satisfaction
      Cross Selling of products
      IT as a marketing tool
      Developing proficiency in marketing and selling of personal and wealth management
       products
      Building up & strengthening market strategies for remunerative business in the
       competitive environment
METHODOLOGY

Case Studies, exercises, group discussions, presentations and sharing of experiences.

TARGET GROUP

Officers identified or handling customers, especially High Net Worth Individuals’ portfolio and
related activities of PERSONAL FINANCE & WEALTH MANAGEMENT on behalf of the
branches or at controlling offices of banks and trainers.

DURATION
From 10th to 12th September, .2012 (3 Days). The Programme commences at 9.45 a.m.


VENUE
Leadership Center,
Indian Institute of Banking & Finance,
Kohinoor City, Commercial II, Tower 1, 3rd floor,
Off LBS Marg, Kirol Road, Kurla (W),
Mumbai – 400070.
(Location sketch is enclosed)

FEE

Fee: Rs.15,000/- per participant plus service tax @12.36% i.e. Rs.1854/- aggregating to
Rs.16854/-(In case of TDS deduction on Rs 16854/-send us TDS certificate)
(PAN No: AAATT3309D and Service Tax No. AAATT3309DSD002)

Please pay Fee directly thru NEFT to INSTITUTE’S ACCOUNT NO.10783154783 with State
Bank of India, Kurla (West) branch Mumbai (IFSC code SBIN0001886) and inform.

The programme is Non residential.

In case the participants require, the Institute, on specific request, will arrange for stay in
Kohinoor Elite (A new hotel within 5 minutes walking distance from the Institute) at an all
inclusive price of `5500/- per day plus taxes for double occupancy and `4,500 plus taxes for
single occupancy. The rates are only for IIBF trainees and include breakfast, lunch, evening tea
and dinner. Four hour internet and free laundry for four pieces of clothing is complimentary.
                    INDIAN INSTITUTE OF BANKING & FINANCE
                     (An ISO 9001:2008 Certified Organization)
                      Kohinoor City, Commercial II, Tower 1, 3rd floor,
                                Off LBS Marg, Kirol Road,
                              Kurla (W), Mumbai – 400070.


                                     NOMINATION FORM

Programme: WEALTH MANAGEMENT
Date: From 10th to 12th September, .2012                Programme Type: Non Residential

THE PARTICIPANTS NOMINATED:
Sl. Name (Mr./Ms./Mrs.)      Designation  Branch/ Mobile No.and   E-mail
No                                        Office  Land Line No.
1
2
3
4
Bank/Organisation: ______________________________________________________
Address:_______________________________________________________________
___________________________________________________ Pin Code: __________
Phone: ______________Fax: _____________ E-mail: ________________________

Fee: Rs.15,000/- per participant plus service tax @12.36% i.e. Rs.1854/- aggregating to
Rs.16854/-(In case of TDS deduction on Rs 16854/-send us TDS certificate)
(PAN No: AAATT3309D and Service Tax No. AAATT3309DSD002)

Please pay Fee directly thru NEFT to INSTITUTE’S ACCOUNT NO.10783154783 with State
Bank of India, Kurla (West) branch Mumbai (IFSC code SBIN0001886) and inform.

Please send your nominations at the earliest to:

Mr. Sukumar Dutta,
Joint Director – (Faculty)                     Phone      : +91-22-25037148
Indian Institute of Banking & Finance,          Fax       : +91-22-25037332
Kohinoor City, Commercial II, Tower I,         Mobile     : +91 99203 76062
2nd Floor, Off LBS Marg, Kirol Road,                      : +91 88794 12160
Kurla (W),Mumbai- 400070
Email: sdutta@iibf.org.in

								
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