Post Graduate Program in
RELATIONSHIP MANAGEMENT
An industry-focused program designed to develop the knowledge and skills required for client-facing roles in banking, financial services, and wealth management.
DURATION
WEEKDAY BATCH
Program Details
mode of learning
ONLINE - LIVE CLASSES
Job locations
SELECT UPTO 5 PREFERRED LOCATIONS
14 DAYS | 2 HOURS A DAY | 4 DAYS A WEEK
WEEKEND BATCH
7 DAYS | 4 HOURS A DAY | ON SUNDAYS
Salary Offered
Highest CTC Offered
4.10 LPA
2.80 LPA
Average CTC Offered
Program Curriculum
Module 1 - Understanding Relationship Management in BFSI
• Role of relationship managers in the BFSI ecosystem
• Customer acquisition and relationship lifecycle
• Understanding customer needs and financial behaviour
Module 2 - Customer Behavior & Segmentation
• Retail banking customer segments
• Financial needs of different customer groups
• Identifying potential high-value customers
Module 3 - Banking Products & Financial Solutions
• Liability products such as savings and current accounts
• Asset products such as loans and credit facilities
• Cross-selling financial services within banks
Module 4 - Sales Psychology & Customer Objection Handling
• Understanding customer objections
• Building trust and credibility with clients
• Converting hesitant customers into long-term clients
Module 5 - Wealth Management & Financial Advisory Basics
• Mutual funds and investment products
• Insurance solutions for customers
• Basic taxation concepts related to financial planning
Module 6 - Sales Funnel & Target Achievement Strategies
• Lead generation and pipeline management
• Managing sales funnels effectively
• Strategies for achieving sales targets in banking
Module 7 - Compliance & Ethical Banking Practices
• KYC (Know Your Customer) requirements
• AML (Anti-Money Laundering) awareness
• Ethical sales practices in banking
Module 8 - AI Tools for Smart Lead Generation
• Using ChatGPT for sales communication
• Leveraging LinkedIn for professional networking
• Digital prospecting techniques
Course access
LIFETIME COURSE ACCESS WITH FUTURE UPDATES
Eligibility Criteria
Educational Qualification
Bachelor’s Degree or Post-Graduation in any discipline from a recognized university.
Candidates from non-finance backgrounds are also welcome to apply.
Final-year students awaiting results may also apply for the program.
A minimum of 50% marks in Graduation or Post-Graduation is preferred.
Work Experience
The program is suitable for fresh graduates starting their career in BFSI.
Candidates with up to 3 years of professional experience may also apply.
Individuals planning to transition into banking sales or financial advisory roles
Other Requirements
Basic English communication skills (spoken and written) are expected.
Applicants should generally be below 28 years of age at the time of enrollment.
A healthy personal credit history is preferred, as financial institutions expect employees to maintain responsible financial behavior.
Candidates should demonstrate professional discipline and interest in building a career in the BFSI industry.
01
Entrance-cum-Scholarship Test
Background Verification & Interview Evaluation
Receive Admission Letter & Start Learning
Check Eligibility & Apply
02
05
04
Selection Process
Appear for Online MCQ based Entrance cum Scholarship Test.
Documents & Background Verification Check.
Along with, AI Interview Evaluation.
Receive Admission Letter on your registered email address and start your transformational journey.
03
AI Based Interview
Attend an AI based interview for around 5 minutes and answer some basic questions to test your knowledge.
Carefully check your eligibility criteria and apply.
Target Job Roles
Retail Banking Sales
Relationship Officer
Sales Officer
Personal Banker
Relationship Management
Relationship Manager
Senior Relationship Manager
Business Development
Business Development Executive
Business Development Manager
Wealth & HNI Management
Wealth Manager
HNI Relationship Manager
Financial Advisory Roles
Financial Advisor
Investment Advisor
Program Fees
LIVE Interactive Classes
Lifetime Access Recorded Classes
Course Completion Certificate
Lifetime Access of E-Book/Notes
Rs. 2,999
Rs. 3,999
LIVE Interactive Classes
Lifetime Access Recorded Classes
Course Completion Certificate
Lifetime Access of E-Book/Notes
Get 100% Lifetime Job Assistance
Profile Training and Strategy Building
Advanced Personally Made Resumes
Job Portals and LinkedIN Training
Direct References to Recruiting Partners
1 : 1 Doubt Clearing Sessions
Weekly Performance Review Meetings
Lifetime Access of Future Updates
Job Assistance Fee Refund, If Not Placed
Continuous Job Assistance Even After Refund
Scholarship Available
Only Learnings
Learnings + Lifetime Job Assistance
No Cost EMI Option + Scholarship Available
No Cost EMI Structure
Rs. 3,999
Program Fee
Rs. 999
Admission Fee
To be paid within 3 days of receiving
Admission Letter
Rs. 1,500
1st Instalment
To be paid within 10 days of receiving
Admission Letter
Rs. 1,500
2nd Instalment + Scholarship Discount
To be paid in next 30 days of 1st Instalment or After Class Commencement
Frequently Asked Questions
Is the program conducted online or offline?
The program is conducted fully online through live interactive classes, allowing students to participate from anywhere.
Do I need a finance background to join this program?
No. The program is designed to start from basic concepts and gradually move to advanced topics, making it suitable even for students from non-finance backgrounds.
Does the program include practical exposure?
Yes. The program includes a capstone project designed to help students understand real industry processes and apply the concepts learned during the course.
Will there be interview preparation support?
Yes. The program includes mock interview sessions designed to help students understand interview patterns and prepare for actual job interviews.
What does lifetime job assistance mean?
Lifetime Job Assistance means students continue to receive career support and job opportunity guidance even after completing the program. Students receive support such as interview preparation, job application guidance, and HR partner coordination for relevant opportunities. Even after securing a job, students may reconnect with us for better opportunities after completing a minimum of one year in their current organization, as part of the lifetime assistance support.
How does the job assistance process work?
After completing the program:
Students complete the course and project work
Appear for the final assessment
Attend mock interviews
Get support from the team to identify and apply for authentic opportunities and references
Start appearing for real interviews with recruiting companies
Does this program guarantee a job placement?
The program provides lifetime job assistance, which means continuous support in applying for relevant opportunities, preparing for interviews, and connecting with hiring partners. While job placement depends on the student’s performance, interview readiness, and market conditions, the program is designed to prepare candidates for entry-level roles in the BFSI operations ecosystem.
How is this program different from other BFSI courses available online?
This program focuses specifically on core operations roles in the BFSI industry, which are often overlooked in traditional banking courses.
Key differences include:
Focus on operations, compliance, and financial crime processes
Capstone project aligned with real industry workflows
Mock interview preparation
Dedicated HR partner support for job opportunities
Lifetime job assistance
What kind of companies hire for these roles?
Entry-level BFSI operations roles exist across many types of organizations including:
Banks and Small Finance Banks
NBFCs and Lending Institutions
Fintech Companies
Insurance Companies
Financial Operations Service Providers
These organizations regularly hire candidates for roles in operations, compliance, documentation processing, and financial crime monitoring.
What if I do not clear the final assessment?
The final assessment is designed to evaluate your understanding of the program. Students are encouraged to review the concepts and attempt the assessment again, ensuring they develop strong conceptual clarity before completing the program.
Is This Program Worth the Investment?
This program is designed to help graduates understand the core operational processes used in the BFSI industry, including banking operations, compliance procedures, and financial crime monitoring. Along with conceptual learning, students receive capstone project exposure, mock interview preparation, and lifetime job assistance support.
For individuals looking to start a career in banking operations, KYC, AML, or financial services, the program provides structured industry knowledge and career guidance.
Is the program fee refundable?
The program fee becomes non-refundable once the enrollment is completed. Since admission reserves a seat in the selected batch and grants access to program resources, refunds are not applicable under any circumstances after enrollment.
Applicants are therefore advised to review all program details, eligibility criteria, and terms carefully before completing the payment.
What if I do not get placed within the stipulated job assistance period?
The program includes a Job Assistance Fee component as part of the total program fee. If a student does not secure a job within the stipulated job assistance period, this component will be refunded as per the applicable terms and conditions. Please note that the training fee portion of the program is non-refundable after enrollment.
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