Flagship BFSI Training Programs for High End Relationship Managers | GurukulOnRoad

Flagship BFSI Training Programs for Relationship Managers

Navigating the Human Side of Financial Markets in India

Theme: Behavioral Finance, Emotional Economics & Mindfulness Investing

Target Audience: High-End Relationship Managers, Private Bankers, Wealth Advisors

Delivery Mode: Instructor-Led Training (ILT)

Duration: 1-Day Intensive or 3-Day Advanced Program

Program Highlights:

• Real-Life Financial Examples: Behavioral biases explained through practical scenarios.
• 70% Activity-Based: Simulations, games, roleplays, and cognitive challenges.
• Peer Reflection: Group discussion to share frontline advisory experience.
• Tools & Planners: Behavioral bias kits and daily advisory checklists provided.

Learning Outcomes:

• Identify and address behavioral biases in client advisory.
• Understand emotional decision-making in investment behavior.
• Build trust and client buy-in through behavioral insights.
• Apply mitigation strategies in real-time client interactions.

📩 Ready to Transform Your RMs into Behavioral Advisory Experts?

The Wealth Doctor – Personal Financial Statement Analysis

Theme: Personal Financial Health Diagnostics for Strategic Client Advisory

Target Audience: Relationship Managers, Wealth Managers, Private Banking Teams

Delivery Mode: Instructor-Led Training (ILT)

Duration: 8 Hours (One-Day Workshop)

Program Highlights:

• Laptop-Based Training: Real-time analysis using customer personas and financial docs.
• Persona-Driven Practice: Exercises based on actual client scenarios from Indian markets.
• Financial Health Ratios: Debt-to-income, savings sufficiency, liquidity tracking.
• Output-Based Advisory: Each RM prepares a client-centric advisory plan based on data.

Learning Outcomes:

• Reconstruct and interpret personal financial statements.
• Analyze key financial health indicators for individuals.
• Diagnose risk areas and develop advisory strategies.
• Drive data-backed, customized wealth conversations.

📩 Want to See the Hands-On Training in Action?