Overview Our Clients Initiative Components Key Competencies Curriculum Our Experts Testimonials Similar Initiatives FAQ

Onboarding

Core Finance

Kickstarting your career as a wealth manager

Blend of self-paced modules and live expert-led sessions.

Pre and post assessments ensure measurable progress.

Gain insights into best practices and industry standards.

Who is it for :

Wealth Manager

Trusted by Industry Leaders Worldwide: Our Clients

Initiative Components: Holistic Coverage Across the Dimensions!

AntWalk Onboarding Initiative Advantage

Consulting Led Success Profile Building

One single platform to do a seamless 30-60-90 day onboarding journey across learning, practice, assessment & application tracking of learning to on-the-ground everyday actions

SP Content Creation

Ability to build a curated learning journey with org. specific content along with role specific content

Customer Success

Drive large scale deployment systematically and seamlessly even with a lean L&D team

Key Competencies to be Assessed

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Curriculum

Module 1

Financial Planning Landscape

Investment landscape in India
Behavioural finance aspect for wealth managers
Key Concepts in financial planning

Module 2

Module 3

Investment Products

Stocks
Mutual Funds
Debt Instruments
Alternative investment products

Module 4

Risk Profiling & Asset Allocation

Investor risk profiling basics
Risk profiles & asset allocation strategies

Module 5

Tax planning & compliances

Tax planning for individuals
Tax planning for business
Tax compliances

Module 6

Portfolio monitoring and client reporting

Portfolio review methods
Client reporting practices

Module 7

Regulators & Compliances

Securities & Exchange Board of India (SEBI)
Reserve Bank of India (RBI)
IRDAI
AMFI

Module 8

Insurances

Insurance planning for individuals
Insurance planning for business

Module 9

Critical Thinking and Problem Solving

Analyzing Complex Situations
Generating Innovative Solutions
Formulating Strategic Plans

Module 10

Communication Excellence

Enhancing Leadership Communication Skills
Giving & Receiving Feedback

Module 11

Handling Negotiations

Identifying Stakeholder Needs
Implementing Negotiation Strategies

Module 12

Effective Closure Techniques

Navigating the Closing Process
Applying Effective Techniques
Strategizing for Closure

Client Testimonials

Intelligent and adaptive content , superb platform and brilliant resources. It was an excellent experience working with the Antwalk team,

Samar Banerjee

Star Cement

AntWalk invested a lot of time in the first project, even before we had signed up. This went a long way in showing their commitment to this partnership. The cherry on the cake was that they'd done exceptionally detailed work!

Varsha Gandhi

Kotak Mahindra Bank Ltd

Very well planned and well-coordinated Program. Liked the proactive approach of the team. The idea of recording the session and giving it to the participants was highly useful.

Subhashish Biswas

Balrampur Chini Mills

AntWalk's training was exceptional. The curriculum was well-structured, providing in-depth insights into the subject matter. The Trainer exhibited profound knowledge and was adept at conveying complex concepts with clarity. The hands-on activities were invaluable, fostering practical skills. The interactive sessions created a conducive learning environment. Overall, AntWalk's commitment to excellence in training is evident. Grateful for the enriching experience; I highly recommend AntWalk for their exemplary training programs.

Anukriti Dubey

TMF Group

Anukriti Dubey

TMF Group

All your queries Answered

How does AntWalk help in assessing employee skills?

Can AntWalk be used across different industries?

What types of functions and subfunctions can AntWalk assess?

Can AntWalk help in onboarding new employees?

What support does AntWalk offer to clients?

How can AntWalk help with training needs analysis?

Can AntWalk be integrated with our existing HR or LMS systems?

Can the platform be white labeled?

Is AntWalk suitable for small and medium-sized enterprises (SMEs)?

I don't want to run any assessments right away, but I want to get the competency framework done for some of the roles in the organization. Would you be able to do that?

How does AntWalk know which competencies are required for which roles in my organization?

Is it possible for me to add /modify / delete any competency from the already created framework.

A particular competency may be relevant for a junior role as well as a senior role, albeit in a more advanced way. How do you manage that.

I am looking at a large-scale deployment. Do you support that?

Do you also support providing training?

Do you provide support in delivering the program?

I want to explore AntWalk Offerings. How do I get in touch with you?

AntWalk can create customized assessments tailored to specific industries, functions, and subfunctions. These assessments help in evaluating the current skill levels of employees and identifying areas where improvement is needed.