Indian Bank has invited applications from experienced professionals for the post of Wealth Manager Scale II. Below is the detailed exam pattern and syllabus.
Online Examination – Exam Pattern
| Test | Name of Section | No. of Questions | Max. Marks | Duration |
|---|---|---|---|---|
| I | English Language | 20 | 20 | 20 Minutes |
| II | Professional Knowledge (Respective Domain) | 60 | 120 | 60 Minutes |
| III | Reasoning | 20 | 20 | 20 Minutes |
| IV | Quantitative Aptitude | 20 | 20 | 20 Minutes |
| Total | 120 | 180 | 2 Hours | |
Syllabus
English Language
- Reading Comprehensions
- Para Jumbles
- Para Completion
- Vocabulary
- Error Spotting
- Sentence Improvemen
- Cloze test
- Rearrangement of sentences
Reasoning Ability
- Coding & Decoding
- Syllogism
- Machine Input Output
- Puzzles
- Seating Arrangements
- Direction Sense Test
- Blood Relations
- Problems based on Ages
- Ranking and Order
- Data Sufficiency
- Statement and Conclusions
- Statement and Assumptions
- Statement and Arguments
Quantitative Aptitude
- Data Interpretation
- Data Sufficiency
- Number Series
- Time and Work
- Time and Distance
- Approximation
- Simple and Compound Interest
- Ratio and Proportion
- Averages
- Mixture and Allegation
- Pipes and Cisterns
- Problems based on trains
- Percentages
- Partnership
- Profit, Loss and Discount
- Elements of Algebra
- Quadratic Equations
Professional Knowledge (Wealth Manager)
Module A : Mutual Funds
- Concept and Role of a Mutual Fund
- Legal Structure of Mutual Funds in India
- Legal and Regulatory Framework
- Scheme related information
- Fund Distribution & Channel Management Practices
- NAV, Total Expense Ratio & Pricing of Funds
- Return, Risk and Performance of Funds
- Helping Investors with Financial Planning
- Mutual Fund Scheme Selection
Module B: Insurance
- Risk management
- The concept of insurance and its evolution
- The business of Insurance
- The insurance Market
- Insurance customers
- The insurance Contract
Module C: Derivatives
- Derivatives and its Types
- Forward Contract in India
- Difference Between Forward and Future Contract
- Participants in Derivatives Markets
- Option Contract
- What are Option Greeks
- Option and Pricing Black Scholes Model
- What are Swaps
- Margin Trading- Doubt Clearing Session
- Range and Participating Forward Derivatives
- Participating and Range forward contract
Module D Marketing Management
- Marketing Management
- Marketing Planning and Strategies
- Marketing Types
- Product Management
- Pricing Decisions
- Distribution Strategy
- Promotion Mix and Sales
- Brand Management
- Marketing Research
- Digital Marketing
Module E : Government Schemes
- Small Savings Schemes (via Post Offices & Banks)
- Provident Fund & Retirement Savings
- Pension Schemes
- Sector-Specific Savings & Insurance-Linked
- Agricultural / Rural Deposit & Investment Schemes
Module F : RBI circulars and master circulars
- Priority sector lending
- KYC
- Basel Norms
- Exposure Norms
- Housing Finance
- Sovereign Gold Bonds
- SHG–Bank Linkage Programme
- IRAC norms
Module G : Laws
- Negotiable Instrument act
- Coinage act
- IBC
- SARFAESI
- MSMED act
- Banking Regulation act
- RBI act
- Consumer protection act
- RTI act
Module H : Financial Management
- Ratio analysis
- Working capital committees
- Cost of Capital
- Capital budgeting
- Time Value of Money and Discounting
- Risk & Return: Portfolio concepts, diversification basics
- Indian Financial System
- Regulatory bodies in India
Module I : Financial Awareness
- Capital market and money market instruments
- Foreign currency accounts
- Remittances
- News related to banking
- Monetary Policy Updates
- Mergers & Acquisitions in Banking Sector
- Digital Banking Developments
- Important Banking Terms & Abbreviations
Indian Bank Wealth Manager Course – Team BankExamsToday
Team BankExamsToday offers a comprehensive and structured course for Indian Bank examinations.
Course Features
- Daily Video Classes
- Study Material
- Live Sessions
- Unit Tests
- Focused Professional Knowledge Preparation from Day 1
- 5 Full-Length Mock Tests
- Interview Preparation Guide
Call / WhatsApp: 9067201000
Indian Bank Wealth Manager Scale II Course 2026