Top Banner
Enhancing Managerial Skills Indian Institute Of Banking & Finance ISO 9001 : 2008 Certified ü Week End ü Executive ü Non Residential
28
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
  • Enhancing Managerial Skills

    IndianInstitute OfBanking & Finance

    ISO 9001 : 2008 Certified

    Week End Executive Non Residential

  • Vision:To be the premier Institute

    for developing and nurturingcompetent professionals

    in banking and finance field

    Mission:To develop qualified and competent banking and

    finance professionals through a process of education,training, examination, consultancy, counseling & continuing professional development programs

  • Advanced Management Programme (AMP) in Banking & Finance

    2014-15

    In the recent years issues such as Globalization, rapid developments of new technology, evolving regulation and pressure for more transparency in dealing with customers have brought about rapid changes in the way business of banking is managed. Indian Banking sector is no exception to this trend. Indian Banking withstood the global financial crisis without much difficulty. But the aftershocks have impacted the sector. This coupled with growing competition with other financial intermediaries and substantial changes/ addition to the delivery channels have made bank management a highly challenging job.

    It is an imperative that Banks have to change fast and adapt themselves to the new realities. This is not possible unless each bank has enough bench strength in the middle and senior management levels with necessary skill-sets.

    Managerial skill set is a function of knowledge competency, functional competency and performance orientation. The Advanced Management Programme (AMP) in Banking & Finance aims at equipping middle and senior management level officials with appropriate management competencies needed to succeed in the emerging competitive global market place.

    Programme Highlights:

    Exclusive focus on strategic management, resource mobilization, information technology, integrated marketing, multinational banking, credit management, treasury management, integrated risk management, leadership and governance.

    Sessions by expert practitioners and academicians.

    Case study based approach to learning.

    Assignments and discussions among participants.

    Periodical dialogue with Industry leaders.

    Project Work on bank specific topics.

    About the Course:

    1

  • Advanced Management ProgrammeThe Institute has been offering the Advanced Management Programme (AMP) in Banking & Finance in collaboration with B-Schools, since 2007, at Mumbai, Delhi, Kolkata, Bangalore, Hyderabad and Pune for middle/senior level bank officers/executives. Over the years, the Institute had, along with B- Schools, completed ten AMP batches. In all 210 middle level officers had attended the AMP. The participants had stated that the programme content ,methodology and delivery were very encouraging. Meantime the Institute had also moved into its own campus. It was therefore decided to offer the programme at the Leadership Centre of IIBF with the faculty support of B-Schools.

    1st AMP(11th batch) : The First AMP held at the Leadership Centre was successfully completed in December, 2013 with 22 participants from 10 banks.

    2nd AMP (12th batch): The Second AMP was commenced in December 2013, with 33 participants from Bank of Baroda, Canara Bank, Central Bank of India, Indian Bank, Indian Overseas Bank, Oriental Bank of Commerce, Punjab National Bank, State Bank of India, Syndicate Bank, South Indian Bank Ltd., ICICI Bank Ltd., BNP Paribas, Citi Bank, JPMorgan Chase Bank,, NABARD, Reserve Bank of India, and Abhyudaya Co-op Bank Ltd. The course is currently(July 2014) in its second trimester.

    3rd AMP(13th batch): This announcement is for the 3rd AMP scheduled at the Leadership Centre. The course will commence in August, 2014 and will be completed by May/June, 2015. The course syllabus/calendar has been redrawn keeping in view the feedback and the contemporary needs of the industry. Registration for the 3rd AMP will commence from 21st July, 2014.

    2

  • Objectives :On completion, the Participants will be able to:

    Develop global strategic perspectives on banking & finance.

    Inculcate advanced skills for handling emerging challenges.

    Develop managerial and team building attributes.

    Enhance their managerial competence.

    Effectively mentor/ motivate others.

    Specific Thrust / Coverage : Framework of the national and international banking / finance industry and competitive

    analysis

    Risk management tools / skills

    Customer Relationship Management

    Corporate governance, Compliance and related issues in global banking arena

    Creative and lateral thinking to develop innovative financial products / services

    Communication, presentation skills and marketing skills

    Unique Features : Contemporary syllabus and holistic coverage of all important aspects of Banking &

    Finance segment.

    Excellent ambience in the campus at the Leadership centre, IIBF with state of the art facilities such as library, which subscribes to leading Financial Journals and, Wi-Fi availability in the class room.

    Opportunity to interact with top management of banking industry.

    3

  • Benefits :This being a non-residential, week end programme, it allows candidates to pursue the management course without interfering with the work schedule or without the need for taking a sabbatical. It encourages cross-culture learning and helps the participants to keep pace with the changes. This, being a campus based education course, is an excellent opportunity for continuous professional development which will be helpful in enhancing career growth.

    Target Group : Officers who possess a graduate or higher qualification, working in Banks with around

    10 years of work experience. Preference will be given to those who are in the middle management cadre of banks.

    Executives from middle and senior management cadre in financial sector and NBFCs with around 10 years of work experience.

    Pedagogy : classroom lectures

    case method of learning

    simulation of business operations

    individual / group presentations

    assignments/project work

    interactive sessions with the industry players / regulatory authorities

    4

  • Faculty Support : Expert faculties within IIBF

    Experts / Practitioners from the Banking & Finance field

    Academicians from leading B-Schools (About 50% of the sessions by B-School faculty)

    Selection Procedure : Sponsorship / Nomination / Recommendation by bank / organization is desirable.

    In case candidates are not sponsored by bank / organization, they will have to undergo an interface with the Director - Training, IIBF before their nomination is confirmed.

    Programme Duration : Being a week end programme the completion of the course will take about 11 months

    including Project work.

    Classes will be held on Sundays / Bank holidays (Full Day)

    Award of Certificate :Successful candidates will be awarded a 'Certificate in Advanced Management in Banking & Finance'.

    Programme Fees :`75,000/- per participant plus service tax @12.36% i.e. `9,270/- aggregating to `84,270/-

    (Procedure for remittance of the fee is detailed on page no.18

    5

  • 6COURSESTRIMESTER - I

    1. Principles and Practices of Management

    2. Macroeconomics for Banking

    3. Resources and Capital Mobilization

    4. Banking Products

    5. Impacts of Business Laws/Regulations on Banking

    6. Organisational Development and Organisational Behaviour

    7. Strategic Management and Change Management

    TRIMESTER - II

    8. Information Technology in Banking and Quantitative Techniques for Managers

    9. Integrated Marketing Management in Banks

    10. Data Management and MIS in Banks

    11. Multi National Banking and Foreign Exchange Market

    12. Credit Management, Project Appraisal, Financial Statement Analysis and Working Capital Assessment

    13. Credit Monitoring and Recovery Management

    14. Portfolio Management, Technical and Fundamental Analysis of Securities

    TRIMESTER - III

    15. Treasury Management

    16. Corporate Banking, Financial Advisory and Merchant Banking Services

    17. Investment Banking, Valuations for Mergers and Acquisitions, Valuation of Firms and Venture Capital

    18. Financial Innovations, Derivatives in Financial and Commodity Markets

    19 Business Ethics and Corporate Governance

    20. Integrated Risk Management in Banks

    21. Leadership in Banking

  • 7Trimester wise Session Plan

    TRIMESTER - I1. Principles and Practices of Management

    Sr. No.

    Contents Methodology No. of hours

    1 Introduction to principles of management, Banking organizations - characteristics

    Lecture, discussions 1

    2 Business models, vision, mission, strategy Discussions, case study 2

    3 Business philosophy, planning, supervision, execution management

    Lecture, discussions 2

    4 Management control, delegation, performance appraisal Lecture, exercises 2

    5 Group/Individual presentations/Assignments 3

    Total 10

    2. Macroeconomics for Banking

    Sr. No.

    Contents Methodology No. of hours

    1 Introduction to principles of Macroeconomics, fundamentals, macroeconomic aggregates, policy frame work

    Lecture, discussions. 2

    2 Keynes model, TobinsQ model, financial repression, hypothesis of Mackinnon Shaw

    Lecture, discussions and case studies

    2

    3 Monetary policies, impact, signals, monetary tools Lecture, discussions and case studies

    2

    4 Institutional factors and investment behaviour, recent thinking and developments

    Lecture, discussions and case studies

    1

    4 Fiscal policy, importance, impact, approaches, trade policies, approaches

    Lecture, discussions and case studies

    2

    5 WTO impact, future outlook, global economic behaviour and impact on domestic sector

    Lecture, exercises 1

    6 Linkages of macroeconomic factors to capital markets, forex markets, market risks, arbitrage, etc.

    Lecture, exercises 2

    7 Group/Individual presentations and Assignments 3

    Total 15

  • 83. Resources and Capital Mobilization

    Sr. No.

    Contents Methodology No. of hours

    1 Introduction to sources of funds, Types of deposit products, Certificate of Deposits

    Lecture, discussions and case studies

    3

    2 Money market instruments - short term / long term sources Lecture, case studies and exercises

    3

    3 Long term sources, tier one and tier two instruments, domestic and Forex bonds

    Lecture, discussions and case studies

    3

    4 Group/Individual presentations and Assignments 3

    Total 12

    4. Banking Products

    Sr. No.

    Contents Methodology No. of hours

    1 Liability products, Asset products, Comparision with other investment products, Banking services

    Lecture, discussions 2

    2 Product development techniques, exotic products, wealth management products

    Lecture, discussions and case studies

    3

    3 Product pricing, customized products and pricing Lecture, case studies 3

    4 Role of Product Group and ALM in developing and tracking product life

    Lecture, exercises 2

    5 Group/Individual presentations and Assignments 3

    Total 13

    5. Impacts of Business Laws/Regulations on Banking

    Sr. No.

    Contents Methodology No. of hours

    1 Important Provisions of Banking Regulation Act, RBI Act Lecture, discussions 12 Negotiable Instruments Act, Law of limitation, Transfer of

    Property Act Lecture, discussions and case study

    2

    3 Companies Act, Partnership Act, Agency, Sale of goods Act

    Lecture, discussions 2

    4 Indian Contract Act, Guarantee, Indemnity, Bailment, Pledge, Law of limitation, Bankers Books Evidence Act

    Lecture, discussions and case study

    2

    5 SARFAESI Act, IT Act, Consumer Protection Act, Ombudsmen Scheme, Taxation

    Lecture, discussions and case study

    2

    6 Regulations and rules, Compliance, KYC /AML / CFT norms, FIU, AML returns

    Lecture, discussions and case study

    2

    7 Balance sheet, disclosures, accounting standards and compliances

    Lecture, discussions 1

    8 Group/Individual presentations and Assignments 3Total 15

  • 96. Organisational Development and Organisational Behaviour

    Sr. No.

    Contents Methodology No. of hours

    1 Individual behavior, individual personality traits, perceptions, attitudes

    Lecture, group discussions and case studies

    1

    2 Motivation, group behavior, team building Lecture, group discussions and case studies

    2

    3 Managing work place communication, organizational roles Lecture, group discussions and case studies

    1

    4 Conflict resolution, conflict management Lecture, group discussions and role play

    2

    5 Negotiation techniques Lecture, group exercises

    and case studies

    2

    6 Organizational development Lecture, discussions 2

    7 Team building challenges in the work place Interaction with senior

    Bank Executives

    2

    8 Group/Individual presentations and Assignments 3

    Total 15

    7. Strategic Management and Change Management

    Sr. No.

    Contents Methodology No. of hours

    1 Concepts, strategic imperatives, core competencies Lecture, discussions and case studies

    2

    2 Sustainable competitive advantages, operational level strategies, corporate level strategies

    Lecture, exercises and case study

    2

    3 Global strategies, strategic planning, strategic audit Lecture, discussions and case study

    3

    4 Change management concept , managing change, change process, change priorities, unfreezing, changing, refreezing, skills, strategies

    Lecture, discussions, group exercises and role plays

    3

    5 Professional practice, body of knowledge, tools, models, techniques, processes

    Lecture, group exercises and case study

    2

    6 Group/Individual presentations and Assignments 3

    Total 15

  • 10

    Trimester wise Session Plan

    TRIMESTER - II 8. Information Technology in Banking & Quantitative Techniques for Managers

    Sr. No.

    Contents Method No. of hours

    1 An over view of IT Growth in Banking industry

    IT policy in Banking

    Lecture, discussions 1

    2 Banking software, application software,

    core banking solutions

    Lecture, discussions 1

    3 Alternate delivery channels and IT applications,

    ATMs White label ATMs- Cash Points

    Lecture, discussions

    and exercises

    1

    4 Remittances and IT - NEFT - RTGS - IMPS -

    technology understanding,

    Lecture, group exercises 1

    5 Security policy and compliance - Information Audit -

    Data Center Management and Business continuity plans

    Lecture, exercises 1

    6 Cash Management and IT applications Dealing with practical

    cases

    1

    7 IT in e- business, IT and Financial Inclusion

    MS applications, use of excel in financial analysis

    Frauds and IT, MIS and IT

    Practical exercises on

    laptops

    1

    8 Quantitative techniques for Managers

    Basic mathematics for managers - Statistical applications

    in business development

    Lecture, exercises 2

    9 Probability and probability distributions, sampling and

    sampling distributions, business forecasting techniques,

    correlation, regression, time series analysis

    Exercises 5

    10 Group/Individual presentations and Assignments 3

    Total 17

  • 11

    9. Integrated Marketing Management in Banks

    Sr. No.

    Contents Methodology No. of hours

    1 Marketing and Banking - genesis of bank marketing Marketing of liability and asset products

    Lecture, discussions 1

    2 Environment scanning - Market segmentation and Targetting - Marketing mix, competition, industry structure, value chain, consumer behaviour

    Lecture, discussions and role play

    2

    3 Positioning, product strategies, process strategies, distribution strategies, services designing and positioning, service management, feedback and gap analysis

    Lecture, role play and case study

    2

    4 Communication in Marketing - Business etiquette Practical exercises, individual presentation by participants

    2

    5 Branding in Banking Lecture demonstration, case study and discussing research papers

    3

    6 Customer relationship management - Customer acquisition strategies - Customer retention strategies

    case study, research paper discussion, practical exercises and role play.

    3

    7 Demand-capacity management, co-creation and value chain development

    Lecture, discussion 2

    8 Group/Individual presentations and Assignments 3

    Total 18

    10. Data Management and MIS in Banks

    Sr. No.

    Contents Methodology No. of hours

    1 MIS concepts, role, process management, decision making concepts, models

    Lecture, case study 2

    2 MIS and informed decision making Lecture, discussions 1

    3 Data mining, meaning, techniques, process Lecture, discussions 1

    4 Security aspects, data warehousing, collection of data, sterilization of data, data administration, fundamentals, control, usage, validation, data protection, continuity plans

    Lecture, discussions 2

    5 MIS application in services segment, database management platform and applications

    Lecture 2

    6 Web management, Web enabled MIS, default probability modeling

    Lecture 2

    7 Relevance of reporting and returns in banking Lecture 2

    8 Group/Individual presentations and Assignments 3

    Total 15

  • 12

    11. Multi National Banking and Foreign Exchange Market

    Sr. No.

    Contents Methodology No. of hours

    1 International Banking, host country regulations, business plan formulations

    Lecture, group exercises 3

    2 International treasury and funds management, pricing of asset products and liability products, domestic funding through international markets, investments portfolio, trade finance

    Lecture, discussions and case study

    4

    3 International short term and long term funding, forex management, hedging, derivatives , exotic products , trade advisory services

    Lecture, role play and case study

    6

    4 Group/Individual presentations and Assignments 3

    Total 16

    12. Credit Management, Project Appraisal, Financial Statement Analysis and Working Capital Assessment

    Sr. No.

    Contents Methodology No. of hours

    1. Introduction to Management of Credit portfolio - Credit policy of commercial banks

    Lecture, discussions and exercises

    1

    2. Integrated Risk Management - Credit Risk Management Credit risk measurement techniques,

    Lecture, discussions and exercises

    2

    3. Credit rating, pricing, External Rating Lecture, discussions and exercises

    3

    4. Financial appraisal balance sheet and Profit and Loss statement analysis, ratio analysis, break even analysis, fund flow and cash flow analysis CMA Analysis

    Case study, exercises 3

    5. Project appraisal, planning capital investments, capital budgeting, feasibility study, market, technical and financial analysis, Cost of project, funding, over runs, gearing, projected cash flow, projected balance sheet, NPV, IRR, payback period, sensitivity analysis, decision tree, infrastructure financing

    Lecture, case study and exercises

    3

    6. Working capital assessment, different methods of working capital assessment, operating cycle method, Turn over method, cash budget method

    Exercises, case study 3

    7. Group/Individual presentations and Assignments 3

    Total 18

  • 13

    13. Credit Monitoring and Recovery Management

    Sr. No.

    Contents Methodology No. of hours

    1. Credit monitoring - credit review, follow up, credit defaults, causes, effect, default risk pricing, Basel II/III implications on credit management, provisioning, restructuring , securitization, credit derivatives.

    Lecture, discussions and examples

    3

    2. Loan Documentation Practical exercises 3

    3. Recovery management, NPA management policy, Case study 2

    4. Stressed Assets Management and Corporate Debt Restructuring

    Lecture, discussions 3

    5. Legal recourse, SARFAESI Act, DRT, OTS, sale to ARCIL, securitization

    Lecture, discussions 2

    6. Group/Individual presentations and Assignments 3

    Total 16

    14. Portfolio Management, Technical and Fundamental Analysis of Securities

    Sr. No.

    Contents Methodology No. of hours

    1. Modern portfolio management theory, balancing risk and reward, measuring performance, Sharpe ratio, Treynor ratio, Jenson ratio, Style management

    Lecture, discussions 2

    2. Capital Assets Pricing Model, Efficient markets, Hedge funds, Focus investing, growth investing, value investing.

    Lecture, numerical exercises

    2

    3. Technical analysis, Fibonacci analysis, chart analysis, trend lines, chart patterns, candlestick support/ resistance,

    Lecture, exercises 2

    4. Pattern, gaps and gap analysis, redflags, gold nuggets, earning estimates, whispering numbers, overlays, trading strategies, absolute price oscillator, advance decline ratio, alpha

    Lecture, numerical exercises

    3

    5. Fundamental analysis, general steps, economic forecast, group selection, company analysis, financial analysis, analysts bias, fair value computation

    Lecture, numerical exercises

    3

    6. Group/Individual presentations and Assignments 3

    Total 15

  • 14

    Trimester wise Session Plan

    Trimester III15. Treasury Management

    Sr. No.

    Contents Methodology No. of hours

    1 Objectives of Treasury, Structures & Organisation, Functions of a Treasurer, Role & responsibility of a Treasurer

    Lecture, discussions 2

    2 Cost Centre, Profit Centre, Integrated Treasury, Planning & Control.

    Lectures, discussions 2

    3 Risk analysis, Asset Liability Management & Liquidity management

    Lecture, case study 2

    4 Strategies & Arbitrage Opportunities, Interest rate risk management

    Lecture, group exercises 2

    5 CCIL, RTGS, Treasury and International Banking, Regulation, supervision & Compliance of Treasury Functions.

    Lecture, exercises 3

    6 Regulatory compliances like CRR, SLR, Integrated Treasury, Money market and Debt market operations.

    Lectur, discussions 2

    7 Information Technology in treasury management, Accounting Valuations, Role of Mid office and back office.

    Lecture, case discussions 2

    8 Group/Individual presentations and Assignments 3

    Total 18

  • 15

    16. Corporate Banking, Financial Advisory & Merchant Banking Services

    Sr. No.

    Contents Methodology No. of hours

    1 Corporate Banking Products, Cash Management Services & other Corporate Services Products

    Lecture, discussions 2

    2 Relationship Management, Channel Finance, Trade Finance and Value of Accounts

    Lecture, discussions 1

    3 Working Capital Management Lecture, exercises 14 Medium and Short term loan Products Lecture, exercises 25 Project Loans, Syndication, Foreign Currency Loans. Lecture, discussions

    and exercises2

    6 Export Credit Products, Offshore Banking Products for Corporates, External Commercial Borrowings

    Lecture, discussions 2

    7 Financial Advisory Services, Transaction Advisory Services, Merchant Banking services, Supply chain Management, and Forex Management Advisory Services

    Lecture, case studies and group presentations

    2

    8 Group/Individual presentations and Assignments 3Total 15

    17. Investment Banking, Valuations for Mergers & Acquisitions, Valuation of firms & Venture Capital

    Sr. No.

    Contents Methodology No. of hours

    1 Investment Banking, functions, Importance, Broad understanding of working of Investment Banks including Regulatory Compliances.

    Lecture, discussions 1

    2 Mergers and Acquisitions, Objectives, Regulation types Lecture, discussions and case study

    1

    3 Classification of Mergers - Horizontal, Vertical, Conglomerate, Reverse Mergers, Acquisitions, Characteristics

    Lecture, discussions and case study

    2

    4 Accounting Treatments, Tax treatments, Valuations. Lecture, group exercises 25 DCF, Equity Valuation, Firm Valuation, Stable growth

    valuation, Technical Valuation, Growth patterns.Lecture, discussions and exercises

    2

    6 Building blocks of valuation, EPS, ROE, Leverage factors, Stable Period Payout, Dividend discount model, Relative valuation and DCF valuation

    Lecture, discussions 2

    7 Indian Law and Practices in Valuation, Venture Capital, Characteristics, Angel investors, fixed Lifetime funds, Private Equity, Indian market practices.

    Lecture, discussions 2

    8 Group/Individual presentations and Assignments 3Total 15

  • 16

    18. Financial Innovations, Derivatives in Financial and Commodity Markets

    Sr. No.

    Contents Methodology No. of hours

    1 Derivatives, Nature, Types, fundamentals, forwards, futures, options, exotic options, swaps and swaptions

    Lecture, discussions 2

    2 Black Schole Option Pricing, Binomial Options Pricing Lecture, discussions and numerical exercises.

    1

    3 Risk Management in Derivatives, Portfolio Selection, Efficient Markets, Capital Asset Pricing Model.

    Lecture, exercises and discussions

    2

    4. Fundamental and Technical analysis, PMT, efficient market tests, lenient tests, rigour and quasi rigour tests.

    Lecture, discussions, 2

    5. Random walk theory, Monte Carlo fallacy, Filter model, Brunch, ROE, ROA, P/E ratio.

    Lecture, discussions 2

    6. Broad understanding of underlying principles of commodity derivatives, a brief understanding of metals, grains, crude, trading techniques, principles of collateral management.

    Lecture, discussions and case study

    3

    7. Group/Individual presentations and Assignments 3

    Total 15

    19. Business Ethics and Corporate Governance

    Sr. No.

    Contents Methodology No. of hours

    1 Introduction to Ethics, Relevance in business, Ethics and Corporate longevity, Ethics and Corporate Image

    Lecture, discussions 1

    2 Ethical Index, Ethical Leadership, Corporate Governance - Meaning, Importance and Regulatory Guidelines

    Lecture, discussions 1

    3 Corporate Governance Framework, Supervisory, regulatory and monitoring process

    Lecture, discussions and case study

    1

    4 Compliance function in a Bank scope and role - Lecture, discussions 1

    5 Stakeholders, rights, responsibilities, responsibilities of Board, Board Committees

    Lecture, discussions and case study

    1

    6 Audit Committee of Board, Functions and Responsibilities, Disclosures, transparencies and implications

    Lecture, discussions and case study

    2

    7 SEBI guidelines on Corporate Governance Lecture, discussions 2

    8 Corporate governance in the banking industry and Indian Scenario

    Lecture, case study 2

    9. Group/Individual presentations and Assignments 3

    Total 14

  • 17

    20. Integrated Risk Management in Banks

    Sr. No.

    Contents Methodology No. of hours

    1 Definition of Risk, Risk Process, Risk Organisation and Management

    Lecture, discussions 2

    2 Key Risks Interest Rate Risk, Market risk, Operational risk

    Discussions, exercises 2

    3 Currency Risk, Credit Risk, Liquidity Risk Concept of VaR and Stress testing

    Lecture, discussions and Exercises

    2

    4 Risk Measurement and Control Lecture, discussions and exercises

    2

    5 Risk mitigating and hedging instruments and mechanism, Basel Norms on Capital Adequcy: Implications and measures,Implementation challenges for Indian banks

    Lecture, discussions, exercises and case study

    5

    6 Monitoring Risk based Audit, Risk mitigations Lecture, case studies and group presentations

    2

    7 Group/Individual presentations and Assignments 3

    Total 18

    21. Leadership in Banking

    Sr. No.

    Contents Methodology No. of hours

    1 Leadership models and Types-Issues and effectiveness Lecture, discussions, exercises and case study

    2

    2 Leadership Pipeline Management Lecture, discussions and case study

    2

    3 Talent Management in Banks Lecture, discussions 2

    4 Capital optimization Lecture, discussions 2

    5 Functioning of Bank Boards, Policy making Lecture, discussions, exercises and case study

    2

    5 Managing profitability Lecture, discussions, exercises and case study

    2

    6 Group/Individual presentations and Assignments 3

    Total 15

  • Classroom Sessions 257 hours

    Assignments/Presentations 63 hours

    Total 320 hours

    Project Work 70 hours

    Evaluation Process :1. 75 % attendance is mandatory for candidates.

    2. For each (subject) course, 100 marks will be allotted. Break up of 100 marks will be as follows :

    Attendance and class room performance

    Individual Presentations

    Group Presentations

    Assignments Written Test

    20 marks 10 marks 10 marks 30 marks 30 marks

    3. Minimum pass marks will be 50 % for each (subject) course.

    4. Project assignments will be on subjects identified by the sponsoring bank / organization. In case, the sponsoring bank / organization does not allot any specific subject, IIBF will identify the subject. 100 marks will be assigned to the project work. Minimum pass marks will be 50%. The project will be evaluated by experts identified by IIBF. The project findings will be the intellectual property of IIBF. In case sponsoring bank identifies the project, it will be the intellectual property of IIBF / sponsoring bank jointly.

    18

    Procedure for remitting the Fee:Programme fee (`75,000/- per participant plus service tax @12.36% i.e. ` 9,270/- aggregating to `84,270/-) may be remitted to the credit of Institute's account with Bank of Baroda, details of which are given below :

    Name of the Bank branch : Bank of Baroda, Kurla (West)

    Account No. : 19750200000806 IFSC code : BARB0KURLAX (0 is zero)

    (PAN No. : AAATT3309D and Service Tax No. : AAATT3309DSD002) (In case of TDS deduction, send TDS certificate to the Institute)

    Fee can be paid in three monthly installments of `25,000 plus Service Tax @12.36% `3,090 aggregating to `28,090 each within 3 months from the date of registration

    Fee can also be paid online through the IIBF website (www.iibf.org.in)

  • 19

    Dr. R. Bhaskaran Chief Executive Officer

    Dr. R. Bhaskaran is a rank holding post graduate in commerce from Madras University. He holds a PG diploma in Financial Management and a PG Diploma in Treasury and Forex management. He is a fellow of the Indian Institute of Banking and Finance and a Certified Treasury Manager. He

    joined the banking industry as an officer in Bank of India in the year 1975. He moved over to NABARD in the year 1980. He has held many positions in NABARD and rose to the level of Chief General Manager of NABARD before he took over as CEO of IIBF. In between, he has worked as Joint Director and Director in charge of Bankers Institute of Rural Development. He has published three books and presented number of papers in National and International Fora. He has obtained his Ph.D. in Banking from the University of Pune. He is a leading consultant in the area of Banking Education and Training.

    Dr. P. Bala Chandran Director, Academics

    Dr. P. Bala Chandran is a post graduate in commerce alongwith a Ph.D. (Banking & Finance) degree from the University of Mumbai. He has passed CAIIB and holds a Diploma in Training & Development from ISTD, New Delhi. He is in the training field since 1982 and has been a visiting faculty

    in a few B-schools. His publications include 7 books (two on Foreign Exchange) and papers on banking and HRD topics. His areas of specialization are Forex, CSR, Positive Psychology. He has earlier worked in RBI, Union Bank of India and NIBSCOM, New Delhi.

    S. Venkatesh Director, Training Mr. Venkatesh holds a Bachelor of Commerce Degree with CAIIB. He has experience of nearly four decades with Bank of India in different Managerial positions. He retired as Deputy General Manager and Principal of their Apex College. His work experience includes Risk Management (hands on

    experience in Treasury, ALM, Funds Management, Operations, Forex), Corporate Credit (hands on experience in large corporate and infrastructure financing). He worked for four years in Hong Kong Centre as Alternate Chief Executive in charge of Forex, ALM and Funds Management and was a member of Treasury Managers Association in Hong Kong. His areas of interests are Training, H.R, Foreign Exchange, Corporate Banking, Marketing and Customer Relationship Management (CRM)

    FACULTY PROFILE

  • Dr. T. C. G. Namboodiri Joint Director (Faculty)

    Dr. Namboodiri is a Ph.D in banking and a post graduate in economics with CAIIB. He has more than 33 years of experience in banking. He was Chief Manager and a Member of Faculty at Union Bank of India Staff College, Bangalore and later on Asst. General Manager in Lakshmi Vilas Bank Ltd;

    at Head Office Karur, in the Credit Department. He has written several articles on Banking and Management. His Book on 'Credit Appraisal' is well received among the bankers. His areas of interest are corporate credit, corporate governance and business ethics.

    M. D. Vernekar Joint Director (Faculty)

    Mr. Vernekar is a Post Graduate in Mathematics (M.Sc.) with Gold medal in Mathematics at Graduate (B.Sc.) level. He is M.B.A (Finance) from the Walchand Institute of Management and Research, Solapur. He holds CAIIB and Diploma in Treasury, Investment and Risk Management

    (DTIRM) from IIBF. He is an Associate of The Chartered Institute of Bankers, London (ACIB). He is a Certified Financial Risk Manager (FRM) from Global Association of Risk Managers (GARP), NJ, USA and Certified Anti Money Laundering Specialist (CAMS) from ACAMS, Fl.USA. He has 37 years of banking experience and retired as General Manager, Risk Management, Bank of India. His work experience includes Treasury, Corporate credit, International Banking and Risk Management. He has six years overseas exposure comprising of two assignments, at Bank of India's Jersey-Channel Islands-UK and New York offices. His areas of interests are : Finance, Risk Management, Treasury, International operations and Regulatory Compliance.

    S. Muralidaran Joint Director (Academics)

    Mr.Muralidaran's academic qualifications are: B.Sc.(Hons) from the University of Mumbai, Master in Financial Management from Jamnalal Bajaj Institute of Management Studies, Mumbai with CAIIB, Diploma in Business Management and Treasury & Risk from IIBF. He has earlier

    worked in Bank of Baroda, Indian Bank, NABARD, ICFAI. His areas of interests are: Accounting and Finance, Treasury and Risk Management, Investments Management

    FACULTY PROFILE

    20

  • S. Prabhakara Joint Director (Academics)

    Mr. Prabhakara is B.Sc. in Agricultural Marketing & Co-operation and M.Sc. in Agricultural Economics from University of Agricultural Sciences, Dharwad. He is a postgraduate in management (MBA) with specialization in Finance & Human Resource Management area from the XLRI, Jamshedpur. He

    is also a graduate in Law. He is having experience of over 22 years in banking & micro finance industry. His areas of interests are Micro Finance, Rural Banking and Financial Inclusion.

    B.C. Thomas Faculty Consultant

    Mr. B.C. Thomas holds a Bachelor of Commerce Degree with CAIIB and a Diploma in Business Management. Prior to joining IIBF, he has served Bank of India for 33 years in various Managerial capacities and his last

    assignment was as Assistant General Manager. His areas of interests are Corporate Banking and Credit Management.

    Priti S. Aggarwal Deputy Director (Academics)

    Ms.Priti Aggarwal is a post graduate in commerce from the University of Mumbai and a M.S.(Finance) and CFA from ICFAI. She has also completed Diploma in International Banking & Finance, Diploma in

    Treasury, Investment and Risk Management and CAIIB from IIBF. She has completed specialized courses from NISM, IRDA. She has experience of more than 12 years in Banking, Insurance, financial services and treasury functions. She started her career in a Co-operative Bank and has also worked in Indusind Bank Limited. She has more than 4 years of teaching experience in different colleges and Institutes. She has authored four books viz., Risk Management, Foreign Exchange Management, Mutual Fund Management and Portfolio Management in addition to co-authoring a book on 'Financial Accounting'. Her areas of interest are Accounts,Investments,Portfolio Management,Risk Management and Financial Innovations

    FACULTY PROFILE

    21

  • Indian Institute of Banking & Finance (formerly Indian Institute of Bankers) was established on 30th April 1928 as a professional body of Banks and Financial Institutions in India on the initiatives of eminent bankers, businessmen and leading industrialists. Over the years, IIBF has become the premier Institute for developing and nurturing competent bankers and financial professionals in Banking & Finance, through a process of education, training, examination, research, consultancy and continuous professional development programmes.

    Currently, the Institute has 5,75,168 individual members and 715 institutional members. During the year 2013-14, 3,29,086 candidates enrolled for JAIIB / CAIIB / DB&F and other certificate / diploma examinations. The Institute is the largest of its kind in the world. The Institute has adopted latest technology in all aspects of education and conducts on-line exams across the country.

    The pedagogy of Distance Learning offered by the Institute comprises publishing specific courseware and work books, organizing contact classes, conducting video classes, offering e-learning through portal, organizing campus training etc.

    The state of the art Leadership Centre located in the Institute's Corporate Office complex has well designed classrooms, breakaway rooms, seminar hall and a library. The ambience is conducive for effective learning.

    About IIBF

    22

  • 23

    IIBF COURSESA. Flagship Courses

    JAIIB

    CAIIB

    Diploma in Banking & Finance

    B. Specialised Diploma Courses

    Diploma in Treasury, Investment and Risk Management

    Diploma in Banking Technology

    Diploma in International Banking and Finance

    Advance Diploma in Urban Co-operative Banking

    Diploma in Commodity Derivatives for Bankers

    Advanced Wealth Management Course

    Diploma in Home Loan Advising

    C. Certificate Courses

    Certificate in Trade Finance

    Certified Information System Banker

    Certificate in Anti-Money Laundering / Know Your Customer

    Certificate in Quantitative Methods for Bankers

    Certificate in Credit Cards for Bankers

    Certificate Examination in Banking Oriented Paper in Hindi

    Certificate Examination in SME Finance for Bankers

    Certificate Examination in Customer Service & Banking Codes and Standards

    Certificate Examination in CAIIB - Elective Subjects

    Certificate Examinations in Basics of Banking / Credit Cards / Functions of Banks for employees of IT Companies

    Certificate Course for Business Correspondents / Business Facilitators

    Certificate Examination for Debt Recovery Agents

    Certificate Examination in IT Security

    Certificate Examination in Rural Banking Operations for RRB Staff

    Certificate Examination in Prevention of Cyber Crimes and Fraud Management

    Certificate Examination in Foreign Exchange Facilities for Individuals

    Certificate Examination in Microfinance

    D. Specialised Certificate Courses

    Certified Bank Trainer

    Certified Banking Compliance Professional

    Certified Treasury Professional

    E. Management Courses

    Advanced Management Programme

    Project Finance Management blended Course with IFMR, Chennai

    CAIIB linked MBA with IGNOU.

    (For details visit www.iibf.org.in)

  • 24

    INFRASTRUCTURE FACILITIES

    AUDITORIUM :

    State of the art Seminar Hall available with a seating capacity for 130 participants with all infrastructure facilities available like projector, screen, LCD TVs, AV system, podium mike, cordless mike, etc

    LIBRARY :Library and reading room facilities are available. Latest books on banking, finance, management and other allied subjects are available for reading and lending purpose.

    CLASSROOM :The Institute has two class rooms with a seating capacity of 36 students in each class room with all infrastructure facilities available i.e. projector, screen, AV system, Wi-Fi connection

  • For further details contact:

    Mr. M.D.Vernekar

    Joint Director and Programme Co-ordinator, E-mail: [email protected] Tel: 91-022-2503 4376(D)

    Or

    Dr. Rekha Rani Singh

    Joint Director: Marketing and Administration Email: [email protected] Tel: 91-022-2504 0063(D)

    Address for Communication

    Indian Institute of Banking and Finance Kohinoor City, Commercial-II, Tower-I, 3rd Floor, Kirol Road, Kurla West, Mumbai - 400 070. Board : 91-022-2503 9746/9604/9907 Fax: 91-022- 2503 7332 Website: www.iibf.org.in

    First AMP Convocation

    Successful participants with Shri R.K.Dubey CMD, Canara Bank; Chief Guest and Dr.R. Bhaskaran, CEO, IIBF

  • Des

    igne

    d an

    d P

    rint

    ed a

    t: O

    nloo

    ker

    Pre

    ss T

    el. :

    2218

    354

    4 / 2

    218

    2939