Banking Management Operations Certificate Online - 100 Hours

This program acquaints the participants with an in-depth understanding of various knowledge areas that are required of banking professionals. The students will be equipped with the knowledge of the various banking products, operational aspects, and various technology and regulatory requirements. The students will also be provided with essential management and operational technology skills required to work effectively.  12 months access

The key knowledge areas are: 

·         Banking essentials

·         Banking products

·         Foreign Exchange Management

·         Trade Finance

·         Operational aspects

·         Banking technology

·         Regulatory environment

 

Banking essentials

An overview of the financial system

Role of banks

How banks operate (From managing assets to managing liabilities)

Understanding the relationship between a bank and customer

Types of customers

Types of bank accounts

Negotiable instruments (Checks, bills of exchange, etc.)

 

Banking products and services

Consumer lending products

  • Consumer credit terminology
  • Overview of lending process
  • Various product features and benefits

 

Deposit Products

  • Various product features and benefits

 

Credit Card Operations

 

Fee-based banking services

 

Services such as Demat accounts

 

 Financial planning products/services

Foreign Exchange Management

Overview of Foreign Exchange Markets

Foreign Exchange Dealings

Exchange Rate Mechanisms

Foreign Exchange Operations

Trade Finance

International Trade Services

Modes of International Trade

Documentary Credit

Documentary Collections

Important Trade Documents

Trade Finance

Risks in International Trade

 

Operational aspects

Book Keeping and Accounting

Teller Functions

Banking technology

Overview of banking technology/software

Using technology for speed, efficiency and accuracy

Electronic banking services and emerging trends

Plastic Wallet Technology

Tools for managing customer data

Security Issues and Systems Audit

Training/simulation of an actual banking software

 

Regulatory environment

Regulatory Framework for Banking

Know Your Customer/Anti-money Laundering Guidelines

Regulatory Framework for International Trade

 

 

Project

An independent research assignment, which will demonstrate their knowledge and competence in bank operations

 

 

Course Highlights

1.    Introduction to banking

2.    Banker Customer Relationship

3.    Types of Customers and Their Accounts

4.    Negotiable Instruments and Related Matters

5.    Overview of Deposit Function 

6.    Demand Deposits 

7.    Time Deposits 

8.    Types of Deposits - Advantages and Disadvantages

9.    Overview of Credit Function 

10.    Principles and Practice of Lending 

11.    Financial Analysis for Lending 

12.    Securities for Lending 

13.    Credit Documentation and Sanctioning 

14.    Credit Monitoring and Loan Recovery 

15.    Asset Categorization 

16.    Credit Card Operations 

17.    Dematerialization and Other Services 

18.    Introduction to Bookkeeping and Accounting 

19.    Practice of Bookkeeping in Banks 

20.    Final Statements of Accounts of Banks 

21.    Foreign Exchange Remittance-I 

22.    Foreign Exchange Remittance-II 

23.    Foreign Exchange Transactions 

24.    Introduction to Marketing 

25.    Marketing of Bank Services 

26.    Customer Relationship Management 

27.    Payment and Settlement System 

28.    Electronic Transfer of Funds 

29.   Teller Functions

30.    Risk Management Principles 

31.   Operational Risk Management 

32.   Credit Risk Management 

33.   Internal Controls in Banks 

34.   Banking Technology 

35.   Trade Finance - I 

36.   Trade Finance-II 

37.  Know Your Customer

38.  HRM in Bank Branches

 

 

Elearning Features

ProTrain, in partnership with Kesdee, offer state-of-the art simulated learning environment.  Exhaustive theoretical material supplemented with contemporary case studies

 

Learner friendly courses with:

>          Formulae, definitions and concise summaries

>          Interactive simulations

>          Solved examples, practice exercises and quizzes

>          Mock exams from proprietary database

>          Timed tests in exam format

>          Personalized results for self assessment

>          Glossary, FAQs, Pocket Reference

>          Valuable reference extracts

 

 

Other features include :

>          E-mail subject-matter expert

>          Online with 24x7 customer support