PROGRAMME IN PREMIER BANKER

Get an in-depth understanding of Banking and Finance, Digital Banking, Mutual Funds and more.

Program Fee: ₹59000 /- Incl. GST

*Visit IIT Digital Skills Academy Website

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Pre recorded course

Unrestricted and Unlimited access to the course anytime.

Online Assessment

MCQ based online examination which can be accessed anytime

Online Certification

Upon completion of exam, certificate will be sent over mail within a month

Multiple Re-attempts

Exam can be reattempted once every month until course validity

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About IIT Madras

IIT-Madras (Indian Institute of Technology, Madras) is a public engineering institute and one of the most prestigious universities and research centers in India. Digital Skills Academy (DSA) is an initiative of NASSCOM, an apex body and IIT-Madras to to deliver structured IT-ITeS skill programs through online and classroom training. DSA has many programs listed in their website that poses direct development to support IT & ITeS requirements of the $154 billion dollar IT BPM industry in India.

About Infact Pro Trainers

Infact Pro Trainers is a strategic initiative which has been set-up to cater the manpower requirement and upskilling of the exponentially growing Financial sector in India. It has also been significantly contributing to the BFSI sector in the sphere of training of existing BSFI professionals.

Certificate of Course Completion by IIT-MADRAS

Course Objectives

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Course Highlights

Syllabus

OVERVIEW OF BFSI INDUSTRY

  • KEY PLAYERS IN BFSI INDSTRY
  • ORGANIZED AND UNORGANISED FI’S
  • REGULATORS OF BFSI

EVOLUTION OF MONEY AND BANKING

  • EVOLUTION OF MONEY FROM BATTER SYSTEM TO DIGITA BANKING
  • FUNCTIONS OF MONEY
  • EVOLUTION OF BANKING

ROLE OF BANKS AND BANKING PRODUCTS AND SERVICES

  • BUSINESS OF BANKING
  • ROLE OF BANKS
  • BANK PRODUCTS AND SERVICES AS FINANCIAL INTERMEDIARY
  • BANK PRODUCTS AND SERVICES AS CONSTITUENT OF PAYMENT AND SETTLEMENT SYSTEM
  • BANK PRODUCTS AND SERVICES AS PROVIDER OF OTHER FINANCIAL SERVICE

BANKING TECHNOLGOY AND TRENDS

  • ROLE AND BENEFITS OF TECHNOLOGY
  • NEW PRODUCTS AND SERVICES IN BANKING
  • TECHNOLOGY AND BUSINESS OF BANKING

TYPES OF FINANCIAL CUSTOMERS

  • INDIVIDUAL & NON INDIVIDUAL CUSTOMERS

WEALTH MANAGEMENT

  • CONCEPT OF WELATH MANAGEMENT
  • WEALTH CREATION

OVERVIEW OF OTHER FINANCIAL PRODUCTS AND SERVICES

  • EQUITY
  • MUTUAL FUND
  • FIXED INCOME SECURITIES
  • DERIVATIVES
  • COMMODITIES
  • REAL ESTATE
  • ART
  • INSURANCE
  • CHAPTER 8: CAREERS IN BFSI
  • SCOPE OF BANKING
  • SCOPE OF FINANCIAL SERVICES
  • SCOPE OF INSURANCE
  • DIGITAL BANKING PRODUCTS

    • Introduction
    • Need for Digital Banking Products
    • Client Education for Digital Banking Products

    DEBIT/CREDIT/ ATM CARDS

    • Overview and brief history of Cards in BFSI Industry
    • Different types of cards
    • Product features
    • EMV Machine Technology
    • New Technologies – Tap and Go, NFC, etc.
    • Approval Processes for Cards
    • Profitability of Cards
    • Back End operations
    • Recovery and Follow up

    ATMs

    • Overview and Brief History
    • Product Features
    • Instant Money Transfer Systems
    • Various Value-Added Services (e.g., bill payments, donations, etc.)
    • Proprietary, Brown Label and White Label ATMs
    • ATM Network Planning – Onsite/Offsite
    • Security and Surveillance of ATM Sites
    • Profitability of ATMs
    • Risk Management and Frauds
    • Back End Operations and Technology

    CASH DEPOSIT MACHINES

    • Overview and Brief History
    • Product Features
    • CDM Network Planning – Onsite/Offsite
    • Profitability of CDMs
    • Risk Management and Frauds
    • Back End Operations and Technology

    CASH RE-CYCLERS

    • Overview
    • Product Features
    • Risk Management and Frauds
    • Back End Operations and Technology

    MOBILE BANKING

    • Overview and Brief History
    • Product Features and Diversity

    IMPS

    • Profitability of Mobile Banking
    • Risk Management and Frauds
    • Back End Operations and Technology

    INTERNET BANKING

    • Overview and Brief History
    • Product Features
    • Corporate and Individual Internet Banking
    • Integration with e-Commerce Merchant sites
    • Profitability of Internet Banking
    • Risk Management and Frauds
    • Back End Operations and Technology

    POS TERMINALS

    • Overview and Brief History
    • Product Features
    • Approval processes for POS Terminals
    • Profitability of POS business
    • Risk Management and Frauds
    • Back End Operations and Technology

    BRANCHLESS BANKING

    • Objectives
    • Introduction
    • Financial Inclusion – Logic and logistics
    • Vehicles for Financial Inclusion
    • Business Correspondents/Business facilitators
    • Digital Banking Products for Financial Inclusion

    MARKETING OF DIGITAL BANKING PRODUCTS

    • Objectives
    • Introduction
    • Product Planning
    • Structure for Marketing Digital Banking Products
    • Sales delivery to customers
    • Concept of e-Galleries
    • After sales service to customers
    • Marketing for Financial Inclusion
    • Dangers of Mis-selling
    • Use of analytics in marketing Digital Banking Products

    PAYMENT SYSTEMS

    • Overview of global payment systems
    • Overview of domestic payment systems
    • RuPay and RuPay Secure
    • Immediate Payment Service (IMPS) National Unified USSD Platform(NUUP)
    • National Automated Clearing House (NACH)
    • Aadhaar Enabled Payment System (AEPS)
    • e-KYC
    • Cheque Truncation System (CTS)
    • National Financial Switch (NFS)
    • RTGS
    • NEFT
    • Forex Settlements
    • Securities Settlement
    • Innovative Banking & Payment Systems
    • Introduction to Mutual Funds
    • Mutual Funds structure
    • Products & Features – Overview
    •  Regulations
    • Offer Document & Investor Services
    • Debt Funds
    • Liquid Funds
    • Exchange Traded Funds
    • Equity Funds
    • Taxation
    • Performance of Mutual Funds
    • Financial Planning
    • Introduction to Advance MF & its Keywords
    • Financial Planning Advanced
    • Mutual Fund Structure – Advanced
    • Mutual Fund Products- Advanced
    • Investment & Risk Management
    • Valuation of Schemes & Accounting
    • Fund Distribution & Sales Practices
    • Investor/Investment Services
    • Scheme Evaluation
    • Legal & Regulatory
    • Investor Protection
    • Questions & Answers – Mock Test
  • SECURITIES

    1. REGULATOR
    2. PARTICIPANTS

    PRIMARY MARKET

    1. ISSUE OF SHARES
    2. FOREIGN CAPITAL ISSUANCE 

    SECONDARY MARKET

    1. INTRODUCTION
    1. Stock Exchange
    2. Stock Trading 
    1. PRODUCTS IN THE SECONDARY MARKETS
    1. Equity Investment.
    2. Debt Investment

    DERIVATIVES

    DEPOSITORY

    MUTUAL FUNDS

    MISCELLANEOUS

    1. PRODUCTS IN THE SECONDARY MARKETS
    1. Corporate Action
    2. Index
    3. Clearing, Settlement And Redressal

    CONCEPTS & MODES OF ANALYSIS

    RATIO ANALYSIS



  • INTRODUCTION TO FINANCIAL PLANNING

    • Indian Economic Environment
    • Overview Of Indian Financial Markets
    • Participants, Intermediaries & Regulators Of The Indian Financial System
    • Basics Of Financial Planning
    • The Financial Planning Process 
    • Towards A Financial Plan
    • Recommending Financial Planning Strategies To Investors 
    • Effective Communication In Financial Counselling

    RISK ANALYSIS, INSURANCE AND RETIREMENT PLANNING

    • Basic Concepts Of Insurance And Risk Management
    • Insurance Organisation Structure And Functions  
    • Regulations And Legislations Applicable To Insurance 
    • Life Insurance: Analysis Of Life Cover, Strategies And Products 
    • General Insurance And Its Practice In India 
    • Life Cycle Analysis, Retirement Needs And Factors In Planning
    • Retirement Planning Process 
    • Employee Benefits And Super Annuation
    • Pension Products
    • Regulatory Framework Of Retirement Plans

    INVESTMENT PLANING, TAX PLANING AND ESTATE PLANNING

    • Investment Concepts, Asset Classes And Investment Products 
    • Investment Planning, Measuring And Analysis Of Returns 
    • Investment Strategies And Portfolio Management
    • Regulatory And Procedural Aspects Of Financial Products And Services 
    • Taxation Aspects Of Wealth 
    • Estate Planning Process And Strategies
  • INTRODUCTION TO THE SECURITIES MARKET 

    • INTRODUCTION
      SECURITIES MARKET
      MONEY MARKETS
      PRODUCTS TRADED IN THE INDIAN SECURITIES MARKET 

    MARKET PARTICIPANTS IN THE SECURITIES MARKET 

    • INTRODUCTION INVESTORS ISSUERS INTERMEDIARIES REGULATORS 

    INTRODUCTION TO SECURITIES BROKING OPERATIONS 

    • INTRODUCTION TO THE TRADE LIFE CYCLE FRONT OFFICE OPERATIONS
      MIDDLE OFFICE OPERATIONS
      BACK OFFICE OPERATIONS 

    RISK MANAGEMENT 

    • RISK MANAGEMENT
      COMPLIANCES AND REGULATORY REPORTING CORE SETTLEMENT GUARANTEE FUND 

    CLEARING PROCESS 

    • INTRODUCTION
      ROLE OF THE CLEARING AGENCY
      CLEARING BANKS AND THEIR FUNCTION CLEARING MEMBERS /CUSTODIANS DEPOSITORIES & DEPOSITORY PARTICIPANTS CLEARING PROCESS 

    SETTLEMENT PROCESS 

    • INTRODUCTION
      DETERMINATION OF SETTLEMENT OBLIGATIONS- EQUITY SEGMENT SETTLEMENT OF FUNDS
      SETTLEMENT OF SECURITIES
      CORPORATE ACTIONS ADJUSTMENT
      AUCTION OF SECURITIES 

    INVESTOR GRIEVANCES AND ARBITRATION 

    • INTRODUCTION
      INVESTOR GRIEVANCE INVESTOR PROTECTION FUND ARBITRATION 

    OTHER SERVICES PROVIDED BY BROKERS 

    • INTRODUCTION
      IPO APPLICATIONS
      TRADING OF MUTUAL FUND UNITS 
  • Basics of Derivatives 


    • Basics of Derivatives
      Derivatives Market – History & Evolution
      Indian Derivatives Market
      Market Participants
      Types of Derivatives Market
      Significance of Derivatives
      Various risks faced by the participants in derivatives 

    Understanding Index 

    • Introduction to Index Significance of Index
      Types of Stock Market Indices Attributes of an Index
      Index management
      Major Indices in India Application of Indices 

     Introduction to Forwards and Futures 

    • Introduction to forward and futures Contracts Pay off Charts for Futures contract
      Futures pricing
      Commodity, Equity & Index Futures 
    • Uses of futures 

    Introduction to Options 

    • Basics of options
      Pay off Charts for Options
      Basics of Option Pricing and Option Greeks Uses of Options 

    Option Trading Strategies 

    • Option Spreads Straddle Strangle Covered Call Protective Put Collar 
    • Butterfly Spread 

    Introduction to Trading Systems 

    • Trading System
      Selection criteria of Stocks for trading 6.3 Selection criteria of Index for trading Adjustments for Corporate Actions
      Position Limit
      Using Daily Newspapers to Track Futures and Options 

    Introduction to Clearing and Settlement System 

    • Clearing Members
      Clearing Mechanism Settlement Mechanism
      Risk Management Margining and mark to market under SPAN

    Legal and Regulatory Environment 

    • Securities Contracts (Regulation) Act, 1956
      Securities and Exchange Board of India Act, 1992 Regulation in Trading Regulations in Clearing & Settlement and Risk Management
      Major recommendations of Dr. L.C.Gupta Committee
      Major recommendations of Prof. J.R.Verma Committee 

    Accounting and Taxation 

    • Accounting
      Taxation of derivative transaction in securities 

    Sales Practices and Investors Protection Services 

    • Understanding risk profile of the client Investors Grievance Mechanism 


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