Master the art of Banking Domain and Operation Management, Insurance and Risk Operations and Domain Management
What you'll learn
You will learn the key factors in the banking theory,objectives,nature and functions of bank.
Roles of the banks in the development economy. Learn about the details of Indian banking system and classification of the banks.
Learn about the Credit Creation. Discover how to get the knowledge of different types of deposit accounts
This training will be useful if your job involves banker and customer relationship, various types of relationships and accounts and KYC norms. .
You will learn the key factors in the Insurance, types of insurance plans, role of Insurance and its principles.
Details about the life insurance, its principles, nature and the benefits of the life insurance.
Learn about the details of non-life insurance and the life insurance schemes and the products and its various schemes.
Learn about the insurance markets.
This training will be useful if your job involves insurance policies and different types of the insurance schemes, role of insurance and details about insuran
Discover how to get the knowledge of different types insurance related to the marine insurance, fire insurance, motor insurance and so on.
This online course is packed full of professionally produced downloadable resources, which will enable you to start practicing immediately after completion.
Requirements
You should have an interest in Banking theories and its concepts
An interest in banking functions function, its importance
Be interested in the different types of banking account, its importance
Have an interest in different systems of banking.
You should have an interest in Insurance sector and the different types of the insurance.
An interest in principles of insurance and its importance.
Be interested in the concept of life and non-life insurance, its importance and different types of the factors affecting the life insurance policy.
Have an interest in insurance markets and risk management.
Description
BFSI: Banking and Insurance This is a mini MBA or domain knowledge Course where you will understand all the basic functions and operations of the industry. The step by step approach is useful for any MBA students or working professionals. This course is useful at any level junior,entry level to aspiring Manager or top management.This is useful and equivalent to any Post Graduate Diploma or specialised MBA course material. The course is developed by industry experts and experienced professionalsBanking Operations and Domain ManagementDescriptionTake the next step in your career! Whether you're an up-and-coming professional, an experienced executive, aspiring manager, budding Professional. This course is an opportunity to sharpen your banking theories, its functions and banking operational elated detailed information, increase your efficiency for professional growth and make a positive and lasting impact in the organization.With this course as your guide, you learn how to:All the basic functions and skills required for the banking operations.Transform your knowledge about understanding the banker and customer relationship skills and different types of the banking system in an efficient way for the current banking operation.Get access to recommended templates and formats for common types deposits account.Learn useful case studies, banking practices and demonstrations of different banking sector reforms with useful forms and frameworksInvest in yourself today and reap the benefits for years to comeThe Frameworks of the CourseEngaging video lectures, case studies, assessment, downloadable resources and interactive exercises. This course is created to Learn about banking practices and theories its functions, objectives and responsibilities. How to understand the role of banks in the economical environment.This course covers the essential concepts and practices in managing the banking domain. It provides a comprehensive understanding of the banking industry, its functions, regulations, and challenges. The course focuses on equipping learners with the necessary knowledge and skills to effectively manage banking operations, mitigate risks, and enhance customer satisfaction.Key Highlights:Explore the fundamentals of the banking domainUnderstand the various types of banking institutionsLearn about banking products and servicesGain insights into regulatory compliance in the banking sectorDevelop strategies for effective risk managementEnhance customer relationship management in bankingDiscover the future trends and innovations in bankingIn the first part of the course you'll learn the most common banking theory and practices, its different types of banking accounts, different types of depositsIn the middle part of the course you'll learn about loans and advances, bank and cash management system, different types of the negotiable instruments. You will gain the knowledge about the banking reforms.In the final part of the course you'll develop the ability analyze the capital adequacy, non-performing assets and core banking solutions. You will get full support and all your querries would be answered guaranteed within 48 hours.Course Content:Part 11. Introduction and Study PlanIntroduction and Study Plan and Structure of the CourseIntroduction to BankMeaning and Nature of banksFunctions of commercial banksAgency functions and general Utility functions.2. Role of banks in the development of the economyIntroduction.Role of banks.Role of banks in Indian Economy.Financial Inclusion.3. Indian Banking SystemIntroduction.History.Classification of banks.Present scenario of banking sector in India.Reserve bank of India- Role and Functions.Techniques of Credit Control.4. Credit Creation.IntroductionMeaningProcess of credit creationLimitations of Credit creation.5. Banker Customer Relationship.Introduction.Various types of relationshipKYC NormsSpecial types of accountsMandate and power of Attorney6. Types of Deposit accountIntroductionProcess of opening bank accountWelcome kit(Pay in slip)Cheque Book and Passbook.Forms of Passbook.ATM cum Debit card.Advantages of bank account.No Frills Account.7. Loans and AdvancesIntroductionTypes of LoansPrinciples of good lendingLoans procedure followed by banks.Nature and characteristics of Loans granted.Factors influencing loan policy.8. Banking systemIntroductionCorporate BankingRetail BankingMerchant BankingTreasury Management9. Cash Management SystemIntroductionEvolution and Need of Cash Management Services (CMS)Concept of Cash Management Services for Corporate Entity in India10. Negotiable instruments.IntroductionChequesBills of ExchangePromissory NoteHolderPaying Banker and Collecting Banker11. Banking Sector ReformsIntroductionFirst generation reform sThe second phase of reforms.Liberalization of Banking Sector.Part 212. Capital adequacyIntroductionCapital Adequacy in Indian BanksBasel II Norms (New Capital Adequacy Framework)13. Non performing assetsIntroductionMeaning of Non Performing AssetsConceptual Exposition of Non-performing Assets (AdvancesClassification of NPAsProvisions for NPAsManagement of NPAsSuggestions to contain NPAs of Commercial Bank in IndiaSteps taken by the Government and the RBI on NPAs14. Core banking solutionsIntroductionCore BankingReal Time Gross Settlement (RTGSNational Electronic Funds Transfer (NEFT)Electronic Funds Transfer (EFT)Asset Liability Management (ALM)Anti-money Laundering (AML)E-Banking and Benefit of E Banking.E-ChequesCheque TruncationGlobal Banking Activities15. Assignments· How can we explain the different types of the deposit according to the requirements?· What is Indian Banking system? Explain the role of banks in an economic development.· Describe banking system and cash management system. What are the various types of the crucial negotiable instruments?· Practice Test 1· Practice Test 2Insurance and Risk Operations and Domain ManagementDescriptionTake the next step in your career! Whether you're an up-and-coming professional, an experienced executive, aspiring manager, budding Professional. This course is an opportunity to sharpen your insurance concepts, its functions and insurance sector related detailed information, increase your efficiency for professional growth and make a positive and lasting impact in the organization.This course provides a comprehensive understanding of insurance operations and domain management. It covers the core concepts and principles of insurance operation, including underwriting, claims management, policy administration, risk assessment, and premium calculations. Furthermore, it delves into the intricacies of insurance domain management, highlighting the importance of effective domain management strategies and practices in the insurance industry.With this course as your guide, you learn how to:All the basic functions and skills required for the insurance sector operations.Transform your knowledge about understanding the insurance agent and customer relationship skills and different types of the insurance plans policies in an efficient way for maintaining a proper customer satisfaction.Get access to recommended templates and formats for common types deposits account.Learn useful case studies, insurance and risk management and demonstrations of different insurance plans types with useful forms and frameworksInvest in yourself today and reap the benefits for years to comeThe Frameworks of the CourseEngaging video lectures, case studies, assessment, downloadable resources and interactive exercises. This course is created to Learn about insurance and its types its functions, objectives and responsibilities of the insurance companies. How to understand the need of insurance and importance of insurance markets.Nature of the life insurance and its policy types. Details about the types of the bonus and the surrender value. Factors influencing the demands for insurance. Non-life insurance and its policy types about marine, motor insurance and fire insurance. This video will also help to understand the different types of the life and non-life insurance policy types.Key Highlights:Gain insights into the fundamental concepts of insurance operationsLearn about underwriting, claims management, and policy administrationExplore risk assessment and premium calculations in insuranceUnderstand the significance of effective domain management in the insurance industryWhat you will learn:Comprehensive understandingDevelop a thorough knowledge of insurance operations and domain management, covering essential concepts, processes, and strategies.Core principlesLearn the core principles of insurance operation, including underwriting, claims management, premium calculations, and policy administration.Risk assessmentExplore the techniques and methodologies involved in assessing risks associated with insurance policies and portfolios.Effective domain managementDiscover the importance of efficient domain management practices in the insurance industry and learn strategies for successful implementation.In the first part of the course you'll learn the most common introduction of insurance, brief history of insurance, need and the different types of the insurance, role of insurance in economic development, IRDA and Indian insurance market.In the middle part of the course you'll learn about life insurance non-life insurance and their policy types. You will gain the knowledge about the health insurance and its roles also.In the final part of the course you'll develop the ability analyze the details about insurance customers and the risk management. You will get full support and all your querries would be answered guaranteed within 48 hours.Course Content:Part 11. Introduction and Study Plan and the Unit 1.· Introduction to Insurance· Introduction and Study Plan and Structure of the Course· Introduction to Insurance· Brief History of Insurance· Highlights of Indian Insurance (Important milestone in the life insurance business)· Need for Insurance.· Types of Insurance· Importance of Insurance Industry.· Role of Insurance in economic development.· Insurance and Social security· Reforms in Insurance sector.· IRDA's Mission· Recent Initiatives taken by IRDA.· Privatization and Liberalization in India.· Liberalization· Indian Insurance Market· New Entrants to Indian Insurance Market.2. Life Insurance Nature and Policy types· Nature of life insurance· Principles of life insurance· Terms used in insurance· Life insurance products and schemes· Various schemes· Characteristics of an insurable risk· Role of insurance· Factors influencing demand for insurance· Nomination and assignment of policy· Types of bonuses· Types of surrender value3. Non-Life Insurance and Policy types· Features and benefits of fire insurance· Types of fire insurance in india· Loss of profit policy in fire insurance· Marine insurance· Benefits of marine insurance plan· Motor insurance· Benefit of motor insurance policy· Personal accident policy· Fidelity guarantee insurance· Fidelity insurance covers· Medi claim and health insurance· Double insurance and reinsurance· Certificate of insurancePart 24. Insurance Market: Life and Non-Life Insurers Firms in India· Life Insurance Companie· Non-Life Insurance Companies· Life Insurance Corporation of India· General insurance corporation of India.· The new india assurance company limited· United india insurance company limited· Agriculture insurance company of india limited· Role of insurance agents and brokers· Insurance surveyors· IRdai (insurance surveyors and loss accessors) regulations, 2015· Medical examiners· Third-party administrator· Role of tpa in health insurance· Irda's mission· Insurance regulatory and development authority (irdai)· Competition act 2002· Regulations issued by irda· Legal framework for insurance business· Powers of the tac5. Insurance customers and Risk management· Regulatory Compliance.· Risk management strategy for individuals.· Types of Risk management ( Enterprise Risk Management).· Currency Risk management· Project Risk management· Integrated Risk management· Technology Risks Management· Compulsion vs. Voluntarism.· Ethical Behavior in Insurance.· Factors Influencing policy holder's satisfaction.· Retention of customers by insurers.· Understand where the referrals come from.· Ease of doing business.· Be an expert communicator.· Personal Service.· Set expectations when on boarding customers· Focus on multi-lining customers signed into multiple products· Benefits and OptionsAssignments· How can we explain the different types of the insurance?· What is bonus and surrender value? Explain the role of insurance agent.· Describe the risk management. What are the various types of risk management as per the details that you have understood after learning this particular topic in your own words?· Practice Test 1· Practice Test 2
Overview
Section 1: Introduction
Lecture 1 Introduction and Study Plan
Lecture 2 Functions of Commercial Bank
Lecture 3 Agency Function of Banks
Section 2: Role of banks in the development of the economy
Lecture 4 Role of banks
Lecture 5 Role of banks 2
Lecture 6 Role of banks in Indian Economy
Lecture 7 Financial Inclusion.
Section 3: Indian Banking System
Lecture 8 Introduction
Lecture 9 Classification of banks
Lecture 10 Present scenario of banking sector in India and Credit Control.
Section 4: Credit Creation
Lecture 11 Introduction to Creadit Creation
Lecture 12 Process and Limitation of credit creation
Section 5: Banker Customer Relationship
Lecture 13 Intro and Various types of relationship
Lecture 14 KYC Norms and Special Accounts
Section 6: Types of Deposit account
Lecture 15 Introduction and Process of opening bank account
Lecture 16 Process of Bank Account Opening and Types of Account
Lecture 17 Forms of Passbook
Lecture 18 ATM and Debit Card
Section 7: Loans and Advances
Lecture 19 Introduction and Types of Loans
Lecture 20 Types of Loans 2
Lecture 21 Principles of good lending
Lecture 22 Loans Procedure 2
Lecture 23 Nature and characteristics of Loans granted
Lecture 24 Factors influencing loan policy
Lecture 25 Factors influencing loan policy 2
Section 8: Banking system
Lecture 26 Intro and Corporate Banking
Lecture 27 Corporate and Retail Banking
Lecture 28 Merchant Banking and Treasury Management
Section 9: Cash Management System
Lecture 29 Intro and Evolution and Need of Cash Management Services (CMS)
Lecture 30 Concept of Cash Management Services for Corporate Entity in India
Section 10: Negotiable instruments
Lecture 31 Intro and Negotiable instruments
Lecture 32 Negotiable instruments 2
Lecture 33 Cheques
Lecture 34 Bills of Exchange
Lecture 35 Promissory Note
Lecture 36 Holder, Paying Banker and Collecting Banker
Section 11: Banking Sector Reforms
Lecture 37 Introduction and First generation reforms
Section 12: Capital adequacy
Lecture 38 Intro and Capital Adequacy in Indian Banks
Lecture 39 Capital Adequacy in Indian Banks 2
Lecture 40 Basel II Norms (New Capital Adequacy Framework)
Section 13: Non performing assets
Lecture 41 Intro and Meaning of Non Performing Assets
Lecture 42 Meaning of Non Performing Assets2
Lecture 43 Conceptual Exposition of Non-performing Assets
Lecture 44 Classification of NPAs, Provisions for NPAs, Management of NPAs
Section 14: Core banking solutions
Lecture 45 Intro and Core Banking
Lecture 46 Asset Liability Management (ALM)
Lecture 47 Anti-money Laundering (AML)
Lecture 48 Anti-money Laundering (AML) 2
Lecture 49 Anti-money Laundering (AML) and E Banking
Lecture 50 E Banking Benefits
Lecture 51 E-Cheques and Cheque Truncation
Lecture 52 Global Banking Activities
Section 15: Assignment on Banking
Lecture 53 Assignment 1
Lecture 54 Assignment 2
Section 16: Introduction to Insurance and Study Plan
Lecture 55 Introduction
Lecture 56 Introduction to Insurance
Lecture 57 Brief History of Insurance
Lecture 58 Brief History of Insurance 2
Lecture 59 Highlights of Indian Insurance
Lecture 60 Need for Insurance
Lecture 61 Types of Insurance
Lecture 62 Types of Insurance and Roles
Lecture 63 Insurance and social security
Lecture 64 IRDA's mission
Lecture 65 Recent initiatives taken by IRDA
Lecture 66 Privatisation and Liberalisation in India and Liberalisation
Lecture 67 Continuation of Privatisation and Liberalisation in India and Liberalisation
Lecture 68 Reforms in Insurance sector
Lecture 69 Indian Insurance Market Unit
Section 17: Life Insurance Nature and Policy types
Lecture 70 Nature of life insurance and Principles of Life insurance
Lecture 71 Continuation of principles of life insurance, Factors influencing demand for in
Lecture 72 Nominations and assignment of policy, Types of Bonus & Types of Surrender value
Lecture 73 Types of bonus
Section 18: Non-Life Insurance and Policy types
Lecture 74 Features and benefits of fire insurance, types of fire insurance in Indi
Lecture 75 Marine Insurance and Benefits of Marine Insurance plan
Lecture 76 Motor insurance
Lecture 77 Benefits of Motor insurance policy
Lecture 78 Benefits of owning a personal accident insurance policy
Lecture 79 Fidelity guarantees insurance
Lecture 80 Fidelity insurance covers, Mediclaim and health insurance and Reinsurance
Lecture 81 Double insurance and re insurance and Certificate of Insurance
Section 19: Insurance Market: Life and Non-Life Insurers Firms in India
Lecture 82 Life Insurance Companies
Lecture 83 Non life insurance company
Lecture 84 Life insurance corporation of India
Lecture 85 General insurance corporation of India and The new India assurance company
Lecture 86 Agriculture insurance company of India limited and Role of insurance agent
Lecture 87 Insurance surveyors and IRDAI
Lecture 88 Medical examiners, Third party administrator, Role of TPA
Lecture 89 Insurance regulatory and development authority and Competition Act 2002
Lecture 90 Regulations issued by IRDA, Legal Framework for Insurance business, TAC
Section 20: Insurance customers and Risk management
Lecture 91 Insurance customer and Risk management (Regulatory compliance)
Lecture 92 Types of risk management (Enterprise risk management)
Lecture 93 Currency risk management
Lecture 94 Project risk management
Lecture 95 Integrated risk management
Lecture 96 Technology risk management
Lecture 97 Compulsion vs. Voluntarism
Lecture 98 Ethical behaviour in Insurance
Lecture 99 Factors influencing policy holder's satisfaction
Lecture 100 Retention of customers by insurers
Lecture 101 Understand where the referrals comes from and Ease of doing business
Lecture 102 Be an expert communicator and Personal service
Lecture 103 Set expectation when onboarding customer
Lecture 104 Focus on multi lining customers signed into multiple products
Lecture 105 Benefits and Options
Section 21: Assignments on Insurance
Lecture 106 Assignment
Professionals with the knowledge banking system, the basic concepts of the banking operations.,New banking professionals who is looking to see them successful in an banking industry.,Existing bankers looking to get more engagement and innovation from their teams and organizations,Professionals with the knowledge insurance, the basic concepts of the different types of the insurance and its different types of the policy.,New insurance agent to the managerial professionals level who is looking to see them successful in an Insurance industry.,Existing Insurance agents or executives looking to get more engagement and innovation from their teams and organizations
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