aima brochure a v11 - bankedge

www.bankedge.in

MANAGEMENT

What are yourcareer goals this year?

POST GRADUATE DIPLOMA IN

SPECIALISATION IN BANKING & FINANCE

Get trained by the Industry Experts and Mentors

Master in-demand Global Skills

Interview and Networking with Top class Financial

Institutions and Private Banks

Start your rewarding Career in BFSI Sector

ALL INDIA MANAGEMENT ASSOCIATION

Program Highlights

Business Communication

Introduction to IT Systems

Management Functions & OB

Managerial Economics

Business Statistics

Financial & Management Accounting

CERTIFICATE IN MANAGEMENT

ADVANCED CERTIFICATE IN MANAGEMENT

PROFESSIONAL CERTIFICATE IN

MANAGEMENT

POST GRADUATE CERTIFICATE IN

MANAGEMENT

Financial Management

Operations Management

Human Resource Management

Economics and Social Environment

Research Methodology

Marketing Management

Bank Risk Management

Corporate Finance

Case Study Development

Retail Banking

Banking Operations

Management of Financial Services

Business Simulation

International Business

Entrepreneurial Management

Enterprise Systems

Project Work

Business Law & Corporate Governance

The Post Graduate Diploma in Management provides you with an end-to-end understanding of Retail Banking Processes,

RBI Func�ons, Financial Products and Services, Core Banking Func�ons etc. You can also choose a dual specializa�on along-

with Retail Banking in sectors like Trade Finance, Credit Administra�on and Wealth Management. Also we prepare you for

some industry cer�fica�on like CFP (Cer�fied Financial Planner), NCFM Cer�fica�on, CCRA (Cer�fied Credit Research

Analyst Cer�fica�on), Cer�fica�on in Trade Finance by IIBF (Indian Ins�tute of Banking and Finance) depending on the

specializa�on that you choose. Not only that, in the last semester you also do a Capstone Project based on the same. Also

this PGDM comes with a 100% Placement Assistance with a CTC of upto 4Lac which makes it a Job-Ready Program.

u Graduates with minimum 6 months of work experience.

u Fresh Graduates who wish to combine their study with work. Also the program can be pursued as an add-on in any other specialized stream of education.

Who can take

Eligibilityu Any Graduate with minimum 50% marks

u Age below 30 years

RETAIL BANKING

Professional Edge @ Bankedge

Ÿ SB/CA/TD deposits

Ÿ Indian Financial System

Ÿ Accounting Guidelines

Ÿ Third-Party products viz MF and Insurance

Ÿ Various types of accounts (Individual,

Proprietorship etc.)

Ÿ Fraud Management

Ÿ Liabilities products ( An overview )

Ÿ KYC guidelines

Ÿ Remittances and Cash Management Service

Ÿ Cash and Clearing Transaction in Details

Ÿ Banking Business

Ÿ RBI and its functions

Ÿ Technology in Banking

Ÿ Banking Business

Ÿ Money and Interest

Ÿ Corporate Banking

Ÿ Bank Reconciliation

Ÿ Investment products and services

Ÿ Financial Markets

Ÿ Introduction to Financial Planning

Ÿ Wealth Management and Economy

Ÿ Investment Evaluation Framework

Ÿ Taxation and Estate Planning

WEALTH MANAGEMENT

Ÿ Forex Offices and Forex Dealings

Ÿ Introduction to Foreign Trade

Ÿ R-Retuns- Guidelines, Technical issues and

Documentation

Ÿ Exchange rate mechanism and SWIFT messages

Ÿ Exports – FEMA guidelines and ICC rules, EEFC,

ECGC Guarantee, Regulatory reporting

Ÿ Forex guarantees, Invocation and Payment

Ÿ Imports-RBI and FEMA guidelines, Merchanting

Trade, Regulatory Returns

Ÿ Foreign Outward Remittances, FEMA guidelines,

Procedure of issuing DD/TT,ESOP,LRS

Ÿ Domestic Trade covering NI Act, Inward and

Outward Collections, Supply Bills, Inland LC,

Performance Guarantee, Financial Guarantee

and others

Ÿ Foreign Inward Remittances, FEMA regulations,

Issue of FIRC

Ÿ Risk Management through Insurance

Ÿ Risk Profiling and Asset Allocation

Ÿ Cardinal Principles

Ÿ Details of Credits in Banks

Ÿ Fund Based and Non Fund Bases advances

Ÿ Investment and Risk management – Equity and

Debt and alternate Assets

Ÿ Priority and Non Priority Sector Advances

Ÿ Working capital operating cycle

Ÿ Projected Net working capital

Ÿ Term Loan Processes and Disbursement

Ÿ NPA Management including BASEL Norms and RBI

guidelines

TRADE FINANCE CREDIT & RISK MANAGEMENT

Choose any two specialisation from below:

Program Highlights

Business Communication

Introduction to IT Systems

Management Functions & OB

Managerial Economics

Business Statistics

Financial & Management Accounting

CERTIFICATE IN MANAGEMENT

ADVANCED CERTIFICATE IN MANAGEMENT

PROFESSIONAL CERTIFICATE IN

MANAGEMENT

POST GRADUATE CERTIFICATE IN

MANAGEMENT

Financial Management

Operations Management

Human Resource Management

Economics and Social Environment

Research Methodology

Marketing Management

Bank Risk Management

Corporate Finance

Case Study Development

Retail Banking

Banking Operations

Management of Financial Services

Business Simulation

International Business

Entrepreneurial Management

Enterprise Systems

Project Work

Business Law & Corporate Governance

The Post Graduate Diploma in Management provides you with an end-to-end understanding of Retail Banking Processes,

RBI Func�ons, Financial Products and Services, Core Banking Func�ons etc. You can also choose a dual specializa�on along-

with Retail Banking in sectors like Trade Finance, Credit Administra�on and Wealth Management. Also we prepare you for

some industry cer�fica�on like CFP (Cer�fied Financial Planner), NCFM Cer�fica�on, CCRA (Cer�fied Credit Research

Analyst Cer�fica�on), Cer�fica�on in Trade Finance by IIBF (Indian Ins�tute of Banking and Finance) depending on the

specializa�on that you choose. Not only that, in the last semester you also do a Capstone Project based on the same. Also

this PGDM comes with a 100% Placement Assistance with a CTC of upto 4Lac which makes it a Job-Ready Program.

u Graduates with minimum 6 months of work experience.

u Fresh Graduates who wish to combine their study with work. Also the program can be pursued as an add-on in any other specialized stream of education.

Who can take

Eligibilityu Any Graduate with minimum 50% marks

u Age below 30 years

RETAIL BANKING

Professional Edge @ Bankedge

Ÿ SB/CA/TD deposits

Ÿ Indian Financial System

Ÿ Accounting Guidelines

Ÿ Third-Party products viz MF and Insurance

Ÿ Various types of accounts (Individual,

Proprietorship etc.)

Ÿ Fraud Management

Ÿ Liabilities products ( An overview )

Ÿ KYC guidelines

Ÿ Remittances and Cash Management Service

Ÿ Cash and Clearing Transaction in Details

Ÿ Banking Business

Ÿ RBI and its functions

Ÿ Technology in Banking

Ÿ Banking Business

Ÿ Money and Interest

Ÿ Corporate Banking

Ÿ Bank Reconciliation

Ÿ Investment products and services

Ÿ Financial Markets

Ÿ Introduction to Financial Planning

Ÿ Wealth Management and Economy

Ÿ Investment Evaluation Framework

Ÿ Taxation and Estate Planning

WEALTH MANAGEMENT

Ÿ Forex Offices and Forex Dealings

Ÿ Introduction to Foreign Trade

Ÿ R-Retuns- Guidelines, Technical issues and

Documentation

Ÿ Exchange rate mechanism and SWIFT messages

Ÿ Exports – FEMA guidelines and ICC rules, EEFC,

ECGC Guarantee, Regulatory reporting

Ÿ Forex guarantees, Invocation and Payment

Ÿ Imports-RBI and FEMA guidelines, Merchanting

Trade, Regulatory Returns

Ÿ Foreign Outward Remittances, FEMA guidelines,

Procedure of issuing DD/TT,ESOP,LRS

Ÿ Domestic Trade covering NI Act, Inward and

Outward Collections, Supply Bills, Inland LC,

Performance Guarantee, Financial Guarantee

and others

Ÿ Foreign Inward Remittances, FEMA regulations,

Issue of FIRC

Ÿ Risk Management through Insurance

Ÿ Risk Profiling and Asset Allocation

Ÿ Cardinal Principles

Ÿ Details of Credits in Banks

Ÿ Fund Based and Non Fund Bases advances

Ÿ Investment and Risk management – Equity and

Debt and alternate Assets

Ÿ Priority and Non Priority Sector Advances

Ÿ Working capital operating cycle

Ÿ Projected Net working capital

Ÿ Term Loan Processes and Disbursement

Ÿ NPA Management including BASEL Norms and RBI

guidelines

TRADE FINANCE CREDIT & RISK MANAGEMENT

Choose any two specialisation from below:

DETAILED CURRICULUM

(ODL Mode)

2 yearsDuration Certified by

AIMA(All India Management Association)

Mode of Delivery

BlendedCourse Start Date

7 Feb. 2021

Regulatory Status of the Programme

The PGDM programme is approved by All India Council for Technical Education (AICTE),

Ministry of Education, and Government of India ODL Mode.

PGDM is the most sought programme of Bankedge-AIMA Centre for Management

Education off. Bankedge-AIMA PGDM is designed with the objective of nurturing the

competencies of working professional and fresh graduates aspiring to work. The

curriculum is aligned to cover all the management specializations in the most-flexi learning

and interactive way as per the industry needs.

• This programme allows students to balance the work life challenges and professional

management commitments.

Programme Features

• Provides participants with opportunity to experience latest management trends

through interaction with industry leaders and academia at various Bankedge-AIMA

conventions, business summits and forums.

• Bankedge-AIMA PGDM is a designed management programme meeting the need of

flexibility and convenience through virtual classes, online library and high tech support

along with conventional face to face teacher and student interaction.

Student can opt either of the below mentioned option to pursue PGDM Program from

Bankedge-AIMA:

Program Delivery

• Option A : 15 hours of teaching (per subject) via Face to Face Class room teaching on

weekends and Industry Interaction, Foundation Program etc

• Option B : 15 hours of e-learning content (per subject) on weekends which includes

sessions by subject experts, Industry Interaction, Foundation Program etc.

Evaluation

On the basis of two assignments per subject and term-end examination. Term end

Examination is Paper pen based and is conducted Pan India in month of June and

December.

Certification

Upon successful completion on each module/semester, the modular certification will be

awarded.

All your lectures and online classes are recorded and archived in our state-of-the-art learning

management system. The lectures are then made available to our students to enable them to refer to

the lectures and brush up on challenging concepts.

Never Miss a Class!

BENEFITS:

ADVANTAGES OF BANKEDGE-AIMA PGDM PROGRAM

Access recordings

anytime anywhere

High quality HD smart

lecture recording system

(get access to recorded

lectures in HD quality)

Digitally enhanced

learning experience

ONLINE LEARNING

Approved by AICTE,

Ministry of Education, Govt. of India

Over 4 decades of expertise in conducting

Management education program

Technology enabled learning (TEL) - using

the latest learning and accessible technology

Case Study Development & Business

Simulation games to build and strengthen

decision making and analytical skills

Embedded with e-learning classes,

videos and assignments

Designed to accommodate busy

learner schedule

Credit & Risk Management

Specializations to choose from including 4

new age specializations like Retail Banking,

Trade Finance, Wealth Management and

Special invites to attend National level

seminars/summits

Student Support for all academic &

operational queries

Live Industry Interactive sessions Eminent Faculty from Academia & Industry Placement Assistance from

Bankedge-AIMA CME

DETAILED CURRICULUM

(ODL Mode)

2 yearsDuration Certified by

AIMA(All India Management Association)

Mode of Delivery

BlendedCourse Start Date

7 Feb. 2021

Regulatory Status of the Programme

The PGDM programme is approved by All India Council for Technical Education (AICTE),

Ministry of Education, and Government of India ODL Mode.

PGDM is the most sought programme of Bankedge-AIMA Centre for Management

Education off. Bankedge-AIMA PGDM is designed with the objective of nurturing the

competencies of working professional and fresh graduates aspiring to work. The

curriculum is aligned to cover all the management specializations in the most-flexi learning

and interactive way as per the industry needs.

• This programme allows students to balance the work life challenges and professional

management commitments.

Programme Features

• Provides participants with opportunity to experience latest management trends

through interaction with industry leaders and academia at various Bankedge-AIMA

conventions, business summits and forums.

• Bankedge-AIMA PGDM is a designed management programme meeting the need of

flexibility and convenience through virtual classes, online library and high tech support

along with conventional face to face teacher and student interaction.

Student can opt either of the below mentioned option to pursue PGDM Program from

Bankedge-AIMA:

Program Delivery

• Option A : 15 hours of teaching (per subject) via Face to Face Class room teaching on

weekends and Industry Interaction, Foundation Program etc

• Option B : 15 hours of e-learning content (per subject) on weekends which includes

sessions by subject experts, Industry Interaction, Foundation Program etc.

Evaluation

On the basis of two assignments per subject and term-end examination. Term end

Examination is Paper pen based and is conducted Pan India in month of June and

December.

Certification

Upon successful completion on each module/semester, the modular certification will be

awarded.

All your lectures and online classes are recorded and archived in our state-of-the-art learning

management system. The lectures are then made available to our students to enable them to refer to

the lectures and brush up on challenging concepts.

Never Miss a Class!

BENEFITS:

ADVANTAGES OF BANKEDGE-AIMA PGDM PROGRAM

Access recordings

anytime anywhere

High quality HD smart

lecture recording system

(get access to recorded

lectures in HD quality)

Digitally enhanced

learning experience

ONLINE LEARNING

Approved by AICTE,

Ministry of Education, Govt. of India

Over 4 decades of expertise in conducting

Management education program

Technology enabled learning (TEL) - using

the latest learning and accessible technology

Case Study Development & Business

Simulation games to build and strengthen

decision making and analytical skills

Embedded with e-learning classes,

videos and assignments

Designed to accommodate busy

learner schedule

Credit & Risk Management

Specializations to choose from including 4

new age specializations like Retail Banking,

Trade Finance, Wealth Management and

Special invites to attend National level

seminars/summits

Student Support for all academic &

operational queries

Live Industry Interactive sessions Eminent Faculty from Academia & Industry Placement Assistance from

Bankedge-AIMA CME

Hands on experience with real financial

software used in the industry.

Benefits:

à Solve real-world business challenges

à Develop competency in using core

banking software used in the industry

Used for:

Learning real-world applications of

key tools and frameworks used in

the industry.

Work on quizzes and assignments to test

your knowledge through the LMS, along

with mock interviews & exams.

Benefits:

à Gauge your progress throughout the program

à Identify areas of improvement and learning gaps

à Build confidence for the program’s placement phase

Used for:

Ensuring consistent progress over the course of the program and preparing for placements.

REINFORCEMENT

PRACTICAL HANDS-ONLEARNING

ASSESSMENTS

QUIZZES, ASSIGNMENTS& EXAMS

BFSI PRODUCTS & PROCESSES

7%14%10%

PRIMER

INDIAN MARKETOPERATIONS

GLOBAL MARKETOPERATIONS

AUTOMATION AND

DASHBOARDING

JOB READINESS

CAPSTONEPROJECT

Live online classes with our expert

faculty supplemented by engaging HD

videos to deep dive into each topic.

Benefits:

à In-depth understanding of concepts

à Real-time interaction & query resolution

à Hands-on experience

Used for:

Live instruction by expert faculty and

hands-on practice in our labs.

INSTRUCTION

LIVE ONLINE LECTURESWITH INSTRUCTOR VIDEOS

COMPREHENSIVE COVERAGE

TRAINING METHODOLOGY

more likely to get a raise more likely to get promoted

Source:

RESEARCH SHOWS THAT THROUGH MENTORSHIP YOU ARE:

20% 5x

Bankedge Conclave is an industry-driven networking event that we organize for our students to provide them

with an opportunity to:

Network withindustry veterans

Gain valuableinsights from

industry speakers

Connect withBankedge’s

alumni group

Participate in thebatch convocation

ceremony

BANKEDGE CONCLAVE

A dedicated student engagement manager and an industry mentor with over a decade of experience will guide

you on the most suitable career path based on your skills and interests and resolve your career-related queries

throughout your learning journey with BANKEDGE.

They will help you with:

ACADEMIC ASSISTANCEà Provide unparalleled 1:1 support and

guidance

à Help execute assignments and case

studies

à Discuss and identify learning gaps and

offer solutions such as refresher sessions

and one-on-one project feedback

CAREER ASSISTANCEà

Provide you with interview tips and job

search advice

Maintain close interaction with students

during the career assistance and

placements phase of the program

Take you through industry insights and

best practices

MONITOR PROGRESSà

Discuss your progress status with trainers

and other industry mentors on a regular

basis to ensure consistent advancement

Set learning goals

MENTORSHIP

Hands on experience with real financial

software used in the industry.

Benefits:

à Solve real-world business challenges

à Develop competency in using core

banking software used in the industry

Used for:

Learning real-world applications of

key tools and frameworks used in

the industry.

Work on quizzes and assignments to test

your knowledge through the LMS, along

with mock interviews & exams.

Benefits:

à Gauge your progress throughout the program

à Identify areas of improvement and learning gaps

à Build confidence for the program’s placement phase

Used for:

Ensuring consistent progress over the course of the program and preparing for placements.

REINFORCEMENT

PRACTICAL HANDS-ONLEARNING

ASSESSMENTS

QUIZZES, ASSIGNMENTS& EXAMS

BFSI PRODUCTS & PROCESSES

7%14%10%

PRIMER

INDIAN MARKETOPERATIONS

GLOBAL MARKETOPERATIONS

AUTOMATION AND

DASHBOARDING

JOB READINESS

CAPSTONEPROJECT

Live online classes with our expert

faculty supplemented by engaging HD

videos to deep dive into each topic.

Benefits:

à In-depth understanding of concepts

à Real-time interaction & query resolution

à Hands-on experience

Used for:

Live instruction by expert faculty and

hands-on practice in our labs.

INSTRUCTION

LIVE ONLINE LECTURESWITH INSTRUCTOR VIDEOS

COMPREHENSIVE COVERAGE

TRAINING METHODOLOGY

more likely to get a raise more likely to get promoted

Source:

RESEARCH SHOWS THAT THROUGH MENTORSHIP YOU ARE:

20% 5x

Bankedge Conclave is an industry-driven networking event that we organize for our students to provide them

with an opportunity to:

Network withindustry veterans

Gain valuableinsights from

industry speakers

Connect withBankedge’s

alumni group

Participate in thebatch convocation

ceremony

BANKEDGE CONCLAVE

A dedicated student engagement manager and an industry mentor with over a decade of experience will guide

you on the most suitable career path based on your skills and interests and resolve your career-related queries

throughout your learning journey with BANKEDGE.

They will help you with:

ACADEMIC ASSISTANCEà Provide unparalleled 1:1 support and

guidance

à Help execute assignments and case

studies

à Discuss and identify learning gaps and

offer solutions such as refresher sessions

and one-on-one project feedback

CAREER ASSISTANCEà

Provide you with interview tips and job

search advice

Maintain close interaction with students

during the career assistance and

placements phase of the program

Take you through industry insights and

best practices

MONITOR PROGRESSà

Discuss your progress status with trainers

and other industry mentors on a regular

basis to ensure consistent advancement

Set learning goals

MENTORSHIP

Students will receive placement opportunities across diverse job roles at leading Global & Domestic banks,

broking firms and Fintech firms with an average salary of 3 – 4.5 lakhs per annum.

DIVERSE JOB ROLES

Trade Finance Ofcer

Forex Transactions Executive

TRADEFINANCEPROFESSIONAL

Conducting trade nance opera-tions in the back ofce viz pro-cessing of documents, verifying processes against regulatory framework, nding and resolving exceptions.

Processing of trade nance trans-actions (for both domestic & for-eign trade). Facilitating Forex transactions and complying with legal and statutory requirements for the same.

Trade Finance ExecutiveHandle trade nance transactions and remittances. Co-ordinating and liaising with clients, banks and other regulatory bodies on a regular basis.

RETAILBANKINGPROFESSIONAL

Customer ServiceOfcer

Retail Operations Executive/Customer Service Executive

Account Manager

In charge of development and maintaining new account rela-tionships at the bank. Responsible for a variety of func-tions associated with the account servicing (Sales, customer sup-port, accounting etc)

Relationship Ofcer

Interact and advice individual re-tail customers on various bank-ing & nancial products. Conduct activities and lead generation c a m p smaintain and enhance relation-ship with new & existing clients.

First point of contact for cus-tomer complaints, questions, feedback, or any other needs. This prole focuses on managing relations between the customer and the bank.

Handling back-end operations, working closely with multiple pro-cesses revolving around account servicing and account mainte-nance.

Transactions Operations Executive

Handling customer collection & payment transactionsfrom a centralized locationusing various paymentmethods. Could includeadditional scope of handlingIPO Related Transactions and Merchant Acquisition

Voice Call Ofcer,

Retail OperationsAssist customers over the phone with their queries on various banking products and resolve the same

Assistant Acquisition Manager

Focuses on proling andacquiring customers for bank’s as-set & liability products. Also in-cludes targeting new & existing customers for various third-party products sold by the bank.

Teller Service ExecutiveFocuses on proling and acquir-ing customers for bank’s asset & liability products. Also includes targeting new & existing custom-ers for various third-party prod-ucts sold by the bank.

RM-Cross SellLead generation andsales through marketingand distribution activities.Acquisition of new clientsdeveloping and cross-selling to existing clientele based on their needs.

WEALTH MANAGEMENT PROFESSIONAL

Wealth Manager

Providing Banking andinvestment advisory services to the bank’s clientele.Acts as a sin-gle point of contact for the HNI (High Net worth) & UHNI (Ultra High Net Worth) clients. Requires engagement with clients on a regular basis to understand their investment goals and work proactively towards achieving the same.

Provide specialized nancial services that would focus on ensuring long-term growth to the client’s portfolio. Assist and ad-vice client on prot maximizing deals and transactions. Help them create diversity in their existing portfolio.

RelationshipManager - WealthManagement

Executive (WealthManagement) Achieving goals and targets by cross selling bank’s products. Increase bank’s revenue by creating additional business opportunities. Individually monitor and co-ordinate high net worth client’s investment and portfolio movements.

Fraud Detection andVigilance Ofcer Prompt and effective investiga-tion of escalated cases. Initiate preventive measures to detect and restrictany fraudulent activities. Complete investigation and reso-lution of reported frauds. Routine liasoning with law enforcement agencies.

Credit Relationship Manager/CustomerCare Executive Evaluating credit proposalsto understanding nancial, business and industrial risk.Process loan documents for approval and disbursement. Also includes monitoring outstanding accounts and their follow up.

Responsible for the entire credit granting process, understanding and evaluatingthe risk involved, periodicreview of existing customers.Undertake required nancial ac-counting procedures to cover the above functions.

Credit Manager Team Member: VigilanceDeptEnsure that regular monitoring systems are in place foridentifying potential data loss. Evaluating and identifying critical data for various lines of business in a bank. Identifying ways to prevent data loss from thesebusiness streams.

Fraud andSurveillance Ofcer Focus on working towards detec-tion and prevention of fraud such that nancial losses are re-stricted. Understand banking pro-cesses and requirements such that regular monitoring can lead to timely intervention. Initiate preliminary investigations and suggest suitable modications in the process / system / tools. Regular liasoning and reporting to regulatory bodies.

Fraud ManagementOfcer Work towards preventing fraud and investigate any fraudulent activities in the bank. Identify areas of potential risk, misuse and operational lapses to prevent any incidents of frauds.

Fraud Detection andVigilance Ofcer

Prompt and effective investiga-tion of escalated cases. Initiate preventive measures to detect and restrictany fraudulent activities. Complete investigation and reso-lution of reported frauds. Routine liasoning with law enforcement agencies.

CREDITAND RISKPROFESSIONAL

Students will receive placement opportunities across diverse job roles at leading Global & Domestic banks,

broking firms and Fintech firms with an average salary of 3 – 4.5 lakhs per annum.

DIVERSE JOB ROLES

Trade Finance Ofcer

Forex Transactions Executive

TRADEFINANCEPROFESSIONAL

Conducting trade nance opera-tions in the back ofce viz pro-cessing of documents, verifying processes against regulatory framework, nding and resolving exceptions.

Processing of trade nance trans-actions (for both domestic & for-eign trade). Facilitating Forex transactions and complying with legal and statutory requirements for the same.

Trade Finance ExecutiveHandle trade nance transactions and remittances. Co-ordinating and liaising with clients, banks and other regulatory bodies on a regular basis.

RETAILBANKINGPROFESSIONAL

Customer ServiceOfcer

Retail Operations Executive/Customer Service Executive

Account Manager

In charge of development and maintaining new account rela-tionships at the bank. Responsible for a variety of func-tions associated with the account servicing (Sales, customer sup-port, accounting etc)

Relationship Ofcer

Interact and advice individual re-tail customers on various bank-ing & nancial products. Conduct activities and lead generation c a m p smaintain and enhance relation-ship with new & existing clients.

First point of contact for cus-tomer complaints, questions, feedback, or any other needs. This prole focuses on managing relations between the customer and the bank.

Handling back-end operations, working closely with multiple pro-cesses revolving around account servicing and account mainte-nance.

Transactions Operations Executive

Handling customer collection & payment transactionsfrom a centralized locationusing various paymentmethods. Could includeadditional scope of handlingIPO Related Transactions and Merchant Acquisition

Voice Call Ofcer,

Retail OperationsAssist customers over the phone with their queries on various banking products and resolve the same

Assistant Acquisition Manager

Focuses on proling andacquiring customers for bank’s as-set & liability products. Also in-cludes targeting new & existing customers for various third-party products sold by the bank.

Teller Service ExecutiveFocuses on proling and acquir-ing customers for bank’s asset & liability products. Also includes targeting new & existing custom-ers for various third-party prod-ucts sold by the bank.

RM-Cross SellLead generation andsales through marketingand distribution activities.Acquisition of new clientsdeveloping and cross-selling to existing clientele based on their needs.

WEALTH MANAGEMENT PROFESSIONAL

Wealth Manager

Providing Banking andinvestment advisory services to the bank’s clientele.Acts as a sin-gle point of contact for the HNI (High Net worth) & UHNI (Ultra High Net Worth) clients. Requires engagement with clients on a regular basis to understand their investment goals and work proactively towards achieving the same.

Provide specialized nancial services that would focus on ensuring long-term growth to the client’s portfolio. Assist and ad-vice client on prot maximizing deals and transactions. Help them create diversity in their existing portfolio.

RelationshipManager - WealthManagement

Executive (WealthManagement) Achieving goals and targets by cross selling bank’s products. Increase bank’s revenue by creating additional business opportunities. Individually monitor and co-ordinate high net worth client’s investment and portfolio movements.

Fraud Detection andVigilance Ofcer Prompt and effective investiga-tion of escalated cases. Initiate preventive measures to detect and restrictany fraudulent activities. Complete investigation and reso-lution of reported frauds. Routine liasoning with law enforcement agencies.

Credit Relationship Manager/CustomerCare Executive Evaluating credit proposalsto understanding nancial, business and industrial risk.Process loan documents for approval and disbursement. Also includes monitoring outstanding accounts and their follow up.

Responsible for the entire credit granting process, understanding and evaluatingthe risk involved, periodicreview of existing customers.Undertake required nancial ac-counting procedures to cover the above functions.

Credit Manager Team Member: VigilanceDeptEnsure that regular monitoring systems are in place foridentifying potential data loss. Evaluating and identifying critical data for various lines of business in a bank. Identifying ways to prevent data loss from thesebusiness streams.

Fraud andSurveillance Ofcer Focus on working towards detec-tion and prevention of fraud such that nancial losses are re-stricted. Understand banking pro-cesses and requirements such that regular monitoring can lead to timely intervention. Initiate preliminary investigations and suggest suitable modications in the process / system / tools. Regular liasoning and reporting to regulatory bodies.

Fraud ManagementOfcer Work towards preventing fraud and investigate any fraudulent activities in the bank. Identify areas of potential risk, misuse and operational lapses to prevent any incidents of frauds.

Fraud Detection andVigilance Ofcer

Prompt and effective investiga-tion of escalated cases. Initiate preventive measures to detect and restrictany fraudulent activities. Complete investigation and reso-lution of reported frauds. Routine liasoning with law enforcement agencies.

CREDITAND RISKPROFESSIONAL

The PICK-UP Placement team works hand in hand with you from the first placement session

during the program launch right until the final mock interviews on course completion. We thoroughly

prepare you to be interview-ready and ensure you land in your dream job.

1:1 Career

Mentorship by

Industry Expert

Placement

Drives with

Hiring Partners

Resume Building

Sessions by

Hiring Experts

Placement Portal

Access for Job

Opportunities

Mock Interviews

by Domain

Experts

PLACEMENT SERVICES

CERTIFICATION

On completion of the Post Graduate Diploma in

Management with specialisation in Banking &

Finance, aspirants will receive an industry-endorsed

Certificate of Excellence by All India Management

Association (AIMA).

and more...

PLACEMENT PARTNERS

Together We make Tomorrow Happen

The PICK-UP Placement team works hand in hand with you from the first placement session

during the program launch right until the final mock interviews on course completion. We thoroughly

prepare you to be interview-ready and ensure you land in your dream job.

1:1 Career

Mentorship by

Industry Expert

Placement

Drives with

Hiring Partners

Resume Building

Sessions by

Hiring Experts

Placement Portal

Access for Job

Opportunities

Mock Interviews

by Domain

Experts

PLACEMENT SERVICES

CERTIFICATION

On completion of the Post Graduate Diploma in

Management with specialisation in Banking &

Finance, aspirants will receive an industry-endorsed

Certificate of Excellence by All India Management

Association (AIMA).

and more...

PLACEMENT PARTNERS

Together We make Tomorrow Happen

Mr. Amit Sharma

Co-founder, BULWARK Investments Ltd..

Sr. Management Professional, Bancassurance

Mr. Shankar Sundaresan

Namita Shukla

Chief Manager, Forex, Manappuram Asset Finance Limited

Shikhi Pandey

Certified Trainer, National Institute of Banking Management (NIBM), Pune

(Retd.) Asst. General ManagerState Bank of India

Mr. Gururaj Math

Mr. S. Venkatkrishna

Head, Learning & Development, BANKEDGE

Mr. Mandar Natu

Asst. Manager,ICICI Bank

Our teaching staff comprises specialists and working professionals from renowned Financial Services and

Analytics firms such as JP Morgan, Nomura, Genpact, Accenture, Citibank and Barclays and possess over 150

years of combined domain expertise that ensures your learning is industry-relevant and extremely job-specific.

FACULTY

Overall Rating Experiential Learning& Practicality

Presentation Skills &Delivery

Enthusiasm for theSubject

Course Preparation& Organisation

4.7 4.6 4.8 4.7 4.7

- Swati Salian

- Durgesh Nerurkar

Placed at:

Unlike most freshers, Swati didn't face any problems

finding a job as a consultant. But within 6 months, the

BMS graduate decided to leave the consultancy firm. She

was looking for something more, a job with purpose, a

job where she could contribute directly or indirectly to

nation building. She found her calling in Banking. With

the industry's growing focus on financial education and

inclusion Swati had found the meaningful career

opportunity she was seeking.

Having completed her program at BANKEDGE, Swati

soon received a job offer from Axis Bank as an Officer

with the Central Liabilities team. She was ecstatic!

When Durgesh learnt about BANKEDGE and its industry

relevant programs, he decided to enrol without a second

thought. His decision stood him in good stead when he

received a job offer from Kotak Mahindra Bank.

Durgesh is now an Assistant Manager at Kotak

Mahindra and aims to secure a senior level position at

the bank with his smart work and dedication.

Hailing from a family of professionals – his father was a

state government employee and mother a special

education – Durgesh had set on pursuing a career in

banking and had therefore enrolled for and graduated

with a degree in BBI. However he soon realised that he

needed additional skills to power ahead of other

banking aspirants.

Student Reviews

- Ajinkya Padate Placed at:

However, his heart was set on a job in the Banking and Finance sector. He persisted and continued giving IBPS exams but met

with little success until, he heard about BANKEDGE from friends. He enrolled for the BANKEDGE Program. In Ajinkya's own words

"The program was intensive and gave me in-depth knowledge about all aspects of banking. The practical knowledge he gained

combined with training in soft skills enabled him to crack the interview". Finally Ajinkya was hired as Assistant Manager at Axis

Ajinkya's only ambition in life was to fulfil his mother's dream - that of seeing her son as a Banker. After completing his

graduation in Banking and Finance, finding a job in the banking sector was extremely difficult. The reason - he had the

educational qualification but did not have any practical experience.

- Leena Thakur

- Priyanka Verma

Placed at:

Having started her career at IIFL as Assistant Manger

with the Gold Loan team, Leena is now focused on the

next level of growth within the organisation.

After completing her graduation, Leena was keen to

pursue a career in the Banking and Finance industry as it

offers multiple career opportunities and scope for

growth. While she was wondering about her next course

of action Leena came across a BANKEDGE Program

advertisement which offered comprehensive training on

all aspects of Banking and Finance.

While she patiently kept looking for a break in the

Banking & Finance sector after her post-graduation

program, she realised that even her nine months' worth

experience as a Back Office Executive did not help make

any opportunities materialise. So, the moment she

heard about BANKEDGE, she enrolled knowing that it

would open doors for her. "It was impossible to enter the

banking sector unless you had connections. Thanks to

BANKEDGE, I found my entry into the banking sector

which felt like a dream come true," she heaves.

After the course, she was placed with IndusInd Bank for

the profile of a Teller. Having thoroughly enjoyed her

experience at BANKEDGE, she urges other aspirants to

be patient and keep working towards their dream to

succeed and beyond.

BankInduslnd

Mr. Amit Sharma

Co-founder, BULWARK Investments Ltd..

Sr. Management Professional, Bancassurance

Mr. Shankar Sundaresan

Namita Shukla

Chief Manager, Forex, Manappuram Asset Finance Limited

Shikhi Pandey

Certified Trainer, National Institute of Banking Management (NIBM), Pune

(Retd.) Asst. General ManagerState Bank of India

Mr. Gururaj Math

Mr. S. Venkatkrishna

Head, Learning & Development, BANKEDGE

Mr. Mandar Natu

Asst. Manager,ICICI Bank

Our teaching staff comprises specialists and working professionals from renowned Financial Services and

Analytics firms such as JP Morgan, Nomura, Genpact, Accenture, Citibank and Barclays and possess over 150

years of combined domain expertise that ensures your learning is industry-relevant and extremely job-specific.

FACULTY

Overall Rating Experiential Learning& Practicality

Presentation Skills &Delivery

Enthusiasm for theSubject

Course Preparation& Organisation

4.7 4.6 4.8 4.7 4.7

- Swati Salian

- Durgesh Nerurkar

Placed at:

Unlike most freshers, Swati didn't face any problems

finding a job as a consultant. But within 6 months, the

BMS graduate decided to leave the consultancy firm. She

was looking for something more, a job with purpose, a

job where she could contribute directly or indirectly to

nation building. She found her calling in Banking. With

the industry's growing focus on financial education and

inclusion Swati had found the meaningful career

opportunity she was seeking.

Having completed her program at BANKEDGE, Swati

soon received a job offer from Axis Bank as an Officer

with the Central Liabilities team. She was ecstatic!

When Durgesh learnt about BANKEDGE and its industry

relevant programs, he decided to enrol without a second

thought. His decision stood him in good stead when he

received a job offer from Kotak Mahindra Bank.

Durgesh is now an Assistant Manager at Kotak

Mahindra and aims to secure a senior level position at

the bank with his smart work and dedication.

Hailing from a family of professionals – his father was a

state government employee and mother a special

education – Durgesh had set on pursuing a career in

banking and had therefore enrolled for and graduated

with a degree in BBI. However he soon realised that he

needed additional skills to power ahead of other

banking aspirants.

Student Reviews

- Ajinkya Padate Placed at:

However, his heart was set on a job in the Banking and Finance sector. He persisted and continued giving IBPS exams but met

with little success until, he heard about BANKEDGE from friends. He enrolled for the BANKEDGE Program. In Ajinkya's own words

"The program was intensive and gave me in-depth knowledge about all aspects of banking. The practical knowledge he gained

combined with training in soft skills enabled him to crack the interview". Finally Ajinkya was hired as Assistant Manager at Axis

Ajinkya's only ambition in life was to fulfil his mother's dream - that of seeing her son as a Banker. After completing his

graduation in Banking and Finance, finding a job in the banking sector was extremely difficult. The reason - he had the

educational qualification but did not have any practical experience.

- Leena Thakur

- Priyanka Verma

Placed at:

Having started her career at IIFL as Assistant Manger

with the Gold Loan team, Leena is now focused on the

next level of growth within the organisation.

After completing her graduation, Leena was keen to

pursue a career in the Banking and Finance industry as it

offers multiple career opportunities and scope for

growth. While she was wondering about her next course

of action Leena came across a BANKEDGE Program

advertisement which offered comprehensive training on

all aspects of Banking and Finance.

While she patiently kept looking for a break in the

Banking & Finance sector after her post-graduation

program, she realised that even her nine months' worth

experience as a Back Office Executive did not help make

any opportunities materialise. So, the moment she

heard about BANKEDGE, she enrolled knowing that it

would open doors for her. "It was impossible to enter the

banking sector unless you had connections. Thanks to

BANKEDGE, I found my entry into the banking sector

which felt like a dream come true," she heaves.

After the course, she was placed with IndusInd Bank for

the profile of a Teller. Having thoroughly enjoyed her

experience at BANKEDGE, she urges other aspirants to

be patient and keep working towards their dream to

succeed and beyond.

BankInduslnd

1800 266 0777

today!

[email protected] www.bankedge.in

BANKEDGE, India’s premier Banking and

Finance Academy, offers comprehensive skill-

based programs with curriculum aligned to

the standards of the Banking and Financial

Services Sector. The institute is committed to

bridge the skill gap in India and help the

country’s leading BFS organizations access a

talent pool of next generation professionals,

who are job-ready from day ONE at work.

PGDM B&F - Programme Manager

304, Crescent Business Square, Opp. Gundecha Onclave, Kherani Road, Near Sakinaka Metro Station, Andheri East,

Mumbai - 400 072. Direct Landline: 022-62355151,

aima brochure a v11 - bankedge

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