Upload
others
View
4
Download
0
Embed Size (px)
Citation preview
1
The bankfor a changing
world
WHERE MINDS MEET
PROGRAMMECATALOGUE2016 - 2017INDIA
2
LEARNING AND DEVELOPMENT FRAMEWORK There are four pillars on which Learning and Development is built on:
CAPABILITYDrive core capabilities and know-how to accelerate business success and improve the productivity and performance of the talent pool
• People• Sales & Client Management• Product / Technical• Process
INNOVATION / GROWTH
Leverage L&D mechanisms to spur new thinking, innovation and growth in APAC
• Change Management• Innovation/Think-tanks• Transformation
Near Term Long Term
People Outcomes
Business Outcomes
CULTUREShape and align talent with the ONE BANK culture and values of the bank... increase employee commitment to and engagement with the bank
• Compliance & Conduct• New Entrants & One Bank• Diversity & Inclusion
FUTURE READINESSAccelerate key talent progression along the pipeline... enhance the succession slate for key roles across the enterprise
• Graduate Development• APAC Talent Programme• Senior Leadership
CONTENT
CULTURE
COMPLIANCE & CONDUCT
• IT Security Masterclass 34
CAPABILITY
PEOPLE
• Managing for Success• Solving Problems and Handling Conflict• Delivering Results through People • First Time Managers• The Confident Negotiator• Business Communication Skills• Core Empowerment for Personal Effectiveness• Advanced Presentation Skills
0607
08
091012
13
16
PRODUCT
• CIB Product Bootcamp• Product Bootcamp for ITO • Basics of Trade Finance• Advanced Trade Finance• Key Updates on Trade Finance• Advanced Credit Analysis• Program on Global Markets• Operational Risk Management• Systems Training – ATLAS • Microsoft Office
18192021222425272830
INCUBATORS
INNOVATION / GROWTH
• 6 Thinking Hats
38
4
5
CAPABILITYPEOPLE • SALES CLIENT MANAGEMENT • PRODUCT • PROCESS
PEOPLEManaging for SuccessSolving Problems and Handling ConflictDelivering Results through People First Time ManagersThe Confident NegotiatorBusiness Communication SkillsCore Empowerment for Personal EffectivenessAdvanced Presentation Skills
0607080910121316
PRODUCTCIB Product BootcampProduct Bootcamp for ITO Basics of Trade FinanceAdvanced Trade FinanceKey Updates on Trade FinanceAdvanced Credit AnalysisProgram on Global MarketsOperational Risk ManagementSystems Training – ATLAS Microsoft Office
18192021222425272830
6 PEOPLEManaging for SuccessThe MFS program focuses on acquiring and consolidating fundamental management skills to be able to adapt to different situations, and explore key managerial roles and behaviors.
> PEOPLECAPABILITY
• Exploring managerial expectations through the 360 assessment and identifying one’s own management profile. • Key management issues - Team dynamics, Managing performance, Adapt management style to people and situation
Learning Objectives
• Introduction to difference between manager and leader• Consistent Internal Strategy • Managerial Expectations• Global Management Programme: Goals• Our Ways of Working• Sharing Our Expectations• Communication and Teamwork• Authority or Influence?• Connections/Impact on PDP: my Style and Communications• Performance Management: the Process• Delegation• What Drives Exceptional Performance?• Team Development• Feedback
Course Outline
6
India Catalogue 2016 | Where Minds Meet
Duration2 days
Pre-requistiesServing managerial position for5 -10 years
Target AudienceSenior managers (5-10 years of managerial experience)
Competencies Addressed• Teamwork, developing others• Communication skills
7PEOPLESolving Problems and Handling ConflictThis workshop introduces effective approaches to problem solving, allowing you to make a decision based on a rigorous & defendable argument. Participants will examine how to discuss and resolve issues where the stakes are high, opinions differ and emotions are expressed.
• Apply a range of problem solving techniques and decision-making tools to resolve live business issues• Use tools to approach, dismantle and resolve complex problems• Understand your own preferred strategy for dealing with conflict at work and become more comfortable using a wider range of approaches• Use diagnostic techniques to better understand the reasoning behind another party’s point of view in order to better present your counter argument in a calm and rational manner• Become comfortable using a range of techniques to resolve technical and people issues quickly and efficiently whilst building your working relationships with key stakeholders
Learning Objectives
Day 1• Apply methodologies to identify and define an issue, before you approach, dismantle and resolve a problem• Practice a range of problem solving techniques that help you to choose a logically reasoned and defendable solution (4 thinking styles, directed questions, importance/urgency prioritization, SWOT & Force field analysis, Decision Trees, Root Cause analysis)
Day 2• Understanding the dynamics of tough conversations at work• Complete a conflict handling styles self-assessment to better understand your own (and the other party’s) style under stress and how this may impact on the quality of the conversation and it’s outcomes• Assertion without aggression• Practice dealing with conflict in typical commercial scenarios, before applying the techniques to resolve yourlivebusinessissues
Course Outline
Duration2 days
Pre-requistiesCompleted Managing for Success
Target AudienceManagers
Competencies Addressed• Decision Making Skills• Strategic thinking• Team work• Communication Skills
7
> PEOPLECAPABILITY
India Catalogue 2016 | Where Minds Meet
8 PEOPLEDelivering Results through PeopleThis workshop provides managers with practical tools & strategies to help deliver business results through & with their teams. Participants will learn how to engage team members to deliver discretionary effort by developing individual relationships based on mutual trust & respect.
> PEOPLECAPABILITY
• Learn the result of research that demonstrates financial and other performance results that can be achieved when high Emotional Intelligence (EI) is applied in the workplace• Discover the link between your emotions and the performance of the people you lead• Apply an emotionally intelligent approach to people management and how each EI component impacts performance in a different way• Determine areas for development in your approach to people leadership and develop an action plan for achieving results through and with the people you lead.
Learning Objectives
• Understand why smart managers can still fail & how EI can drive business performance• Building awareness of how resourceful and un-resourceful states can drive outcomes• Managing self during “Moments of Truth”• Understand intrinsic/extrinsic motivations and identifying what’s driving each team member to perform• Developing social awareness & empathy• Influencing without authority• Relationship Action Plans
Participants will• Discover the link between emotional intelligence and effective team leadership• Identify factors that lead to high performance/low performance, trust/mistrust, and a host of other cultural issues in the workplace• Understand the link between emotions, behavior and the performance of your team• How and why they should set goals to improve your emotional intelligence and how that will improve their job performance as a leader or manager
Course Outline
8
India Catalogue 2016 | Where Minds Meet
Duration2 days
Pre-requistiesCompleted Managing for Success
Target AudienceManagers
Competencies Addressed• Impact• Generating engagement/inspiring others• Managing in a positive way• Communication skills
9PEOPLEFirst Time ManagersThe program helps to build Managerial skills and manage their teams effectively.
Understanding ownership, accountability, influencing skills, preferred Communication styles and How to develop people
Learning Objectives
Day 1• Skill Will Matrix• Key skills for developing and managing people• ‘Deep Listening’• Giving feedback effectively• Questions• Managing – making effective requests• Movie on developing and managing teams – “Hoosiers”
Day 2• Movie Debrief• Psychometric test – Communication Matrix: Leveraging your team’s strengths• Building an engaged team• Model for effective conversations• Putting it all together – role-plays• Goal sheets• Sharing of Learnings
Course Outline
Duration2 days
Pre-requistiesNA
Target AudienceFirst time and junior managers
Competencies Addressed• Active listening • Teamwork• Communication skills• Self confidence
9
> PEOPLECAPABILITY
India Catalogue 2016 | Where Minds Meet
10 PEOPLEThe Confident NegotiatorThe program builds and help the participant understand the strategies required to be skillful Negotiator.> PEOPLE
CAPABILITY
• Understand the road block/ barriers to negotiation• Dig deep with effective listening and directional questioning• Developing one’s best alternative to a negotiated agreement • Negotiation tactics and strategies for a win – win scenario• Identify and adapt behaviors of successful negotiators• Competitive negotiation model - SPORTS• Assertiveness in action• Negotiating with different people - Difficult people - Slipping characters - Deviators
Learning Objectives
Day 1• Road blocks to negotiation - Self evaluation - Identifying common barriers to successful negotiation• Listening to understand - Enhance your listening using 5A model - The art of asking questions• Developing one’s best alternative to a negotiated agreement - Apply basic negotiation concepts BATNA, WATNA - Importance of research on your and the other side• Negotiation tactics and strategies - Analyzing types of negotiation approaches
Course Outline
2 days
Pre-requistiesMust be able to read, write and speak in Business English
Competencies Addressed• Self confidence• Negotiation skills• Active listening
10
Duration
Target AudienceMid level employees
2 days
India Catalogue 2016 | Where Minds Meet
1/2
11PEOPLEThe Confident Negotiator
Day 2• Behaviors of successful negotiators - Understand different personality styles and behaviors - Work more effectively with each personality style while negotiating• Competitive negotiation model - SPORTS - Understanding the various possible outcomes while negotiating and use of SPORTS model for Negotiation• Assertiveness in action - Controlling your emotions - Using the right structure and body language - Deciding when it’s time to walk away• Negotiating with different people - Dealing with different kind of negotiators - Work more effectively with each personality style while negotiating
Course Outline
11
> PEOPLECAPABILITY
India Catalogue 2016 | Where Minds Meet
2/2
12 PEOPLEBusiness Communication SkillsCommunication Skills workshop helps individual enhance their skills in communication so that they can effectively put across the things to the other person.
> PEOPLECAPABILITY
This workshop will help participants hone their communication skills and be more confident and clear in conveying their thoughts and ideas to others, in terms of both verbal and written communication.
Learning Objectives
Communication – A Matter of Attitude - Understanding the communication process - Barriers to communication - Recognizing different communication motives - Raising self-esteem to communicate effectively Communication Styles - Different Strokes for Different Folks - Identifying one’s communication style - Understanding and accepting varied communication styles - Modifying one’s communication style for effectiveness
Listening Effectively - Importance of listening - Barriers to listening and how to overcome them - Improving empathic listening - Improving retention
Day-to-day Manifestations of CommunicationHere, the focus would be on basic office conduct and business etiquette - Communication at Meetings - Telephonic Communication - Gathering Information - Asking Questions - Giving Information - Giving and Receiving feedback
Non-verbal Communication - Features of non-verbal communication - Body language - Power voicing
Course Outline
2 days
Pre-requistiesMust be able to read, write and speak in Business English
Competencies Addressed• Active listening• Communication skills • Assertiveness• Impact
12
Duration
Target AudienceSuitable for employees from different departments atjunior-mid levels
2 days
India Catalogue 2016 | Where Minds Meet
13PEOPLECore Empowerment Technique forPersonal EffectivenessCore Empowerment Technique for Personal Effectiveness helps create positive changes in one’s life by changing limiting beliefs & replacing it with empowering ones.
This is a self-empowering workshop which gives the tools to create positive change in one’s life and also teaches the technique through which one can write one’s own destiny.
Learning Objectives
Day 1 Self-Awareness - Experiencing Resistance to Change - Challenge to Change - Confinement to Freedom – An Insightful Choice - Power of Faith & Belief - Choice – The Future Generator - Getting Acquainted with Universal Drivers - Body & Mind’s Link to Universal Drivers. - Power of Thought - Power of Non-verbal Communication - Impact of Emotions on Non-verbal Communication
Deconstruct the Mind - Amorphous Mind - Theory of the Mind - Metaphor grammes of the Mind - Comprehending the Complexity of the Mind - Mind Divisions - Distinctiveness of the Diverse Types of Minds - Building Blocks of the Mind. - Illusion to Clarity – An illumination
Course Outline
Duration2 days
Pre-requistiesMust be able to read, write and speak in Business English
Target AudienceAll employees who need personal effectiveness
Competencies Addressed• Self Control• Change Management• Taking initiative
13
> PEOPLECAPABILITY
India Catalogue 2016 | Where Minds Meet
1/3
14 PEOPLECore Empowerment Technique forPersonal Effectiveness> PEOPLE
CAPABILITY
Discover Your True Potential - Belief v/s Fact - How is Belief Shaped? - Belief Locator - How to Spot Empowering and Disempowering Beliefs - How to Restructure Beliefs - 3 ways to Access the Infinite Power of Your Mind. - Secret Key to Successful Negotiations - The Hidden Core of Stress. - How to De-stress Anytime - Anywhere
How To Design A Blueprint Of Your Future - 3 Simple Ways to Re-Programme the Mind - Power of Imagination – Do’s and Don’ts - How to enhance your “Self-Power”
Day 2 Reset the Mind for Success - Spot the Blocks to Success - Fear of Failure - Fear of Rejection - Fear of the Unknown - Doubt - Guilt - Negative thoughts - Triumph Over the Obstacles to Success
Establish Your Priorities - Priority Exercise – Know Your Hidden Priorities - Comprehending the significance of the Priority Map - Re-aligning Priorities - Technique to Re-map Priorities - Practice and Fine Tune Relaxation Exercise
Course Outline
14
India Catalogue 2016 | Where Minds Meet
2/3
15PEOPLECore Empowerment Technique forPersonal Effectiveness
15
> PEOPLECAPABILITY
India Catalogue 2016 | Where Minds Meet
3/3
Key to Mind Power - Generate Solutions with the Power of Your Mind - Gateway to Creativity - Its Doctrine & Practice - Simple Techniques for Memory Recall - Guided Relaxation
360 Degrees Development - Health - Principles of Disease Creation and Cure Pertaining to the Mind - Significance of Collapsing Emotional Packets and its Effect on Disease Resolution - The Placebo Effect – The Power of Imagination on Health - Developing Relationships and Rapport - Unraveling the Secrets for Generating Wealth - Step-by-step - Your Blueprint for Success. - Program Conclusion & Feedback
Course Outline
16 PEOPLEAdvanced Presentation SkillsAdvanced Presentation Skills helps individuals concentrating on planning & organizing presentations, creating & maintaining positive impressions and communicating ideas with clarity & force.
> PEOPLECAPABILITY
• Increase self-confidence and create positive presence• Enhance credibility with audience• Organize structured presentations• Making complex information simple• Persuade audience for action
Learning Objectives
Day 1 Positive first impression• Create first impressions• Importance of maintaining and sustaining first impressions Fundamentals of Presentation• What makes a powerful presentation• Presentation types• Knowing the audience Understanding communication via 3Vs• Power of Visual, Vocal and Verbal skills• Understand and practice nonverbal skills• Make your content more meaningful
Structuring your thoughts• Opening your presentation• Making the content believable and keeping the interest intact after the opening• Approaches to make sure the presentation achieves the results you desire
Course Outline
2 days
Pre-requistiesMust be able to read, write and speak in Business English
Competencies Addressed• Self confidence • Ability to summarize • Communication skills
16
Duration
Target AudienceEmployees from different departments at junior-mid levels
2 days
India Catalogue 2016 | Where Minds Meet
1/2
17
Course Outline
PEOPLEAdvanced Presentation Skills
Day 2 Communicate in context• Explaining with less• Use tools to simplify information to reduce time and enhance understanding Using Visual Aids and Support MaterialsLearning from Experts• Different types of visual aids• Do’s and Don’ts of using• Watching videos of some expert presenters
Handling audience, the Art of Bridging• Dealing with different kinds of audiences• Techniques to bridge from questions to answers
Presentation for Action• Define your purpose• Choose your style• Structure the information flow• Apply and practice all inputs
Summary and Recap• Prepare an action plan for your future development
17
> PEOPLECAPABILITY
India Catalogue 2016 | Where Minds Meet
2/2
18
CIB Product BootcampProduct Bootcamp for FO helps clients confidently engage in a strategic discussion of all areas of capital structure, be able to model acquisitions, rate companies and estimate realistic limits and explain the practical and strategic issues.
> PRODUCTCAPABILITY
A Deep Dive of Financial Markets , Understand the overview of Bond and Equity Markets, Basics M&A, Credit Derivate & Commodity Hedging
Learning Objectives
• How do financial markets and banking relate to the real economy? • Introduction to bond markets (high level overview) • Introduction to equity markets (high level overview) • Bonds VS Loans • Equity Financing• Mergers & Acquisition• Event Driven Financing• Credit Derivatives • Commodity Hedging • Case Studies
Course Outline
2 days
Pre-requistiesNA
Understanding the Business environment
Competencies Addressed
18
Duration
Target AudienceAll employees of CIB
2 days
India Catalogue 2016 | Where Minds Meet
PRODUCT
19
Product Bootcamp for ITOClient Focus Workshop for ITO focuses on enhancing client management skills for a delightful customer experience.
• Understand the fundamentals of Corporate Banking its products and Services and the structure of the organizations • Evaluate strategy and risk management capabilities including Basel capital and liquidity requirements • Understand the importance of the Cash Management and Treasury Management functions of the bank
Learning Objectives
• Introduction to Corporate Banking • Corporate Banking Products & Services • Roles of Front office, middle office and back office • The Credit delivery cycle • Role of operations in the credit delivery cycle • Case studies on role of operations • Cash Management Services• Treasury Management Functions • Risk Management • Importance of compliance • Basel norms for banks • Case studies on global operations failures
Course Outline
Duration2 days
Pre-requisties
Target AudienceAll employees in ITO
Competencies AddressedUnderstanding the Business environment
NA
India Catalogue 2016 | Where Minds Meet
19
> PRODUCTCAPABILITY
PRODUCT
20
> PRODUCTCAPABILITY
20 PRODUCTBasics of Trade Finance
India Catalogue 2016 | Where Minds Meet
Duration2 days
Pre-requistiesFamiliarization with Trade Finance concepts and terms
Target AudienceSuitable for employees from ITO and CIB Front office
Competencies AddressedUnderstanding the Business environment
Session 1 & 2• Brief overview of Regulations in Foreign Trade and remittances & significance of underlying contract in remittances - FEMA 1999 on current and capital account transactions – few important definitions - FEMA 1999 on export and import of goods and services – important provisions - Brief understanding of Foreign Trade Policy 2015-20 and its relevance to outward remittances - ICC Rules (UCP/URDG/ISP 98) which will have impact on outward remittances • Different types of remittances - Outward remittances - Inward remittances
• Outward remittances (specific discussion on each transaction) - Underlying contracts in outward Remittances relating to Imports (with case studies) - Outward Remittances relating to exports - Outward Remittances relating to residents Session 3 & 4• Inward remittance - Resident corporate - Resident Individuals – what are the possible inward remittances for individuals - Non Resident Indians – possible inward remittances
• Export credit - Difference Packing credit in INR and PCFC – when and why the client will prefer PCFC other than Rupee PC - What is crystallization – practical application • Highlights of RBI’s Master Circular on Risk Management
• Master Agreement – Fixing limits on Past performance
Course Outline
Basics of Trade Finance workshop will give an outline of the trade finance products.
Overview of Regulations in Trade Finance, understanding of Outward and Inward Remittances, Export Credit and Highlights of Master Circulars on Risk Management
Learning Objectives
21
> PRODUCTCAPABILITY
21PRODUCTAdvanced Trade Finance
• Overview of International Trade and role of an Authorized Dealer • Basics regulations relating to trade products - FEMA 1999, Foreign trade Policy 2009-14 and ICC Paris Guidelines• Import Services - FEMA 1999 on import of goods and services • Import services - with practical exercise - Significance of INCOTERMS 2010 in documentary credit transaction - Operational issues in documentary credit transaction - Discussion on important UCP 600 Articles - Different types of documentary credits - Risk factors for the bank in undertaking documentary credit transactions • Import Services – with case study - Structuring trade credit for import of capital Goods for our clients - Handling import documents under LC - Handling discrepant documents under documentary credit - Difference between Standby credits, Bank guarantees and letters of credit - How Bankers Co acceptance facility operates • Export Services - FEMA 1999 on export of goods and services - Handling advance remittances for exports - Handling export documents on collections - Risk factors for the bank in handling collection transactions - Advising documentary credits to our clients – Role of Advising bank - Adding confirmation to documentary credits - Transferring documentary credits • Export Services - Different types of exports – Deemed Exports, Project Exports, Cash Exports - Different Products available at different stages - Stages of export finance• Post Shipment finance – receivable financing – • Different types of bank guarantees in export transactions – URDG – 758 • Business opportunities – Income Potential • Role of ECGC, Factoring services in India • Overview of Bank Payment Obligation (BPO) • When a client will opt for PCFC or Rupee funding with case study • Exim Banks line of credit facility to exporters
Course Outline
Advance of Trade Finance workshop will give an outline of the trade finance products.
Overview of International Trade, understanding of Import services & Export services, Export Finance, Post shipment Finance and different type of Bank guarantees, Role of ECGC
Learning ObjectivesDuration2 days
Pre-requistiesFamiliarization with Trade Finance concepts and terms
Target AudienceSuitable for any employee who would like to have a product understanding of Trade Finance
Competencies AddressedUnderstanding the Business environment
India Catalogue 2016 | Where Minds Meet
22
> PRODUCTCAPABILITY
22 PRODUCTKey Updates on Trade Finance
India Catalogue 2016 | Where Minds Meet
Duration2 days
Pre-requistiesFamiliarization with Trade Finance concepts and terms
Target AudienceSuitable for employees from ITO and CIB Front office
Competencies AddressedUnderstanding the Business environment
Day 1 Session 1• Brief overview of the recent changes in the global market• ICC Paris – Global Trade and Finance Survey 2015 – updates• Changes in FTP 2015-20 from Bankers perceptive Session 2• FEMA 1999 on Import of goods and services – Discussions on Master circular dates 1st July 2015 with case studies Session 3• FEMA 1999 on export of goods and services – Discussions on Master circular dates 1st July 2015 with case studies Session 4• Master Circular on remittance facilities to residents & Master Circular on ECB & trade credits, ODI reporting
Course Outline
Update on Trade Finance Program provides you with a quick update on knowledge of advanced Trade Finance products -International trade settlements; Foreign Trade Regulations – India; Pre & Post Shipment Finance / TR; ECB & Trade Credits etc.– with specific case studies and assignments.
• Training on updates in Trade Finance • FEMA 1999 – Master Circulars dated 1st July 2015 on • Import and Export of goods and services, • Remittances and capital account transactions • ICC Paris recent publication on Banking commission opinions & DOCDEX decisions on Documentary Credits, Guarantees and Standby letters of credit
Learning Objectives
1/2
23
> PRODUCTCAPABILITY
23PRODUCTKey Updates on Trade Finance
Day 2 Session 5• ICC Banking commission opinions April 2015 & DOCDEX cases on documentary credit transactions• Bank Guarantees and• Standby letters of credit with case studies Session 6• Discussion on Master Circular on Rupee and Foreign exchange currency export credit – (pre and post shipment credit) updates with case studies Session 7• Remittance facilities to residents – Master Circular dated 1st July 2015 with case studies Session 8• Quiz and question/answer session
Course Outline
2/2
India Catalogue 2016 | Where Minds Meet
24
> PRODUCTCAPABILITY
24 PRODUCTAdvanced Credit Analysis
India Catalogue 2016 | Where Minds Meet
Modeling• Planning and designing a financial model• Building the model• Financial modeling for valuation
LBO Modeling• Overview of leveraged buyouts (LBO)• Structure • LBO Instruments • Modeling of LBO • Financial Modeling Using Excel• Modeling Best Practices
Course Outline
Advanced credit analysis workshop will help individuals in the quantitative and qualitative analysis of a company and the industry in which it operates, which help to determine the company’s debt service capacity.
This program has been customized by local L&D in consultation with CTCM and aims to equip analysts with advanced concepts in quantitative and qualitative analysis of a company’s financial statements from various modelling perspectives.
Learning Objectives
Duration2 days
Pre-requistiesWorking knowledge of credit risk analysis
Target AudienceEmployees in CTCM
Competencies Addressed• Analytical skills• Risk Management
25PRODUCTProgram on Global MarketsProgram on Global Markets gives thorough knowledge of Bond Markets & Equity Markets and different Money Market Instruments.
• Understand an Overview of Equity; Money Markets; Fixed Income; Foreign Exchange; and Commodities• Understand an Overview of Derivatives
Learning Objectives
Introduction to EquityService motive• Equity capital and Types of stocks• Rewards & Risks of equity capital• Primary market and Secondary market• Trade Life cycle of equity transactions• Stock quotations• Various markets in brief (NYSE & London Stock Exchange)• Determinants of stock price• Value & growth investing
Introduction to Money Market• Money Market Instruments and Participants• Repurchase (Repo and Reverse Repo) transactions• Overnight Interbank Loan Markets• LIBOR (London Interbank Offered Rate)• Certificate of Deposit and Commercial Paper
Course Outline
Duration1 day
Pre-requistiesNA
Target AudienceAll employees
Competencies AddressedUnderstanding the Business environment
25
> PRODUCTCAPABILITY
India Catalogue 2016 | Where Minds Meet
1/2
26
> PRODUCTCAPABILITY
26 PRODUCTProgram on Global Markets
India Catalogue 2016 | Where Minds Meet
Introduction to Fixed Income• Difference between stock market and bond markets• Features, Instruments and Major Players• Different Markets (Governments Markets, Money Markets, Corporate Bonds, Agency Bonds, Municipal Bonds)• Pricing Conventions and Interest rates; Ratings• Present Value, Future Value, compounding, discounting, Price vs. Yield, Types of Yield Overview of Foreign Exchange Markets• Forex market terminologies• Structure of the Forex market
Commodities• What is commodity market• Basic Features & Market players
Introduction to Derivatives • Derivatives Overview• Types of Derivatives
Course Outline
2/2
27PRODUCTOperational Risk ManagementThe program outlines how to minimize operation Risk
Management of Client Complaints, Root Cause of Errors Checking on exception reports, Incident Management and Understanding of over due items
Learning Objectives
Live cases related to operational risk, for eg:• Checking of exception reports that have fallen between gaps• Management of client complaints – risks that are visible on examination of complaints. Looking beyond an individual complaint, etc. (eg. Packing credit case)• Errors – root cause identification, errors due to lack of skills, errors due to inadequate/incorrect information, errors due to lack of infrastructure• Incident Management – Basel Categories, Quantification of loss• Information on accounts that are blocked• Overdue items
Course Outline
Duration1 day
Pre-requistiesNA
Target AudienceAll employees
Competencies AddressedRisk Management
27
> PRODUCTCAPABILITY
India Catalogue 2016 | Where Minds Meet
28
> PRODUCTCAPABILITY
28 PRODUCTSystems Training – ATLAS
India Catalogue 2016 | Where Minds Meet
SESSION 1Abrief slidepresentationonstructureofATLAS-2, Clienttypes,accounttypes, facilities.Hands on :• User creation,• Client creation• Account creation.• Typesofbatches,Batchopening. Validationsatbatchlevel. Finconmayliketoincludeadditionaldays.• Transactioninput-entrycodes,operationdates, valuedates,availabledates, reconciliationreference, expiry dates, methodsofreconciliation, pendingitems,troubleslips,• Managementofsuspenseentries–causesforentriestosuspense, suspenseorigincode, originalaccount,• SpecialConditions–typesofspecialconditions, atclientandaccountlevel. Managementofspecial conditions including cases which require outside the perimeter records.• Blocksorearmarkentries–significanceofentrycode, expirydate, rulesrelatedtoremovalofblocks.• Non-standard statement conditions.• Non standard settlement conditions – enquiry.• Settlement–theoretical–sincewewillnotbeabletoamonthend. Howeversettlementconditionswill be shown.• Effort will be made to show interest rate management.• Other items as per trainees’ requirement.
Course Outline
The program helps to understand the efficient working of ATLAS-2
Objective is to have a forum to share knowledge and prepare a foundation for continual migration of knowledge. Primary objectives of this training are as follows:• Understanding the structure of ATLAS-2.• Understanding data / information organization in ATLAS-2, data items, their permissible values, validations.• Understanding transaction processing : - structure, - validations, - limitations.• Other objectives, participants may have
Learning Objectives
Duration2 days
Pre-requistiesNA
Target AudienceBack office Operations team, IT teams, Business Analyst & Finance team
Competencies AddressedKnowing How to use IT
1/2
29PRODUCTSystems Training – ATLAS
SESSION 2• Creation of users• Client creation including collective client creation• Account creation• Cheque Issue• Stop cheque• Transactions on stop cheque• Transactions: - Credit entries: - Current date as value date - Back value dated - Forward value dated - Forward available date - Debit entry – clearing cheques, account to account transfers – check on override - Earmark – blocking of balances - Debt earmark and check on override - Credit earmark and check on available balancesTransactions removing earmark - Posting of stop cheques• Checking book balance and available balance• Inputofspecialconditions–transactionsafterspecialconditions. Explainingdifferenttypesofspecial conditions• Defining settlement conditions• Other items users may ask for….
Course Outline
29
> PRODUCTCAPABILITY
India Catalogue 2016 | Where Minds Meet
2/2
30
> PRODUCTCAPABILITY
30 PRODUCTMicrosoft Office (Excel)
India Catalogue 2016 | Where Minds Meet
Session 1 – Getting Started• Understanding the Excel screen• Navigating in a spreadsheet• Understanding worksheets, columns, rows and cells• Saving, opening, and closing workbooks
Session 2 – Formatting a Spreadsheet• Changing column widths and row heights• Changing alignment of cells• Undoing and redoing actions• Formatting numbers• Clearing formats• Applying borders to cells• Merging cells
Session 3 – Formulas and Functions• Entering formulas• Copying data and formulas• Using AutoSum• Understanding functions• Using simple aggregate functions (Sum, Count, Average, Min, Max)• Copying formulas• Types of cell referencing: relative and absolute• Applying conditions in a formula (The IF function)• Working with ranges
Course Outline
The program outlines the understand the basic features of Microsoft excel
This introductory Excel training course will provide you with a working understanding of the basic features of MS Excel as follows:• Creating and editing worksheets• Formatting and printing of worksheets• Commands for managing data such as sorting, filters, subtotals, pivot tables • Working with charts• Working with in-built functions of Excel
Learning Objectives
Duration1 day
Pre-requistiesNA
Target AudienceSuitable for all employees who need a basic grasp of MS Office Skills
Competencies AddressedKnowing How to use IT
1/2
31PRODUCTMicrosoft Office (Excel)
Session 4 – Editing Features• Using cut, copy, and paste operations• Using paste special with values• Selection techniques• Navigation techniques
Session 5 – Working with Large Worksheets• Freezing and unfreezing panes• Splitting windows• Inserting page breaks for printing Session 6 – Working with Charts• Creating charts using Chart Wizard• Creating different types of charts• Including titles and values in charts• Formatting of charts
Session 7 – Previewing and Printing• Previewing worksheets• Page setup• Printing of worksheets in multiple pages• Repeating rows and columns for multiple pages• Printing multiple worksheets Session 8 – Simple Database Operations• Sorting tables• Filtering data with auto filter• Generating subtotal reports• Creating pivot tables• Referring data from other worksheets
Course Outline
31
> PRODUCTCAPABILITY
India Catalogue 2016 | Where Minds Meet
2/2
32
33
COMPLIANCE & CONDUCTIT Security Masterclass
CultureCompaliance & Conduct • New Entrants & One Bank • Diversity & Inclusion
34
34
IT Security Masterclass> COMPLIANCE& CONDUCT
CULTURE
Duration2 days
Pre-requistiesAll permanent employees of branch, wealth management and securities
Competencies Addressed• Knowing how to use IT• Risk Management
Target AudienceAll senior managers of ITO and Front Office
34
IT Security Masterclass outlines the importance of compliance & security and risks involved
• Understand how Cyber Security can impact daily life and what can be done to keep ourselves out from cyber threats• Have a good overview of the regulatory requirements on Technology Risk Management and Regulators’ Expectations to adopt sound practices and processes for managing technology • Understand the emerging risks and trends in the financial institutions and impacting BNP Paribas
Learning Objectives
• Cyber Security • Confidentiality Obligations & Data Protection• APAC Regulations on Technology Risk Management • Emerging Risks and Trends • Conduct Risk Management • Case Studies
Course Outline
India Catalogue 2016 | Where Minds Meet
COMPLIANCE & CONDUCT
36
37
GROWTH/
INNOVATION
INCUBATORS
6 Thinking Hats 38
38 INCUBATORSSix Thinking Hats®
> INCUBATORS
GROWTH INNOVATION
Six Thinking Hats, a thinking skills training course from Edward de Bono, teaches parallel thinking as an alternative to argument. Parallel thinking guides thought processes in one direction at a time so we can effectively analyze issues, generate new ideas, and make better decisions
Learning Objectives
The competencies that will be developed during the program involve:• Competencies enabling one to solve problems including the ability to - identify a problem - propose alternative solutions - predict the consequences of each alternative - assess the usefulness of each set of consequences - select the best alternative - implement and evaluate it
• Competencies enabling them to identify and pursue opportunities including the ability to develop a habit of perceiving events and situations as opportunities - identify the benefits/desired outcomes of pursuing each opportunity - identify the risks/dangers of pursuing each opportunity - design ways to minimize risks and dangers - select opportunities based on weighing the benefits against remaining risks - design plans for pursuing a selected opportunity - assess and reevaluate plans in progress
• Competencies enabling them to think cooperatively including the ability to - understand and take on the facilitator role in a group meeting - identify and articulate other people’s points of view - devise an agenda and demonstrate the necessary discipline to follow it - provide for equal participation among group members
Course Outline
Duration1 day
Pre-requisitesNA
Target AudienceAll managers and employees
Competencies Addressed• Creativity & Innovation • Change management
Regional Catalogue 2016 | Where Minds Meet
The program outlines the creative ways of thinking and generating news ideas
38
3939
COUNTRY L&D :Kalyani KUMAR
Email address: [email protected]
Telephone number: 91 22 67832093
Raina HINGORANI
Email address: [email protected]
Telephone number: 91 22 61965317
GENERIC L&D EMAIL ADDRESS :
Email address: [email protected]
The bankfor a changing
world
July 2016