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Banking Operations and Management Masterclass

Finance & Accounting

Banking Operations and Management Masterclass, available at $44.99, has an average rating of 4.54, with 393 lectures, based on 174 reviews, and has 1154 subscribers.

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You will learn about Gain a thorough understanding of various aspects of banking operations, including deposits, payments, retail banking, foreign exchange, marketing, lending Learn about different types of deposits, their functions, interest calculations, and regulatory aspects governing deposit accounts. Understand the principles of payment systems, instruments used, and the role of regulatory bodies. Explore electronic fund transfers, ATM systems, and global payment trends. Explore the intricacies of retail banking, covering mortgage loans, auto loans, credit cards, and savings accounts. Understand loan calculations, credit scores, and the impact of financial crises on mortgage loans. Delve into foreign exchange functions, transaction procedures, remittances, and calculations related to bills of exchange. Gain insights into the management of foreign currency notes and forward rates. Learn about different types of bank customers, market segmentation, and the role of marketing in the banking sector. Understand customer relationship management, social media strategies, and the lifecycle of customer relationships. Explore the lending lifecycle, principles of lending, evaluation of collateral, and types of loan facilities. Understand syndicated loans, bilateral lending, and the management of various risks associated with lending. Gain insights into branch banking audits, asset classification, regulatory guidelines, and the importance of compliance with quality control standards. Learn about concurrent audits, deposit-related audits, and effective audit reporting. Understand the fundamentals of commercial banking, the role of RBI, deposit mobilization strategies, lending policies, and various banking regulations. Explore the basics of banking, covering economic growth, regulatory functions, currency management, credit control, and role of banks in economic development Dive into the core functions of banking, organizational structures, account opening processes, KYC and AML requirements, lending principles, and documentation Apply theoretical knowledge to real-world scenarios through case studies and practical examples provided throughout the course. Develop the skills and knowledge necessary for a successful career in various roles within the banking industry. Benefit from the flexibility of online learning, allowing you to pace your studies according to your schedule. Receive a certification upon completion, validating your understanding and proficiency in banking operations and management. This course is ideal for individuals who are The banking operations training program is an all level course and is open to ambitious individuals who have the fire in their stomach and want to steer their careers in the appropriate direction, more specifically toward the common banking operations, investment banking, equity analysis and similar fields. Prior knowledge in finance could be an added advantage. Interested candidates may come diverse backgrounds that typically includes engineers, MBAs, CAs, freshers and other working professionals. Besides, banking students, banking sector professionals, newly joined bank employees, and anyone who wants to learn more about banking operations are welcome to join the course. Any bachelor’s degree holder can take up the course to excel in the workplace. or This course is designed for individuals aspiring to build a career in banking, finance, or related fields. or It caters to both entry-level professionals seeking a comprehensive foundation in banking operations and mid-career individuals looking to enhance their knowledge and skills in the industry. or Students pursuing degrees in finance, business, or economics will find the course valuable. or Banking professionals aiming to deepen their understanding of various banking operations and management aspects will benefit significantly. or Additionally, entrepreneurs involved in financial services or individuals interested in personal finance will gain insights into the intricacies of the banking sector. or The course is suitable for learners worldwide, facilitated by its online format, making it accessible to a diverse audience. It is particularly useful for The banking operations training program is an all level course and is open to ambitious individuals who have the fire in their stomach and want to steer their careers in the appropriate direction, more specifically toward the common banking operations, investment banking, equity analysis and similar fields. Prior knowledge in finance could be an added advantage. Interested candidates may come diverse backgrounds that typically includes engineers, MBAs, CAs, freshers and other working professionals. Besides, banking students, banking sector professionals, newly joined bank employees, and anyone who wants to learn more about banking operations are welcome to join the course. Any bachelor’s degree holder can take up the course to excel in the workplace. or This course is designed for individuals aspiring to build a career in banking, finance, or related fields. or It caters to both entry-level professionals seeking a comprehensive foundation in banking operations and mid-career individuals looking to enhance their knowledge and skills in the industry. or Students pursuing degrees in finance, business, or economics will find the course valuable. or Banking professionals aiming to deepen their understanding of various banking operations and management aspects will benefit significantly. or Additionally, entrepreneurs involved in financial services or individuals interested in personal finance will gain insights into the intricacies of the banking sector. or The course is suitable for learners worldwide, facilitated by its online format, making it accessible to a diverse audience.

Enroll now: Banking Operations and Management Masterclass

Summary

Title: Banking Operations and Management Masterclass

Price: $44.99

Average Rating: 4.54

Number of Lectures: 393

Number of Published Lectures: 393

Number of Curriculum Items: 393

Number of Published Curriculum Objects: 393

Original Price: $199.99

Quality Status: approved

Status: Live

What You Will Learn

  • Gain a thorough understanding of various aspects of banking operations, including deposits, payments, retail banking, foreign exchange, marketing, lending
  • Learn about different types of deposits, their functions, interest calculations, and regulatory aspects governing deposit accounts.
  • Understand the principles of payment systems, instruments used, and the role of regulatory bodies.
  • Explore electronic fund transfers, ATM systems, and global payment trends.
  • Explore the intricacies of retail banking, covering mortgage loans, auto loans, credit cards, and savings accounts.
  • Understand loan calculations, credit scores, and the impact of financial crises on mortgage loans.
  • Delve into foreign exchange functions, transaction procedures, remittances, and calculations related to bills of exchange.
  • Gain insights into the management of foreign currency notes and forward rates.
  • Learn about different types of bank customers, market segmentation, and the role of marketing in the banking sector.
  • Understand customer relationship management, social media strategies, and the lifecycle of customer relationships.
  • Explore the lending lifecycle, principles of lending, evaluation of collateral, and types of loan facilities.
  • Understand syndicated loans, bilateral lending, and the management of various risks associated with lending.
  • Gain insights into branch banking audits, asset classification, regulatory guidelines, and the importance of compliance with quality control standards.
  • Learn about concurrent audits, deposit-related audits, and effective audit reporting.
  • Understand the fundamentals of commercial banking, the role of RBI, deposit mobilization strategies, lending policies, and various banking regulations.
  • Explore the basics of banking, covering economic growth, regulatory functions, currency management, credit control, and role of banks in economic development
  • Dive into the core functions of banking, organizational structures, account opening processes, KYC and AML requirements, lending principles, and documentation
  • Apply theoretical knowledge to real-world scenarios through case studies and practical examples provided throughout the course.
  • Develop the skills and knowledge necessary for a successful career in various roles within the banking industry.
  • Benefit from the flexibility of online learning, allowing you to pace your studies according to your schedule.
  • Receive a certification upon completion, validating your understanding and proficiency in banking operations and management.

Who Should Attend

  • The banking operations training program is an all level course and is open to ambitious individuals who have the fire in their stomach and want to steer their careers in the appropriate direction, more specifically toward the common banking operations, investment banking, equity analysis and similar fields. Prior knowledge in finance could be an added advantage. Interested candidates may come diverse backgrounds that typically includes engineers, MBAs, CAs, freshers and other working professionals. Besides, banking students, banking sector professionals, newly joined bank employees, and anyone who wants to learn more about banking operations are welcome to join the course. Any bachelor’s degree holder can take up the course to excel in the workplace.
  • This course is designed for individuals aspiring to build a career in banking, finance, or related fields.
  • It caters to both entry-level professionals seeking a comprehensive foundation in banking operations and mid-career individuals looking to enhance their knowledge and skills in the industry.
  • Students pursuing degrees in finance, business, or economics will find the course valuable.
  • Banking professionals aiming to deepen their understanding of various banking operations and management aspects will benefit significantly.
  • Additionally, entrepreneurs involved in financial services or individuals interested in personal finance will gain insights into the intricacies of the banking sector.
  • The course is suitable for learners worldwide, facilitated by its online format, making it accessible to a diverse audience.

Target Audiences

  • The banking operations training program is an all level course and is open to ambitious individuals who have the fire in their stomach and want to steer their careers in the appropriate direction, more specifically toward the common banking operations, investment banking, equity analysis and similar fields. Prior knowledge in finance could be an added advantage. Interested candidates may come diverse backgrounds that typically includes engineers, MBAs, CAs, freshers and other working professionals. Besides, banking students, banking sector professionals, newly joined bank employees, and anyone who wants to learn more about banking operations are welcome to join the course. Any bachelor’s degree holder can take up the course to excel in the workplace.
  • This course is designed for individuals aspiring to build a career in banking, finance, or related fields.
  • It caters to both entry-level professionals seeking a comprehensive foundation in banking operations and mid-career individuals looking to enhance their knowledge and skills in the industry.
  • Students pursuing degrees in finance, business, or economics will find the course valuable.
  • Banking professionals aiming to deepen their understanding of various banking operations and management aspects will benefit significantly.
  • Additionally, entrepreneurs involved in financial services or individuals interested in personal finance will gain insights into the intricacies of the banking sector.
  • The course is suitable for learners worldwide, facilitated by its online format, making it accessible to a diverse audience.

Introduction:

The course, “Banking Operations and Management Masterclass” delves into the multifaceted world of banking, providing a comprehensive overview of key concepts, operations, and management strategies. As we navigate through various sections, participants will gain in-depth insights into the intricate workings of bank branches, payment and settlement systems, retail banking, foreign exchange operations, marketing, lending, audit procedures, and fundamental banking principles.

Section 1: Banking Operations and Management – Deposits:

This section initiates the journey with a focus on banking operations related to deposits. Participants will explore the introduction to bank branch management, the concept of banks and credit unions, the modern banking system, and the types of deposits along with their functions. From understanding Fed rates to exploring various deposit accounts and their features, this section provides a solid foundation in banking operations.

Section 2: Banking Operations and Management – Payment & Settlement System:

Moving on to payment and settlement systems, this section covers the principles, importance, and role of the Federal Reserve. Participants will explore various instruments of payment and settlement, including paper checks, automated clearinghouse, Fedwire, CHIPS, and card payment processes. The section concludes by addressing the challenges, risks, and perspectives associated with payment systems.

Section 3: Banking Operations and Management – Retail Banking:

The retail banking section delves into different types of banks, retail banking types, and various loans, such as mortgage and auto loans. Participants will learn about credit scores, credit cards, savings accounts, certificates of deposits, and specialized services in retail banking. The section closes with a comprehensive exploration of the advantages and disadvantages of retail banking.

Section 4: Banking Operations and Management – Foreign Exchange Operations:

This section introduces participants to foreign exchange operations, covering functions, transacting procedures, remittances, and calculations related to foreign exchange. The complexities of foreign currency note encashment, forward rates, and factoring are explored in detail, offering a comprehensive understanding of foreign exchange operations.

Section 5: Banking Operations and Management – Marketing:

The marketing section emphasizes the significance of understanding different types of bank customers, partnerships, and statutory bodies. Participants will explore market segmentation, identifying target markets, and the elements of the marketing mix in the context of banking services. The section concludes by addressing social media strategies and the role of marketing in the banking sector.

Section 6: Banking Operations and Management – Lending:

This section unravels the intricacies of lending operations, covering the 7 C’s of credit, secured and unsecured lending processes, and the stages of lending. Participants will gain insights into bilateral and syndicated loans, loan underwriting, risk evaluation, and customer acceptance policies. The section concludes with an exploration of collateral evaluation and risk categories.

Section 7: Banking Operations and Management – Audit:

Focusing on banking audits, this section provides an overview of the role of banks in auditing, asset classification, and guidelines for the classification of assets. Participants will delve into topics such as concurrent audits, advances appraisal, deposit aspects, KYC norms, and housekeeping in banking operations. The section concludes with a detailed examination of audit reports and effective branch audit practices.

Section 8: Banking Operations and Management – NCFM Commercial Banking Module Course:

This section introduces participants to the NCFM Commercial Banking Module Course, covering the evolution of banking, functions of commercial banks, and their competitive landscape. Participants will explore topics such as bank deposits, lending policies, investment strategies, and various para-banking activities. The section closes with discussions on customer relationship management, technology, and financial inclusion.

Section 9: Banking Operations and Management – Fundamentals of Banking:

This section provides insights into the basics of banking, including the functions of regulations and supervision, reserve bank ratios, credit control, and foreign exchange reserves management. Participants will explore the Banking Regulation Act, the banker-customer relationship, and typical functions of banks, understanding their pivotal role in economic development.

Section 10: Banking Operations and Management – Banking Operations:

The final section focuses on the basic functions of banking, organizational charts, account opening processes, KYC and AML requirements, and different types of accounts. Participants will gain knowledge about lending principles, working capital assessment, securities charging, documentation, and post-disbursement activities. The section concludes with an examination of non-performing assets, processing of payments, and contemporary issues like internet frauds.

Conclusion:

“Banking Operations and Management Masterclass” aims to equip participants with a thorough understanding of the intricate dynamics within the banking sector. By covering various facets such as deposits, payment systems, retail banking, foreign exchange operations, marketing, lending, audits, and fundamental banking principles, the course empowers individuals to navigate the complexities of modern banking. Whether aspiring professionals or seasoned bankers, participants will gain valuable insights and skills essential for success in the dynamic world of banking.

Course Curriculum

Chapter 1: Banking Operations and Management – Deposits

Lecture 1: Introduction to Bank Branch Management

Lecture 2: Concept of Bank and Credit Union

Lecture 3: Modern Banking System

Lecture 4: Types of Deposits and its Functions

Lecture 5: Functions of Fed Rates

Lecture 6: Affects of Long Term Rates

Lecture 7: Deposits and its Functions

Lecture 8: Types of Demand Deposits

Lecture 9: Concept of Time Deposit

Lecture 10: Concept of Demand Deposits

Lecture 11: Calculating Interest in Savings Account

Lecture 12: Demand Deposits

Lecture 13: Calculating Simple Interest

Lecture 14: Effect of Fed Rate

Lecture 15: Calculating Simple Interest Continues

Lecture 16: Calculating Compound Interest

Lecture 17: Monthly Investmentsb

Lecture 18: Calculating Monthly Investments

Lecture 19: Annual Percentage Rate

Lecture 20: Checking Accounts

Lecture 21: Types Features and Access

Lecture 22: Cost and Interest

Lecture 23: Types of Lending

Lecture 24: Features of Lending

Lecture 25: Current and Saving Account

Lecture 26: Money Market Account

Lecture 27: Calculating Interest

Lecture 28: Money Market Funds

Lecture 29: Functions of Sweep Account

Lecture 30: Time Deposits

Lecture 31: Features of Certificates of Deposits

Lecture 32: Understanding Liquid CD

Lecture 33: Bump Up CD

Lecture 34: High Yield or Indexed CD

Lecture 35: CD Interest Rate

Lecture 36: Compound Interest

Lecture 37: Calculating APR

Lecture 38: Interest Rate in APR

Lecture 39: Stategies for CD Savers

Lecture 40: Advantages and Disadvantages

Lecture 41: Certificate of Deposits

Lecture 42: Differentiating Certificate of Deposits

Lecture 43: Banking Regulations

Lecture 44: Various Regulatory Bodies

Lecture 45: Deposit Account Regulations

Lecture 46: Global Banking Regulations

Lecture 47: Requirements and Instruments

Lecture 48: Rating Requirements

Lecture 49: Conclusion on Bank Branch Management

Chapter 2: Banking Operations and Management – Payment & Settlement System

Lecture 1: Introduction to Payment and Settlement System

Lecture 2: Example on Banking System

Lecture 3: Final Ledger Accounts

Lecture 4: Principles of Payment and Settlement

Lecture 5: Importance of Payment System

Lecture 6: Role of Federal Reserve

Lecture 7: Instruments of Payment and Settlement

Lecture 8: Process of Paper Checks

Lecture 9: Automated Clearing House

Lecture 10: Fedwire and CHIPS

Lecture 11: Card Payment Process

Lecture 12: Basics on Payment Processing

Lecture 13: Debit Card Payment

Lecture 14: Risk with Payment System

Lecture 15: Challenges and Oppurtunities

Lecture 16: Consumers Perspective

Lecture 17: Businesses Perspective

Lecture 18: Perspective from Banking Institution

Lecture 19: Emerging Providers

Lecture 20: Federal Reserve

Lecture 21: Electronic Fund Transfer

Lecture 22: Characteristics and Benefits

Lecture 23: Advantages and Disadvantages

Lecture 24: Types of Electronic Transfer

Lecture 25: Characteristics and Benefits of ATM

Lecture 26: Advantages and Disadvantages of ATM

Lecture 27: Automated Clearing System

Lecture 28: Advantages and Disadvantages of ACS

Lecture 29: Point of Sale System

Lecture 30: Advantages and Disadvantages of POS

Lecture 31: Global Trends

Lecture 32: Global Transactions

Lecture 33: Falling Numbers of System

Lecture 34: Conclusion

Chapter 3: Banking Operations and Management – Retail Banking

Lecture 1: Introduction Bank Branch Management- Retail Banking

Lecture 2: Why Different Types of Banks

Lecture 3: How to Trace a Check

Lecture 4: What Happens to Money Deposited

Lecture 5: Do Bank Lose if Robbed

Lecture 6: What is the Federal Reserve

Lecture 7: Types of Retail Banking

Lecture 8: Mortgage Loans in Retail Banking

Lecture 9: Calculating Mortgage Loan

Lecture 10: Calculating Interest in Loan

Lecture 11: Amortization Table

Lecture 12: Requirement for Home Loan

Lecture 13: Value for Loan

Lecture 14: Pre Approval for Home Loan

Instructors

Rating Distribution

  • 1 stars: 3 votes
  • 2 stars: 3 votes
  • 3 stars: 16 votes
  • 4 stars: 50 votes
  • 5 stars: 102 votes

Frequently Asked Questions


How long do I have access to the course materials?


You can view and review the lecture materials indefinitely, like an on-demand channel.


Can I take my courses with me wherever I go?


Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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