IPB Courses

Institute of Professional Banking provides courses in banking sector which give
an opportunity to fresh graduates and postgraduates to become bankers

Institute of Professional Banking offers the below list of modules for banking course.

Module 1: RETAIL BANKING

 

  • Overview of Banking & Finance

  • Finance & Accounting Fundamentals

  • RBI – Roles / Functions

  • Banking Structure & its functions

  • Concept of money and interests

  • Type of Customer

  • KYC/AML Guidelines

  • Documentation – CASA

  • NRE / NRO / EEFC & RFC Account

  • Cash Operations

  • Fund Transfer – RTGS/NEFT/IMPS/NACH

  • Clearing Operations & CTS

  • Third Party Products – Sale & Service

  • Account Services(Non-financial)

  • Customer Grievance Handling

  • Deliverable Management

  • ATM Operations

  • Lobby Management

Module 2: REGULATORY GUIDELINES
  • Customer Service                                                   –            BCSBI & Labour Law Compliance   

Module 3: BANKING SALES

-Selling Skills

-Relationship Management

-KYC Guidelines

-Cross Selling

Module 4: RISK MANAGEMENT

 
  • Preventive Vigilance

Document Verification Sites – PAN Card, Dl & Aaadhar

e-Surveillance & Data Capturing

Module 5: DIGITAL BANKING

Digital Banking Channels & Products

Branchless Banking

Marketing of Digital Banking Products

Payment Systems

 

Module 6: PROFESSIONAL EXCELLANCE

Communication Skills

Business Etiquettes

Mock Interviews, Group Discussion

Specialized Modules

Module 7: RETAIL TRADE

  •  Balance of Payment & Trade
  • FEMA / EXIM / FEDAI Guidelines
  • ICC Rules – Incoterms/URC/URR
  • Documentation – Bill of Exchange/Invoice/Bill of lading & Airway Bill
  • Letter of Credit/Types & Bank Guarantee
  • Imports – Buyers Credit & Merchant
  • Pre/Post Shipment Exports
  • International Finance – Libor/Loan Syndication
  • Risk – Currency Risk, Country Risk, Credit Risk, Exchange Risk & Legal Risk

Module 8: MS EXCEL

Basics of Excel & Formulas

VLookup & HLookup

Pivot Table

Important Functions

Module 9: CORE BANKING SOLUTION

Finacle

Flexcube