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HONOURS DIPLOMA IN BANKING AND

FINANCIAL SERVICES (HDBFS)


COURSE DESCRIPTION:
Term - I
Course -1 Course – 2 Course – 3 Course – 4
FUNDAMENTALS OVERVIEW PROFESSIONAL FINANCIAL
OF FINANCE OF BANKING SKILLS PRODUCTS & SERVICES
The learner is taken through topics This course enables the learner to This course takes the learner This course gives the learner an in-
on Indian financial system and understand the concept of money through professional depth knowledge of the products
concept of intermediation, various and banking, the role of banks, and communication and customer offered by banks, mutual funds
financial intermediaries like banks, the channels used to deliver the service by introducing them to ,insurance companies, and also
insurance companies, mutual funds, various services and products various skills that will assist them in takes the learner through topics on
etc. Further the course also equips offered by banks. It also enables the solving oral and written DEMAT, Capital market, Commodity
the learner with the knowledge of learner to understand the functions communication problems. It also market, derivatives etc. The course
financial mathematics and of the RBI, the monetary policy, covers topics on time management, also equips the learner with the
accounting and basics of IT business cycles of economies , goals achievement, working in ability to benchmark one product
applications that are relevant to impact of globalization on the teams etc. These topics apart from against another so that they are in a
banking professionals. b a n k i n g s e c t o r, t h e ro l e o f imparting communication and position to compare, plan and
technology in the banking industry, professional skills will also enable advise their customers effectively.
among various other topics. the individual to create a shared
understanding of his or her role in
the organization.

Term - II
Course –5 Course – 6 Course – 7 Course – 8
OVERVIEW OF OVERVIEW OF MUTUAL FUND SELLING SKILLS
INSURANCE RETAIL BANKING ADVISING & TECHNIQUES
The course 'Overview of Insurance' This course gives the participant an This course gives the learner, the This course gives the learner the skill
introduces the participants to the overview of the retail banking knowledge and insights required for needed to build businesses in
fundamental knowledge and skills products and services offered to the them to become better banking operations like customer
needed to become an Insurance customers. It gives the student an intermediaries as well as more acquisition, building, nurturing and
Professional. It aims to acquaint the overview of the different types of informed mutual fund advisors. retaining relationships for mutual
participants with the basic concept customers, the various retail Mutual funds are emerging as an benefit by enhancing customer
and types of Insurance within the banking products and services like important investment option for the delight. In the process, it acquaints
basic framework of regulation v a r i o u s d e p o s i t s, p ay m e n t s, investing public in India. However, learner with the nuances of selling,
governing or affecting the business. remittances, collection and conceptually and operationally they develops selling skills, cultivates the
The participants understand the clearance services, cash are different from other investment ability to interact professionally with
basic principles of Risk Management management services, products. The learners need to customers, and enhances the
and Insurance in detail. The documentary bill collection, inter- understand the working of a mutual capability to influence their
participants also get an overview of bank settlements for customers with fund and the increasingly diverse decisions. It covers all critical selling
the structure of an Insurance multiple accounts and services with and complex Investment options skills like Listening, Building rapport,
Organisation and Intermediaries as banks etc. It also gives a brief idea of brought to them by a large number Presentation, Probing, Objection
also on functions of two main DEMAT accounts & services and also of mutual funds. At the end of the handling and Closing. In addition,
departments of insurance different distribution channels course, the participants will be able the course provides learner with the
organization i.e. underwriting available to a bank to attempt and clear the AMFI techniques of teamwork and team
and claims. to reach out to customers with their Mutual Fund Certification Program. management, thereby enabling
offerings. them to work in teams with a shared
understanding of their roles in the
organization.
Term - III
Course -9 Course – 10 Course – 11 Course – 12
BUSINESS PRINCIPLES OF SALES PLANNING APPLICATION
COMMUNICATION FINANCIAL & RELATIONSHIP PROJECTS
& PERSONALITY PLANNING MANAGEMENT
ENHANCEMENT
This course meets the ever- Any knowledge and understanding This course takes the learner though The learner undertakes an
increasing demand of effective must eventually be applied for it to the integral part of financial assignment and a project. The
business communication skills in be productive. This course helps the planning i.e. building and retaining participants are divided into groups
the corporate world. The course learner assess the need of an relationships for mutual benefit and and allotted a topic relevant to
aims to develop influencing and investor by understanding the customer delight and periodic Banking and Financial Services. The
persuasion skills, enable learners to specific individual requirements monitoring and rebalancing of group collects data from various
learn strategies & process of through intensive need analysis, financial plan. In addition to this, the sources, evaluates, creates an
business communication. The customer probing , recommending course provides the learner with executive summary detailing the
Personal Effectiveness module a portfolio, implementing the plan, skills on managing teams, enabling relevant information in a systematic
provides the attitude and skills for m o n i t o r i n g t h e g row t h a n d the individual to create teams with a manner and presents it to the class
improved performance by giving periodical review and rebalancing of shared understanding of their role in for knowledge dissemination. They
students the perspec tive of the plan etc. The learner will also be the organization. are guided through the project by a
Leadership, generating ideas & taken through the implications of team of faculty and industry experts.
ability to creatively solve the various tax provisions and the This project gives them a realistic
problems, and enhanced regulatory rules laid down by RBI, experience in being a Banking and
professional behavior through SEBI, IRDA, etc. The learner also gets Financial Services professional.
understanding of Business advanced inputs on the needs
etiquettes. and requirements of HNIs (High Net
worth Individuals), nuances of
servicing HNIs, special challenges,
and different approaches to wealth
management.

Term - IV
Course -13 Course – 14 Course – 15
RETAIL APPLICATION SOFTWARE IN MANAGEMENT
BANKING BANKING OPERATIONS ELECTIVE
This course takes the participant through different This course exposes the students to a typical The participant would receive inputs on various
aspect of retail market place interaction with the banking software package solution. The Finacle aspects of management. The participant can opt
customer. It gives the student a detailed insight on the Core Banking Solution Software from Infosys is for one of the management electives from
different types of customers, day-to-day activities currently used as the vehicle. The computer Marketing, Business and HR. The course is
including various deposits, payments, remittances, room exercises are scheduled to coincide with designed to fine tune his knowledge on these
collection and clearance services, cash management the coverage of the relevant topics in the areas and make him ready for better opportunities
services, documentary billing collection, inter-bank classroom and this hands-on-experience helps in professional career.
settlements for customers with multiple accounts and the student understand the topics better. The
services with banks etc. It also gives a detailed insight exercises cover all topics in the foundation and
into DEMAT accounts & services and into different retail credit courses.
distribution channels that a bank undertakes to reach
out to customers with their offerings.

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