POST GRADUATE DIPLOMA IN

SALES AND RELATIONSHIP

BANKING

2019 Value Banker

 DAY 1:
1
Day Plan:
2 DAY 2:
WEEK’S PLAN

1. VB's day in the Branch (scored)-

3 DAY 3: Service cases based on NRI
Servicing and Asset Servicing

4 DAY 4:
2. VB's day in the Branch-practice
on iView + Finacle Practical
5 DAY 5: Revision

6 DAY 6:
 DIGITAL IN BANKING:
REALITIES AND
POSSIBILITIES

VB`s day in the branch(scored)

Daily Huddle Enactment
15 minutes

Participate in the Huddle based on the instruction given

• All the learners will participate in the Huddle

Procedure • Facilitator will act as the branch manager and lead the huddle
Branch Simulation
Service Requests for
today:
• Service cases based on
NRI Servicing and
Asset Servicing

Procedure

• Participants playing
customers – please get the
briefing from the facilitator

• Participants playing VBs –

please manage one of the
desks and service the
requests
Reflection

What went wrong in today’s servicing of

customers?
 DIGITAL IN BANKING:
REALITIES AND
POSSIBILITIES

VB`s day in the branch-system practice

Branch Simulation
Service Requests for
today:
Scenario-based system
practice – iView &
finacle

Procedure

• Participants playing
customers – please get the
briefing from the facilitator

• Participants playing VBs –

please manage one of the
desks and service the
requests
Debrief – Scenario-based system practice – iView & iCore

Scenario-based system practice – iView & iCore

Limited Functions available on the dummy application with dummy data:
1. Landing page
2. Demographic Details
3. Nomination Details
4. RM/WM/PB Details
5. Personal Relationship Details
6. Mandate Holder Details
7. Passport Details
8. Linked Relation (Click to generate Physical Statement)
9. Service Request --> Cheque Book Request form
10. Prefilled form --> Others --> Demo Stay Connected form
 
Summary
•
• RPP is a forward cover on FCNR deposits with maturity proceeds paid in INR

A customer exchanging PDCs / AD / ECS from one bank to another is known as

SWAP.

Gold loan is a secured loan and easy to liquidate

Sourcing of Auto Loans contribute to branch profitability

Thank You!