The course aims to cover the following themes:

Theme I: Financial Processes

• Credit Management
(customer-lender relationship-sustainability-business growth cycle; selection of right product for beneficiary- checklist for processing loan product- sanction procedure)

• Benchmarking / Standardization

• Audit & Compliance

• Individual Appraisal Process

• Risk & Delinquency Management

Theme II: Planning, Processing, Budgeting, Reporting

• Knowledge of the Target

• Output & Input assessment

• Resource available & infrastructure required

• Time budget & Pace adjustment

• Benchmarking for execution methodology

• Skill development for Problem Solving

• Training

• Feedback / Appraisal Mechanism

• Resource Development, Investment, Procurement & Cost Analysis

• Standardization of a Professional Reporting Procedure- essential elements & general layout

Theme III: State-of-the-art Computational Procedure

• Protocols

• Need & Available Resources

• USP of the Present Package

• Benchmarking & Reliability Test

• Nuances

• Pre-requisites

• How do we go about it— phases planned

• Shortcomings & Troubleshooting

• Alternative Execution Mechanism & Procedure

• Back-up Procedure

 

Theme IV: Human Behavioural Assessment

• Information Collection

• What to be looked for and when

• Processing & Analysis of the Information Gathered

• Guiding & Moulding Forced Conversation

• Understanding Group Dynamics

• Design & Execution of Group Activity to Identify Strength & Weakness

• Psychology in Personnel Management— EGO (Efficiency-Governance-Output)

• Psychoanalysis & Hypnotism: a tool for self-guard & self-help

• Conflict Management

• Personality Development through Behavioural Assessment


Theme V: Corporate Governance & Professional Ethics

• Key Characteristics of Corporate Governance

• Corporate Vs Government

• Essential Requirements: Role of (i) Accountability, (ii) Getting commitment into action, (iii) Transparency, (iv) Internal housekeeping, (v) Customer satisfaction / care.

• Value Addition for Sustenance & Growth

• Calamity Management & Training

• Thin Red Line between Personal & Professional Business / Communication

• Key Elements of Professional Etiquette

• Professional Personality Grooming

• Building a Trusting Relationship in Professional Dealings

• Adaptability & Flexibility

 

Theme VI: Leadership Up-gradation

• Familiarity with the Concept of LEADER

• Group Dynamics

• How to avoid clashes of ego— moulding energy towards a common higher goal

• Relationship Management—i) with teammates, ii) with clients

• Public Speaking & Professional Communication

• Pros & Cons of Mobilization: winning over others

• Enhancement of Organizational, Managerial & Technical Skill

• How to maintain balance & equilibrium (with Examples)

• Setting Priorities, Decision Making

• Back –up Planning & Handling of Business Catastrophe


Theme VII: Company Law & Legal Aspects

• Legal Aspects of a Company—for an employee

• Elements of Company Law vis-à-vis Banking & Finance

• Knowledge of RTI, NI & PIL Procedure

• Legal Acquaintance—a two-sided sword

• Awareness & Training

• Transparency—limits & legal significance

• Professional Communication from a Legal Perspective

• Importance of Record Keeping & Maintenance

• Use & Abuse of Circumstantial Evidence

• Handling of Dispatch & Delivery—Internal as well as External


Theme VIII: Stress Management: Techniques & Practices

• Stress Encountered—Classification & Characteristics

• Stress-Efficiency-Output: Finding the Correlation

• Identification of Stress & Anxiety—i) in self, ii) in others

• Causes of Stress & Early Marking

• Mind Management: Managing Stress Scientifically—Repercussions

• Tools Available to Manage & Eliminate Stress

• Importance of Regularity in Practices

• How to seek & maintain the Vital Balance

• Role of Community / Charity Work

• Moving along the 4th dimension—Spirituality for a commoner

Theme IX: Record Keeping & Documentation

• Art of Record Keeping

• Science of Record Keeping

• RTI Bill Essentials

• Coordinating the Dissemination of Information

• Confidentiality & Professional Ethics

• Data Accumulation, Analysis & Management

• Problem of Abundance & Wastage of Resources

• Utilization of Analyzed Data—Preparation of Manuals

• Knowledge of Various Tools Available for Documentation

• Documentation—Role played in the Growth of the Institution

 

Theme X: Environmental & Social Responsibilities

• Environmental Protocols in Indian Perspective

• Office Environment & Personal Health

• Theme-based Awareness Programmes for Office & Clients

• Government Schemes in District & Block levels

• Compliance Procedure—a work manual

• Involvement of SHGs & the Commoner in Awareness & Training

• Improving Wealth through Improving Social Health

• Working Model for Knowledge Up-gradation & Up-date

• How to deal with the day-to-day social ill-health

• Acceptance of Limitations & Execution of Duties