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

