Leadership Skills for Banking, Financial Services, and Insurance (BFSI) Professionals

• Understand the financial management principles critical to BFSIs.
• Develop strategic decision-making skills for leadership roles.
• Analyze and interpret financial statements and reports.
• Manage risks and ensure regulatory compliance.
• Leverage technology for financial innovations.
• Cultivate leadership skills tailored for the BFSI sector.

Module 1: Introduction to Financial Leadership in BFSI

• Overview of BFSI sector
• Key challenges and opportunities
• Leadership vs. Management

Module 2: Strategic Financial Management

• Financial planning and analysis
• Capital budgeting and investment decisions
• Case Study: Strategic Financial Decisions in BFSI

Module 3: Financial Reporting and Analysis

• Understanding financial statements
• Ratio analysis and performance metrics
• Case Study: Financial Analysis of a Leading Bank

Module 4: Regulatory Environment

• Key regulations affecting BFSI
• Compliance strategies
• Industry Expert: Regulatory Expert

Module 5: Risk Management

• Types of risks in BFSI
• Risk assessment and mitigation techniques.
• Case Study: Risk Management in Insurance Companies

Module 6: Technology in Financial Services

• FinTech innovations
• Digital transformation in BFSI
• Workshop/Industry Expert: Implementing Technology Solutions

Module 7: Leadership and Change Management

• Leadership theories and styles
• Leading organizational change
• Guest Lecture: BFSI Industry Leader

Module 8: Ethical and Sustainable Finance

• Ethics in financial decision-making
• Sustainable finance principles
• Case Study: Ethical Dilemmas in BFSI

Module 9: Strategic Communication and Negotiation

• Effective communication skills for leaders
• Negotiation strategies
• Role-Play: Negotiation Scenarios

Banking, Financial Services, and Insurance sector professionals

1. Registration fees include the following:

   For all the participants:

   • Classroom sessions
   • Reading material
   • Registration kit
   • Internet and Library access
   • Hard Copy Certificate for Course Completion at the end of the programme

   Residential participants:

   • Single occupancy AC rooms in the MDP hostel
     Check-in and check-out time: The earliest check-in time 3.00 pm (one day before program commencement
     The latest checkout time is 10.00 am (one day after program completion)
   • Tea, breakfast, Lunch, dinner in working hrs.

   Non Residential participants:

   • Breakfast, Working Lunch, tea & snacks

2. Refund policy

   Fees once paid can be adjusted for 1 financial year against future nominations only. In case a course is canceled on account of inadequate participation or any other unforeseeable reasons, the participants will be informed of the cancellation by e-mail or Fax and the fee will be refunded. IIM Mumbai will not be liable for any other expenses incurred by the company or the participant. Any transaction fee will not be refunded.

3. Individual Registration

   If you wish to register & make payment, please click here Register

4. Company-sponsored / Bulk Registration:

   • In the case of company-sponsored candidates, please share the nomination list and GST details to program@iimmumbai.ac.in for invoice generation.

     Download the INVOICE DETAILS FORM

   • Note: Discount is applicable for 5 or more participants from same organization against invoice.