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

This course is designed to equip future leaders in the Banking, Financial Services, and Insurance (BFSI) sectors with the necessary skills to navigate and lead within the complex financial landscape. It focuses on strategic financial management, leadership principles, regulatory environments, risk management, and the integration of technology in financial services.

Pedagogy:

Material for this course is derived from many sources including lectures from teachers and practitioners, readings from textbooks, excel workouts and case discussion. The participants will be exposed to theoretical developments and its real-life applications.

Duration: 3 Contact Days

Venue/ Mode: IIM Mumbai Campus (Offline)

Programme Dates and Timings: 6 Nov 2024- 8 Nov 2024

Programme Fees:

  • Residential Fees: Per participant Rs.60,000+18% GST
  • Non-Residential Fees: Per Participant Rs.50,000+18% GST
  • For 5 & more participants from the same organizations discount is applicable

 

Faculty:

Prof. Ajaya Kumar Panda

Prof. Ajaya Kumar Panda (Program Chair)

Prof. Nikhil Mehta

Prof. Nikhil Mehta (Program Co Chair)

  • 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

Registration Closed

If you/your organisation are interested in this program and would like to learn more, contact us at program@iimmumbai.ac.in

Course Details

Mode Offline / IIM Mumbai Campus
Duration 3 Days
Programme Dates Nov 06, 2024 to Nov 08, 2024
Program Chair Prof. Ajaya Kumar Panda
Program Co-Chair Prof. Nikhil Mehta

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