Diploma in Banking and Mutual Fund course – Online Courses with Diploma Certificates at Low Cost https://onlinediploma.in An ISO Certified Autonomous Institution Registered under Government of India Mon, 31 Jul 2023 13:28:25 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 Diploma in Banking and Mutual Fund https://onlinediploma.in/product/certificate-in-banking-and-mutual-fund/ Mon, 27 Jan 2020 10:14:49 +0000 https://onlinediploma.in/?post_type=product&p=22145 mutual fund is a pool of money managed by a professional Fund Manager. It is a trust that collects money from a number of investors who share a common investment objective and invests the same in equities, bonds, money market instruments and/or other securities.]]> Course Name: Diploma in Banking and Mutual Fund
Course Id: DBMF/Q1001.
Education Qualification: 12th Pass.

Duration: 370 Hrs.

How You will Get Diploma Certificate:

Step 1- Select your Course for Certification.

Step 2- Click on Enroll Now.

Step 3- Proceed to Enroll Now.

Step 4- Fill Your Billing Details and Proceed to Pay.

Step 5- You Will be Redirected to Payment Gateway, Pay Course and Exam Fee by Following Options.

Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 6- After Payment You will receive Study Material on your email id.

Step 7- After Completion of  Course Study give Online Examination.

Step 8- After Online Examination you will get Diploma Certificate soft copy(Scan Copy) and Hard Copy(Original With Seal and Sign).

Step 9- After Certification you will receive Prospect Job Opportunities as per your Interest Area.

Online Examination Detail:

  • Duration- 120 minutes.
  • No. of Questions- 60. (Multiple Choice Questions).
  • 10 Questions from each module, each carry 10 marks.
  • Maximum Marks- 600, Passing Marks- 40%.
  • There is no negative marking in this module.
How Students will be Graded:
S.No. Marks Grade
1 91-100 O (Outstanding)
2 81-90 A (Excellent)
3 71-80 A (Very Good)
4 61-70 B (Good)
5 51-60 C (Average)
6 41-50 P (Pass)
7 0-40 F (Fail)

Benefits of Certification:

  • Government Authorized Assessment Agency Certification.
  • Certificate Valid for Lifetime.
  • Lifetime Verification of Certificate.
  • Free Job Assistance as per your Interest Area.

Syllabus

Diploma in Banking & Mutual Fund

 Practice and Principle of Banking

Indian Financial System – An Overview, Banking Regulation, Retail Banking, Wholesale and International Banking, Role Of Money Markets, Debt Markets, Role and Functions of Capital Markets, SEBI, Mutual Funds & Insurance Companies, Banc assurance & IRDA, Factoring, Forfeiting Services and Off-Balance Sheet items, Risk Management, Basel Accords, Fair Practices Code for Debt Collection, Recent Developments in the Financial System, Banker Customer Relationship, KYC/ AML / CFT norms, Bankers’ Special Relationship, Consumer Protection – COPRA, Banking Ombudsman Scheme.

Banking Environment & Operation

Project Report, Project Evaluation, Maternity Leave, Any Other Information, Business Mathematics, Practical Auditing, Cyber Security, Entrepreneurship Development, Managerial Skills, Management accounting, Risk Management, Income Tax Law and Practice , Payment and Collection of Cheques and Other Negotiable Instruments, Opening accounts of various types of customers, Ancillary Services, Cash Operations, Principles of lending, Working Capital Assessment and Credit Monitoring, Priority Sector Advances, Agricultural Finance, Micro, Small and Medium Enterprises.

Banking Law & Practical

Formulation of Corporate Management Policies, Conducting Corporate Meetings, Active Contributory to Corporate Governance, Liaison in the Audit Process, Advice to the Board of Directors, Risk Management Functions, Merger/Acquisition Process, Resource Mobilization, Compliance Officer, Overview of Indian Banking System, Regulatory Framework of Banks, Control over Organization of Banks, Regulation of Banking Business, Banking operations, IT in Banking, Payment and Collection of Cheques and Other Negotiable Instruments, Case Laws on Responsibility of Paying Bank.

Mutual Fund Agent

Assessment Standard, Further Learning Pathways, Tools & Equipment for Practical Training/On-Job Training, Guidelines for Instructors & Paper setter, Mutual Fund Agent, Infrastructure for On-Job Training, Customer servicing at the branch, Tele-calling –customer acquisition, Client meetings and Sales, Financial advising & review of portfolio, Introducing the company and the mutual fund products. Closing the call, Follow up with customer, handling queries, Taking personal appointments, Meeting and greeting the customer, Opening the sales pitch, Pitching the product, Process the documents and get the investments done.

Banking Product & Services

Managerial Economics, Accounting for Managers, Financial System and Financial Markets, Financial Products and Services, Marketing Management, Quantitative Techniques for Business Decisions, Managerial Communication, Managerial Economics, Definition of Economics, Micro and Macro economics, Relationship between micro and macro economics, managerial and business economics. Introduction to Managerial Economics; The roles of the firm and the House hold, Consumer Choice, Theory of Demand; its Determination, Estimation and Forecasting.

Taxation

Income Tax Act Basics, Heads of Income and Computation of Total Income and Tax Liability, Tax Management, Administration Procedure and ICDS, assessment strategy, learning aims, Compute the taxable income of an assessed, Analyze the assessment procedure, Income which do not form part of Total Income, Heads of Income and Computation of Total Income under various heads, Clubbing Provisions, Set off and Carry forward of Losses, Deductions, Assessment of Income and tax liability of different persons, Tax Management, Administrative Procedures and ICDS.

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