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  3. Foundational Banking and Financial Services Skills in India

Foundational Banking and Financial Services Skills in India

This course provides an overview of Financial Services in Investment Banking, covering front, middle, and back office roles. You'll learn how these segments interact and contribute to a financial institution's success.

Rashmi Rao
Rashmi Rao
Business | intermediate | 1 hour |   Published: Sep 2024
In partnership with:  Coursera

    Discussions

Overview

1KSTUDENTS*
98.5%RECOMMEND*

This course includes:

  • 1 hour of on-demand video  
  • Certificate of completion  
  • Direct access/chat with the instructor 
  • 100% self-paced online

This course offers a comprehensive introduction to the key support functions within investment banking, focusing on the front, middle, and back offices. Participants will explore the roles and interactions of these segments, learning how they contribute to the success and stability of financial institutions. Through practical examples and case studies, the course highlights the importance of efficient operations, risk management, and regulatory compliance. Additionally, it examines the impact of technology on future support functions. By the end of the course, learners will be equipped to ask the right questions, improve operational efficiency, and deliver timely solutions within their organizations.

Skills You Will Gain

Learning Outcomes (At the end of this program you will be able to)

  • Analyze the structure and functions of various types of banks and financial services to identify their roles within the global financial framework  
  • Evaluate the impact of back-office operations on business efficiency and organizational stability through case studies and real-world scenarios. 
  • Identify the importance of middle office functions, including risk management, P/L monitoring and compliance to align with regulatory frameworks, risk and liquidity management. 

Prerequisites

Basic knowledge of capital markets, financial products like equity stocks, debt, commodity, forex, futures & options, Treasury products like repo/deposits etc.

Who Should Attend

New Joiners from Middle and Back Offices, Team Leaders, Analyst, associates, Supervisors, and Managers, responsible for individuals and teams in banks, consultant, student aspiring to work in BFSI, and Customer Service agents for investment banks/financial institutions.  This course will help professionals serve the stakeholders better and provide them with quality resolutions and improve operational efficiency.  Knowing stakeholders will facilitate better and timely resolution. 

Curriculum

Instructors

Frequently Asked Questions

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Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.

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Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.

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We accept various payment methods such as major credit cards, PayPal, wire transfer, and company purchase orders. For more information related to payments contact customer support.

Do you offer refunds?

Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Module 1: Overview of Investment Banking & Front Office
2Module 2: Back Office (BO)
3Module 3: Middle Office (MO)

Segment 09: Middle Office: Enhancing Banking Efficiency and Risk Management

Segment 10: Crucial Role of Middle Office: Safeguarding Stability in Financial Dynamics

Segment 11: Controls and Reporting Inside Middle Office Reporting: Transparency, Compliance, and Strategic Insights

Segment 12: Congratulations and Continuous Learning Journey

Rashmi Rao

Rashmi Rao

With over two decades of deep industry experience in global capital markets, Rashmi brings a wealth of knowledge to her role as an instructor. Her career has been dedicated to mastering the intricate functions of the front office, middle office, and back office within major investment banks. She has led comprehensive operations, ensuring seamless trade life cycles, precise trade validation, and effective settlements.

Rashmi’s expertise extends to market risk reporting and liquidity management—areas where precision and strategic insight are paramount. She is deeply passionate about financial literacy and firmly believes in empowering individuals with the knowledge to navigate the stock market confidently.

Her commitment to education is reflected in numerous articles and an e-book she has authored, focused on teaching financial concepts to children. Rashmi aims to demystify the complexities of finance and instill value-based learning from a young age. Her approach centers on making financial education accessible and engaging, preparing the next generation to make informed decisions.

Throughout her journey, Rashmi has been honored with awards such as the "Gold – Financial Markets Insights and Solutions" and has received recognition for client and partner success. These accolades underscore her dedication to excellence and her ability to deliver impactful solutions.

As an instructor, Rashmi strives to share her insights and practical knowledge, helping learners grasp the nuanced dynamics of financial markets and develop the skills needed for success.

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Segment 06: Back Office: The Hidden Engine supporting Front Office Success

Segment 07: Role of Back Office

Segment 08: Boosting Operational Efficiency

Segment 01: Introduction to the Course & Meet the Instructor

Segment 02: Classifying structure of the Banking Industry

Segment 03: Investment Banking Insights & Global Impact

Segment 04: Front Office: Revenue-Driving Core of Investment Banking

Segment 05: Client Relationships: Elevating Long-Term Success in Finance