Symbiosis School of Banking and Finance

 Symbiosis International University
(Established under section 3 of the UGC Act 1956, by notification No. F.9-12/2001-U3 Government of India)
Re-accredited by NAAC with “A” Grade

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Click on Headings below to check out Training Programs offered by SSBF

{slider=YES FORCE Training Programme}

YES FORCE Training Program

YES FORCE Training Programme for newly recruited Customer Relationship Partners (CRPs) and Business Relationship Partners (BRPs) from 11.04.2016 to 06.05.2016.

SSBF was selected by YES BANK to run a four week long non-residential Induction Programme for a batch of 26 newly recruited Customer Relationship Partners (CRPs) and Business Relationship Partners (BRPs) who have been deployed in the Bank’s Retail Banking Channel. The programme was held in the SSBF campus. The course structure – comprising banking and product related subjects, soft skills, confidence building and communication skill development modules was specially developed by SSBF in consultation with YES BANK to build, hone and strengthen the knowledge base and skill sets of the participants so as to make them industry ready in the shortest possible time. In preparation for the programme, YES BANK organised a special Train-the-Trainer workshop at their head office in Mumbai after which the programme was taken forward by our selected Trainers who possess the relevant domain knowledge and prior industry work experience. The sessions were lively and highly interactive with a plethora of role plays, case studies and situation settings. On two weekends, participants were assigned tasks to be completed at their branches. Their performance was closely monitored through regular written tests. The programme was a resounding success and was greatly appreciated by the Bank.


{slider=Quantitative Foundation to the Financial Markets}

Quantitative Foundation to the Financial Markets

Duration: 4 days

Who should attend?
Dynamic professionals from the BFSI and the Corporate entities who have an aptitude for and an interest in Financial Economics, Financial Engineering and Management, Statistics and Financial Mathematics. Professionals who are keen to gain knowledge in the area of Quantitative Finance and its applications, are strongly encouraged to apply.

Course Content:

Day 1:

  • Introduction to Mathematical Finance
  • Investment Analysis
  • Portfolio Management
  • Financial Modeling of Investment Analysis and Portfolio Management

Day 2:

  • Financial Derivatives
  • Tapping the Arbitrage Opportunities in Derivatives Market
  • Elementary Financial Product Design and Engineering

Day 3:

  • Stochastic process
  • Application of stochastic process in Finance
  • Risk Management I

Day 4:

  • Risk Management II
  • Soft computing techniques in Finance


{slider=Program on Branch Profitability Management}

Program on Branch Profitability Management

Duration: 3 days (depending on the requirements and seniority of the participants)

Who should attend?
Branch Managers and Executives at Controlling Offices

Course Content:

Day 1:

  • Recent trends in profitability
  • The concept of operating profit at the branch
  • Planning for operating profit at the branch

Day 2:

  • Break even analysis of a branch: Case Study
  • Exercises on profit planning; deposit mix management; advances and yield management (for Banks and NBFCs)
  • Increasing non-interest income and expenditure management
  • Human Resources Management in profitability

Day 3:

  • Costing of operations and break-even point of an account
  • Exercises on managing premises, facility design and layout at a branch profitably
  • Exercises on managing workflow and work processes at a branch profitably
  • Review and conclusion


{slider=Corporate Mergers and Acquisitions}

Corporate Mergers and Acquisitions

Duration: 4 days

Who should attend?
Executives working in or keen on joining the M&A business vertical of their banks and institutions. Senior executives seeking deeper knowledge or a refresher overview of the function.

Course Content:

  • Introduction
  • M & A overview
  • Stick to the core or go for more
  • Acquisition process
  • Leverage buyouts and growth strategies
  • Corporate Restructuring


{slider=Derivatives and structured products for wealth management}

Derivatives and structured products for wealth management

Duration: 3 days

Who should attend?
Wealth management professionals desiring a good understanding of derivatives and structured products.

Course Content:

  • Understanding of key derivatives
    • Forwards and Swaps
    • Options and warrants
    • Exotic options
    • CDs and others
  • Derivative strategies for yield enhancement
  • Derivative strategies for risk management
  • Derivative strategies for participation
  • Structured investment products
    • What are structured investment products?
    • Structured product case studies
      • What is the play?
      • Risk and Reward
      • Suitability
      • How are they structured?
  • Conclusion and round up


{slider=Program in correspondent Banking and Financial Institutions Management}

Program in correspondent Banking and Financial Institutions Management

Duration: 3 days

Who will benefit?

  • Junior and mid-level officers working in the areas of correspondent banking with a view to creating in them a better understanding of the function
  • Executives working in the CB & FI departments of banks as this will offer them a refresher of their function and update them about recent changes therein
  • Senior executives with a well rounded experience but who may need to gain a deeper understanding of the function
  • Members of the top management to offer them a more intense look at the function and its role in achieving the corporate objectives. It would offer the opportunity to debate and rethink the current strategy

Course Content:
Correspondence Banking is a field that involves a strong person-to-person relationship building approach. The course will therefore use a mix of training methods such as lectures, group discussions, situation enactments and case studies. Since participants would be drawn from different job roles and functions they would be encouraged to give their perspective on the role of Correspondent Banking as they understand it and how they can both, support it and expect support from it for the benefit of the organization. An end of day review of the material covered would help reinforce the learning and prepare the ground for the next day’s session and also serve as the final summing up at the end of the course.
The course can be structured to meet the needs of different types of users:

  • At the junior level, it can be held over two (2) days with focus on giving an overview of the function.
  • At a more senior level, it can be held over three (3) days and include more detail and in depth analysis.


{slider=Program in Structured products in Trade Finance}

Program in Structured products in Trade Finance

Duration: 5 days

Who should atfend?
Senior Credit Executives, Trade Finance Specialists, Marketing and Audit Officials

Course Content (Brief Synopsis):

  • Methods of Payment: Different Methods of Payment used in International Trade, Risks and Opportunities on these methods to Banks and Customers, Advising clients on the appropriate methods of payment, How methods of payment determine the type of financing instruments used
  • Documents used in Trade: Financial Documents, Commercial Documents, Transport Documents, Insurance Documents, Official Documents
  • Terms of Trade (Incoterms2000): Common Incoterms used in trade transactions
  • Collections: Clean collections, Documentary Collections – D/P and D/A, Procedures in each type of collection
  • Documentary Credits: Review of procedures in issuing, advising and confirmation of credits, Discrepancies in documents-resolving discrepancies – Negotiation of documents under DC- Silent confirmation of credits –Acceptance credits
  • Trade Finance: Products, Operating mechanism and risks, Classical Trade Finance vs Structured Trade Finance, Guarantees used in trade, Structuring Trade finance facility-Limits, Concept and Process, Counter Trade


{slider=Training Program for Management Trainees joining the BFSI sector}

Training Program for Management Trainees joining the BFSI sector

Duration: Over a period of approximately 6 months with on an average two weekends or 4 teaching days per month


  • To facilitate the onboarding process of Management Trainees of Banks and Financial Institutions.
  • To encapsulate key elements of the BFSI sector for the benefit of new Management Trainees and to train them in the workings and subject matter of the industry.
  • To make participants industry ready in the shortest possible time by introducing them to the recent best practices prevalent.
  • To develop and train the minds of the participants to areas other than just the BFSI.
  • To develop the qualities of maturity and sensitivity among new and young participants and train them to face all possible situations effectively.
  • With a view to developing a well-rounded individual, exposure to some facets of the Liberal Arts will be organized in one or more class sessions.


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