Foundational Banking and Financial Services Skills in India
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Foundational Banking and Financial Services Skills in India
Instructors: Rashmi Rao
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What you'll learn
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.
Understand middle office's key roles risk management, compliance with regulations, crucial for effective risk and liquidity management.
Skills you'll gain
- Risk Management
- Investments
- FinTech
- Banking Services
- Operational Efficiency
- Decision Support Systems
- Business Operations
- Operational Excellence
- Governance Risk Management and Compliance
- Operational Performance Management
- Front Office
- Commercial Banking
- Compliance Management
- Operational Analysis
- Investment Banking
- Regulatory Compliance
- Risk Management Framework
- Financial Systems
- Banking
- Financial Services
Details to know
See how employees at top companies are mastering in-demand skills
There is 1 module in this course
In this course you will gain foundational knowledge of the financial system, learn about types of banks such as commercial banks, investment banks and others, and the specific roles within an investment bank. Through engaging content and practical examples, you'll discover how middle and back-office operations are integral to the stability and success of financial institutions. You will further explore material on what could happen if things go wrong at operations level which has had huge financial impact to organizations. One cannot forget technology with finance, you will find material on how future support functions are shaping up with advanced technology.
This course is designed for new joiners from middle and back offices, including team leaders, analysts, associates, supervisors, and managers working in banks or financial institutions. It is also beneficial for consultants, students aspiring to enter the BFSI sector, and customer service agents in investment banks. Participants will gain insights to enhance their professional skills, improve operational efficiency, and better serve stakeholders. Participants should have a basic understanding of capital markets and financial products such as equity stocks, debt instruments, commodities, forex, futures and options, and treasury products like repos and deposits. This foundational knowledge will help in grasping the more detailed concepts covered in the course. By the end of this course, you will be able to analyze the structure and functions of various types of banks and financial services, identify the impact of back-office operations on business efficiency and organizational stability, and understand the importance of middle office functions in risk management and compliance. You will also learn to evaluate the implications of operational inefficiencies and leverage data for strategic decision-making.
This course provides a foundational understanding of the various roles within an investment bank's front, middle, and back offices and how these segments contribute to a financial institutionβs profitability and success. Through engaging content and practical examples, you will explore how middle and back-office operations are integral to the stability and efficiency of financial institutions, while also gaining insights into the future of support functions with advanced technology.
What's included
12 videos4 readings1 assignment1 peer review2 discussion prompts
12 videosβ’Total 63 minutes
- Introduction to the Course & Meet the Instructorβ’2 minutes
- Classifying Structure of the Banking Industry β’6 minutes
- Investment Banking Insights & Global Impactβ’7 minutes
- Front Office: Revenue-Driving Core of Investment Bankingβ’5 minutes
- Client Relationships: Elevating Long-Term Success in Financeβ’4 minutes
- Back Office: The Hidden Engine Supporting Front Office Success β’7 minutes
- Role of Back Officeβ’5 minutes
- Boosting Operational Efficiencyβ’6 minutes
- Middle Office: Enhancing Banking Efficiency and Risk Managementβ’8 minutes
- Crucial Role of Middle Office: Safeguarding Stability in Financial Dynamics β’5 minutes
- Inside Middle Office Reporting: Transparency, Compliance, and Strategic Insightsβ’6 minutes
- Congratulations and Continuous Learning Journeyβ’3 minutes
4 readingsβ’Total 20 minutes
- Welcome to the Course: Course Overviewβ’5 minutes
- From Origins to Modern Marvels - A Beginner's Guideβ’5 minutes
- Transforming the Financial Markets Back Office to be Future Readyβ’5 minutes
- Bank Failures Like SVB are a Lesson In Risk Managementβ’5 minutes
1 assignmentβ’Total 20 minutes
- Foundational Banking and Financial Services Skills in Indiaβ’20 minutes
1 peer reviewβ’Total 60 minutes
- Enhancing Efficiency and Risk Management: A Practical Exerciseβ’60 minutes
2 discussion promptsβ’Total 10 minutes
- The Power of Collaboration in Investment Bankingβ’5 minutes
- Boosting Trading Desk Support: Key Strategies and Tech Solutionsβ’5 minutes
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Reviewed on Jan 30, 2025
Excellent course, the trainer, mentor use understandable syntax.
Reviewed on Apr 3, 2025
The focus on this course is the middle office and back office in financial services, which includes cost centers like risk management and IT.
Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you canβt afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, youβll find a link to apply on the description page.
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