IPB Brochure
IPB Brochure
IPB Brochure
Professional Banking
Nurturing Aspiring Bankers
Be a smart
BANKER
Live your dreams with IPB
CHAIRMAN
HARPAL SINGH KUILDIP SINGH BANGA
Retd. Chief Manager, State Bank of Patiala
FIE, CAIIB Ex. Senior Faculty, NIIT-IFBI, TimesPro
Retired General Manger,
Punjab National Bank
MISSION
To develop professionally
VISION qualified and competent Bankers
To be a premier institute for primarily through a process of
developing and nurturing education, training, examination,
competent professionals in counseling and continuing
the field of Banking. professional development
programs.
Post Graduate
Certificate in Retail Banking (PGCRB)
Certified Post Graduate Retail Banking program is the flagship course for fresh graduates & postgraduates to make
them "Smart Banker" by undergoing an intensive training program of 350 hours by bankers having domain
specialization.
PGCRB is an immersive program and provides students with real experiences of working with the customers,
products, process, and system of the Bank. The program extensively engages students in the role plays, case studies,
persona-based problem solving, and assignments to get them ready for the role of a Teller / Customer Service Officer.
Our expert and experienced faculty act as mentors throughout the learning journey.
3 MONTHS
ONLINE AND OFFLINE BATCHES
2 MONTHS 1 MONTH
Ÿ Focused Online & Offline Sessions Ÿ Branch Visits
Ÿ Collaborative Projects Ÿ Core Banking Solutions (Finacle)
Ÿ Assignments Ÿ Practical Training in Dummy Branch
Scenario
Ÿ MS Excel Training
Ÿ Preparation for NISM Series V A :
Mutual Fund Distributors Certification
For the successful completion of the program, the candidate should have 90% attendance & 70% marks in the exam
conducted by IPB. On the basis of attendance, punctuality & content knowledge, IPB certify the candidate for Certified
Retail Banking Program that enables them to work with a Bank as an officer.
DUMMY BRANCH EVALUATION AND
CONCEPT ASSESSMENT PROCESS
The candidates at Institute of Professional Banking are • Case Analysis, Mock Interviews, Role Plays, Group
trained, guided & taught in real life banking environment. Discussions, Dummy Branch.
Processes covered include: •
Assignments, Case Study, Project Presentation.
1. Cash Deposit and Withdrawal Process - End to End • Written Exam (Subjective & MCQ based) and Viva.
process from vault opening till close. •
Branch Visit to Banks/NBFCs.
2. Cash Deposit process at ATM.
3. Account Opening Process - Collection and Verification of
Documents. Training Fee:
4. Filling Account opening form to avert rejection from ` 50,000 + GST
processing hub.
5. Mobile Banking and Internet Banking. Eligibility:
6. Clearing Process under CTS Scenario. Below 27 years of age at the time of admission.
7. Key Management. Minimum 50% or above in the class 10th, 12th,
8. Handling Non Financial Transactions– Address
change, Cheque book issuance, Updation of 15G and Graduation / Post Graduation.
/Hand Nomination.
CURRICULUM
RETAIL BANKING Module 6: Regulatory Bodies & their Guidelines
Module1: Banking System in India • Regulatory Bodies - RBI, SEBI, IRDA, PFRDA
• Concept of Money & Indian Financial System • Understanding CIBIL, Credit Rating Agencies
• Introduction to Banking Sector Module 7: Professional Excellence
• RBI & Banking Regulations • Soft Skills & Personality Development
Module 2: Functions of Banks • Business Etiquettes, E-Mail Writing, Handling Inbound
• Types of Deposits & Interest Calculations & Outbound Calls
• KYC, AML & CFT Guidelines & its adherence • Group Discussions
• Type of Customers (Individual & Non Individual) • Mock Interviews
• Account opening Process (KYC rqd. & Customer Due
SPECIALIZED MODULES
Diligence)
• NRE, NRO, EEFC & RFC Accounts Credit Policy & Loan Documentation
• Law Related to Negotiable Instruments (NI Act) • Monetary & Credit Policy of RBI
• Cash Operations & Currency Chest Management • Principles of Leading Working Capital Assessments &
• Clearing Operations (MICR, CTS) Credit Monitoring
• Payment Instrument & EFT-RTGS, NEFT, IMPS & NACH • Gold Loans, Home Loans, Personal Loans - Operational
• Account Operations - Non Financial Transactions Aspects
• Third Party Products (TPP) - Sale & Service • Loan Documentation, Type of Documents (Procedure :
• Foreign Exchange - Exchange Rate System Stamping , Securitization )
• Retail Loans • Non Performing Assets (NPA’s)
Module 3: Banking Sales & Relationship Management Trade Finance
• Banking Sales - Acquisitions, Prospecting, Customer • Balance of Payment & Trade
Profiling • FEMA, EXIM, FEDAI Guidelines
• Selling & Negotiation Skills - Lead Generation, Cross • ICC Rules - Incoterms, URC, URR
Selling & Up-Selling • Documentation- Bill of Exchange Invoice, Bill of Loading
• Relationship Management & Airway Bills
• Lobby Management • Letter of Credit, Bank Guarantee
• Customer Service, Customer Service Skills & • Imports - Buyers Credit & Merchants
Complaint Handling • Pre / Post Shipment Exports
Module 4: Digital Banking • International Finance – LIBOR / Loan Syndication
• Digital Banking Products & Channels MS Excel
• Paperless Banking • Basics of Excel & Formulas
• Marketing of Digital Banking Products • V Lookup & H Lookup, Pivot Table
Module 5: Risk Management, Audit & Compliance • Important Functions
• Risk & Frauds & their Types Core Banking Solution (CBS)
• Preventive Vigilance • Finacle Overview
• Document Verification sites - PAN Card, DL & Aadhaar Other Certification
• E- Surveillance & Data Capturing • NISM Series V A : Mutual Fund Distributor
• Audit & Compliance
• Prevention of Cyber Crimes & Fraud Management
Academic Training Partner with Latest and Updated Syllabus as per Banking
leading Universities Industry Norms
Nearest IPB Centre Support Preparation for NISM Series V A : Mutual Fund
Distributors Certification Examination
COLLABORATIVE BUILDING
LEARNING ANALYTICAL THINKING CASE BASED
CLASSROOM LEARNING
RESPONSE SYSTEM
GROUP DISCUSSIONS
UNIQUE PROBLEM SOLVING
TRAINING
METHODOLOGY
BANKING
CAREER
A Great Identity
to Begin your
Branch Manager
(`50000 - `75000)
Deputy Branch
Manager
(`35000 - `50000)
Authoriser
(`25000 - `35000)
Teller /Customer
Service Officer
(`15000 - `25000)
PROSPECTIVE RECRUITERS
IPB
PLACEMENT CELL
Institute of Professional Banking (IPB) is known for its strong relation with the Banking industry. Over the years, the
institute has become a favorite recruitment destination for many Banks & NBFCs. IPB has a dedicated placement team
which facilitates the process of placement of its students besides collaborating with leading private sector Banks and
Financial organizations.
IPB STARS
I am AJAY KANSAL from Malerkotla, District Sangrur (Punjab). After completion of my Post
Graduation, MBA I joined 3 month course of banking in IPB, Panchkula. The entire staff of IPB was very
helpful and hard working. In this course, I learnt a lot about Interview Preparation and practical
knowledge about the banking sector. After completion of my course, I got selected in INDUSIND BANK
as a TELLER and currently, I am working in HDFC BANK as an ASSISTANT MANAGER. Everything was
possible only because of IPB and I am very thankful to the entire staff of IPB and especially to Gursimran
sir and Gurpreet sir for their mentorship.
I am AARTI THAKUR from Kalka. I had joined IPB in November 2016. After completing my 90
days course, I got a job in AXIS BANK as an ASSISTANT MANAGER. Currently, I am working as a
DEPUTY MANAGER in the same bank. I must say IPB is a good place for knowledge and recommend
it to all aspiring Bankers.
Myself GURWINDER SINGH SIDHU from Bathinda. I studied at Baba Farid College of
institutions. I joined IPB in 2017 and after completing my course, I got placed in INDUSIND BANK AS
A TELLER and Currently, I am working with ICICI BANK as a Deputy Branch Manger. Thank you so
much IPB for making my career.
My name is SHASHANK MADAN from Hisar. I have done my MBA from Guru Jambheshwar
University of Science and Technology. I took admission in IPB in September 2019 & got placement in
ICICI Bank as an Assistant Manager. Now I am working as a Branch OPERATION MANAGER in JANA
SMALL FINANCE BANK. Because of IPB, I am pursuing my career as much confident & smart
Banker. Thanks IPB.
My name is NARAMDESHWAR from Jalandhar. I am alumni of Lala Lajpat Rai Institute of
Engineering and Technology, (LLRIET) Moga. I took admission in IPB in February 2017. Through IPB, I
got a job in INDUSIND BANK as a TELLER. Currently, I am working as a Relationship Manager. IPB is
career-oriented institution and is a blessing for students who want to make a career as a Banker.
My name is AMBER SHRIVASTAVA from Satna, Madhya Pradesh. I did my Post Graduation from
Balaji Institute of Telecom & Management, Pune. I joined IPB in August 2020. After course
completion I got placed in Jana Small Finance Bank as Branch Operations Manager. I would like to
say IPB is an excellent platform that helps you to groom your personality, refine your talent, and
helps you to adjust easily in the challenging banking industry.
My name is SURJEET SINGH from Jammu. I always wanted to make my career in the banking
sector. One of my friends told me about IPB and how they place students in leading private sector
banks. After talking to the Counselor, I joined IPB in 2016 and after completing my coaching got
placed in Janlakshmi Financial Services as an officer. Presently I am working as an Assistant
Manager in IDFC First Bank. Thank you IPB for fulfilling my dream of becoming a banker.
I am HARMEET SINGH from Sirsa, Haryana. I am alumni of Jaipur National University. I joined
IPB in June 2018. I got placed in UJJIVAN SMALL FINANCE BANK. Now I am working with Capital
Trust Limited as Cluster Audit Manager. I can say IPB is a place where anyone can become a
successful banker by taking banking Training. Whatever I am today is because of IPB.
My name is RICHA SHARMA and I am from Chandigarh. After completing my graduation, I was
looking for employment opportunities. Then I got to know about IPB, which is a training institute that
provides training to the students to become a professional banker. Having an interest in the banking
industry, I joined IPB in 2018 and within 3 months got placed in ICICI Bank as a Value Banker.
Presently, I am working with INDUSIND Bank as an ASSISTANT MANAGER. I am glad that I took the
right decision and joined IPB.
I am VIVEK CHAUDHARY from Jammu. I joined IPB in 2016 to make my career in the banking
sector. During my coaching, I got to learn a lot from the trainers regarding the banking sector and
skills required to be a good Banker. After clearing the interview, I got placed in Janlakshmi Financial
Services as an Officer. Currently, I am working in KOTAK MAHINDRA BANK as a DEPUTY MANAGER.
My name is ATUL RANA from Nangal, Punjab. I joined ICICI BANK as a Value Banker in 2018 after
doing PGCRB Course from Institute of Professional Banking, Panchkula. Presently I am working as
an Assistant Manager in YES Bank. I owe my success to IPB. Thank you IPB for providing me with an
opportunity and showing me the path to make my career.
Head Office: SCO-11, Level 2, Sector 11, Panchkula, Haryana
Corporate Office: SCO-4, VRS District One, Level 2,
Sector 68, S.A.S Nagar, Mohali, Punjab
Zonal Office: G 49-50, Sector 3, Gautam Budh Nagar,
Noida, U.P.
Helpline No: +91-7272-0000-34
Institute of www.ipbindia.com ipb_bankingchd
Professional Banking info@ipbindia.com @IPBChd @IPBtricity
Nurturing Aspiring Bankers
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