INDIAN INSTITUTE OF BANKING & FINANCE
Professional Development Centre – Eastern Zone, Kolkata

VIRTUAL TRAINING PROGRAMME
Role and Functions of Second Persons in Branches
11th-12th September, 2024
Self- Sponsored candidates may also Participate in the Programme

I

IIBF has emerged as a premier institute on banking and finance education. It is the largest
institute of its kind in the world and is working with a Mission to “develop professionallyqualified & competent bankers and finance professionals primarily througha process ofeducation, training, examination, consultancy/ counselling andcontinuing professional
development programmes”. Indian Institute of Banking & Finance has been awarded theISO 21001:2018 Standard. This standard is for Educational Institutes who have achieved
the required level of excellence in their academic offerings. IIBF is among the few
institutes to have been conferred upon this standard.
SCyber-Crime

FOR NOMINATION PLEASE CONTACT:Mr Tusharendra Barpanda
Head – PDC-EZ, IIBF, Kolkata
Email Id. head-pdcez@iibf.org.in

Ms. Samriddhi Guha
Jr. Executive, PDC-EZ, IIBF
Email :je.pdcez2@iibf.org.in

Ms. Sneha Datta
Jr. Executive, PDC-EZ, IIBF
Email :je.pdcez3@iibf.org.in

PROGRAMME BACKGROUND
In past few years, the landscape of banking industry has undergone significant change. Changing
profile of customers, fast moving technology, innovation in products, rising expectations fromthe service sector. The Assistant Manager is the bridge that connects top management withemployees. They ensure operational excellence by performing managerial tasks such asscheduling, maintaining inventory and evaluating employee performance. The Second Person
plays a critical role in the efficient and effective operation of a bank or financial services branch.
They must possess strong leadership, communication, and customer service skills, as well as
knowledge of banking and financial services products and regulations. The Assistant Branch

Manager will be the on-site Manager at the branch and will manage the day-to-day operations
and complete all duties as assigned by the Regional Manager. This position will ensure that thebranch meets or exceeds our goals in customer service, safety, and profitability. The Assistant
Branch Manager must maintain and champion a culture that values people and customers andabove all else empowers teams to build sustainable, profitable growth.

TARGET GROUP:
Junior and Middle level executives/officers Up to Scale III, Officials working in Large
Branches. Programme is suitable for existing as well as newly appointed Officers of
Rural/SU/Urban and Metro branches (General and Specialized Branches).
 Open to both Members & Non Members of IIBF
 Individuals may also register for this programme at their own cost.
 Banks may send their nominations in bulk

CONTENT OVERVIEW:
 Preparation of Branch Business Plan Strategies for handling campaigns for Deposit/ Retail/SME Credit
 Leveraging Information Technology to increase business Strategies to build up quality Credit Portfolio (Retail & SME)
 Loan Documentation, Different types of charges on security
 Maintaining Customer oriented work culture in the Branch Compliances- PML/KYC, Regulatory Returns
 Team Building and Time Management

Date & Time:11th-12th
September 2024
(10.00AM to5.30PM)

METHODOLOGY
Programme can be attended
from anywhere by using devices
with Internet like PC, Laptop,Tablet or Mobile. Internet
connection with good speed isrequired to stream live Virtual
sessions through ZOOM

FEE
Rs.4000/- per participant
plus GST@18% /aggregating to Rs.4720/(In case of TDS deduction,please send us TDScertificate)

CORRESPONDENCE ADDRESS:
Indian Institute of Banking & Finance, PDC-EZ, Avani Heights, 2nd Floor,
59A, Jawaharlal Nehru Road, Nr. Ravindra Sadan Metro Station, Kolkata – 700020
Kindly provide your GST Number in the nomination letter to facilitate the raising of Invoice*****

INDIAN INSTITUTE OF BANKING & FINANCE
Professional Development Centre – Eastern Zone,Kolkata
NOMINATION FORMProgramme Title: Role and Functions of Second Persons in Branches
Mode of Programme: Virtual Mode Date: 11th-12th September 2024
Details of Nomination (to be filled by the Banks/FIs/Other Organizations):Sl.
No.

Name of Participant

Designation

Branch/Office

Contact No.

E-mail Id.

12
34
5Fees Paid Rs.
UTR/Transaction No.
Name of Sponsoring Bank / FI:
Address of the Bank/FI:
E-mail id.:

Date of Payment:
GSTN of Bank/FI:_ Phone/Mob. No.
_FEE : Rs. 4,000/- per participant plus GST @ 18% i.e. Rs.720/- aggregating to Rs. 4,720/- (In case of TDS
deduction, please send us the TDS certificate). (Kindly provide your GST Number in the nomination letterto facilitate the raising of Invoice)
Programme fees may be remitted to the credit of Institute’s Bank Account as below:

Name of Account Holder: Indian Institute of Banking & FinanceName of the Bank Branch: State Bank of India, Vidya Vihar (West), Mumbai.
Savings Account No. 37067835940
IFSC: SBIN0011710
PAN No. AAATT3309D; GST No. 19AAATT3309D2ZO, State - West Bengal

CONTACT DETAILS:Mr Tusharendra Barpanda
Head – PDC-EZ, IIBF, Kolkata
Mob. No.9717005551
Email Id. head-pdcez@iibf.org.in

Ms. Samriddhi Guha
Jr. Executive, PDC-EZ, IIBF
Email:je.pdcez2@iibf.org.in
Mob. No. 8420475917

Ms. Sneha Datta
Jr. Executive, PDC-EZ, IIBF
Email:je.pdcez3@iibf.org.in
Mob. No. 9831637175

CORRESPONDENCE ADDRESS : Indian Institute of Banking & Finance, PDC-EZ, Avani Heights,
2nd Fl., 59A, Jawaharlal Nehru Road, Nr. Ravindra Sadan Metro Station, Kolkata – 700020

INDIAN INSTITUTE OF BANKING & FINANCE
Professional Development Centre – Eastern Zone, Kolkata
NOMINATION FORM FOR SELF-SPONSORED CANDIDATESProgramme Title: Role and Functions of Second Persons in Branches
Mode of Programme: Virtual Mode Date: 11th-12th September 2024
Sl. NoName(Mr/Mrs/Ms)

Designation

Contact
No.
(Mobile)E-mail(PERSONAL)

Address(personal)

UTR NUMBER

1Name of Bank/ FI employed with:
Address of Bank/ FI employed with:_______________

FEE : Rs. 4,000/- per participant plus GST @ 18% i.e. Rs.720/- aggregating to Rs. 4,720/- (In case of TDS
deduction, please send us the TDS certificate). Self- sponsored participants are requested to kindly contact thenumbers given below before making the payment.
Programme fees may be remitted to the credit of Institute’s Bank Account as below:

Name of Account Holder: Indian Institute of Banking & FinanceName of the Bank Branch: State Bank of India, Vidya Vihar (West), Mumbai.
Savings Account No. 37067835940
IFSC: SBIN0011710
PAN No. AAATT3309D; GST No. 19AAATT3309D2ZO, State - West Bengal

CONTACT DETAILS:Mr Tusharendra Barpanda
Head – PDC-EZ, IIBF, Kolkata
Mob. No.9717005551
Email Id. head-pdcez@iibf.org.in

Ms. Samriddhi Guha
Jr. Executive, PDC-EZ, IIBF
Email:je.pdcez2@iibf.org.in
Mob. No. 8420475917

Ms. Sneha Datta
Jr. Executive, PDC-EZ, IIBF
Email:je.pdcez3@iibf.org.in
Mob. No. 9831637175

CORRESPONDENCE ADDRESS : Indian Institute of Banking & Finance, PDC-EZ, Avani Heights,2nd Fl.,
59A, Jawaharlal Nehru Road, Nr. Ravindra Sadan Metro Station, Kolkata – 700020*******