Blue Crest Academy

Blue Crest Academy

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Training for SIDBI Officials

Financial Management

Roles & Responsibility:

  • Conduct regular, standing meetings with customer executives and internal business partners.
  • Support efforts related to recruiting, Agent and Training.
  • Develop, revise and update policies and procedures as necessary.
  • Prepare and submit intake forms for new business contacts.
  • Provide support and advice to internal stakeholders on a range of product policies and processes.
  • Work independently with key stakeholders to identify and address client needs in a collaborative approach.
  • Maintain in-depth knowledge of assigned business unit (Branch Office), their goals, and key milestones.
  • Render judgments and make timely decisions in alignment with business objectives.
  • Work with leaders to embed team structures, role clarity, goal alignment and other measures.
  • Partner with leaders to develop people strategies to further their business objectives.
  • SBA as leaders to develop Agent strategies to further their business objectives.
  • Serve as last point of contact for customer relationship management.
  • Identify efforts that will have the greatest strategic impact.

Topics Covered:

Indian Economy & Challenge Ahead

Public Finance

Bond Market

Capital Market & Analysis – Part 2

Portfolio Management – Part 1

SIDBI Regulation – Part 1

Macro Economy

Money Market

Capital Market & Analysis – Part 1

Bond Yield

Portfolio Management – Part 2

SIDBI Regulation – Part 2

Programme Appraisal & Ventures Capital Finance

Topics Covered:

Finance & Financial Management

Fix Income Security & Bond Analysis

Capital Market – Part 2

Financial Statement Analysis – Part 1

Portfolio Management Theory

Equity & Bond Valuation

Analysis Project Appraisal – Part 1

Analysis Project Appraisal – Part 3

Industry Analysis

Private & Ventures Capital

International Finance – Part 2

Group Presentation – Part 2

Money Market Instrument

Capital Market – Part 1

Risk & Returns

Financial Statement Analysis – Part 2

Capital Asset Pricing & Arbitrage Pricing Theory

Macro Economy & Industry Report

Analysis Project Appraisal – Part 2

Company Analysis

Alternative Fund Management

International Finance – Part 1

Group Presentation – Part 1