INTRODUCTION

A Branch Manager (BM) plays a crucial leadership role in ensuring the smooth operation of a branch. Their responsibilities include:

• Overseeing daily operations and ensuring efficiency.
• Managing and mentoring staff to improve performance and morale.
• Developing business strategies to drive growth and profitability.
• Ensuring compliance with company policies and industry regulations.
• Building strong customer relationships and ensuring excellent service.
• Handling financial management, including budgeting and expense control.

As a BM, strong leadership skills are essential for managing teams, making informed decisions, and driving success. This training will equip you with the tools needed to excel in your leadership role and create a high-performing branch.

LEARNING OUTCOMES

Upon completion of the training program, participants will attain the following key learning outcomes:

DAY 1

• Innovative ways of developing and managing people
• Know your personality and behaviors to enhance self-awareness
• Develop your communication skills
• Know the key elements of life

DAY 2

• Contemporary concept on Bank Service Operations
• Know-how on Governance, Risk & Compliance Management
• Dos & Don’ts from Sound Management
• Practical experiences from sharing and exercises.

COURSE CONTENT

Day-1: Excellence in Leadership

Module 1: A leadership immersion for Transformation

• Is there change happening
• The Learning processes
• Self-Coaching based on priorities

Module 2: The Key elements of life

• Elements that shape our life
• Identifying the significances
• Reordering the Elements of Life

Module 3: Understanding Self

• Our ego states
• Our representation system
• Taking Responsibility

Module 4: Cause & Effect

• Staying at the cause side to transform
• Reviewing the key aspects
• Cause and Effect Exercise

Module 5: Art of Reframing

• Reframing the context with powerful questioning
• Growing together to Aim High
• Teamwork to Thrive

Day-2: Excellence in Banking Operations

Module 1: Setting Climate and Objective

Module 2: Excellence in Branch Service Operations

• Service Operation Mix (basic thought process)
• Triple Bottom Line (who are they to be taken care of and how)
• Excellence Equation & Need of Channel Migration (are you aware of)
• Ideal Onboarding Process (time for risk and positive surprise based)
• Over Standardization and Excess Empowerment (is there any or have you ever reviewed)
• Ecosystem and their expectation (for uniformity and to be one bank)
• Increasing fee-based income from Forex Transaction (let us tour the world through foreign exchange)

Module 3: Governance, Risk & Compliance Management

• Introduction-Risk Management (proactive & not re-active)
• Identifying Internal Causes of Risk (what can they be in your bank)
• Sound Governance and Risk Management Structure (what BOD & Sr. Management expects from you)
• Risk Culture (have you made your colleague feel psychologically safe)
• Business Continuity Plan (mind it a bank is an essential function now)
• Risk Based Approach – Customer onboarding (deal with good ones)
• Risk Based Approach – Bottom-up Escalations (Seniors understand enough. No need to write long pages)
• Risk Control Self-Assessment (RCSA) (sometimes it is better if you play a role of Third Line of Defense)
• Role of Insurance (We agree that Emerging risks are beyond our control, but assets, business, and lives can be saved)
• Regulations (You know zero tolerance for it. Don’t worry. You can brief it to your colleagues during Morning Huddles)

Module 4: Business Selection, Trade Financing and Credit Monitoring

• Let us check the industry (What does the data say?)
• Selection of Business (SMEs? Even directed lending requires this. Anything more than SWOT analysis?)
• Trade Financing pattern (we are living with import business as a chunk pie of trade-based economy)
• Account Level – RM’s Daily Report (did you miss any)
• Portfolio Level – Branch portfolio in line with Given Target and Appetite (not only reaching the target but need to think for Capital and liability as well)
• Credit Operations/Admins (Let us admit their role in securing the loans; and verify their records. Examples of failures are there)
• Recovery & Collection (are you more engaged with special assets?)

Discussions; Sharing; Ensuring the Learning (Sensory Simulation Theory says your takeaways will be 90% only if you Hear, See, Talk and Do)

• World Bank’s audit in Nepal (are you aware?)
• Grey List/FATF (can you contribute in any way to get out of this?)
• Cases in Operations, Credit, Trade, AML-CFT and other risks (History teaches us for the future. Let us talk on few case studies)
• Practicing Potential Cases in a Branch (you will have chance to show yourselves as a good team player and role model as well. A Human Resource case and Customer Handling Case should also suffice)

HOW WE DELIVER?

Frontline believes in training for transformation and its methodologies change with the change in corporate culture.

• Participatory-led oral presentation
• Activity-based learning
• Case study/ Meta Cards/ Visual Aids
• Demonstrations and practice exercises
• Discussions and Sharing; Role Play

TARGET PARTICIPANTS

• Branch Managers; Assistant Branch Managers.

About Trainer

• Resource Person -Excellence in Leadership: An NLP Train The Trainer Certified from the American Board of NLP (ABNLP) and a MASTER COACH with experience as Head – Brand and Marketing, Retail Deposits, Product Development, Bancassurance, and Remittance at NMB Bank limited, also experienced in marketing strategy, Brand Management, and Product Development, sales manager, brand manager, and head of sales and marketing. Also, an NLP Trainer and Educator, Sales Coach, Sales Trainer, Trainer in Sales, Marketing, Brand Marketing & Empowering Leadership.
• Resource Person -Excellence in Banking Operation: A Certified Risk Professional and experienced banker with his 25 years in Nepalese financial industry including auditing and banking academy, working as employee for Commercial Banks, Development Bank, Finance Company and BOD for Capital market company, variety of experiences in Service Operations Management, Trade Finance Operations, Relationship Management, Credit Administrations and Control, Risk Management, Compliance and Good Governance etc.

Training Details

Two-day Program- Friday and Saturday

Date: 8 and 9 Chaitra, 2081

Time: 9am to 5pm (Day 1) and 8am to 4pm (Day 2)

Platform/ Mode: On-site

Price: NPR. 19,999 + VAT

Location: Re:gen:ta Resort & Spa, Chitwan

(Includes Training fee, 2 days fooding, 1 day accommodation and Certificate for Participants.)