PES School Of Engineering Department Of MBA

Lesson Plan Semester III Subject Code: 10MBA FM324/10MBA BF/374 Subject Title: MERCHANT BANKING AND FINANCIAL SERVICES Faculty Name: SHALINI H. S. No of Hours / Week: 4
Mod No Ses sion No. Contents Table -1 : Session Plan Pedagogica Presen l Tools tations Assignment / Additional Work

Total no of Lectures: 28 IA Marks: 50 Marks Exam Hours: 3 Exam Marks: 100

Student Learning Evaluation Technique Cumulativ e Coverage

Bank and banking: Permissible banking activities and types of banks in India, Role of RBI as a regulator Banker and customer-Types of relationship, Banks obligations to customers Types of accounts and customers, types of lending, charging of securities, Banks and technology, various IT products and services, International banking services
Contents

Students Presentation Students Presentation

Pedagogica l tools

PPT

Participation and Test Participation and Test

Assignment / Additional Work Student Learning Evaluation Technique Cumulative Coverage

PPT

Mod No

Ses sion No.

Presen tation

2 2
Mod No

3 4
Ses sion No.

Insurance-need and importance of life and non-life insurance, Players in life and non-life insurance, essentials of insurance contracts Risk appraisal and selection, life and non-life insurance products including ULPs
Contents

Students Presentation Students Presentation

Pedagogica l Tools

PPT PPT
Presen tations Assignment / Additional Work

Participation and Test Participation and Test

Student Learning Evaluation Technique Cumulativ e Coverage

5 Merchant Banking Meaning, SEBI guidelines, Issue Management Equity, Rights and Debentures Book Building, Private Placements Pre and Post Issue Activities ADR,ECB

Lecture

PPT

Participation and Test Participation and Test Participation and Test Ass# 1 Participation, Test and assignment performance
Student Learning Evaluation Technique Cumulativ e Coverage

3 3 3

6 7 8

Lecture, News paper clippings Lecture, News paper clippings Lecture

PPT PPT PPT

Mod No

Ses sion No.

Contents

Pedagogica l Tools

Presen tations

Assignment / Additional Work

4 4

9 10

Leasing and HP Meaning, types, legislative framework and Problems on leasing Problems on leasing

Lecture Problem Solving

PPT Black Board Ass#2

Participation and Test Problem Solving Skills

4 4 4 4
Mod No

11 12 13 14
Ses sion No.

Problems on leasing Problems on Hire Purchase Problems on Hire purchase Problems on Hire purchase
Contents

Problem Solving Problem Solving Problem Solving Problem Solving

Pedagogica l Tools

Black Board Black Board Black Board Black Board

Presen tation

Ass#3

Problem Solving Skills Problem Solving Skills Problem Solving Skills Problem Solving Skills

Assignment / Additional Work

Student Learning Evaluation Technique

Cumulative Coverage

5 5
Mod No

15 16
Ses sion No.

Credit Rating Meaning, Definition, Process, Methodology, Rating agencies and symbols Securitization of debts Meaning, Features, SPV, Pass through Certificates and mechanism, Benefits and Issues
Contents

Lecture Lecture
Pedagogica l Tools

PPT PPT
Presen tation Assignment / Additional Work

Participation and Test Participation and Test

Student Learning Evaluation Technique Cumulative Coverage

17

Depository Services: Role, Advantages, Participants and their role, NSDL and CDSL Mutual Funds: Structure, Types, advantages, Exchange traded and Hedge funds, Performance Evaluation
Contents

Lecture

PPT

Ass#4

6
Mod No

18
Ses sion No.

Lecture
Pedagogica l Tools

PPT
Presen tation Assignment / Additional Work

Participation, Test and assignment performance Participation and Test

Student Learning Evaluation Cumulative Coverage

Technique

7 7 7 7 7
Mod No

19 20 21 22 23
Ses sion No.

Money market Instruments: Treasury bill, commercial bill Commercial paper, Certificate of Deposit Repo/Reverse Repo, Call money, Notice money, Term money, Credit card, consumer finance, reverse mortgage services Factoring & Forfeiting Bills discounting
Contents

Lecture and News Paper Clippings Lecture Lecture and News Paper Clippings Lecture Problem Solving
Pedagogica l tools

PPT PPT PPT PPT Black Board

Presen tation Assignment / Additional Work

Participation and Test Participation and Test Participation & Test Participation and Test Problem solving skills
Student Learning Evaluation Technique Cumulative Coverage

8 8
Mod No

24 25
Ses sion No.

Marketing of Financial Services: Conceptual frame work, Distribution, Pricing, Promotion, Attracting and retaining customers Segmentation and positioning, Developing and launching of new products, behavioural profile of Customers
Contents

Students Presentation Students Presentation

Pedagogica l tools

PPT PPT
Presen tation Assignment / Additional Work

Participation and Test Participation and Test

Student Learning Evaluation Technique Cumulative Coverage

26 27

Previous Year QP Revision Previous Year QP Revision

Students Presentation Students

PPT PPT

Participation and Test Participation

28

Previous Year QP Revision

Presentation Students Presentation

PPT

and Test Participation and Test

Evaluation Technique: Daily there will be a revision session which is a recap of the previous session at the beginning of each session. Assessment will be based on students ability to answer the questions posed. Current affairs with special reference to finance from Business Line will be discussed in the class. This is from students side. Evaluation will be based on the quantity and quality of the content and the initiation taken by the students to present it voluntarily. When it comes to students presentation, it will be based on the questions raised by other students and the answer given by the presenter, the creativity and efforts put on the content and the way of presentation.

Table 2
Mod No S.No . Presentation Topic

2 2 8 8

3 4 5 6

Bank and banking: Permissible banking activities and types of banks in India, Role of RBI as a regulator Banker and customer-Types of relationship, Banks obligations to customers Types of accounts and customers, types of lending, charging of securities, Banks and technology, various IT products and services, International banking services Insurance-need and importance of life and non-life insurance, Players in life and non-life insurance, essentials of insurance contracts Risk appraisal and selection, life and non-life insurance products including ULPs Marketing of Financial Services: Conceptual frame work, Distribution, Pricing, Promotion, Attracting and retaining customers Segmentation and positioning, Developing and launching of new products, behavioural profile of customers

Table 3: Assignments & Additional Work Mod No S.No. Assignment Topics

3 4 4 6 3

1 2 3 4 5

Assignment on Source of finance by ECB and ADR of Indian companies in recent days Problems on leasing Problems on Hire Purchase Report on NSDL and CDSL Learning by real time experiences Exercise on Book Building

Table 4: References & Additional Readings Particulars Books

Theory Problems

Indian Financial system by Machiraju, Financial services by Gordon and Natarajan Indian Financial system by M.Y.Khan Financial Services by M.Y.Khan Financial services by S.Gurusamy

Table 5: (IA Pattern) Test Marks Presentation s Assignments

60%

20%

20%

For Internal Evaluation T1 marks and the best out of remaining two will be considered. 1st Test is mandatory.