Role of Operations in Financial services
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21 February 2018 - 12:45, by , in blog, ITM Institute, PGDM, Comments off

About Speaker:

Mr. RSP Singh is a Gold medallist from Banaras Hindu University. He is a certified financial planner with 28 yrs of Experience in banking and mutual funds industries both in sales and operations. He is also a recipient of ICAR fellowship and a visiting faculty for many colleges.

About session:

The session was arranged for PGDM – Operations & SCM students as a part of Service Operations Management and was conducted by Mr. RSP Singh. In his lecture Mr Singh discussed about different types of financial services that are being offered in the market that are

  • Banks
  • Mutual funds
  • Portfolio management
  • Stock market


He explained the role of operations in these services and also mentioned that operations is one the most important activity in these services to manage day to day activity.

He further explained the Know Your Customer (KYC) process and its importance to know the background of customer while investing in stocks or mutual funds .

He also mentioned that people in India are now opting different platform for investments rather than keeping their money in banks which provides less rate of return moreover people want to get financially educated so that they can take proper decision about their investments.

On an ending note Mr. Singh mentioned that financial services is one of the fastest growing industry and also promises a high paying job in future.





Report prepared by:-

Date: 5th Feb 2018
Sushant Desai (PGDM-2543)
PGDM – Ops and SCM