Training Presentation

GOOD MORNING TO ALL OF YOU

WELCOME TO FINO TRAINING PROGRAMME ON CBS

Madhya Pradesh Oriss Mahara a shtra Andhra Pradesh Karnatak a Tamil Keral Nadu a

West Bengal

My self Prashanta kumar Swain working as FINO, Co-ordinator, Zonal Office, at KAS Foundation ,Zonal Office ,BBSR. Basically I am an Engineering Graduate ( Electronics & Communication), joined at KAS foundation on 26th February -2007,Before that I was the project co-ordinator Cum placement officer at AIRA. With this I request you to give your self interdiction .

KAS Foundation CEO

Planning / HR Board Meeting

MIS Administration

Earning Money

Zonal/Region/ Branch Offices

Branch Offices

CDMFI / MFI

Group Formation

Groups doing Business

KAS FOUNDATION

CEO Office

Computer Networking

ICICI/ ABN AMBRO/Citi Bank Other Funding Agency

Zonal Office, BBSR

Region Office Puri

Region Office Berhampur

Branch Office Angul, Dhenkanal Bhubaneswar,Nuapatana

Groups Collecting Money by Selling Product

Loan Recovery Puri,Sakhigopal, Nimapara

Jeypore,Barahampur Baliguda CDMFI / MFI Brower

Brower

Investment in business

Selling Product

To mange all CDFI/MFI/Branches/Region Office/Zonal Offices is not so easy As we have lots of products like  SHGs  JLGs  WJLGs  JLG Wavers  JLG Silpee  Fishery Group  Diary Group  EPL SPG We provide loans to these different varieties of groups with different rate of interest and also while recovering these loans we follow different chart or schedule To get information immediately at branch level is not a problem. But to get centralize information it took long time. To over come this drawback we are going to maintain all data in centralize system So we introduce FLEXCUBE S/W i.e mint for CBS (Core banking Solution)

Training Agenda & Programme Module

Description

Start

End

General Overview

Flexcube overview

10.00 AM

11.00 AM

1

Branch Basics

Branch concept, user login, navigation, fast path, batch opening/ closing etc.

11.00 Am

1.00 PM

2

1.00 PM

2.00 PM

1

Lunch Break

Duration in hrs.

Branch Basics

Exercise

2.00 PM

4.00 PM

1

CIF

Customer addition and details

4.00 PM

5.00 PM

1

CIF, Q & A

Exercise

5.00 PM

6.00 PM

1

Account opening, schedule generation, charges, disbursement, repayments

10.00 AM

1.00 PM

3

1.00 PM

2.00 PM

1

Exercise

2.00 PM

6.00 PM

4

Product parameters and other setup, Loan recover

10.00 AM

1.00 PM

3

1.00 PM

2.00 PM

1

Exercise

2.00 PM

6.00 PM

4

Group functionality

Grameen methodology and group maint

10.00 AM

11.00 AM

1

GL

General ledger, charts of accts.

11.00 AM

12.00 AM

1

Bulk transactions (GEFU)

12.00AM

1.00PM

Lunch break

1.00PM

2.00PM

DAY 2 Loan Transactions Lunch Break Loan Transactions DAY 3 Loan product definition Lunch break Loan product definition DAY 4

Reports

Reports Generation & Printing

2.00PM

3.00PM

Exercise for the Day

Exercise for Group, GL GEFU and reports

3.PM

6.PM

END of training

FINO( Financial Information & Networking Operation Ltd.) Overview of CBS • Clint Setup • Create new customer • Create Loan account for a customer • Account Documents maintenance • Updating customer master • Group formation JLGs/SHG/Other • Loan disbursement • Recovery of loan (advance, repayment mode, final settlement) • Zoom inquiry • Report generation • Miscellaneous expenditure in GL • GEFU (Generic External File Upload) • Question & Answer • Feed back

First you have to do client configuration  Client installation  Internet Explore Setting After this two step over you can access this site http://125.16.133.87/brn9999/#

If the branch already open for the day then

Click here

Then Click on Ok

like this U have to add 5 customer for JLGs

36076280000029 Branch Code

Product Code

Auto generation number

like this U have to create 5 Customer Loan A/c

for JLGs

like this U have to receive documents from all customer

Click on

Check this

Click on

like this U have to disburse the sanction amount to all customer

1065-Repayment Mode 1068- Loan Advance Recovery 1067-Final Settlement

Select Adhoc Reports

To Get BOD Reports

File upload through GEFU (Generic External File Upload)

Data must be available on given format and ensure that all data is correct before uploading to FLEXCUBE. Data should be provided for all mandatory fields in a valid format of Excel Sheet Use the below link to upload the GEFU file to server. http://125.16.133.91/fino/default.asp User Name: fino1 Password: p@ssw0rd OR Go to Transactions->File upload->Select file to be uploaded Select “Area to upload as “Other MFI” OR FAST PATH BAM96

http://125.16.133.91/fino/default.asp

User Name: fino1 Password: p@ssw0rd

ANY QUESTIONS ??

THANK YOU ! MAY THE ALMIGHTY GOD BLESS YOU & KEEP YOU.

A SMALL TRUTH TO MAKE LIFE

100%

Hard work H+A+R+D+W+O+R+K 8+1+18+4+23+15+18+11 = 98% Knowledge K+N+O+W+L+E+D+G+E 11+14+15+23+12+5+4+7+5 = 96%

Love L+O+V+E 12+15+22+5 = 54% Luck L+U+C+K 12+21+3+11 = 47% (don't most of us think this is the most important???)

Then what makes 100%? Is it Money? Money ... NO!!!!! [M+O+N+E+Y = 13+15+14+5+25 = 72%] Leadership? Leadership ... NO!!!!

[L+E+A+D+E+R+S+H+I+P = 12+5+1+4+5+18+19+9+16 = 89%]

Every problem has a solution, only if we perhaps change our attitude. To go to the top, to that 100%, 100% what we really need to go further...a bit more...

ATTITUDE A+T+T+I+T+U+D+E 1+20+20+9+20+21+4+5 = 100% It is OUR ATTITUDE towards Life and Work that makes OUR Life 100%

Ability is what you are capable of doing. Motivation determines what you do Attitude determines, how well you do………..

Winners always have a program Losers always have an excuse.

Hopefully you got the formula of

"I AM THE B EST" .