GOOD MORNING TO ALL OF YOUWELCOME TO FINO TRAINING PROGRAMME ON CBS

Kerala

Tamil Nadu

Karnataka

Andhra Pradesh

Maharashtra

Madhya Pradesh Oriss

aWest

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

Planning / HR

Groups doing Business

MIS

Administration

Board Meeting

CEO

Zonal/Region/ Branch Offices Branch

OfficesCDMFI / MFI

Group Formation

Earning

Money

KAS FOUNDATION

Computer Networking

Zonal Office, BBSR

Region OfficePuri Region Office

Berhampur

CDMFI / MFI

Branch OfficeAngul, Dhenkanal

Bhubaneswar,Nuapatana

CEO Office

Puri,Sakhigopal,Nimapara

Jeypore,BarahampurBaliguda

ICICI/ ABN AMBRO/Citi BankOther

Funding Agency

Brower Brower

Investment in business Selling

Product

Groups Collecting Money by Selling

Product

Loan Recovery

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 EPLSPG

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 & ProgrammeModule Description Start End Duration in hrs.

General Overview Flexcube overview 10.00 AM 11.00 AM 1

Branch BasicsBranch concept, user login, navigation, fast path, batch

opening/ closing etc. 11.00 Am 1.00 PM 2

Lunch Break   1.00 PM 2.00 PM 1

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

DAY 2        

Loan TransactionsAccount opening, schedule generation, charges,

disbursement, repayments 10.00 AM 1.00 PM 3

Lunch Break   1.00 PM 2.00 PM 1

Loan Transactions Exercise 2.00 PM 6.00 PM 4

DAY 3        

Loan product definition Product parameters and other setup, Loan recover 10.00 AM 1.00 PM 3

Lunch break   1.00 PM 2.00 PM 1

Loan product definition Exercise 2.00 PM 6.00 PM 4

DAY 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  

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

Branch Code

36076280000029

Product Code Auto generation number

like this U have to create 5

Customer Loan A/c

for JLGs

like this U have to receive documentsfrom all customer

Check this

Click on

Click on

like this U have to disburse the

sanction amount to all customer

1065-Repayment Mode

1067-Final Settlement

1068- Loan Advance Recovery

Select Adhoc ReportsTo 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.aspUser Name: fino1Password: p@ssw0rd

Go to Transactions->File upload->Select file to be uploaded Select “Area to upload as “Other MFI”

OR

ORFAST PATH BAM96

User Name: fino1Password: p@ssw0rd

http://125.16.133.91/fino/default.asp

ANY QUESTIONS ??

THANK YOU !

MAY THE ALMIGHTY

GOD BLESS YOU &

KEEP YOU.

A SMALL A SMALL TRUTH TO TRUTH TO

MAKE LIFE MAKE LIFE 100%100%

Hard workHard work

H+A+R+D+W+O+R+K 8+1+18+4+23+15+18+11 =

98%

KnowledgeKnowledge

K+N+O+W+L+E+D+G+E 11+14+15+23+12+5+4+7+5 =

96%

LoveLove

L+O+V+E

12+15+22+5 = 54%

LuckLuck

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 MoneyMoney? ... NO!!!!! [M+O+N+E+Y = 13+15+14+5+25 = 72%]

LeadershipLeadership? ... 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...

ATTITUDEATTITUDE

A+T+T+I+T+U+D+E 1+20+20+9+20+21+4+5 =

100%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 Hopefully you got the formula offormula of

"I AM THE BEST"."I AM THE BEST".