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ITM SLS BARODA UNIVERSITY

SCHOOL OF BUSINESS

MASTER OF BUSINESS ADMINISTRATION (MBA)

SUMMER INTERNSHIP PROJECT

Semester: 3

Total Credits:6

Subject Category: Project

Marks: 200 (120 Internal+ 80 External)

Subject Code: B3300P1

INTRODUCTION:

· The students will have to undergo Summer Training for six weeks after the completion of the Second Semester and submit a “Summer Internship Project Report” by end of training.

· Summer Internship Project (SIP), is an integral part of the academic curriculum of MBA.

· For the successful completion of the MBA programme, students are required to undergo to SIP as per the prescribed format and duration.

· Students are required to work with an organization for hands on experience during the semester gap of Semester II and semester III.

· The students may carry their SIP training at the organization located within the geographical boundary of Gujarat/India.

· The duration of the SIP is six weeks

COURSE OBJECTIVE:

· SIP aims at widening the student's perspective by providing an exposure to real life organizational environment and its various functional activities.

· This will enable the students to explore an industry/organization, build a relationship with a prospective employer, or simply hone their skills in a familiar field.

· SIP also provides invaluable knowledge and networking experience to the students. During the internship, the student has the chance to put whatever he/she learned in the 1styear of MBA into practice while working on a business plan or trying out a new industry, job function or organization.

· The organization, in turn, benefits from the objective and unbiased perspective the student provides based on concepts and skills imbibed in the two years of MBA programme.

· The student should ensure that the data and other information used in the study report is obtained with the permission of the institution concerned. The students should also behave ethically and honestly with the organization.

COURSE OUTCOMES:

CO 1: Understanding of functional departments; understanding of the organization/unit/field.

CO 2: Surveying, Field Work, Interview, Observation, etc. methods with appropriate justification and reasoning.

CO 3: Bridging the gap in the student’s perception between academics and corporate world.

CO 4: Simulation of real work environment

CO 5: Developing technical and research skills in students helping them to acquire social skills by drawing them into contact with real professionals.

CO 6: Enhancing depth of knowledge in the same functional area in which the student specializes.

CO 7: Building relationships with organizations where students are doing SIP. Develop them as prospective campus recruiters.

MAPPING OF COURSE OUTCOME WITH PROGRAM OUTCOMES

PO.1

PO.2

PO.3

PO.4

PO.5

PO.6

PO.7

PO.8

CO.1

x

CO.2

x

x

CO.3

x

CO.4

x

x

CO.5

x

CO.6

x

CO.7

x

WHAT IS TO BE DONE?

· The student has to undertake project individually. Joint Projects are not allowed in any case. SIP Report is to be submitted by every individual student separately.

· How many students are allowed to undertake the project in the same organization? There is no restriction on the number of students who can undertake the project work in one organization. The responsibility for ensuring the genuineness and quality of the project lies with each Institute. Institutes should explore the possibility and availability of genuine and quality-enriched projects when many students undertake the SIP in one organization.

· The University encourages SIP Campus Placement offers by Organizations recruiting SIP trainees from the BBA Institutes. Thus, there shall be no limit on the number of students who can be allowed from one Institute, to undertake the SIP in one organization.

· The SIP process involves working under the mentorship of an executive of the concerned organization and also with a faculty member of the institute where the student is studying.

· The student is expected to first understand the organization and its setting and the industry/field in which the organization is operating.

· Thereafter, the student is expected to concentrate on the specific topic of study, its objectives, its rationale, and adopt a methodology and identify a suitable analysis procedure for the completion of the study.

· Wherever possible the student may provide recommendations and action plans, along with the findings of the study.

· Thereafter, the student should prepare a report and submit one copy to the organization and one copy to the institute. Students may submit hard copy or soft copy of report to the organization / institute as per their requirement.

· The student should also obtain a certificate from the organization/s where the SIP was done and attach the same with the copy submitted to the institute.

· The university will arrange the external viva - voce for SIP. The student is expected to make a 15 – 20-minute presentation before the examiner regarding the SIP project work undertaken, which will be followed by questions by the examiner.

· Plagiarism of SIP report should be less than 30%.

CRITERIA FOR EVALUATION OF SIP

· The total marks for the SIP project will be of 200 marks and it carries 4 credits. The marks will be awarded in proportion of 70:30 by external and internal examiners respectively.

· Internal Viva: The institute has to conduct internal viva at institute level where internal faculty guide will give marks out of 60 to each student appearing for Viva.

· External Viva: External examiner shall be appointed by University. He / she will give marks out of 140 on the basis of parameters given in Annexure I.

· The external examiner shall have to give his / her comments to each student, immediately during or after the student’s viva is over and before the next student’s viva commences. The comments should reflect each student’s contribution and performance, as well as the overall project’s quality and significance.

· The reports should not be given back to the students; they should be handed to the Institute. The SIP coordinator shall then ensure that the scanned copies of external examiner certificate of each student is incorporated in the soft copy of the SIP report immediately after the Student’s Declaration and before the Plagiarism Report

PARAMETERS FOR EVALUATION:

The marks will be awarded on the following aspects:

· Study of Functional Departments: Clear understanding and study of functional departments; understanding of the organization/unit/field.

· Introduction of problem/topic: Clear understanding of the topic/subject; conceptual / theoretical framework of selected topic (if any).

· Literature Review: Published studies, review of similar studies

· Details about the study: Objectives, formulation of the problem, scope, and rationale of the Study. v) Methods / Methodology adopted for the study: Survey, Field Work, Interview, Observation, etc. methods with appropriate justification and reasoning.

· Analysis and conclusions: The logic of analysis, source of data, whether the conclusions are in line with the objectives, etc.

· Contribution and learning from the project: Details of the contribution of the study, the benefits to the organization, the learning from the study for the student, etc.

· Acknowledgements: References/Citations and Bibliography and help, if any, received from other individuals/organizations.

· Presentation of the report, format of the report, flow of the report, style, language, etc.

· Performance during VIVA: Substance and treatment of the topic, style of presentation, Performance in the question answer session, time management, language, etc.

NOTE:

· The students may use any Qualitative or Quantitative methods of data analysis depending upon the selected problem and scope of study.

· The examiner must focus on the work done/training taken by the students rather than the statistical tests/tools used by students in their project report.

FORMATTING SPECIFICATIONS FOR REPORTS:

· Word format - Font size: 12 for Regular text, 14 for Subtitles and 16 for titles

· Font Type: Times New Roman

· Line Spacing: 1.5 - Margin: 1.5 inch to Left and 1 inch to all other sides

· Page Type: A4 - Alignment: Justified - Column Specification:

· One - Printing of Report: Both sides of paper

· Binding of Report: Spiral Binding

· Number of hard Copies: One hard copy (Student has to bring one hard copy at the time of External SIP viva. Student has to take back the hard copy of report, once the viva voce is over.)

· The WORD file may be converted to PDF format for online submission.

ATTENDANCE AND CONDUCT

· Students should adhere to the rules and regulations of the organization during SIP.

· It is particularly important to be regular, punctual and well-mannered at work.

· During the period of SIP, the student shall be subject to the timings and leave rules of the organisation.

· 100% attendance during SIP is mandatory. However, if for any genuine reason a student is not in a position to report to the organization on any day, he/she should obtain permission for leave of absence from Company Guide, as per the rules and regulations of the organization and from the Faculty Guide. Such leave of absence should not be taken for more than Four days in the entire duration of SIP.

· Unprofessional behaviour, misconduct, indiscipline, irregularity at work and unsatisfactory performance will lead to cancellation of SIP leading failure.

· The student will indemnify, defend and hold the institution harmless from and against any and all loss, damage, liability and expenses arising out of any third-party claim, actions or proceedings by him or by any agents, during the period of internship programme

ROLE OF STUDENTS:

· Preparing the Project as per guidance from institute faculty guide and company mentor (if any) and submit the same with in time limit.

· Trying to explore the company to be expert in your area.

· Developing presentation skills for grabbing the job opportunity.

· Preparing the good quality report individually as per the guidelines given

ASSESSMENT METHOD

INTERNAL VIVA VOCE

120 Marks

EXTERNAL VIVA VOCE

80 Marks

TOTAL EVALUATION- 200 MARKS

TOTAL CREDITS- 4 (L-0, T-0, P-6)


School of Business

MBA

SYLLABUS FOR STRATEGIC MANAGEMENT (SM)

Semester : III

Total Credits:4

Subject Category: Compulsory Course (CC)

Marks: 150

Subject Code: B3300C1

COURSE OBJECTIVE:

· Analyse Strategic Macro Environmental Issues;

· Analyse Industry Factors, And Identify Their Impact On Profitability And Strategic Positioning;

· Assess Organisational Performance;

· Identify Strategic Capabilities And Gaps;

· Assess And Evaluate SBU Strategies

· Analyse And Implement Strategy At The Single Business Unit Level

COURSE OUTCOMES:

CO1. To familiarize the learners with the concept of strategic management and understand the significance of managing the business strategically in the current business environment

CO2. Develop skills to analyze the internal and external environment of a business, for the purpose of strategizing.

CO3. To understand and analyse the firm’s external environment, the resources and thus carrying out SWOT analysis for strategy formulation

CO4. To get acquainted with various strategies adopted by firms to successfully compete with their rivalsand toidentify strategic capabilities and gaps;


PO.1

PO.2

PO.3

PO.4

PO.5

PO.6

PO.7

PO.8

CO1

X

CO2

X

CO3

X

X

CO4

X

COURSE CONTENTS MAPPING WITH COURSE OUTCOMES:

Unit 1:

Strategic Management: An Introduction; Stakeholders in Business; The I/O Model and Resource-based Model of Above Average Return, Vision, Mission and Purpose; Business Model and Strategy Environmental Analysis: External and Industry Environmental Analysis using PEST and Porter’s Five-Force Model, Understanding concepts such as Key Success Factors; Driving Forces, Strategic Group Mapping;

Internal Analysis: Concept of Value Chain, SWOT Analysis; Resources, Capabilities and Competencies, Distinctive Competence and Core Competence of Organizations; Competitive Advantage and Sustainable Competitive Advantage;

Outcome

Weightage %

Mapped with Outcome No.

CO1. To familiarize the learners with the concept of strategic management and understand the significance of managing the business strategically in the current business environment

CO2 Develop skills to analyze the internal and external environment of a business, for the purpose of strategizing.

30%

Unit-2

Strategy Formulation; Strategy formulation at Business and Corporate levels, Diversification, Strategic Alliance and Joint Ventures; Mergers & Acquisitions; International Business Strategies.


CO2. Develop skills to analyze the internal and external environment of a business, for the purpose of strategizing.

CO3 To understand and analyse the firm’s external environment, the resources and thus carrying out SWOT analysis for strategy formulation

20%

Unit-3

Nuances of Strategy Implementation: Operationalising the strategy, Functional Strategies and Policies, Institutionalising the Strategy, Matching Structure and Strategy, Strategic Leadership and Organization Culture; Management of Change.


CO4. To get acquainted with various strategies adopted by firms to successfully compete with their rivals and to identify strategic capabilities and gaps;

25%

Unit- 4

Strategic control: Operations Control and Strategic Control; Measurement of Performance; Balanced Scorecard., Ethics, Corporate governance and Social Responsibilities.


CO3. To understand and analyse the firm’s external environment, the resources and thus carrying out SWOT analysis for strategy formulation

CO4. To get acquainted with various strategies adopted by firms to successfully compete with their rivals and to identify strategic capabilities and gaps;

25%

TEXT BOOKS:

T1 : Crafting & Executing Strategy :The Quest for Competitive Advantage - Arthur Thompson; Margaret Peteraf; John Gamble; A. J. Strickland III; Arun Kumar Jain - McGraw-Hill Education.

T2: E.Hoskisson, and R. Duane Ireland - Management of Strategy: Concepts and Cases Cengage Learning 1st Indian Reprint, 2007

T3: Robert Grant Contemporary Strategic Management Wiley India Pvt. Ltd. 6th edition

Reference Books:

R1: Harvard Business Review

R2: Vikalpa – A Journal for Decision Makers

R3: Management Review

Suggested Case Studies:

· Case: AXIS Bank: Banking on Technology and Market Segments for Competitive Space

· ONGC’s Growth Strategy

· Competition in the Bottled Water industry in 2006

· Maruti Udyog Ltd.: The Competition Ahead

· Axis Bank: Banking on Technology and Market Segments for Competitive Space. C-21

MOOCs:

https://www.coursera.org/ strategic management

https://www.edx.org/course/strategic-management

Other Videos:

https://nptel.ac.in/courses/110/108/110108047/

TEACHING LEARNING PROCESS

UNITS

THEORY CLASSES

PRACTICAL CLASSES

CASE STUDY

VIDEO-LECTURE

ASSIGNMENT

WEIGHTAGE

1

7

0

Case: AXIS Bank: Banking on Technology and Market Segments for Competitive Space

ONGC’s Growth Strategy

1

CASE STUDY

+

ASSIGNMENT

30%

2

7

0

Competition in the Bottled Water industry in 2006

1

CASE STUDY

20%

3

7

0

Maruti Udyog Ltd.: The Competition Ahead

1

CASE STUDY

25%

4

7

0

Axis Bank: Banking on Technology and Market Segments for Competitive Space. C-21

1

CASE STUDY

25%

ASSESSMENT METHOD

MID INTERNAL

30 Marks

END SEMESTER EXAM

40 Marks

CONTINUOUS EVALUATION COMPONENT

60 Marks (I) + 20 (E) (Video Analysis Presentations+ Assignments)


TOTAL CREDITS- 4 (


SCHOOL OF BUSINESS


SYLLABUS FOR MULTIDISCIPLINARY ACTION PROJECT (MAP)-1

Semester:3

Total Credits: 6

Subject Category: Project (P)

Marks: 200 (120 Internal + 80 External)

Subject Code: B3300P2

INTRODUCTION TO MULTI DISCPLINARY ACTION PROJECT:

· Multidisciplinary Action Project (MAP) is an integral part of the academic curriculum of MBA.

· For the successful completion of the MBA programme, students are required to undergo MAP as per the prescribed format and duration. Students are required to work with an organization for hands on experiential learning during Semester III (and Semester IV .

· The students may carry their MAP training at an organization located within the geographical boundary of Gujarat/India.

· The students will have to undergo MAP during the third semester and fourth semester and submit a “MAP Report” by end of the semester.

COURSE OBJECTIVES:

· MAP is an experiential learning opportunity. MAP involves students solving multidisciplinary business problems or opportunities by applying problem solving techniques.

· Action based learning develops leadership capabilities as students collaborate to deliver best possible outcomes given the limited time, resources and data.

· A multidisciplinary action project is where students work on actionable projects identified by their sponsoring companies / organizations / NGOs / rural bodies, involving their learning from multiple disciplines.

· The multidisciplinary nature of the project shall be due to the application of solutions from multiple disciplines to industry problems.

· Students are expected to actually solve real life business challenges and problems. It is not compulsory that each project be multidisciplinary. But it is highly advisable as it shall help the students.

COURSE OUTCOMES:

CO 1: Enhancing core business knowledge

CO 2: Development of critical analysis and problem solving skills

CO 3: Inculcating of sense of responsibility and accountability as a management graduate

CO 4: Enhancing leadership and communication skills

CO 5: Identifying linkages between academics and practical applications in real life situations

CO 6: Realistic appreciation of challenges and opportunities in the real world

CO 7: Providing networking opportunities to the students


PO.1 To understand data analysis and demonstrate the ability to interpret data for investigating business problems and formulating strategies to overcome them.

PO.2 To remember and understand management principles and use them for building high performance teams and organizations.

PO.3 To understand knowledge of various domains and apply the same for problem solving and creating strategies to achieve business goals.

PO.4 To predict and detect changes in the business environment and design appropriate plans and strategies to achieve business goals.

PO.5 To examine global trends and devise strategies to expand globally or defend business in domestic market.

PO.6 To understand effective communication and apply it during interaction with colleagues, clients, management and other stake holders.

PO.7 To understand various leadership theories &demonstrate the same to mentor and motivate team members for building high performance organizations.

PO.8 To demonstrate knowledge of multiple domains to investigate business problems and use it for different roles in the organization.

CO.1

X

X

CO.2

X

CO.3

X

CO.4

X

CO.5

X

CO.6

X

WHAT IS TO BE DONE?

· Students in a group of FIVE shall undertake one MAP in the third semester and continue with the same group in fourth semester.

· Students, belonging to any specialization, can be a part of the groups.

· Not more than 1 group (per 60 students) from one Institute can work in the same organization / branch.

· The projects of all the groups should be unique and distinctively different.

· The MAP process involves working under the mentorship of an executive of the concerned organization and also with a faculty member of the institute where the students are studying.

· The students are expected to first understand the organization and its setting and the industry/field in which the organization is operating.

· Thereafter, the students are expected to concentrate on the specific project, its objectives, its rationale, and adopt a methodology and identify a suitable analysis and implementation procedure for the completion of the project.

· The students have to provide recommendations and action plans, and also execute those plans as far as possible.

· The study and the execution are to be presented along with the findings of the study.

· Thereafter, the students should prepare a report and submit one copy to the organization and one copy to the institute. Students may submit hard copy or soft copy of report to the organization / institute as per their requirement.

· The students should also obtain a certificate from the organization/s where the MAP was done and attach the same with the copy submitted to the institute

· The university will arrange the external viva - voce for MAP. The students are expected to make a 20– 30minutes’ presentation before the examiner regarding the MAP project work undertaken, which will be followed by questions by the examiner.

EVALUATION OF MAP

· The total marks for the MAP project will be 200 and it carries 6 credits.

· The marks will be awarded in proportion of 70:30 by external and internal examiners respectively.

· Internal Viva: The institute has to conduct internal viva at institute level where internal faculty guide will give marks out of 60 to each student appearing for Viva in consultation with an external person(s) called from industry. (Guidelines for industry person: Preferably a person of senior managerial level and at least having industry experience of 5 years)

· External Viva: External examiner shall be appointed by Gujarat Technological University. He / she will give marks out of 140 on the basis of parameters given in below.

· At the end of the viva, the External Examiner has to ensure that the marks given in the hard copy of the mark sheet are entered in the online mark entry portal of GTU by himself / herself before leaving the exam centre.

NATURE OF THE PROJECT WORK:

· The project can be carried out in any private firm, MSME, corporate entity, service organization, trade association, NGO, start-up, educational institute, village body, etc.

· It can also be a community project / social project. In essence, students need to work on an actionable activity and submit the process and output in the form of a report.

· The selection of the organization should be solely on the basis of the opportunity and scope of doing an action project – diagnosing and analyzing problems, implementing decisions and measuring results.

· It shall be the responsibility of the individual faculty guides to ensure the same. The project should be befitting 04 credits and entire semester duration.

· During the project, the students should apply what they have learned in three semesters of MBA, into practice.

· Some suggestive projects for MAP are:

1. planning / executing a promotional event

2. planning / executing a social media campaign

3. planning and executing a safety awareness campaign amongst workers in a factory

4. carrying out financial inclusion awareness efforts in rural areas

5. feasibility study for a new venture

6. waste management, cost reduction

7. time motion study and enhancing efficiency and productivity

8. documentation, office management for a small enterprise

9. shelf space allocation and planning for a small retailer

10. framing of HR policies and documents

11. formalities for availing Import- Export Code Number / GST registration

12. analyzing the market and devising and implementing a market entry strategy

13. suggest measures to improve socio-economic conditions of marginalized rural segments

14. develop a strategy to identify additional revenue streams for an NGO

15. develop and execute a structured performance appraisal system for an organization

16. develop a media plan, purchase media time/space for a promotion program

17. improving operational efficiency

· The project scope is not necessarily confined to one of the above mentioned areas a number of projects are multi-disciplinary in nature.

· The students should ensure that the data and other information used in the study are obtained with the permission of the institution concerned.

· The students should also behave ethically and honestly with the organization and ensure total confidentiality in all aspects of the MAP.

· It is mandatory to submit photographs and video clips of the relevant and significant phases and actions undertaken during the project.

COMPONENTS OF THE REPORT

· Title page

· Company Certificate

· Students’ Declaration

· Plagiarism report

· Institute’s Certificate

· Acknowledgement

· Executive Summary

· Table of Content

· List of Tables

· List of Figures

· Introduction

· Industry and Company Profile

· Diagnosis Phase:

· Problem / Opportunity identification and description = Background of the

· Project

· Analyzing the problem

· Main objectives and tasks, project schedules

· Design and Analysis phase:

· Methodology adopted for data collection / fact finding / in-depth investigation

· Sources and tools of data collection

· Data Analysis and findings

Note:

· The students may use any Qualitative or Quantitative methods of data analysis depending upon the selected problem and scope of study.

· The examiner must focus on the work done/training taken by the students rather than the statistical tests/tools used by students in their project report.

FORMATTING SPECIFICATIONS FOR REPORTS:

· Word format

· Font size: 12 for Regular text, 14 for Subtitles and 16 for titles

· Font Type: Times New Roman

· Line Spacing: 1.5

· Margin : 1.5 inch to Left and 1 inch to all other sides

· Page Type: A4

· Alignment: Justified

· Column Specification: One

· Printing of Report: Both sides of paper

· Binding of Report: Spiral Binding

· Number of hard Copies: One hard copy (Students have to bring one hard copy at the time of External MAP viva.

· Students have to take back the hard copy of report, once the viva-voce is over.)

· The WORD file may be converted to PDF format for online submission.

· Maximum 50 pages, excluding annexure and appendix.

· References – APA Style

ROLE OF DIRECTOR/ PRINCIPAL / HOD:

1. Considering the MAP as an important project for MBA students

1. Ensuring the regular visit of students at selected company for training & project.

1. Providing the facility for completing project work in terms of library, computer lab, journals, company visit etc

1. Organize timely internal Viva – Voce for all the students

ROLE OF MAP COORDINATOR / FACULTY GUIDE:

1. Allocating students to each faculty member (Max. 15 students per faculty)

1. Make sure that not more than 5 students (per batch of 60) are allowed to work in same company / branch.

1. Providing the guidance to students before sending them to companies.

1. Helping the students to understand the importance of MAP.

1. Inviting the experts from companies who are providing training to students.

1. Encouraging and guiding students to prepare good quality report.

1. Monitoring MAP progress report of students.

1. Taking regular feedback from Company Mentor regarding the progress and involvement of the student during MAP

1. Each Faculty Guide has to ensure that all the students have to fulfil all the criteria i.e.

1. Meeting the deadlines for submission as per guidelines, checking the plagiarism, signing the report and approving the same, conducting internal Viva-Voce, etc.

ROLE OF STUDENTS:

· Preparing the Project as per guidance from institute faculty guide and company mentor (if any) and submit the same with in time limit. Trying to explore the company to be expert in your area.

· Developing presentation skills for grabbing the job opportunity.

· Preparing the good quality report individually as per the guidelines given.

PARAMETERS FOR EVALUATION:

Sr. No

Parameter

140 Marks

60 Marks

% Weightage

1

Diagnosis Phase

70

30

50%

2

Design and Analysis phase:

70

30

50%

The examiner should assess the following aspects while evaluating the Project:

1. Diagnosis Phase:

· Clarity in understanding the background of the problem/opportunity and effort at

· understanding the company’s situation

· Defining the problem and analyzing the problem

· Identifying and defining the objectives of the project

· Clear roadmap and schedule of tasks to be undertaken

2. Design and Analysis Phase:

· Rationale and approach adopted for gathering facts and data

· Creative and logical use of qualitative / quantitative research methods and tools

· Efforts undertaken to gather data and facts

· Soundness of data collection tools

· Objective and subjective analysis of collected data, facts and figures

· Appropriateness of data analysis and relevance of findings

· Due diligence ensured while conducting research

ASSESSMENT METHOD

INTERNAL VIVA VOCE

120 Marks

EXTERNAL VIVA VOCE

80 Marks




School of Business

MBA

SYLLABUS FOR INTEGRATED MARKETING COMMUNICATION

Semester : 3

Total Credits:4

Subject Category: Discipline Specific Elective (Marketing)

Marks: 150

Subject Code: B3330D2

COURSE OBJECTIVE:

The objective of this paper is to help students understand the principles and practices of marketing communications, involving tools used by marketers to inform consumer and provide a managerial framework for integrated marketing communications planning.

COURSE OUTCOMES:

1. Demonstrate a comprehensive understanding of marketing communications theories and concepts.

2. Demonstrate knowledge and understanding of the structure of the communications industry and the complexities involved in promotions management

3. Ability to determine and evaluate marketing information required to plan and manages integrated marketing communications campaigns.

4. Ability to analyse and evaluate data and present valid recommendations for creative and effective marketing communications decisions.

5. Demonstrate an understanding of how cultural connotations are major influencers of promotional planning.

6. Design plans, strategies and messages which respect the values, morals, ethics and sensitivities of the society.

7. Formulate effective promotional strategies and tactics and communicate their relevance to clients.

8. Analyze consumers’ characteristics to create effective communication.

9. Collaborate for the development of communications materials by participating in the development of creative solutions to address marketing communications challenges.


PO.1

PO.2.

PO.3

PO.4

PO.5

PO.6

PO.7.

PO.8

CO.1

X

CO.2

X

CO.3

X

CO.4

X

CO.5

X

CO.6

X

CO.7

X

CO.8

X

Course Contents mapping with Course Outcomes:

Unit-1

An Overview of Integrated Marketing Communications:

Marketing Communication Objectives, concepts, terms

Promotional Mix Elements

The Tools of Marketing Communications (brief characteristics)

(Media Advertising, Direct Response Advertising, Place Advertising, Store Signage and Point-of-Purchase Advertising, Trade- and Consumer-Oriented Promotions, Event Marketing and Sponsorships, Public Relations and Publicity, Personal Selling, Social Media, Online Marketing)

Integration of Marketing Communications

IMC planning process

Communications Process:

Meaning of meaning (semiotics)

Dimensions of meaning

Transfer of meaning

Consumer Processing model (in brief)

Hedonic Experiential model

Response hierarchy models:

AIDA, AIETA,FCB Grid, Rossiter– Percy Grid

Outcome

Mapped with Outcome No.1

Demonstrate a comprehensive understanding of marketing communications theories and concepts.

Unit-2

Objective setting and budgeting for the promotional program:

Setting Marcom Objectives

Hierarchy of effects model, DAGMAR

Marcom budgeting and methods of budgeting

Creating effective advertising:

Defining creativity

Hierarchy of impressions

Overview of advertising management:

Advertising management program

Role of advertising in IMC

Selecting an agency

Role of Advertising Agencies and other marketing communication organizations:

Participants in the IMC process

Client’s role in organizing for advertising and promotion

Advertising agencies (including agency compensation and evaluation)

Specialized services

Collateral services

IMC services

Developing an ad campaign management strategy

Constructing the creative brief

Advertising Design - I:

Advertising theory

Hierarchy of effects, means-end chain and laddering, MECCAS, verbal and visual images

Message strategies

Message factors (from SMC Factors)

Cognitive, affective and conative strategies

Advertising Appeals

Message execution

Execution styles

Sources and spokespersons

Types of sources

Source factors (from SMC Factors)

Mapped with Outcome No.2,3,4

Ability to determine and evaluate marketing information required to plan and manages integrated marketing communications campaigns.

Demonstrate knowledge and understanding of the structure of the communications industry and the complexities involved in promotions management

Ability to analyse and

evaluate data and present valid recommendations for creative and effective marketing communications decisions.

Unit-3

Advertising Design - II:

Media Strategy

Media planning

Channel factors (from SMC Factors)

Media terminologies

Reach, frequency, GRP, TRP, impressions, continuity, recency v/s primacy effect

Media Selection

Traditional media channels

Types, advantages and disadvantages of

– Television, radio, OOH, Print

Components of a print ad: Headline, body copy, illustrations and layout

Storyboard for T.V. advertising

Other IMC Tools:

Personal selling’s role in promotion mix and IMC’

Sales Promotion ‘

Trade oriented

Consumer oriented

PR, Publicity, sponsorships

Mapped with Outcome No.8

Analyze consumers’ characteristics to create effective communication.

Unit-4

Digital Media: Online, Mobile and App Advertising: (Only a brief outline) E-commerce:

Building an e-commerce site, e-commerce incentives, privacy and security issues

Mobile marketing:

Types of mobile marketing

Online advertising:

Search Marketing o SEO, SEM

Display or Banner Ads

Rich Media: Pop-Ups, Interstitials, Superstatials, and Video Ads

Websites and Sponsored Sites

Blogs and Podcasts

E-mail Advertising

Measuring Internet Ad Effectiveness

Social Media Advertising:

Social Media Advantages and Disadvantages

Social media categories and brands

Social Networking

How to Advertise on Social Networks

Privacy and Other Concerns

Measurement of Social Media Campaigns

Direct Marketing:

Concept, advantages and disadvantages

Direct-Response Advertising

Direct Mail

Telemarketing (outbound and inbound)

Other Media:

Brand Placements, Yellow-Pages Advertising, Video Game Advertising, Cinema Advertising

Measuring Advertising Effectiveness:

Concept of pre-testing, concurrent testing, post-testing

Pre-testing: o Focus Group, individual interview, ante-room trailer, consumer juries, ethnography, on-air testing

Theater test, portfolio test, dummy advertising vehicles, readability tests

Physiological measures

Con-current testing:

Coincidental surveys

Attitude tests

Tracking studies

Post-testing:

Recognition – Starch test, Bruzzone test o Recall – Day-After-Recall Inquiry tests

Sales test

Comprehensive measures

Measuring overall IMC

Mapped with Outcome No. 7

Formulate effective promotional strategies and tactics and communicate their relevance to clients.

References:

Text Books:

Belch et al. (2018), Advertising and Promotion, McGraw Hill, 9TH Edition.

Clow et al. (2017), Integrated Advertising, Promotion and Marketing Communications, Pearson, 6th Edition.

Reference Books:

Kumar N., Integrated Marketing Communication, Himalaya, Latest Edition


Coca Cola Integrated Marketing Communications

https://www.linkedin.com/pulse/case-study-coca-cola-integrated-marketing-gregory-stringer/

What Happens in Las Vegas, Stays in Las Vegas

Source: Belch & Purani, Ädvertising and Promotion, Mc Graw Hill, 7th Edition, pp.4-5

Crispin Porter and Bogusky: The Agency that is hotter than south beach on a Saturday night


Mapping the mind: Smart Marketing or Orwellian Intrusion?


Buzz Marketing: The New Word of Mouth


Great Advertising helps IPOD become a Cultural Icon


The Media Landscape in 2020: A Brave New World


MOOCs:

Marketing Analytics

Develop quantitative models that leverage business data to forecast sales and support important marketing decisions.

Other Videos:

Source

Topic

Speaker

About the Video

Link

Linked to

TEDx

How Influencers Have Transformed Modern Marketing | Rachel David | TEDxVancouver

Rachel David,

She's a popular YouTube personality, entrepreneur, and the CEO of Hashtag Communications, a marketing agency that connects brands with influencers online.

This Video talks about how Influencer Marketing Works

https://www.youtube.com/watch?v=gbbEXnRG9d8

Unit-1

TEDx

Lessons from a Life in Digital Marketing

Siddhart Lal,

MD, Bruce Clay India

This Video talks about Lessons from a life in Digital Marketing

https://www.youtube.com/watch?v=ivO8CznI4Uk

Unit-4

TEDx

A Guide for Prioritizing Marketing Communications

Nick Scarpino, Senior Account Planner at Google

This Video talks about prioritizing marketing communications.

https://www.youtube.com/watch?v=UhQ2T5V2SQE

Unit-1

TEDx

Experiential marketing is the future of advertising

Layne Braunstein

This Video talks about Experiential Marketing

https://www.youtube.com/watch?v=7sJaTiV5Hjs

Unit-4

What does an Ad Agency do?

Rocket- Powerful AdvertisingA walkthrough of the inner workings of an Advertising Agency. Produced by Rocket - Powerful Advertising

https://www.youtube.com/watch?v=9b1QFyFrYY4

Unit-2

Inside The World Of Creative Advertising Agencies

NDTVThis Video talks about the working of creative agencies

https://www.youtube.com/watch?v=y1srBfuooE8

Unit-2


UNITS

THEORY CLASSES

PRACTICAL

CASE STUDY

VIDEO-LECTURE

ASSIGNMENT

WEIGHTAGE

Unit-1

10 Classes

Coca Cola Integrated Marketing Communications

https://www.linkedin.com/pulse/case-study-coca-cola-integrated-marketing-gregory-stringer/

What Happens in Las Vegas, Stays in Las Vegas


A Guide for Prioritizing Marketing Communications

How Influencers Have Transformed Modern Marketing | Rachel David | TEDxVancouver

25%

Unit-2

Crispin Porter and Bogusky: The Agency that is hotter than south beach on a Saturday night


Mapping the mind: Smart Marketing or Orwellian Intrusion?


Buzz Marketing: The New Word of Mouth


Great Advertising helps IPOD become a Cultural Icon


What does an Ad Agency do?

Inside The World Of Creative Advertising Agencies

25%

Unit-3

The Media Landscape in 2020: A Brave New World


25%

Unit-4

Experiential marketing is the future of advertising

25%

ASSESSMENT METHOD

MID INTERNAL

30 Marks

END SEMESTER EXAM

40 Marks






School of Business

SYLLABUS FOR SALES AND DISTRIBUTION MANAGEMENT

Semester : 3

Total Credits:4


Marks: 150


COURSE OBJECTIVE:

· To provide an understanding of the concepts, attitudes, techniques and approaches required for effective decision making in the areas of Sales and Distribution.

· To pay special emphasis on the practicing manager’s problems and dilemmas.

· To develop skills critical for generating, evaluating and selecting sales and distribution strategies.

COURSE OUTCOMES:

CO.1 Demonstrate an understanding of Sales & Distribution function and examine its role as an integral part of marketing function.

CO.2 Ability to analyse differences in business selling and consumer selling and find innovative ways to increase market sales.

CO.3 Interpret the global nature of sales function and illustrate how culture plays a vital role in the differences in sales practices.

CO.4 Recommend and practice ethical sales practices while conducting business.

CO.5 Assess the importance of business communication while conducting the sales and distribution activities.

CO.6 Collaborate amongst the sales team and improve the team’s performance to maximize sales.

CO.7 Analyzing channel partners and designing channel systems and channel policies.


PO.1

PO.2

PO.3

PO.4

PO.5

PO.6

PO.7.

PO.8

CO.1

X

CO.2

X

CO.3

X

CO.4

X

CO.5

X

CO.6

X

CO.7

X


Unit-1

Introduction to Sales Management:

Nature and Importance of sales management

Role of a Sales Manager

Types of sales management positions

Theories of personal selling

Personal selling objectives

Sales forecasting methods

Sales Related Marketing Policies

Organizing & Driving Sales Efforts:

Personal Selling Process

Kind and Size of the Sales Force

Sales Organization Structures

Sales Territories & Quotas

Sales Budgets

Outcome



CO.2 Ability to analyse differences in business selling and consumer selling and find innovative ways to increase market sales.

Unit-2

Sales Force Management

Sales Job Analysis

Sales Force Compensation Structure

Sales Force Motivation

Sales Contests

Sales Force Supervision:

Sales Expenses

Sales Performance Evaluation

Sales Reports

Sales Audits


CO.4 Recommend and practice ethical sales practices while conducting business.

CO.5 Assess the importance of business communication while conducting the sales and distribution activities.

CO.6 Collaborate amongst the sales team and improve the team’s performance to maximize sales.

Unit-3

Distribution Management:

Introduction

Need and scope of distribution management

Marketing channels strategy

Levels of channels

Functions of channel partners

Evolution & possible channel formats.

Channel Institutions:

Retailing & wholesaling.

Designing channel systems:

Channel Intensity

Channel Design Process

Selecting Channel Partners

Channel Management:

Channel Policies

Power Bases in managing channel partners

Conflict management



CO.7 Analyzing channel partners and designing channel systems and channel policies.

Unit-4

Channel Information Systems:

Elements of CIS

Designing of a CIS

Channel Performance Evaluation

Market logistics and supply chain management:

Definition & scope of logistics

Component/s of logistics

Inventory & warehouse management

Transportation, technology in logistics and SCM

International SDM:

Nature of International Markets

Sales & distribution management in international markets


CO.3 Interpret the global nature of sales function and illustrate how culture plays a vital role in the differences in sales practices.

References:

Text Books:

Krishna K. Havaldar, Vasant M. Cavale, Sales & Distribution Management, Tata McGraw Hill, Latest Edition

Reference Books:

Dr. S. L. Gupta, Sales & Distribution Management, Excel Books, Latest Edition


Case 1.1 PI Foods Ltd. – Managing Sales and Distribution

Krishna K Havaldar, Vasant M Cavale, Sales & Distribution Management, McGraw Hill, Latest Edition, pp: 1.23-1.24

Team Exercise: A role play on sales presentation and negotiation


Case 1.2 AG Refrigerators Ltd – Developing Sales Forecast

Krishna K Havaldar, Vasant M Cavale, Sales & Distribution Management, McGraw Hill, Latest Edition, pp: 3.29

Case 4.1 C.G Engineering Company- Achieving Quotas


Case 4.2 MM Marketing Company- Territory and Quotas for a New Product


Case- Eureka Forbes- Direct Distribution Success Story


Case 12.1 Snow White Paper Company


Case 13.1 Popular Foods Ltd. (CM)


Case 14.1 Indian Engineering Ltd (IEL) (CIS)


MOOCs:

Retail Fundamentals

Learn key components of the retail business, including forecasting, inventory management, product assortment planning and pricing from TuckX and the Tuck School of Business at Dartmouth.

Other Videos:

Source

Topic

Speaker

About the Video

Link

Linked to

TEDx

The four-letter code to selling anything

Derek Thompson, Staff Writer, The Atlantic

This video talks about the art of persuasion in Sales

https://www.youtube.com/watch?v=6pY7EjqD3QA

Unit-1

Sales Techniques on Selling and Influence

Victor Antonio

This video talks about selling techniques and influencing clients

https://www.youtube.com/watch?v=5LgYlq8gKJU

Unit-1

TEDx

The Science of Sales

Donald Doane,

CEO of Connect Yard

This video talks about the science of sales

https://www.youtube.com/watch?v=yI3DmqEGXfk

Unit-2

TEDx

Redesigning Last Mile Delivery

Vivian Song

This video talk about innovations in Last Mile Delivery

https://www.youtube.com/watch?v=C2PgKX_czus

Unit-3


UNITS

THEORY CLASSES

PRACTICAL

CASE STUDY

VIDEO-LECTURE

ASSIGNMENT

WEIGHTAGE

Unit-1

8

Case 1.1 PI Foods Ltd. – Managing Sales and Distribution


Team Exercise: A role play on sales presentation and negotiation


Case 1.2 AG Refrigerators Ltd – Developing Sales Forecast


Case 4.2 MM Marketing Company- Territory and Quotas for a New Product


The four-letter code to selling anything

Sales Techniques on Selling and Influence

Interview sales people from various industries/sectors and understand personal selling process practically.

Visit wholesalers and understand their territorial plans.

Visit different retail stores and analyze point of sale displays.

Visit various supermarkets and compare them on the basis of assortments and services.

25%

Unit-2

The Science of Sales

Understand process of personal selling of multilevel marketing channels and medical representatives.Understand supply chain of various e commerce companies.

Understand in detail unique distribution projects like ITC E-Choupal, Mumbai Dabbawala, HUL project Shakti etc.

25%

Unit-3

Case- Eureka Forbes- Direct Distribution Success Story


Case 12.1 Snow White Paper Company


Case 13.1 Popular Foods Ltd. (CM)


Redesigning Last Mile Delivery

25%

Unit-4

Case 14.1 Indian Engineering Ltd (IEL) (CIS)


25%

ASSESSMENT METHOD

MID INTERNAL

30 Marks

END SEMESTER EXAM

40 Marks






School of Business

SYLLABUS FOR RETAIL MANAGEMENT

Semester : 3

Total Credits:4


Marks: 150


COURSE OBJECTIVE:

This course will enable the management graduates to understand retail business, various aspects of retail management and create retail management strategies to manage/setup a retail business.

COURSE OUTCOMES:

CO.1 Understand the ways that retailers use marketing tools and techniques to interact with their customers.

CO.2 Understanding the critical aspects of managing retail operations, retail stores and customer service.

CO.3 Appraisal of the global trends in retailing and how retailing in subjected to the influence of culture.

CO.4 Develop an understanding of the ethical considerations in retail management.

CO.5 Demonstrate strong verbal and non-verbal communication abilities to observe identify and interact with retail customers.

CO.6 Analyze the different roles and responsibilities involved in the functioning of a retail organization.


PO.1

PO.2

PO.3

PO.4

PO.5

PO.6

PO.7

PO.8

CO.1

X

CO.2

X

CO.3

X

CO.4

X

CO.5

X

CO.6

X

Course Contents mapping with Course Outcomes:

Unit-1

Introduction to Retailing, Global and Indian Retail Scenario, types of retail formats (store and non-store), multi-channel, customer buying behavior and Omni channel retailing, retail market strategy.

Outcome



Unit-2

Retail locations, Site selection, Retailing Merchandising Planning and Procurement, Category management, Private Labels / Store Brands as a strategy tool.



Unit-3

Store layout, design and visual merchandising, Store atmospherics, customer service, Managing Human Resource as a key to store management.



CO.1 Understand the ways that retailers use marketing tools and techniques to interact with their customers.

CO.6 Analyze the different roles and responsibilities involved in the functioning of a retail organization.

Unit-4

International Retailing, Rural Retailing in India, Mall Management, Private Labels, Retail Management Information Systems, Franchising in Retail



References:

Text Books:

T1: Michael Levy, Barton Weitz, Dhruv Grewal, Retail Management, McGraw Hill, Latest Edition

T2: Barry R. Berman, Joel Evans, Retail Management: A strategic approach, Pearson, Latest Edition

Reference Books:

R1: Gibson G. Vedamani, Retail Management, Pearson, Latest Edition


Case.1 Retailers should be Future Oriented

Source: Barry R. Berman, Joel Evans, Retail Management: A strategic approach, Pearson, Latest Edition, pp.93

Case.2 Stores that accommodate those with Physical Limitations


Case.3 Ideas worth stealing


Case 4: Reliance Retail, Setting New Retail Trends in India

Source: Gibson G. Vedamani, Retail Management, Pearson, Latest Edition, pp. 35

Case 5: Growth Implementation Strategies at Shoppers Stop Limited


Case.6: The Turnaround of Bata India Limited


Case.7: Vendor Management in Lifestyle International


Case.8: Retailer- Vendor Partnership- Future Group and Capital Foods


Case.9: Private Label Strategy at Croma, The Electronics Megastore


Case 10: Operating Challenges of a Department Store in a Mall


Case 11: Customer Service- The Nordstorm and Shoppers Stop Way


Case 12: Café Coffee Day- Retail Brand Architecture


Case 13: Apollo Health and Lifestyles Ltd.


Case.14 Navigating the shopper universe through Big Data


MOOCs:

Omnichannel Strategy and Management

Understand the needs of omnichannel customers and how to make the transition from a traditional retailer to omnichannel from TuckX and the Tuck School of Business at Dartmouth.

Introduction to Retail Management

This course will introduce the basic concepts of retailing to the participants. The key take away would be understanding how a retail business works; the core issues and challenges involved; the key terms and terminologies associated and an appreciation of Indian retail sector.

Other Videos:

Source

Topic

Speaker

About the Video

Link

Linked to

TEDx

The Science of Shopping and Future of Retail

Devora Rogers

Senior Director of Retail Insights

This Video talks about the Science of Shopping and Future of Retail

https://www.youtube.com/watch?v=qVJAr5eGOKA

Unit-1

TEDx

Omnichannel: Retail (R)evolution

Kilian Wagner

CEO of a Swiss Startup

This video talks about a new trend in Retailing, Omni Channel Retail.

https://www.youtube.com/watch?v=5SAtdSM0Trk

Unit-1

TEDx

How stores track your shopping behavior

Ray Burke,

Retail Expert

This video talks about how stores track shopping behavior

https://www.youtube.com/watch?v=jeQ7C4JLpug

Unit-1

TEDx

Technology will change retail shopping - but it's not what you think

Taylor Romero,

Technologist

This video talks about how technology will change retail shopping.

https://www.youtube.com/watch?v=TuD3IerTOms

Unit-2

TEDx

The traits of traditional retailers in India

Gibson Vedamani, Retailing Expert

This video talks about traditional retailing in India

https://www.youtube.com/watch?v=utpiXRK4ZvA

Unit-4

TEDx

Changing the Retail Story

Rachel Shechtman,

Entrepreneur and a fourth-generation retailer.

This video talks about how the retail landscape of Retail is Changing.

https://www.youtube.com/watch?v=fbnWY-swsK0

Unit-4


UNITS

THEORY CLASSES

PRACTICAL

CASE STUDY

VIDEO-LECTURE

ASSIGNMENT

WEIGHTAGE

Unit-1

8

Case.1 Retailers should be Future Oriented


Case.2 Stores that accommodate those with Physical Limitations


Case.3 Ideas worth stealing


Case 4: Reliance Retail, Setting New Retail Trends in India


The Science of Shopping and Future of RetailOmnichannel: Retail (R)evolution

How stores track your shopping behavior

25%

Unit-2

8

Case 5: Growth Implementation Strategies at Shoppers Stop Limited


Case.6: The Turnaround of Bata India Limited


Case.7: Vendor Management in Lifestyle International


Case.8: Retailer- Vendor Partnership- Future Group and Capital Foods


Case.9: Private Label Strategy at Croma, The Electronics Megastore


Technology will change retail shopping - but it's not what you think

25%

Unit-3

8

Case 10: Operating Challenges of a Department Store in a Mall


Case 11: Customer Service- The Nordstorm and Shoppers Stop Way


Case 12: Café Coffee Day- Retail Brand Architecture


25%

Unit-4

8

Case 13: Apollo Health and Lifestyles Ltd.


Case.14 Navigating the shopper universe through Big Data


The traits of traditional retailers in India

Changing the Retail Story

25%

ASSESSMENT METHOD

MID INTERNAL

30 Marks

END SEMESTER EXAM

40 Marks






SCHOOL OF BUSINESS


SYLLABUS FOR SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT (SAPM)

Semester: 3

Total Credits:4

Subject Category: Discipline Specific Elective (Finance)

Marks: 150


COURSE OBJECTIVE:

· To equip the students with the theoretical and practical knowledge of capital market.

· To develop the skills for the portfolio constructions, revision, evaluation and investment advisory.

COURSE OUTCOMES:

CO 1: Describing the characteristics of different financial assets. Classify financial assets on multiple bases

CO 2: Illustrating the correct use of tools for financial analysis for investment purposes. Evaluating securities using different valuation models.

CO 3: Identifying the working of global financial markets and instruments

CO 4: Defending the need for ethical practices in the field of portfolio management.

CO 5: Ability to comprehend the importance of communicating features and benefits of financial products. Ability to understand client requirements, and communicate tailor-made financial solutions.

CO 6: Demonstrating the ability to work independently or as part of team, for managing investment portfolios.


PO.1

PO.2

PO.3

PO.4

PO.5

PO.6

PO.7

PO.8

CO.1

x

CO.2

x

CO.3

x

CO.4

x

CO.5

x

CO.6

x


Unit 1:

Introduction to Investment:

Introduction, Investment vs. Speculation, Investment vs. Gambling, Investment Objectives, Investment Attributes, Investment Process Security Analysis vs. Portfolio Management, Portfolio Management Process, Meaning and Types of Returns

· Holding Period return (Theory and numerical).

· Expected return–Annualized return – measurement of return.

· Risk – Types of Risk – Measurement of Risk (Theory and numerical).

Outcome





Unit 2:

Security analysis:

· Fundamental Analysis: Economic, Industry and Company Analysis, Forecasting earnings,

· Efficient Market Hypothesis, Different Forms of EMH and their Empirical Tests,

· Technical Analysis: Charting Tools, Market Indicators, Dow Theory, Elliot Wave Theory, Random Walk Theory

· Introduction to Behavioral Finance



Unit 3:

Selection / Construction of Securities by applying theories:

· Markowitz Model - Efficient Frontier, Constructing an Optimal portfolio using Sharpe’s Single Index Model (Theory and numerical)

· Capital Market Theory: CML, SML, Capital Asset Pricing Model, Arbitrage Pricing Theory (Theory and numerical).



CO 4:Defending the need for ethical practices in the field of portfolio management.


Unit-4

Portfolio Management & Measurement:

· Portfolio execution, Portfolio Revision and Performance Evaluation (Theory and numerical).

· Bonds & Valuation: Bond prices & Yields (Theory and numerical), Types of bonds, Duration of Bonds (Theory and numerical), Bond Management Strategies, Analysis of Bonds (Rating).






REFERENCES:

TEXTBOOKS:

T 1: Prasanna Chandra “Investment Analysis & Portfolio Management”, McGraw-Hill (Latest Edition)

T 2: P. Pandian “Security Analysis & Portfolio Management” Vikas(Latest Edition)

T 3: Security Analysis & Portfolio Management “Security Analysis & Portfolio Management” PHI learning (Latest Edition)

REFERENCE BOOKS:

R 1: Donald E. Fisher, Ronald J. Jordan, Ashwini K. Pradhan “Security Analysis & Portfolio Management”, Pearson(Latest Edition)

R 2: Frank K. Reilly, Keith C. Brown “Investment Analysis and Portfolio Management” Cengage (Latest Edition)

R 3: Bruno Solnik, Dennis McLeavey “Global Investments” Pearson (Latest Edition)

SUGGESTED CASE STUDIES:

1. EIC Framework: Two-Wheeler Industry Analysis, Unit 2, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC142.htm

2. EIC Framework: Company Analysis of Bajaj Auto Limited, Unit 2, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC141.htm

3 Lupin Stock: Risk and Return, Unit 1, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC137.htm

4. EIC Framework: Economic Analysis of India, Unit 2, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC132.htm

5. A Comparison of Risk and Return Between BSE Sensex and Bank Fixed Deposits, Unit 1, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC059.htm6. The Fall of Bear Stearns, Unit 2, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC053.htm7. The Case of insider trading (HLL-BBLIL Merger), Unit 1, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC014.htm8. Goldman Sachs in 2004, Unit 1, https://www.icmrindia.org/casestudies/catalogue/Finance/FINA001.htm9. Efficient Market Hypothesis: Evidence from Bonus Issue, Unit 2, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC127.htm10. Wealth Management Services at ICICI Bank, Unit 3, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC128.htm11. A Portfolio Restructuring Dilemma, Unit 3, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC144.htm12. SEBI and its Role in Prohibiting Insider Trading, Unit 1, https://www.icmrindia.org/casestudies/catalogue/Finance/FINC169.htm

MOOCs:

1. Coursera:

· Portfolio and risk management

· Portfolio selection and risk management

· Biases and portfolio selection

· Investment strategies and portfolio analysis

· Investments – II: Lessons and applications for investors

2. Edx:

· Portfolio management and governance

OTHER VIDEOS:

Sr. No

Source

Topic

Speaker

About The Video

Link

Linked To

1

You Tube

Security Analysis and Portfolio Management

NA

Video Covers Fundamental And Technical Analysis

Https://Www.Youtube.Com/Watch?V=Ytftmzzmfuc

Unit 2 & 3

2

You Tube

CAPM Model and Valuation of Security NA

CAPM And Beta Calculation

Https://Www.Youtube.Com/Watch?V=_Ws4YJGe0VE

Unit 3

3

You Tube

Basics of Stock Market

Rachana Phadke Ranade

Video Talks About Basics Of Stock Market

Https://Www.Youtube.Com/Watch?V=Xn7KWR9EOGQ

Unit 1

4

You Tube

Fundamental Analysis


Fundamental Analysis

Https://Www.Youtube.Com/Watch?V=Pqqfeyuqbye

Unit 2

5

You Tube

Basics of Technical Analysis


Basics Of Technical Analysis

Https://Www.Youtube.Com/Watch?V=Rubsyp1rrdc

Unit 3

6

You Tube

Candle Stick Chart


Candle Stick In Technical Analysis

Https://Www.Youtube.Com/Watch?V=V47cdocdo4s

Unit 3

10

Ted Talk

The Investment Logic for Sustainability

Chris Mcknett

Diversification Of Portfolio

Ted.Com/Talks/Chris_Mcknett_The_Investment_Logic_For_Sustainability/Discussion?Utm_Medium=On.Ted.Com-Twitter&Utm_Source=T.Co&Utm_Content=Ted-Iphone&Awesm=On.Ted.Com_Ld1&Utm_Campaign=

Unit 1


UNITS

THEORY CLASSES

PRACTICAL CLASSES

CASE STUDY

VIDEO-LECTURE

ASSIGNMENT

WEIGHTAGE

1. Introduction to Investment:

5

6

3, 5, 7, 8, 12

3, 10

Worksheets and Quiz

20%

2. Security analysis:

7

3

1, 2, 4, 6, 9

1, 4

Worksheets and Quiz

30%

3. Selection / Construction of Securities by applying theories:

5

6

NA

1, 5, 6, 10, 11

Worksheets and Quiz

30%

4. Portfolio Management & Measurement:

5

5

NA

NA

Worksheets and Quiz

20%

ASSESSMENT METHOD

MID INTERNAL

30 Marks

END SEMESTER EXAM

40 Marks






SCHOOL OF BUSINESS


SYLLABUS FOR FINANCIAL PLANNING AND WEALTH MANAGEMENT

Semester:3

Total Credits:4


Marks: 150


COURSE OBJECTIVE:

· Determining the client’s financial status by analyzing and evaluating the client's information.

· Developing and preparing a client-specific financial plan tailored to meet the goals and objectives of client, commensurate with client’s value, temperament, and risk tolerance.

· Implement and monitor the financial plan.

COURSE OUTCOMES:

CO 1: Acquainting the students with essentials of finance so that they have requisite knowledge, skills and confidence to take charge of their financial future.

CO 2: Developing critical thinking skills for personal financial planning and handling financial market constraints

CO 3: Developing and preparing a client-specific financial plan tailored to meet the goals and objectives of client, commensurate with client’s value, temperament, and risk tolerance.

CO 4: Comparing, contrasting and selecting, from appropriate financial products and services, investment planning and counseling services for the public according to industry standards, including taxation counseling.

CO 5: Integrating ethical decision-making processes into all aspect of the financial planning profession.

CO 6: Developing written and verbal client-focused communication styles and strategies


PO.1

PO.2

PO.3

PO.4

PO.5

PO.6

PO.7

PO.8

CO.1

X

CO.2

X

CO.3

X

CO.4

X

CO.5

X

X

CO.6

X


Unit-1

Introduction to Financial Planning:

Globally accepted six steps financial planning process; General principles of cash flow planning, Financial aspects of Career planning, Planning your Tax strategy, Overview of Risk.

Outcome


CO 1 Acquainting the students with essentials of finance so that they have requisite knowledge, skills and confidence to take charge of their financial future.

CO 4: Compare, contrast and select, from appropriate financial products and services, investment planning and counseling services for the public according to industry standards, including taxation counseling.

Unit-2

,

Investment in Financial Resources:

Types of investment options available to an individual investor - Investing in stocks, Bonds, Mutual funds, Real estate, Derivatives, commodity, gold & bullion, ETFs etc. Objectives of investment. Investment constraints (tax considerations, unique needs etc.). Understanding mutual funds (Schemes, NAV calculation, load structure, Systematic Investment Plans, Systematic withdrawal plan)


.

CO 2: Developing critical thinking skills for personal financial planning and handling financial market constraints

CO 4: Compare, contrast and select, from appropriate financial products and services, investment planning and counseling services for the public according to industry standards, including taxation counseling.

Unit-3

Estate Planning & Basic of portfolio;

Objectives of will and creating a valid will; Power of Attorney, Concept of Portfolio and Diversification. Basics of Portfolio risk and return (two assets case). Tactical and strategic asset allocation.



CO 6: Develop written and verbal client-focused communication styles and strategies

Unit-4

Retirement Planning:

Setting personal financial goals. Life cycle approach to financial planning. Retirement need analysis, Development of retirement plans, Various retirement schemes, Components of financial plan; developing financial plan



CO 6: Develop written and verbal client-focused communication styles and strategies

REFERENCES:

TEXTBOOKS:

T1: V.K.Singhania, “Taxman’s direct taxes planning and management” Taxman (Latest Edition)

T2: Prasanna Chandra , “Investment Analysis and Portfolio Management” McGraw Hill (Latest Edition)

REFERENCE BOOKS:

R1: Jack R. Kapoor, Les R. Dlabay, Robert J. Hughes,” Personal Finance” McGraw Hill (Latest Edition)

R2: Keown A J, “Personal Finance” Pearson (Latest Edition)

SUGGESTED CASE STUDIES:

1. Married, Double Income? Roadmap To Your Goals, Unit 1, https://www.icicidirect.com/idirectcontent/Home/InvAdvSvc.aspx?FPS/roadmap-to-your-goals-case-study

2. Financial Plan with Solutions of a Real Life Case Study, Unit 1, https://networkfp.com/financial-plan-with-solutions-of-a-real-life-case-study/

3. Navigating through divorce and job resignation and securing early retirement, Unit 4, https://www.financialplanning.org.uk/wayfinder/case-studies

4. Mike and Susan - Power of Attorney, Inheritance Tax and Pensions, Unit 3, https://www.financialplanning.org.uk/wayfinder/case-studies

5. Making dreams for retirement come true, Unit 4, https://www.financialplanning.org.uk/wayfinder/case-studies

6. The Calm After the Storm (Financial Planning in the Wake of Turbulance), Unit 1, https://www.financialplanning.org.uk/wayfinder/case-studies

MOOCs:

1. Coursera:

· Behavioral Investing

· Innovative finance

· Finanzas personales

· Fundamentals of financial planning

· Personal and family financial planning

· Financial planning for young adults

2. Future Learn:

· Finance Fundamentals: Financial Planning and Budgeting

Other Videos:

Sr. No

Source

Topic

Speaker

About the Video

Link

Linked to

1

You tube

Understanding Investments

Dr. Connel Fulllenkamp

How to Stop Worrying and Start Investing

https://www.youtube.com/watch?v=nHeftor79cg

Unit 2

2

You tube

Personal Financial Planning

Rich Ghidella

How funds can be managed

https://www.youtube.com/watch?v=S9ZxqpbC03A

Unit 1

3

You tube

Estate Planning

Utkarsh Jain

What is meant by estate planning and how it can be done

https://www.youtube.com/watch?v=P6o7A-VPfMY

Unit 3

4

You tube

Portfolio Management

Unknown

Basics of Portfolio Planning and Construction

https://www.youtube.com/watch?v=g6qQv58zCSg

Unit 3

5

You tube

Retirement Planning at Various Life Stages

Unknown

In this session of money simplified, the video will tell how one can give a good start to retirement in order to live a self-sufficient and peaceful retired life.

https://www.youtube.com/watch?v=9lUZFPGDVq0

Unit 4

6

You tube

7 Core Elements of Retirement Planning

Bill Lethemon

Retirement lifestyle will be based on how well one optimizes the 7 Core Elements of Retirement Planning.

https://www.youtube.com/watch?v=oh3fcJ73_-Y

Unit 4

7

You tube

The Retirement Remedy

Dan Casey

The Plan to Make Your Nest Egg Last

https://www.youtube.com/watch?v=GxFdZutJU7w

Unit 4


UNITS

THEORY CLASSES

PRACTICAL CLASSES

CASE STUDY

VIDEO-LECTURE

ASSIGNMENT

WEIGHTAGE

1. Introduction to Financial Planning

5

NA

1, 2, 6

2

Case study, Presentations

20%

2. Investment in Financial Resources

10

NA

NA

1


30%

3. Estate Planning & Basic of portfolio

8

NA

4

3, 4


25%

4. Retirement Planning

8

NA

3, 5

5, 6, 7


25%

ASSESSMENT METHOD

MID INTERNAL

30 Marks

END SEMESTER EXAM

40 Marks






School of Business


SYLLABUS FOR INSURANCE AND RISK MANAGEMENT (IRM)

Semester: 3

Total Credits:4


Marks: 150


COURSE OBJECTIVE:

· To make students understand the concepts and application of insurance and risk management in insurance.

· To provide the students with a broad understanding of risk and insurance as a means to manage it.

· To create foundation to facilitate the students in their further studies on insurance.

COURSE OUTCOMES:

CO 1: Demonstrating a working knowledge of the procedure associated with risk management. Demonstrate knowledge of the three critical functions of an insurer: marketing, underwriting and claim settlement.

CO 2: Illustrating the correct use of tools for financial analysis for investment purposes. Evaluating securities using different valuation models. Ability to use standard concepts of risk and insurance to perform risk management review for individuals and organizations

CO 3: Ability to understand the shift in risk perceptions and risk management, across cultures

CO 4: Recognizing the high degree of ethical responsibility which accompanies insurance management.

CO 5: Ability to explain the purpose, structure and functions of insurance regulations. Listen, interpret and communicate ideas and solutions in a logical and professional manner


PO.1

PO.2

PO.3

PO.4

PO.5

PO.6

PO.7

PO.8

CO.1

X

CO.2

X

CO.3

X

CO.4

X

CO.5

X


Unit 1:

Introduction to Risk:

· Meaning of Risk and Uncertainty, loss, perils, hazards

· Types of Risks: Financial and Non-Financial Risks, Individual and Group Risks, Pure and Speculative Risk, Static and Dynamic Risk, Quantifiable and non-quantifiable risk , Risks for Financial Institutions , Classifying Pure risks.

· Risk Management: Risk Management Process, Risk management objectives , Risk retention and risk transfer , Levels of risk management, Corporate risk management , Management of risk by individuals Measures of Risk – Mathematical, Subjective (Only theory)

Outcome



CO 3: Ability to understand the shift in risk perceptions and risk management, across cultures

Unit 2:

Insurance and Risk:

· Introduction to Insurance , Insurable risk , Types of Insurance

· Social and Economic benefits of insurance, Government and Controlling Authorities: IRDA framework, Legal aspects of insurance, essentials of insurance contracts

· Principles of insurance: Indemnity, Utmost good faith , Insurable interest, Proximate cause, Loss minimization, Arbitration and average

· Classification of insurance: Life insurance: meaning, features and benefits, types of plans, traditional products, market related products, annuities, pension plans, riders-business insurance, group insurance, pricing in life insurance

· Non-Life Insurance: o Features of Fire insurance contract o Marine insurance – definition, types & policies, Auto insurance – need, types of policies, claims, Health Insurance – introduction, plans in India, schemes, micro-health insurance, TPAs





Unit 3:

Underwriting:

· Philosophy of underwriting, kinds of underwriting, requisites of good underwriting, underwriting of life insurance, underwriting of non-life insurance, pricing and premium setting, types of rating, tariff/ rate making in general insurance. Claim Management:

· Claim settlement in general insurance, general guidelines for settlement of claims, fire insurance claims, motor insurance claim, marine insurance claim, claim on consignment by road/rail personal accident, mediclaim, theft /burglary insurance



CO 4: Recognizing the high degree of ethical responsibility which accompanies insurance management

CO 5: Ability to explain the purpose, structure and functions of insurance regulations. Listen, interpret and communicate ideas and solu

management.itmbu.ac.in sem-3... · web viewhow many students are allowed to undertake the project...

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