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B.Com. (Banking and Insurance) Project Management in Banks Syllabus - Mumbai University

This is the TY BBI syllabus under NEP 2020, in force from the academic year 2026-27. The University still sets the earlier Choice Based papers alongside it for ATKT candidates, so check which scheme your exam form names before you revise.

Project Management in Banks Syllabus.pdf
Major elective · Semester 5 · TY BBI · 4 credits · 100 marks

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Syllabus for Project Management in Banks

Major elective · Semester 5 · TY BBI · 4 credits · 100 marks

Module I: Fundamentals of Project Management in Banks

  • Unit 1: Introduction to Project Management in Banking
  • Meaning and Definition of Projects in Banks – Understanding what constitutes a project and how it differs from routine banking operations.
  • Characteristics of Banking Projects – Features such as time-bound, cost-bound, regulatory compliance, and technological relevance.
  • Types of Projects in Banks – IT upgrades, branch expansion, financial inclusion, product launches, regulatory implementation.
  • Importance of Project Management in Banks – Ensuring efficiency, reducing operational risks, and meeting customer expectations.
  • Unit 2: Project Life Cycle in Banks
  • Phases of the Project Life Cycle – Initiation, planning, execution, monitoring, and closing phases explained.
  • Project Identification in Banks – How banking needs, regulatory changes, and digital requirements trigger new projects.
  • Feasibility Studies – Technical, financial, economic, and operational feasibility in banking projects.
  • Stakeholders in Banking Projects – Internal and external stakeholders and their roles.

Module II: Project Planning and Design in Banks

  • Unit 3: Project Planning Tools and Techniques
  • Work Breakdown Structure (WBS) – Dividing banking projects into manageable tasks.
  • Gantt Charts and Network Diagrams – Scheduling tools used for planning timelines in banking projects.
  • Critical Path Method (CPM) and PERT – Application for banking system upgrades or branch expansion.
  • Resource Allocation – Managing human, technological, and financial resources.
  • Unit 4: Project Costing and Budgeting
  • Cost Estimation Methods – Bottom-up, top-down, and parametric estimation in banking projects.
  • Project Budgeting Processes – Preparing financial plans for banking technology and operational projects.
  • Cost-Benefit Analysis – Evaluating financial viability and expected returns.
  • Financial Appraisal Techniques – NPV, IRR, Payback Period applied to banking projects.

Module III: Project Implementation and Risk Management

  • Unit 5: Project Execution in Banks
  • Execution Framework – Implementing project plans, coordinating teams, and ensuring regulatory compliance.
  • Vendor Management – Selecting and managing technology partners for banking projects.
  • Communication Management – Reporting structures and communication channels within banking projects.
  • Quality Assurance in Projects – Ensuring accuracy, security, and compliance through QA processes.
  • Unit 6: Risk Management in Banking Projects
  • Types of Project Risks – Operational, financial, IT, cybersecurity, and compliance risks.
  • Risk Assessment Techniques – Risk registers, scoring models, and risk mapping.
  • Risk Mitigation Strategies – Control measures, contingencies, and backup systems.
  • Regulatory Risk Management – Adhering to RBI guidelines, KYC norms, and data protection laws.

Module IV: Monitoring, Evaluation & Closing of Projects in Banks

  • Unit 7: Project Monitoring and Control
  • Performance Measurement Tools – KPIs, dashboards, and financial performance metrics.
  • Progress Reporting – Methods of tracking status, including MIS reports.
  • Change Management in Projects – Handling changes in scope, timelines, or regulations.
  • Audit and Compliance Checks – Ensuring adherence to internal and external audit requirements.
  • Unit 8: Project Review and Closure
  • Project Evaluation Techniques – Post-implementation review, cost analysis, and performance evaluation.
  • Documentation and Reporting – Importance of complete project documentation in banks.
  • Lessons Learned – Identifying best practices and areas for improvement.
  • Project Closure Activities – Final deliverables, approvals, and release of resources.

Reference Books

  • 1 Project Management – Harold Kerzner
  • 2 Project Management: A Systems Approach – David Cleland
  • 3 Bank Management – Indian Institute of Banking & Finance (IIBF)
  • 4 Banking and Financial Services – Justin Paul & Padmalatha Suresh
  • 5 Project Management for Financial Services – Selected RBI Publications & Reports

Reproduced from the University of Mumbai syllabus for B.Com. (Banking & Insurance) under NEP 2020, in force from the academic year 2026-27. Wording is as printed in that syllabus. Module numbering is as printed there too.

The complete syllabus

This subject is cut from the University circular for its year. Open a document here if you want the whole thing rather than a single subject.

PDF BCom (Banking & Insurance) Honours Sem VII & VIII (2026-27) NEP NEP 2020 syllabus, in force from 2026-27 Read full PDF Read
PDF BCom (Banking & Insurance) Honours with Research Sem VII & VIII (2026-27) NEP NEP 2020 syllabus, in force from 2026-27 Read full PDF Read
PDF BCOM (BBI) SEM I & II (2024 25) NEP NEP 2020 syllabus, in force from 2024-25 Read full PDF Read
PDF BCom (Banking & Insurance) Sem III & IV (2025-26) NEP NEP 2020 syllabus, in force from 2025-26 Read full PDF Read
PDF BCom (Banking & Insurance) Sem IV Community Engagement Project (2025-26) NEP NEP 2020 syllabus, in force from 2025-26 Read full PDF Read
PDF BCom (Banking & Insurance) Sem V & VI (2026-27) NEP NEP 2020 syllabus, in force from 2026-27 Read full PDF Read
PDF BCom (Banking & Insurance) Sem V & VI Minor (2026-27) NEP NEP 2020 syllabus, in force from 2026-27 Read full PDF Read
PDF BBI V & VI 2018 2019 Earlier Choice Based syllabus, still set for ATKT candidates Read full PDF Read
PDF BBI III & IV 2017 18 Earlier Choice Based syllabus, still set for ATKT candidates Read full PDF Read
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