Project management - Banking & Finance

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Project management for the banking and finance sector requires project managers to prepare and oversee a wide range of digital transformation, automation, and migration projects. Banking and finance project managers are becoming an indispensable new role within the organization the bringing industry, domain, and project management expertise together.


Project managers in the banking and financial sector supervise the planning, monitoring, and implementation of long-term and short-term projects to develop the project plan which assures that the project is completed on time, within the assigned budget delivering value to all the stakeholders.


PMP training for banking and financial professionals helps in a better understanding of the needs of customers and the organization alongside managing virtual and dispersed teams. Project management in banking and finance will help you expand your knowledge in the subject as well as manage the staff of banks and financial institutes accordingly.

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This course is designed for bank and financial institution projects handled by banking and financial institution staff, insurance companies working at corporate or retail banking level, managers, and supervisors.

  1. Project Integration Management:  For effective co-ordination between various project elements
  2. Project Scope Management : To ensure only the required work is included
  3. Project Schedule Management :  To manage the project duration and milestones
  4. Project Cost Management :  To identify the resources and keep the budget under control
  5. Project Quality Management : To ensure that all the Quality requirements are met
  6. Project Human Resource Management :  To develop and employ the project professional effectively and keep them motivated
  7. Project Communication Management :  To manage internal and external communications with efficiency
  8. Project Risk Management : To identify, analyse, and mitigate the potential risk
  9. Project Procurement Management :  To obtain resources and manage contracts
  10. Project Stakeholder Management :  To identify individual, people, groups and organizations that would impact or are impacted by the project

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  • Dr. Preeti Adhav
  • Dr. Preeti has over 24 years of professional experience and is an alumnus of IIM-Bangalore. She is a PMP and ACP certified professional from Project Management Institute, USA, President : India - Northern USA Bilateral Business Council WICCI. Dr Preeti is a serial entrepreneur. Prior to founding Monks- Learning Lab she has been the co-founder of Usha Diagnostics, a state of art Medical Imaging center at Mumbai, India. She has varied and rich experience in Learning and Development and is a trainer affiliated with MSME (Ministry of Small and Medium Enterprises- Govt of India) & IIM Bangalore.

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