CAIIB · ABFM

Basic of Management & Planning

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Advanced Business and Financial Management — CAIIB.

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Q

What is the primary purpose of management in a banking organization?

A

Management coordinates human, financial, and physical resources to achieve organizational goals efficiently while ensuring regulatory compliance and stakeholder value creation.

Q

What is the primary difference between efficiency and effectiveness in management?

A

Efficiency means doing things right; effectiveness means doing right things.

Q

Which classic management theorist defined management as 'to forecast and plan, to organize, to command, to coordinate and to control'?

A

Henri Fayol defined management using these five functions, forming the foundation of classical administrative management theory widely applied in banking institutions.

Q

What does Henri Fayol's principle of 'esprit de corps' mean in banking management?

A

It means promoting team spirit and unity among bank employees.

Q

What does strategic planning involve in the context of a commercial bank?

A

Strategic planning involves defining the bank's long-term direction, setting objectives aligned with RBI guidelines, allocating resources, and formulating policies to sustain competitive advantage and regulatory compliance.

Q

What is a vision statement and how does it differ from a mission statement in a bank?

A

Vision is the future aspiration; mission defines the current purpose of the bank.

Q

What is the difference between strategic planning and operational planning in banking?

A

Strategic planning focuses on long-term goals (3–5 years) such as market expansion and capital adequacy, while operational planning covers short-term day-to-day activities like branch targets and credit disbursement schedules.

Q

What is the concept of 'division of labour' as applied in a commercial bank?

A

Dividing banking tasks among specialised departments for greater efficiency.

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