Advisory Group on Banking, Finance and Investments no text

Leadership

Mr. Yash Ratanpal

Chairperson

Mr. Vighnesh Mehta

Secretary

---

Members

1. Mr. Chinnaraja Chendur Pandian

2. Ms. Prerna Nagpal

3. Mr. Mrigank Agarwal

Executive Assistant

1. Anvi Sonavale,

Functions

1. Spread awareness about the role of actuaries across Banking, finance and investment (BFI) covering areas such as Banking, financial lending, investment banking, asset management, investments, trading, equity research etc.
2. Create case studies to demonstrate practical value addition by actuaries in BFI.
3. Assist in generating employment for actuarial professions in BFI.
4. Participate in BFI related seminars / events representing IAI.
5. Work with Education Committee/Education Task Force to produce the syllabus, exam content and specific certification courses related to BFI
6. Design and conduct Continuing Professional Development Programmes including seminars/Webinars and workshops related to BFI for enhancement of skills of members
7. Prepare article for the Actuary India magazineWork with other AGs and Cross Functional Working group of Climate, AI, Actuarial job placements to identify related emerging issues and create capacity building, conduct seminars etc.
8. Design and carry out Continuing Professional Development Programmes including seminars/Webinars and workshops for enhancement of skills of members working in related area.
9. Other functions that may be assigned to this advisory group from time to time.

The Work plan and Timelines will be:

1. This Advisory Group will convene at least once in a quarter to meet the above functions and for specific tasks such as formulating a framework for Pilot/Joint studies in the Banking-Actuarial domain and complete follow through in a time frame as is reasonable and agreeable to the group duly concurred by the President.
2. This Advisory Group will report to the President.

Updated on 28th January, 2025.