JAIIB Paper 4: Retail Banking & Wealth Management (RBWM)

Chapters

1. Module A: Retail Banking

   Unit 1: Retail Banking – Introduction🔒
2. Unit 2: Retail Banking – Role within the Bank Operations🔒
3. Unit 3: Retail vs Corporate/Wholesale Banking🔒
4. Unit 4: Branch Profitability🔒

5. Module B: Retail Products and Recovery

   Unit 5: Customer Requirements🔒
6. Unit 6: Product Development Process🔒
7. Unit 7: Credit Scoring🔒
8. Unit 8: Important Retail Liability Products🔒
9. Unit 9: Important Retail Asset Products🔒
10. Unit 10: Credit and Debit Cards🔒
11. Unit 11: Remittance Products🔒
12. Unit 12: Digitisation of Retail Banking Products🔒
13. Unit 13: Role of AI and Technology in Retail Banking🔒
14. Unit 14: Recovery of Retail Loans🔒
15. Unit 15: Management Information Systems🔒
16. Unit 16: Securitisation🔒

17. Module C: Support Services – Marketing of Banking Services/Products

    Unit 17: Marketing – An Introduction🔒
18. Unit 18: Delivery Channels in Retail Banking🔒
19. Unit 19: Delivery Models🔒
20. Unit 20: Customer Relationship Management in Retail Banking🔒
21. Unit 21: Service Standards for Retail Banking🔒
22. Unit 22: Marketing Information Systems🔒

23. Module D: Wealth Management

    Unit 23: Importance of Wealth Management🔒
24. Unit 24: Investment Management🔒
25. Unit 25: Tax Planning🔒
26. Unit 26: Other Financial Services Provided by Banks🔒

27. Module E: Additional Reading – Home Loans

    Unit 27: Lender's Appraisal Procedure🔒
28. Unit 28: Housing Finance and Tax Planning🔒
29. Unit 29: Mortgage Advice🔒
30. Unit 30: Valuation of Real Property🔒
31. Mock Tests🔒