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Retail Banking & Wealth Management

JAIIB

Retail Banking & Wealth Management

Retail Banking & Wealth Management

About This Course

Retail Banking & Wealth Management (RBWM) is one of the elective papers of JAIIB conducted by the Indian Institute of Banking and Finance. This subject focuses on retail banking products, customer relationship management, and wealth creation strategies — essential for modern banking professionals.

Course Description

  • Key Topics Covered:

    🔹 Retail Banking

    • Retail banking products (Loans, Deposits, Cards)

    • Home loans, Vehicle loans & Personal loans

    • MSME & Priority sector advances

    • Customer service & grievance redressal

    • Digital & internet banking services

    🔹 Wealth Management

    • Investment products (Mutual Funds, Insurance, Bonds)

    • Financial planning process

    • Risk profiling of customers

    • Portfolio management basics

    • Tax planning & retirement planning

  • What You Will Learn

    ✔ Enhances retail credit knowledge
    ✔ Improves customer relationship skills
    ✔ Helps in cross-selling & wealth advisory
    ✔ Boosts career growth in retail banking segment

    Additional Notes

  • Live Zoom Classes (IE&IFS)
  • Recorded Sessions
  • Study Notes
  • Regular Mock Tests
  • Telegram & WhatsApp Support
  • ₹1,770.00

    Enrol Now
    Tags:
    • ONLINE
    Category:

    JAIIB

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