Paper 4 – Retail Banking & Wealth Management (RBWM)

Master Paper 4 – Retail Banking & Wealth Management (RBWM) for DBF & JAIIB with Exam Prepp. Learn through bilingual (Hindi + English) live classes, recorded lectures, chapter-wise PDF notes, quizzes, mock tests, doubt-solving sessions and personal mentorship by Sunderpal Dahiya Sir. The course follows the latest IIBF syllabus.

Course Features

✅ Bilingual Classes (Hindi + English)
✅ Live Interactive Classes
✅ Unlimited Recorded Lectures
✅ Chapter-wise PDF Notes
✅ Topic-wise Quizzes
✅ Full-Length Mock Tests
✅ Previous Year Questions
✅ Regular Doubt-Solving Sessions
✅ Personal Mentorship by Sunderpal Dahiya Sir
 

Syllabus

Module A – Retail Banking

1. Retail Banking – Overview
2. Retail Banking Products
3. Housing Loans
4. Vehicle Loans
5. Education Loans
6. Personal Loans
7. Gold Loans
8. Credit Cards & Debit Cards
9. Retail Liabilities
10. Retail Banking Delivery Channels
11. Customer Service in Retail Banking
12. Digital Retail Banking

Module B – Retail Assets

1. Home Loans
2. Vehicle Finance
3. Education Finance
4. Personal Finance
5. Consumer Durable Loans
6. Loan Appraisal
7. Documentation
8. Mortgage & Security Creation
9. Monitoring & Recovery
10. NPA Management

Module C – Wealth Management

1. Introduction to Wealth Management
2. Financial Planning
3. Investment Planning
4. Mutual Funds
5. Insurance Products
6. Pension Products
7. Capital Market Instruments
8. Tax Planning Basics
9. Retirement Planning
10. Estate Planning
11. Risk Profiling
12. Portfolio Management

Module D – Customer Relationship & Marketing

1. Customer Relationship Management (CRM)
2. Cross Selling & Up Selling
3. Marketing of Banking Products
4. Sales Management
5. Complaint Handling
6. Customer Retention
7. Ethics in Retail Banking
8. Financial Inclusion
9. Digital Customer Experience
10. Emerging Trends in Retail Banking