Macmillian’s Retail Banking & Wealth Management by Indian Institute of Banking & Finance (IIBF) – 1st Edition 2023.

Macmillian’s Retail Banking & Wealth Management by Indian Institute of Banking & Finance (IIBF) – 1st Edition 2023.

Description:

The book on “Retail Banking and Wealth Management”, is a compendium of various products and services being offered by banks. In today’s scenario, the bank branches have blossomed into one-stop financial hub for catering to all kinds of financial needs of customers which includes deposits, credit and investment products. Additionally, use of technology has brought about a paradigm shift in banking operations along with changes in customer preferences and expectations. The contents of the book have been structured into four modules, as follows: Module A: Retail Banking Module B: Retail Products and Recovery Module C: Support Services – Marketing of Banking Services/Products Module D: Wealth Management While preparing the courseware, effort has been made to broadly cover all the major products and services being offered by banks and also, update about the recent developments in the field of retail banking with special emphasis on digital space. This book intends to serve as a comprehensive guide for all Retail Bankers and support them in managing the retail business which is a critical stepping stone for a successful banker.

About the Author:

Established in 1928 as a Company under Section 25 of the Indian Companies Act, 1913, Indian Institute of Banking & Finance (IIBF), formerly known as The Indian Institute of Bankers (IIB), is a professional body of Banks, Financial Institutions, and their Employees in India. With a total membership of over 9 lakhs, IIBF is the largest institution of its kind in the world and is working with a Mission “to develop professionally qualified and competent bankers and finance professionals primarily through a process of education, training, examination, consultancy / counselling and continuing professional development programs.” During its 93 years of service, IIBF has emerged as a premier institute in banking and finance education for those employed as well as seeking employment in the sector, aiming for professional excellence. Since inception, the Institute has educated numerous members and awarded several banking and finance qualifications, viz., JAIIB CAIIB, Diploma and Certificates covering diverse and contemporary subjects in the banking & finance domains, which have helped the banking & finance professionals to sustain their professionalism through continuing professional development programs.

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