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Case Studies
What is the primary purpose of case studies in JAIIB Retail Banking and Wealth Management?
Case studies help candidates apply theoretical banking concepts to real-world scenarios, testing their ability to analyze customer situations and recommend appropriate retail banking and wealth management solutions.
In a case study, a bank sells a mutual fund to a customer without disclosing risks — what regulatory violation has occurred?
Violation of SEBI suitability and disclosure norms for distributors.
In a retail banking case study, a customer has surplus funds and wants to grow wealth with moderate risk — which instrument is most suitable?
A balanced mutual fund or a debt fund would be most appropriate, offering moderate returns with lower risk compared to equity funds while being better than a fixed deposit for wealth creation.
What is the maximum loan tenure typically permitted for a retail home loan in India?
Up to 30 years depending on borrower age and policy.
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