JAIIB · IEIFS

Para Banking & Financial Services Proved By Banks

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Indian Economy and Indian Financial System — JAIIB.

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Q

What is the meaning of 'para banking' activities?

A

Para banking refers to financial services offered by banks that go beyond traditional banking activities such as accepting deposits and lending, including services like insurance, mutual funds, and merchant banking.

Q

What is the definition of non-fund-based para banking services?

A

Services not involving direct lending, like guarantees and letters of credit.

Q

Which RBI guideline governs banks' entry into insurance business?

A

RBI guidelines permit banks to undertake insurance business either as corporate agents, brokers, or through joint ventures, subject to conditions laid down in the Banking Regulation Act and RBI circulars.

Q

What is a letter of credit (LC) and under which category of banking does it fall?

A

A payment guarantee instrument classified under non-fund-based para banking.

Q

What is a merchant banking service provided by banks?

A

Merchant banking involves services like underwriting of securities, project counselling, portfolio management, and advising corporates on mergers and acquisitions, offered by banks through separate divisions or subsidiaries.

Q

What is a bank guarantee and how does it function as a para banking service?

A

A promise by the bank to pay if the customer defaults on an obligation.

Q

What is the role of banks as corporate agents in insurance?

A

Banks acting as corporate agents distribute insurance products of one life and one non-life insurer on a referral or agency basis, earning commission without taking on underwriting risk.

Q

What is the difference between a performance guarantee and a financial guarantee?

A

Performance guarantees cover task completion; financial guarantees cover monetary obligations.

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