JAIIB Mock Test 2025-26: RETAIL BANKING & WEALTH MANAGEMENT

JAIIB Mock Test 2025-26: RETAIL BANKING & WEALTH MANAGEMENT udemy course free download

Online Mock Test | Retail Banking & Wealth Management | JAIIB & Diploma In Banking & Finance | 2025 & 2026 | 1350+ Ques

JAIIB Mock Test 2025 | Retail Banking & Wealth Management | 1350+ Questions with Explanations. Master Every Concept of Retail Banking & Wealth Management with IIBF-Aligned Practice Tests. Prepare with confidence for the JAIIB Paper on Retail Banking & Wealth Management with this exclusive online mock test series designed as per the latest 2025 syllabus by IIBF. Featuring 1350+ meticulously crafted questions, the test covers all modules (A to D) and even includes the latest Home Loan guidelines and appraisal content.

Each question is:

• Tagged by domain area for performance tracking

• Comes with detailed answer explanations

• Designed to mirror real exam complexity

Whether you're aiming for a first-time pass or strengthening weak areas, this mock test will become your most reliable companion on the path to JAIIB success.

Modules & Units Covered:

MODULE A: Retail Banking

Understand the fundamentals of retail banking, its evolution, business models, and role in improving branch profitability. Explore how retail banking differs from corporate banking and strategies to boost operational efficiency.

1. Retail Banking: Introduction

2. Retail Banking: Role within the Bank Operations

3. Applicability of Retail Banking Concepts and Distinction between Retail and Corporate/Wholesale Banking

4. Branch Profitability

MODULE B: Retail Products and Recovery

Gain deep insights into liability and asset products like savings accounts, home loans, and credit cards. Learn about loan recovery mechanisms, digitization, AI in banking, credit scoring, and MIS systems.

5. Customer Requirements

6. Product Development Process

7. Credit Scoring

8. Important Retail Liability Products

9. Important Retail Asset Products

10. Credit and Debit Cards

11. Remittance Products

12. Digitisation of Retail Banking Products

13. Role of AI and Technology in Retail Banking

14. Recovery of Retail Loans

15. Management Information Systems

16. Securitization

MODULE C: Support Services – Marketing of Banking Services/Products

Explore how banks market their services, manage delivery channels, and implement customer relationship strategies. Understand CRM, marketing information systems, and the role of service standards in customer satisfaction.

17. Marketing: An Introduction

18. Delivery Channels in Retail Banking

19. Delivery Models

20. Customer Relationship Management in Retail Banking

21. Service Standards for Retail Banking

22. Marketing Information Systems – A Longitudinal Analysis

MODULE D: Wealth Management

Master the essentials of wealth and investment management, tax planning, and financial services offered by banks. Dive into portfolio management, estate planning, and personalized wealth solutions tailored to client needs.

23. Importance of Wealth Management

24. Investment Management

25. Tax Planning

26. Other Financial Services Provided by Banks

Additional Reading Material: Home Loan

This section offers an in-depth look at the home loan process, from application to appraisal, documentation, and risk mitigation. It also covers tax benefits, fraud detection, valuation techniques, and mortgage advisory for holistic learning.

27. Lender’s Appraisal Procedure

28. Housing Finance and Tax Planning

29. Mortgage Advice

30. Valuation of Real Property