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Banking

Book: Introduction to Banking By Vijayaragavan Iyengar

1) E-Commerce. Uses of E-Commerce. Types of E-Commerce.


2) RTGS
3) Difference between CRR & SLR. Also define Base Rate.
4) What does Priority Sector Comprise of?
5) Consumer Protection Act 2002
6) Detail functions of RBI
7) Policy on KYC & ALM (Read cases on Pg no 146 -148)
8) Write basic guidelines of RBI to open a Bank
9) What is Banking Ombudsman Scheme? What kind of disputes are considered under
Ombudsman?
10) Types of Deposit Accounts (Pg no 314)
11) Write a note on Banking Fair Practice Code
12) Write note on NABARD, SIDBI, NHB, IDBI, IFCI & ECGC
13) Different types of a/c dealt in bank
14) Define Banker & Customer
15) Explain Debtor-Creditor, Trustee-Beneficiary, Bailee-Bailor, Agent-Principal & Lessor-
Lesse relation with example.
16) Brief obligations & rights of Banker
17) Differentiate between Garnishee order & Attachment order.
18) Write a note on main recommendations of Goiporia Committee
23) List down various department of RBI & their functions
24) What An ATM can do? What are the benefits offered by an ATM to Whom?
25) Write briefly on OLTAS, Easiest & GPRS. (Pg no 228 & 229)
26) Write a note on IT Act 2000
27) Briefly describe EFT, ECS, CBS, MICR & Cheque Truncation
28) Write a note on SWIFT & its 10 categories of messages. (Pg no 284)
29) Read Entire chpter no 17)

1
Life Insurance
Book : Risk Management & Insurance : S Arunajatesan & T.R. Viswanathan

1) Define Insurance in your words. Social & Economic benefits of Insurance. Classify different
types of Risks.( Pg no 3, 12 & 17)
2) Define Risk Management & write down process involved in Risk Management (Pg no 15)
3) Write down basis for Life Insurance .Also write three basic principles forming the foundation
for the risk transfer mechanism of Insurance.(Pg no 19)
4) Life Insurance is not an Indemnity contract, Justify. (Pg no 21)
5) What is contract? Why Insurance is a special contract? And why its contract of uberrima
fides? (Pg no 27,28 & 29)
6) What do you understand by Material Fact? Which are the facts need not be disclosed?
(Pg no 30)
7) Differentiate between Representations, Warranties & Condition (Pg no 31)
8) Write a note on Section 45 - The indisputability clause. (Pg no 32)
9) Insurance – Is it a Wager? (Pg no 34 & 35)
10) What is insurable interest (Pg 35)
11) The case of the Hypochondiac (Pg no 40)
12) Define i) Sum Assured, ii) Death Benefit, iii) Survival or maturity benefit, iv) Premium, v)
Proposer, vi) Proposal, vii) Policy, viii) Life Assured & ix) Policy holder (Pg no 43)
13) Write briefly about five categories of Life Insurance products (pg no 44)
14) Chapter No 5 (Pg no 53 to 58)
15) What is annuaity and how it works? (Pg no 62,63 & 64)
16) What are the different types of rider benefits one can avail? (Pg no 67 & 68)
17) Write notes on Keyman & Partnership insurances. (69 & 70)
18) Distinguish between Individual insurance & group insurance. (Pg no 73)
19) Types of group insurance schemes offered. (Pg no 74 -78 onwards)
20) Chapter 9 (Pg no 114 to 119)
21) When claim arises what need to be verified? (Pg no 137 & 138)
22) Write note on diff types of claims. (138 – 146)
23) Read cases on Pg no 150 & 152)
24) Write down steps & skills involved in traditional way of selling (Pg no 167-170)
25) Personal financial planning & Life insurance (Pg no 173 & 174)
26) Eligibility criteria for becoming Agent. Also write code of conduct (Dos & Donts) provided
by IRDA for Agents. ( Pg no 177 & 178)
27) Who is Broker? Regulations for becoming Broker as per IRDA.(Pg no 180 & 181)
28) Write short notes on Bancassurance & Micro insurance Agents
29) Chpater 16 (Pg no 184 to 194)

For Last Module


1) Read Chapter 25 from Banking Book
2) Refer dispute between IRDA & SEBI
3) Go thru materiel on Basel II & III
4) Possibility of question on Financial crisis of 2008 (Sub Prime Motgage Crisis
5) New guidelines on IRDA for ULIP (must read)