Macmillan Retail Banking & Wealth Management – Latest Edition for JAIIB 2026 Exam – by IIBF
Retail Banking & Wealth Management is a core subject under the revised JAIIB 2026 syllabus, prescribed by the Indian Institute of Banking & Finance (IIBF). This book presents a comprehensive overview of retail banking products, services, and wealth management practices, tailored specifically for banking professionals and JAIIB aspirants.
In today’s evolving banking environment, bank branches have transformed into one-stop financial service hubs, catering to deposits, credit, investment, and advisory needs of customers. Rapid technological advancements and changing customer expectations have significantly reshaped retail banking operations. This book addresses these changes with a strong focus on digital banking and customer-centric service delivery.
The content is structured in a modular format to ensure conceptual clarity, practical understanding, and focused exam preparation. It equips learners with both foundational knowledge and insights into contemporary retail banking and wealth management practices.
Book Modules:
Module A: Retail Banking – Fundamentals of retail banking, role of branches, customer relationship management, and service delivery modelsModule B: Retail Products and Recovery – Deposit products, loan products, credit appraisal, documentation, NPA management, and recovery mechanismsModule C: Support Services – Marketing of Banking Services/Products – Cross-selling, customer acquisition, service quality, and use of technology in marketingModule D: Wealth Management – Investment products, financial planning, mutual funds, insurance, pension products, and advisory services
Key Features:
Fully aligned with the latest JAIIB syllabus 2026Comprehensive coverage of retail banking and wealth management conceptsSpecial emphasis on digital banking and recent developmentsSimple, structured, and exam-oriented presentationIdeal for JAIIB candidates, retail bankers, and banking professionals
This book serves as a complete guide for the Retail Banking & Wealth Management paper of the JAIIB 2026 examination. It supports aspirants in developing practical expertise, managing retail banking operations effectively, and building a strong foundation for a successful banking career.
From the Publisher


About The Book
Official courseware for the JAIIB 2026 paper on Retail Banking and Wealth Management, fully aligned with the latest IIBF syllabus. This updated 2026 Edition provides a concise yet comprehensive overview of modern retail banking, where branches function as integrated financial service hubs. Covering key deposit, credit, investment, and wealth management products, it reflects the growing impact of digital banking and evolving customer expectations—making it an essential guide for JAIIB aspirants and retail banking professionals.
Why Choose This Book?


Structured Learning Across Four Key Modules
The book is divided into four modules: Retail Banking, Retail Products and Recovery, Support Services – Marketing of Banking Services/Products, and Wealth Management. Each module offers a focused and updated perspective on retail operations and digital innovations in the banking sector.


JAIIB-Aligned & Exam-Oriented
As the official courseware for the JAIIB, the book is fully aligned with the latest IIBF curriculum. With clear explanations, structured content, and relevant examples, it helps learners navigate complex topics with confidence and clarity — making it a reliable resource for both preparation and practical understanding.


Trusted by Banking Professionals Nationwide
This book is a preferred choice among JAIIB aspirants, trainers, and working bankers, owing to its practical focus and clarity. Regularly used in training programs and self-paced study, it has earned trust for delivering content that is both exam-relevant and industry-applicable.
JAIIB Preparation Resources


These guidebooks offer complete coverage of the four mandatory JAIIB subjects: Indian Economy & Indian Financial System, Principles and Practices of Banking, Accounting & Financial Management for Bankers, and Retail Banking & Wealth Management. Each book simplifies key concepts while reflecting current banking trends. Covering areas like economic systems, banking operations, financial management, and retail banking services, these resources provide a balanced mix of theory and practical insights to support your exam preparation.
CAIIB Preparation Resources


Core Subjects for CAIIB
These guidebooks provide complete coverage of the four mandatory CAIIB subjects: Advanced Bank Management, Bank Financial Management, Advanced Business and Financial Management, and Banking Regulations and Business Laws. Each book presents complex topics in a clear and structured way, covering essential areas like risk management, financial strategies, and banking laws. Designed to balance theory with practical insights, these resources help simplify core banking concepts for a deeper understanding.
Elective Subjects for CAIIB
CAIIB electives allow candidates to specialize in specific areas such as Retail Banking, Rural Banking, Wealth Management, Central Banking, and Information Technology & Digital Banking. Each book offers focused and up-to-date content, covering advanced topics and emerging trends. Out of the five available options, candidates are required to choose one elective based on their professional interest and career goals.


From IIBF
The Indian Institute of Banking & Finance (IIBF), founded in 1928, is India’s leading institution for banking education, serving over 9 lakh members. In exclusive partnership with Macmillan Education, IIBF offers official, syllabus-aligned courseware for professional growth and exam success.
Publisher : Macmillan Education India Pvt. Ltd.
Publication date : 27 January 2026
Language : English
Print length : 648 pages
ISBN-10 : 9375376524
ISBN-13 : 978-9375376521
Item Weight : 940 g
Dimensions : 18.4 x 24.1 x 2.7 cm
Country of Origin : India
Importer : Sterling Book House -181, Dr. D. N. Road, Fort, Mumbai 400001, India, Phone: +91 22 47490199, Mobile/Whatsapp: +91 9967925066, Email: [email protected]
Packer : Macmillan Education India, 7/2, Site 4, Sahibabad Industrial Area Site 4, Patparganj, Ghaziabad, Uttar Pradesh 201001
Generic Name : Macmillan Education Retail Banking and Wealth Management 2026 | JAIIB Courseware | JAIIB 2026 updated Edition | JAIIB Exam preparation by IIBF (IIBF JAIIB Exam)
Best Sellers Rank: #12,261 in Books (See Top 100 in Books) #24 in JAIIB & CAIIB Exams
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