Ancillary Services | PAPER II – PRINCIPLES & PRACTICES OF BANKING | MODULE A: GENERAL BANKING OPERATIONS

Banker Ancillary Services - Bank Theory

Banker Ancillary Services - Bank Theory


Banker Ancillary Services - Bank Theory

Remittances: Introduction

Remittance services allow the transfer of funds from one person or entity to another through banks. These services play a vital role in enabling secure and timely fund movement both domestically and internationally.

Demand Drafts (DD) and Banker’s Cheques (BC)

Demand Drafts are prepaid negotiable instruments used for remitting money across locations. Banker’s Cheques are similar but used within the same city and are non-negotiable.

Mail Transfer (MT)

Mail Transfer refers to the instruction sent by a bank via post to another branch to pay a specified amount to a named person.

Telegraphic Transfer (TT)

TT involves remittance of funds through telegram or fax. Though obsolete, it was widely used before digital methods became prevalent.

National Electronic Funds Transfer System (NEFT)

NEFT allows inter-bank fund transfers in batches and operates in half-hourly settlement cycles.

Real Time Gross Settlement System (RTGS)

RTGS is used for high-value transactions, allowing immediate settlement on a real-time, gross basis, without netting.

Electronic Benefit Transfer (EBT) Scheme

EBT enables direct transfer of social benefits and subsidies to the bank accounts of beneficiaries.

Mobile Banking in India

Mobile Banking allows customers to conduct banking transactions through mobile applications and SMS. It increases accessibility and convenience.

Electronic/Digital Payments

Digital payments include UPI, IMPS, e-wallets, cards, and internet banking. They enhance transaction speed and transparency.

Safe Deposit Lockers

Safe deposit lockers are offered by banks to customers for securely storing valuables, documents, and ornaments.

Portfolio Management Services

These services include investment management by banks or financial institutions on behalf of clients to generate optimal returns.

Merchant Banking

Merchant banks assist in raising capital, underwriting, and providing advisory services for mergers and acquisitions.

Government Business

Banks manage government transactions such as tax collection, pension distribution, and disbursement of government payments.

Levying of Service Charges

Banks levy charges for various ancillary services like DDs, lockers, RTGS/NEFT, which are periodically revised and displayed transparently.


MCQs - Banker Ancillary Services

  1. Which of the following is a negotiable instrument?
    a) Banker’s Cheque
    b) Demand Draft
    c) Safe Deposit Locker
    d) NEFT
    Answer: b) Demand Draft
  2. NEFT transactions are settled:
    a) In real-time
    b) Once a day
    c) In hourly batches
    d) In half-hourly batches
    Answer: d) In half-hourly batches
  3. Which remittance method is used for high-value real-time settlements?
    a) NEFT
    b) IMPS
    c) RTGS
    d) UPI
    Answer: c) RTGS
  4. Which service allows the direct credit of subsidies into bank accounts?
    a) EBT
    b) RTGS
    c) Merchant Banking
    d) Portfolio Management
    Answer: a) EBT
  5. What does a Banker’s Cheque primarily differ from a Demand Draft?
    a) Amount
    b) Mode of issue
    c) Location restriction
    d) Signature
    Answer: c) Location restriction
  6. Which banking service involves handling investments for clients?
    a) EBT
    b) Merchant Banking
    c) Portfolio Management
    d) Safe Deposit Locker
    Answer: c) Portfolio Management
  7. Which is not a digital payment method?
    a) UPI
    b) Cheque
    c) e-Wallet
    d) Internet Banking
    Answer: b) Cheque
  8. Who manages tax collections for the government?
    a) Merchant Banks
    b) RBI
    c) Commercial Banks
    d) Insurance Companies
    Answer: c) Commercial Banks
  9. Telegraphic Transfer was primarily used before the emergence of:
    a) RTGS
    b) Mobile Banking
    c) MT
    d) Cash Transfers
    Answer: a) RTGS
  10. Service charges levied by banks are:
    a) Fixed by RBI
    b) Random
    c) Fixed by Government
    d) Decided by individual banks
    Answer: d) Decided by individual banks

Author: Your Name

Subject: Bank Theory

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