RBSE Sec Voc Banking, Financial Services and Insurance study materials
RBSE Sec Voc Banking, Financial Services and Insurance study resources

RBSE Sec Voc Banking, Financial Services and Insurance case studies

RBSE Sec Voc Banking, Financial Services and Insurance · Put your knowledge to work in context.

RBSE Senior Secondary Vocational - Banking, Financial Services and Insurance (commonly listed as BFSI, mapped to NSQF Level 3) is a vocational elective that Class 11 and 12 students in Rajasthan Board schools can take alongside or in place of a conventional elective. It suits students who want a board-recognised senior secondary certificate together with a demonstrable entry-level skill set for branch operations, business-correspondent and microfinance work, insurance agency, or back-office and BPO roles - and a head start for B.Com, BBA, CA Foundation or agent licensing. The RBSE Sec Voc Banking, Financial Services and Insurance case studies are 5 cases and about 4,165 words.

1

Six Days, Six Depositors, One Introducer

At a district cooperative bank's semi-urban branch, the manager is under pressure to add ₹1 crore in deposits before the quarter closes. Eleven days ago the branch opened a savings account for Mohan, a man in his thirties who declared his occupation as daily-wage labourer and his annual income as ₹1.8 lakh.

830 words, about 4 min
2

The Refund That Was a Collect Request

At 9:42 pm a 24-year-old MBA student receives a call from a person claiming to be from the state electricity board. He says a refund of ₹1,950 is pending and asks her to 'approve the request on your UPI app to receive it'.

820 words, about 4 min
3

The Garnishee Order and the Joint Fixed Deposit

At a public sector bank branch, Mr. S, who runs a small hardware business, has a savings account with ₹2.10 lakh at 10:00 am, a fixed deposit of ₹5 lakh held jointly with his wife under an either-or-survivor mandate, and a car loan of ₹1.80 lakh with the same branch on which the EMI is current.

862 words, about 4 min
4

Ported Policy, Fresh Waiting Period

K, 54, has held a health policy with Insurer A since March 2019. In 2021 she was diagnosed with hypothyroidism and in 2022 with hypertension; both were disclosed, and the policy ran continuously with premiums paid on time.

816 words, about 4 min
5

The Fixed Deposit That Was a ULIP

R, 68, a retired schoolteacher, comes to a bank branch to reinvest ₹12 lakh from a maturing fixed deposit. The relationship manager, who holds a corporate agency licence for the bank's insurance partner, recommends a 'special senior citizen plan' that he describes as 'as safe as an FD, with a guaranteed 9% return and life cover', and says she can withdraw after one year.

837 words, about 4 min