Retail Financial Services

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Bateson, Claire

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ISBN:9781906403294
Editorial: Global Professional Publishing
Fecha de la edición:2009
Encuadernación:
Dimensiones: 0 cm x 0 cm
Nº Pág.:220
Idiomas:Español

Materias:

/ Sistema Financiero
/ Bolsa

This book is of particular interest for those working or aiming to work in the retail financial services environment with responsibilities in a broad range of customer facing activities.The book deals with the relationship of customers as borrowers. Money deposited by customers and then lent to others is one of the main ways in which financial services organizations generate revenue. It demonstrates how processing applications, particularly those that are assessed manually, can impact on a business' bottom line. It provides a strong understanding of the principles of protection policies, and investment opportunities for older customers

Module specification
Topic 1 Introduction to retail financial services 1
Topic 2 The customer and provider relationship 13
Topic 3 Retail financial service customers 29
Topic 4 Know your customer 39
Topic 5 Termination of the relationship 51
Topic 6 Know your services - deposits and money transfers 61
Topic 7 Know your services - borrowing 73
Topic 8 Know your services - protection and investments 87
Topic 9 Know your specialist services 95
Topic 10 Introduction to the canons of lending 105
Topic 11 Assessing lending applications 119
Topic 12 Establishing the need for security 131
Topic 13 Post drawdown lending matters 145
Topic 14 Personal insolvency 155
Topic 15 Financial protection 163
Topic 16 Investment 175
Topic 17 Investment services 187
Index 197