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Fundamentals of Banking

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 Book Title: Fundamentals of Banking

Author(s): Dr Swapna and V Sakunthala


Summary:

This book provides a comprehensive overview of the foundational concepts and functions of the banking system, especially in the Indian context. It is designed for students and beginners in banking and finance.


Key Topics Covered:


1. Meaning and Origin of the Word 'Bank'

Derived from the Italian word “Banca” meaning bench.

Refers to early moneylenders who operated from benches.


2. Evolution of Banking in India

Started with indigenous banking practices.

Milestones include the establishment of Bank of Hindustan (1770), Presidency Banks, and the formation of Reserve Bank of India (1935).

Nationalization of banks in 1969 and 1980 marked significant changes.


3. Types of Banks

Commercial Banks

Cooperative Banks

Development Banks

Regional Rural Banks

Foreign Banks

Small Finance and Payments Banks


4. Banking System and Structure in India

Central Bank (RBI) at the apex.

Scheduled and Non-Scheduled Banks.

Public, Private, and Cooperative sectors.


5. Commercial Banks: Meaning & Functions

Accepting deposits, granting loans, remittance facilities, credit creation, etc.


6. Credit Creation

Process by which banks multiply deposits through lending.

Essential for economic development.


7. Unit Banking vs Branch Banking

Unit Banking: Operates from a single location.

Branch Banking: Operates from multiple branches.


8. Central Banking and RBI

RBI as the central bank of India.

Functions: issuing currency, monetary policy, lender of last resort, etc.


9. Credit Control Mechanisms

Quantitative Controls: Bank rate, CRR, SLR, Open Market Operations.

Qualitative Controls: Moral suasion, selective credit control.


10. History of Reserve Bank of India

Established in 1935, nationalized in 1949.

Regulator of the Indian financial system.


11. Specialized Banking Types

Investment Banking: Assists in raising capital, mergers, IPOs.

Indigenous Banking: Traditional banking by moneylenders, shroffs.


12. Innovations in Banking

Core banking, internet and mobile banking, UPI, payment gateways.


13. Banker-Customer Relationship

General Relationship: Debtor-Creditor, Agent-Principal.

Special Relationship: Obligation to honor cheques, maintain secrecy, etc.


14. Types of Customers

Individuals, joint accounts, firms, companies, trusts, etc.


15. Know Your Customer (KYC) Norms

Regulatory compliance to verify identity, prevent money laundering.


16. Collecting Banker – Duties & Responsibilities

Ensures proper collection of cheques and other instruments.


17. Holder for Value vs Holder in Due Course

Legal positions related to negotiable instruments.


18. Statutory Protection to Collecting Banker

Provided if collection is in good faith and without negligence.


19. Paying Banker – Responsibilities

Must honor valid cheques, verify signature and funds, etc.


20. Payment Gateways

Digital infrastructure for processing online payments.


Conclusion:

This book gives a detailed insight into the core concepts, regulatory framework, and operational dynamics of banking. It is especially useful for commerce students, banking aspirants, and anyone looking to understand the Indian banking system.


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