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Banking and Finance Basics

Complete Notes for SSC GD GK Preparation

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1. What is a Bank?

Banking is one of the most important parts of the Indian economy. For SSC GD and all competitive exams, questions on RBI, banking types, money, financial institutions, digital payments, monetary tools are very common.

A bank is a financial institution that accepts deposits from the public and provides loans.

Simple Definition: A bank is a place where people keep money safely and borrow money when needed.

2. Types of Banks in India

India has several types of banks:

  • Scheduled Banks
  • Commercial Banks
  • Cooperative Banks
  • Regional Rural Banks (RRBs)
  • Payments Banks
  • Small Finance Banks
  • Development Banks

3. Scheduled Banks

Banks listed under the Second Schedule of RBI Act, 1934.

Features:

  • Follow RBI rules
  • Eligible for RBI loans
  • Maintain CRR and SLR
  • Includes all major commercial banks

Examples:

  • State Bank of India
  • Punjab National Bank
  • Canara Bank
  • HDFC Bank
  • ICICI Bank

4. Commercial Banks

These are banks that operate for profit.

Public Sector Banks

(majority govt-owned)

  • SBI
  • PNB
  • Bank of Baroda

Private Sector Banks

  • HDFC
  • ICICI
  • Axis Bank

Foreign Banks

  • HSBC
  • Citibank

5. Cooperative Banks

Features:

  • Owned and operated by members
  • Provide loans mainly to farmers and rural people

Examples:

  • State Cooperative Banks
  • District Cooperative Banks
  • Primary Agricultural Credit Societies (PACS)

6. Regional Rural Banks (RRBs)

Established to serve rural areas.

Joint Ownership Structure:

  • Government of India: 50%
  • State Government: 15%
  • Sponsor Bank: 35%

Examples:

  • Prathama Bank
  • Gramin Banks in various states

7. Payments Banks

Features:

  • Provide small savings accounts and digital payments
  • Cannot give loans

Examples:

  • Airtel Payments Bank
  • Paytm Payments Bank
  • India Post Payments Bank

8. Small Finance Banks (SFBs)

Purpose:

Provide loans to small businesses, farmers, and low-income groups

Examples:

  • Ujjivan Small Finance Bank
  • Equitas Small Finance Bank
  • AU Small Finance Bank

9. Reserve Bank of India (RBI)

RBI is the central bank of India. It controls and regulates all banks in India.

Key Details:

  • Established: 1935
  • Nationalised: 1949
  • Headquarters: Mumbai
  • Current Governor: (update as per year)

10. Functions of RBI

  • Issues currency
  • Controls credit and money supply
  • Banker to Government
  • Banker to Banks
  • Regulates financial system
  • Manages foreign exchange (under FEMA Act)
  • Controls inflation through monetary policy

11. Monetary Policy

Monetary policy means controlling money supply and interest rates. RBI uses several tools for this:

Repo Rate

Rate at which RBI lends to banks.

Reverse Repo Rate

Rate at which banks deposit money with RBI.

Bank Rate

Long-term lending rate of RBI.

CRR (Cash Reserve Ratio)

Percentage of deposits banks must keep with RBI.

SLR (Statutory Liquidity Ratio)

Percentage of deposits banks must keep in gold, cash, or securities.

Open Market Operations (OMO)

Buying and selling of government securities.

12. Banking Terms Frequently Asked in SSC Exams

NPA (Non-Performing Asset)

Loans that are not repaid for more than 90 days.

CASA

Current Account and Savings Account.

RTGS

Real-time gross settlement.

NEFT

Electronic fund transfer in batches.

IMPS

Instant payment service.

UPI

Unified Payments Interface. Most used mobile payment system.

NPCI

National Payments Corporation of India. Develops digital payment systems like UPI, RuPay.

RuPay Card

India's domestic card payment network.

13. Types of Accounts

Savings Account

  • For personal savings
  • Interest is provided

Current Account

  • For businesses
  • No interest given

Fixed Deposit (FD)

  • Money locked for a time
  • Higher interest

Recurring Deposit (RD)

  • Monthly deposit scheme

14. Digital Banking Systems

  • UPI
  • NEFT
  • RTGS
  • IMPS
  • Net Banking
  • Mobile Banking
  • ATM
  • Debit and Credit Cards

UPI is the fastest-growing digital platform.

15. Financial Inclusion

Financial inclusion means making banking services available to all people.

Jan Dhan Yojana

  • Zero balance bank accounts
  • RuPay card provided

Mudra Yojana

  • Loans for small businesses
  • Categories: Shishu, Kishore, Tarun

Stand-Up India

  • Loans for SC/ST and women entrepreneurs

16. Insurance Sector Basics

IRDAI

Insurance Regulatory and Development Authority of India. Regulates all insurance companies.

Types of Insurance:

  • Life Insurance
  • Health Insurance
  • Vehicle Insurance
  • General Insurance

Major Companies:

  • LIC
  • New India Assurance
  • ICICI Lombard
  • HDFC Ergo

17. Financial Market Structure

Money Market

  • Short-term funds
  • Treasury bills, commercial paper

Capital Market

  • Long-term funds
  • Shares, bonds, debentures

Stock Market

  • Platforms where shares are traded
  • Examples: BSE, NSE

SEBI

Securities Exchange Board of India. Regulates stock market.

18. Important Banking Acts

  • RBI Act, 1934
  • Banking Regulation Act, 1949
  • Negotiable Instruments Act, 1881
  • Prevention of Money Laundering Act (PMLA), 2002
  • FEMA Act, 1999

19. Quick Revision Table

Topic Key Points
RBI Central Bank of India
Repo RBI lends to banks
Reverse Repo Banks deposit with RBI
CRR Cash kept with RBI
SLR Cash/gold/securities kept by banks
NEFT Batch-based money transfer
IMPS Instant money transfer
UPI Mobile real-time payment
NPCI UPI and RuPay creator
NPA Bad loan not paid for 90 days
FD Fixed deposit

20. Memory Tricks for SSC GD

Repo and Reverse Repo:

  • Repo = RBI gives
  • Reverse Repo = RBI takes

CRR vs SLR:

  • CRR = Only cash
  • SLR = Cash + Gold + Securities

UPI:

  • Real-time mobile payments
  • Developed by NPCI
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