Financial Inclusion

Financial Inclusion aim is affordable delivery of banking services to disadvantaged and low-income groups.


Financial Inclusion Products

  1. Basic Savings Bank Deposit Accounts (BSBD):
    • No minimum balance required.
    • Four free withdrawals per month.
    • Access to ATM cum Debit Card, passbook, and internet/mobile banking.
  2. Pradhan Mantri Jan Dhan Yojana (PMJDY):
    • Zero balance account for all eligible individuals.
    • Free RuPay Debit Card with Rs. 1 lakh insurance cover.
    • Overdraft facility up to ₹10,000 for satisfactory account operation.
  3. BSBD-Small Accounts:
    • For individuals without full KYC.
    • Limitations: Max balance ₹50,000; annual credits ₹1,00,000; monthly withdrawals ₹10,000.

Jansuraksha Yojana

  • PMSBY (Accident Insurance):
    • Annual premium: ₹20.
    • Coverage: ₹2 lakh (death/disability), ₹1 lakh (partial disability).
    • Eligibility: 18-70 years.
  • PMJJBY (Life Insurance):
    • Annual premium: ₹436 (pro-rated based on enrollment period).
    • Coverage: ₹2 lakh (death by any cause).
    • Eligibility: 18-50 years.
  • Atal Pension Yojana (APY):
    • Fixed pension scheme based on contributions.

Delivery Channels for FI

  1. Brick-and-Mortar Branches: Regular banking services.
  2. Business Correspondents (BC): Banking access in remote areas.
    • Oversee by BC supervisors and link branches.

Aadhaar Enrolment & Updation

  • Facilitated at branches and BC points.
  • Ensures seamless access to government subsidies and benefits.

Overdraft Facility under PMJDY

  • Eligibility: Account operational for six months; only one account per household.
  • Maximum overdraft: ₹10,000.

Jansuraksha Portal Features

  • Single platform for micro-insurance enrollments and claims.
  • Online claims settlement for PMJJBY and PMSBY.

Risk Management Practices

Awareness About Financial Sector Other Than Banking

MCQ

What is the primary objective of Financial Inclusion (FI)?
a) Maximizing bank profits
b) Delivering affordable banking services to disadvantaged groups
c) Promoting private banking services
d) Introducing cryptocurrency for rural populations

Answer: b

The National Mission for Financial Inclusion launched by the Government of India is called:
a) Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY)
b) Atal Pension Yojana (APY)
c) Pradhan Mantri Jan Dhan Yojana (PMJDY)
d) Digital India Mission

Answer: c


Which of the following is NOT a feature of a Basic Savings Bank Deposit Account (BSBD)?
a) No minimum balance requirement
b) Four free withdrawals per month
c) Overdraft facility of ₹10,000
d) Free issuance of 50 cheque leaves per year

Answer: d

How many withdrawals (including ATM withdrawals) are allowed per month for BSBD accounts?
a) 2
b) 4
c) 6
d) Unlimited

Answer: b


What is the accidental insurance coverage provided under PMJDY for accounts opened after August 28, 2018?
a) ₹1 lakh
b) ₹2 lakh
c) ₹3 lakh
d) ₹5 lakh

Answer: b

Which document is mandatory for opening a PMJDY account at a Business Correspondent (BC) outlet?
a) Passport
b) Aadhaar Card with biometric authentication
c) PAN Card
d) Voter ID

Answer: b


What is the annual premium for Pradhan Mantri Suraksha Bima Yojana (PMSBY)?
a) ₹20
b) ₹50
c) ₹100
d) ₹200

Answer: a

What is the age eligibility for enrolling in Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY)?
a) 18-40 years
b) 18-50 years
c) 21-50 years
d) 18-60 years

Answer: b


Financial Inclusion services are extended in remote areas primarily through:
a) ATM networks
b) Internet banking only
c) Business Correspondents (BCs)
d) Urban branches

Answer: c

Business Correspondents (BCs) are supervised by:
a) Regional/Zonal Offices
b) Branch Managers only
c) Bank’s IT department
d) Finance Ministry

Answer: a


What is the maximum overdraft limit provided under PMJDY after six months of satisfactory account operation?
a) ₹5,000
b) ₹7,500
c) ₹10,000
d) ₹15,000

Answer: c


The Jansuraksha Portal is used for:
a) Managing bank branch audits
b) Micro-insurance enrollment and claims
c) Credit score tracking
d) Disbursing agricultural loans

Answer: b

Which of the following is TRUE about Aadhaar-based banking services?
a) Only applicable for rural customers
b) Requires physical submission of documents for every transaction
c) Enables direct benefit transfers for government schemes
d) Prohibits use for PMJDY accounts

Answer: c


Which is the maximum monthly withdrawal limit for BSBD-Small Accounts?
a) ₹5,000
b) ₹10,000
c) ₹25,000
d) ₹50,000

Answer: b

BSBD-Small Accounts remain operational for a maximum of:
a) 6 months
b) 12 months, extendable by another 12 months
c) 24 months
d) Indefinitely without KYC

Answer: b


Risk Management Practices

Awareness About Financial Sector Other Than Banking