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The Chartered Associate of Indian Institute of Bankers (CAIIB) is a prestigious professional certification in the field of banking and finance in India. One of the key components of the CAIIB program is wealth management, a critical skill for bankers and financial professionals. In CAIIB Case Study, we will explore the journey of Mr. Ramesh, a seasoned banker who successfully applied his knowledge of wealth management to help a client achieve financial success. The Client's Profile Mr. Ramesh's journey begins with a cli... more