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Union Bank Of India Wealth Managers Scale II 2025 (Syllabus)

Published on Wednesday, August 13, 2025

 Online Examination (Exam pattern)

SN

Name of the Tests

No. of Questions

Maximum Marks

Duration

Part I

Quantitative Aptitude

25

25

75 Mins.

Reasoning

25

25

English Language

25

25

Part II

Professional knowledge relevant to the post

75

150

75 Mins.

Total

150

225

150 Minutes

Notes:

  • The above tests except the test of English language will be available bilingually i.e. English and Hindi.

Penalty for Wrong Answers:

  • There will be a penalty for wrong answers marked in the online examination. For each question for which a wrong answer has been given by the candidate, one fourth or 25% of the marks assigned to that question will be deducted as penalty to arrive at corrected score. If a question is left blank, i.e. no answer is marked by the applicant; there will be no penal mark for that question.

Syllabus

Quantitative Aptitude

  • Data Interpretation
  • Data Sufficiency
  • Number Series
  • Time and Work
  • Time and Distance
  • Approximation
  • Simple and Compound Interest
  • Ratio and Proportion
  • Averages
  • Mixture and Allegation
  • Pipes and Cisterns
  • Problems based on trains
  • Percentages
  • Partnership
  • Profit, Loss and Discount
  • Elements of Algebra
  • Quadratic Equations

Reasoning Ability

  • Coding & Decoding
  • Syllogism
  • Machine Input Output
  • Puzzles
  • Seating Arrangements
  • Direction Sense Test
  • Blood Relations
  • Problems based on Ages
  • Ranking and Order
  • Data Sufficiency
  • Statement and Conclusions
  • Statement and Assumptions
  • Statement and Arguments

English Language

  • Reading Comprehensions
  • Para Jumbles
  • Vocabulary
  • Error Spotting
  • Cloze test

Professional Knowledge

Module A

Mutual Funds
  • Concept and Role of a Mutual Fund
  • Legal Structure of Mutual Funds in India
  • Legal and Regulatory Framework
  • Scheme related information
  • Fund Distribution & Channel Management Practices
  • NAV, Total Expense Ratio & Pricing of Funds
  • Return, Risk and Performance of Funds
  • Helping Investors with Financial Planning
  • Mutual Fund Scheme Selection

Module B

Insurance
  • Risk management
  • The concept of insurance and its evolution
  • The business of Insurance
  • The insurance Market
  • Insurance customers
  • The insurance Contract

Module C

Derivatives
  • Derivatives and its Types
  • Forward Contract in India
  • Difference Between Forward and Future Contract
  • Participants in Derivatives Markets
  • Option Contract
  • What are Option Greeks
  • Option and Pricing Black Scholes Model
  • What are Swaps
  • Margin Trading- Doubt Clearing Session
  • Range and Participating Forward Derivatives
  • Participating and Range forward contract

Module D

Marketing Management
  • Marketing Management 
  • Marketing Planning and Strategies
  • Marketing Types
  • Product Management
  • Pricing Decisions 
  • Distribution Strategy 
  • Promotion Mix and Sales 
  • Brand Management
  • Marketing Research 
  • Digital Marketing 

Module E

Government Schemes
  • Small Savings Schemes (via Post Offices & Banks)
  • Provident Fund & Retirement Savings
  • Pension Schemes
  • Sector-Specific Savings & Insurance-Linked
  • Agricultural / Rural Deposit & Investment Schemes

Module F

RBI circulars and master circulars
  • Priority sector lending
  • KYC
  • Basel Norms
  • Exposure Norms
  • Housing Finance
  • Sovereign Gold Bonds
  • SHG–Bank Linkage Programme
  • IRAC norms

Module G

Laws
  • Negotiable Instrument act 
  • Coinage act 
  • IBC  
  • SARFAESI
  • MSMED act 
  • Banking Regulation act 
  • RBI act
  • Consumer protection act 
  • RTI act

Module H

Financial Management
  • Ratio analysis 
  • Working capital committees 
  • Cost of Capital
  • Capital budgeting
  • Time Value of Money and Discounting
  • Risk & Return: Portfolio concepts, diversification basics
  • Indian Financial System
  • Regulatory bodies in India

Union Bank of India Wealth Manager Scale II Course by Team BankExamsToday

Team BankExamsToday is offering is a full-fledged, comprehensive and systematic course for the preparation of Union Bank of India Wealth Manager Scale II exams.

Course features

  • Daily video classes
  • Study Material
  • Live sessions
  • Unit tests
  • Special attention to Professional knowledge section from Day 1
  • 5 full-length mock tests 
  • Interview preparation guide
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Ramandeep Singh

Ramandeep Singh - Educator

I'm Ramandeep Singh, your guide to banking and insurance exams. With 14 years of experience and over 5000 successful selections, I understand the path to success firsthand, having transitioned from Dena Bank and SBI. I'm passionate about helping you achieve your banking and insurance dreams.

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