Retail Branch Banking - CASA

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Bank Jobs
1 month
India
West Bengal
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ID: 933222
Published 1 month ago by Private Bank Ltd.
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In Bank Jobs category
Kolkata, West Bengal, India
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Current Account and Savings Account (CASA): Proficiency in managing and optimizing clients' cash flows through our current and savings account offerings.
• Treasury and Foreign Exchange (TFX): Ability to advise clients on foreign exchange transactions, hedging strategies, and treasury products to mitigate currency risks.
• Lending Products: Expertise in structuring and recommending lending solutions such as loans, credit lines, and mortgages tailored to clients' financial objectives.
• Investments: Sound knowledge of investment products, asset allocation strategies, portfolio management, and market trends to help clients achieve their wealth accumulation goals.
• Bancassurance: Understanding of insurance products risk assessment to provide comprehensive financial solutions and protection for clients and their families. Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Current Account and Savings Account (CASA): Proficiency in managing and optimizing clients' cash flows through our current and savings account offerings.
• Treasury and Foreign Exchange (TFX): Ability to advise clients on foreign exchange transactions, hedging strategies, and treasury products to mitigate currency risks.
• Lending Products: Expertise in structuring and recommending lending solutions such as loans, credit lines, and mortgages tailored to clients' financial objectives.
• Investments: Sound knowledge of investment products, asset allocation strategies, portfolio management, and market trends to help clients achieve their wealth accumulation goals.
• Bancassurance: Understanding of insurance products risk assessment to provide comprehensive financial solutions and protection for clients and their families.
Private Bank Ltd.
Private Bank Ltd.
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