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Retail Branch Banking - CAS

Location: Kolkata, West Bengal

Category: Bank Jobs

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.

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