T&D Consulting’s Post

Transaction banking: A key learning area for finance   Transaction banking represents a pivotal learning area for financial professionals aiming to enhance their expertise.   Read the piece below to learn more about this area of finance, and the specifics you should understand in this corner of the industry.   #Banking #LearnFinance

3-in-1 Banking, Banking Risk and Compliance Masterclass #financeandaccounting #finance #banking #onlinecourses #udemy #eduaction #freeonlinecourses

Thrilled to share that I've completed the "Wealth and Personal Banking Virtual Experience" course! This program has equipped me with valuable insights and skills in wealth management and personal banking. Excited to apply this knowledge to future opportunities. #Learning #ProfessionalDevelopment #WealthManagement #Banking#Banking

Just added a new certification to my profile - Principles of Responsible Banking

In banking, maintaining strong relationships with clients is just as important as managing their financials. As a Credit Manager, I believe that understanding a client’s business needs and goals can lead to better financial solutions. It’s about partnership, not just transactions. How do you build lasting relationships with your clients? #ClientRelationships #Banking #CustomerCentric

Today I'm learning about corporate banking in Manish Balani sir's MFP session. He assigned us a task and the task is as follows A) Imagine you are the head of a corporate bank and how will you do the turn around banking on the following aspects? 1) payment. 2)syndicate. 3)trade financing. 4) risk management. 5) wealth management. 6) treasury management. 7)under writing. And my answer for that is.... 1) Payment: Implement digital payment solutions to streamline transactions and enhance customer experience. 2) Syndicate: Strengthen relationships with other financial institutions to offer competitive syndicated loans. 3) Trade Financing: Offer tailored trade finance solutions to support clients’ international trade activities. 4) Risk Management: Adopt advanced analytics to assess and mitigate financial risks effectively. 5) Wealth Management: Provide personalized wealth management services to cater to the unique needs of high-net-worth individuals. 6) Treasury Management: Utilize technology to optimize cash flow, manage liquidity, and invest surplus funds wisely. 7) Underwriting: Enhance underwriting processes with data-driven insights for better decision-making. Manish Balani

Banking Products and Services by Corporate Finance Institute® (CFI) Course Objectives  • Identify the products and services offered by banks to consumers and retail clients. • Explore the products and services offered by banks to businesses and corporations of all sizes. • Examine the fee structures of banks and how they make money from each product or service. • Investigate the product offerings and groups within investment banks and their associated fees. • Build your knowledge of banking products and services in preparation for a career in banking. Source: Corporate Finance Institute® (CFI)

Introduction to banking Certification

𝗗𝗶𝗴𝗶𝘁𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗯𝗮𝗻𝗸𝗶𝗻𝗴: 𝗔 𝗞𝗲𝘆 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗮𝗿𝗲𝗮 𝗳𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 What should finance professionals learn more about this year? One key area we’ve identified is 𝘥𝘪𝘨𝘪𝘵𝘢𝘭𝘪𝘻𝘢𝘵𝘪𝘰𝘯 𝘪𝘯 𝘣𝘢𝘯𝘬𝘪𝘯𝘨. Technology is continuously disrupting almost all industries, introducing new ways of doing business, and banking is no different. Open banking, open finance, banking as a product and as a service, and embedded finance are now emerging in the sector. In this piece, we explain each of the above areas and identify the key knowledge areas finance professionals should understand in relation to each. #Digitalization #OpenBanking #BankingAsAProduct #Embeddedfinance