How to Move from Banking to Treasury? Step-by-Step Guide Ft. Sangeeta Vishwanath Ep.90 Fintelligents

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How to Move from Banking to Treasury? Step-by-Step Guide

If you want to understand how real banking and treasury careers work this episode breaks it down in the simplest way.

This episode dives into Sangeeta’s career journey and the practical side of building a future in finance. We talk about how to get a job in banking, bank exam preparation, and bank interview tips that help beginners understand what banks really look for. You’ll also get a clear view of what is treasury in banking and how the sales side of treasury works, explained in a way that’s simple and easy to follow.

We break down the corporate treasury process, how FRM helps in treasury, and why FRM for treasury careers is becoming increasingly important. The conversation also covers private banking skills, the key treasury skill set, and the banking skills beginners should focus on. If you’re thinking about switching careers into banking or planning a career switch to treasury, this episode gives practical finance career tips you can apply right away.

Towards the end, we discuss common treasury interview mistakes, the mistakes to avoid in treasury interviews, and how to move from banking to treasury. You’ll also hear guidance on the banking to treasury career path and simple tips to grow in banking. Whether you’re exploring finance for the first time or planning your next move, this episode offers helpful treasury career guidance that fits real-world situations.

Watch till the end to catch the most practical career advice you won’t find in textbooks.

Subscribe for more clear and beginner-friendly finance career guidance.

Share this episode with someone preparing for banking or treasury roles.

Timestamps:

01:25 – Intro
02:10 – Sangeeta’s career journey
03:45 – Exams & interviews for banks
05:15 – Role of sales-side treasury
06:35 – When corporates come to treasury
08:05 – How FRM helps in treasury
09:00 – Key skills for private banking
11:10 – Skill set for treasury
12:35 – Who switched from different career paths
13:35 – Tips & tricks to level up
15:22 – Interview mistakes in treasury
16:29 – How to switch from banking to treasury
18:15 – Rapid fire
19:15 – Outro

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