Customer Relationship Management

  • Description:

    This two-day highly interactive course is designed for experienced client facing bankers and is designed to upgrade their interpersonal skills in a number of areas, as well introducing structure and discipline around the process of managing and originating client relationships. The programme starts with consideration of what the Bank needs to achieve from its client relationships and introduces tools to help forecast clientsu2019 future financial requirements and identify potential cross-selling opportunities. Wallet sizing and how to get your u2018fair shareu2019 of the wallet are covered in detail. In respect of u2018meeting skillsu2019, the course brings together material covering personal effectiveness, presentation and closing skills. The course is highly interactive and uses banking-based cases, role-plays and exercises to make the content feel relevant and highly contextual.

  • Objectives:

    NA

  • Audience:

    Bankers in Relationship Manager roles in all front office areas of the business. The course is aimed at more experienced and senior bankers with typically over 5 years experience in an RM role.

  • Prior Knowledge:

    The level implied by the experience suggested for the audience. On-line questionnaire must be completed (typically takes 30-45 minutes);.



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