Course Objectives

• This Course Objective Hasn't Been Provided Yet

Target Audience

• Corporate Banking Executives and Managers
• Personal Banking Executives and Managers
• Customer Relationship Managers and Executives
• Private Bankers and Wealth Managers
• Senior Bank Branch Managers
• Banking Strategy and Business Development Professionals

Day 1: The Foundations of Banking Relationship Management

• Morning session:
  • Overview of relationship management in the banking sector: Why it matters now more than Ever
  • The distinct profiles: Unpacking the needs and expectations of corporate vs. personal banking clients
• Afternoon session:
  • Building trust: The psychological and practical aspects
  • Role of technology and digital platforms in shaping modern banking relationships

Day 2: Advanced Strategies for Deepening Client Relations

• Morning session:
  • Relationship lifecycle in banking: Acquisition, nurturing, retention, and growth
  • Personalizing banking experiences: Leveraging data and insights for tailored services
• Afternoon session:
  • Cross-selling and upselling: A delicate balance of meeting client needs and boosting profitability
  • Ethical considerations and ensuring transparency in banking relationships

Day 3: Addressing Challenges and Future-proofing Client Relations

• Morning session:
  • Common pitfalls in banking relationship management and mitigation strategies
  • Communication mastery: Effective techniques for resolving conflicts and handling feedback
• Afternoon session:
  • Adapting to the digital era: Ensuring human touch in an increasingly digital banking world
  • Hands-on workshop: Crafting a relationship management action plan tailored to specific banking scenarios

This course hasn't been scheduled yet, however you can request for In-House training