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Bank-Client Relationship Mastery: Tailored Strategies for Corporate and Personal Banking Executives
DATE
01 - 01 Jan, 1970
LOCATION
Accra;
Why Attend?
Over this intensive 3-day workshop, banking executives will delve into the specialized domain of relationship management tailored for the unique needs of corporate and personal banking clients. Attendees will gain hands-on skills to foster meaningful, long-term relationships, positioning their bank at the forefront of client-centric services.
Course Objectives
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By the end of the course, participants will be able to:
- Understand the distinct relationship dynamics of corporate versus personal banking clients.
- Equip banking professionals with tools and strategies to nurture and deepen client relationships.
- Address key challenges faced in banking relationship management, from service expectations to digital transformation.
- Enhance client loyalty, ensuring long-term profitability and brand reputation.
- Foster a proactive client-centric culture within the banking environment.
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
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