Client Relationship Management
We provide platform for Public training, In-house, to all clients and individual who seek to learn and educate.
Course Overview
Sales & Service/Relationship Management Optimising marketing efforts as per customer life time value. The idea of a multi-channel, banking-specific, eRelationship CRM+ sales tracking automation solution (CRM) is to help a financial institution use both technology and human resources together, to gain insight into the behavior of customers, and the value of those customers. When it is implemented as designed, a financial institution can: provide better customer service, more efficient, cross sell products more effectively, help sales staff close deals faster, simplify marketing and sales processes, discover new customers, and increase customer revenues.
Development of customised new products matching Providing access to customer data while interacting with customers. The course will teach how to successfully run a corporate banking network, how to manage your clients proactively and how to be responsive to their different needs. It will help you to set appropriate goals to your branches and RMs and monitor the success of your marketing campaigns. The RMs will be shown how to analyze the different financial needs of their clients and react with innovative proposals. This approach will help your organization to improve the cross-sell rate, reduce the price pressure and increase the client’s loyalty. The course will deepen your understanding of risk adjusted product pricing and how to measure client and product profitability.
BENEFITS OF ATTENDING
- Successfully segment the different corporate customers and to understand their different product and financing needs.
- Efficiently manage the client relationship and prepare the calls.
- Improve the share of wallet and your cross-sell ratio.
- Relationship Management based approach for SME banking customers
- Learn the Corporate Banking Products and Services
- Develop product bundling.
- Setting appropriate goals to the RMs and monitoring their success.
- Align product specialists and corporate finance bankers with corporate banking organisations.
- Measure client and product profitability.
- Set appropriate pricing for the different client segments
- Establish productive relationships with your internal or external clients
- Regulatory Requirements, Compliance and Client On-Boarding
- Commit to mutual goals with the client
- Plan for results collaboratively with the client
- Provide ongoing support to the client
- Assess the consulting relationship
- Credit Evaluation and Risk Mitigation
WHO SHOULD ATTEND
- Executives and managers in corporate and SME Banking
- Regional and branch managers
- Relationship managers
- Product specialists
- Controlling department
- Marketing and sales departments
- Relationship Management Associates
- Trade finance
- Cash Management
- Credit personnel
- Collection
- Retail Banking
- Sales Team
- Digital Banking
IN-HOUSE
Our Tailored Learning Offering
Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company’s exact requirements? If you’d like to do either of these, we can bring this course to your company’s office by offering our classroom program or LIVE Online. You could even save up to 50% on the cost of sending delegates to a public course and dramatically increase your ROI.
Top Quality
From the Boardroom to the front line, we can deliver engaging, multi-faceted learning programmes that will nurture the skills needed to fast-track development and enable teams to flourish.
Best Way
We combine the right blend of formal, informal, online and classroom techniques to increase your employees’ knowledge retention, drive collaboration, and create social learning communities.
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Trusted Clients
Amazing Experience
"We worked with BIZENIUS for our Fresh Graduates Program thru one of our clients. I must say that they are simply amazing. At each step of the sessions, Knowledge Transfer and Practical Learning were emphasized upon, with daily evaluations to verify learning. Happy to say that we are so happy that our partners chose BIZENIUS to deliver this critical session for us. Looking to work together in future."
Sustainable Relationship with BIZENIUS
“It is always a pleasure to work with BIZENIUS. We have been partnering with BIZENIUS since 2016 and we see improvements with each session. The courses are highly Interactive, and their lecturer’s makes it easy to understand the materials. We look forward to working with BIZENIUS on a variety of courses. We are happy with the way this relationship has evolved.”
Practical Approach, Hand on Learning.
“BIZENIUS organized NEBOSH Oil and Gas Certificate for us. The sessions in the preparatory training were well complimented with real life case studies and practical examples. We enjoyed the 5 days training session leading up to the examination. Everything was organized with meticulous details to ensure a great learning experience and success at the examination. Thank you.”
Relevant and Well Organized.
“The training was very well organized. The content was very relevant to my role. The interactive discussion was encouraged, and the trainer was also very knowledgeable of the subject matter. I would recommend this training to all who are involved at some stage of Risk, ICAAP or ILAAP.”
