Client Relationship Management
A practical 4-day course for bankers and finance professionals to refresh existing and develop new skills in professional relationship management
Course Description
The GCC banking sector continues to benefit from the economic boom sweeping the region. Historically, banks were able to rely on relationship-driven family business, however, increased competition, new technologies for distributing products and services and an evolving CRM culture has transformed the way business is done.
Client Relationship Management Skills is a practical 4-day course designed for bankers and finance professionals to refresh existing and develop new skills in professional relationship management.
The course focuses on two key elements: The course content empowers participants with successful relationship skills, develops a greater awareness of clients’ business and service expectations and fine-tunes effective communication techniques. An interactive learning environment facilitates the sharing of everyday experiences and challenges in managing client relationships in a fun learning environment.
Course Methodology
Working within the framework of proven international CRM techniques, the course is specifically designed to encourage group participation through the use of relevant exercises, role plays and group discussions. Furthermore, participants will be able to incorporate everyday experiences and challenges in managing\ their client relationships. The expert trainer will also be available to provide individual and group feedback throughout the course.
Every participant will also complete a Pre-Course Questionnaire, giving details of any particular challenges faced with clients in relationship management or with financial products and services.
Who Should Attend
The course has been primarily designed for corporate and investment banking professionals involved in managing client relationships across a broad market sector. However, it is also applicable to other banking professionals involved in CRM to both external clients of the bank and internal departments within the bank including:
• Corporate Lending • Syndications • Corporate Finance • Trade Finance • Credit • Private Banking • Institutional Sales • Treasury Sales • Project & Structured Finance
