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Banking Relationship Management Course

Banking Relationship Management Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

The Banking Relationship Management Course equips you with practical skills to strengthen client relationships, increase wallet share, and enhance daily performance. Learn segmentation, cross-sell strategy, product bundling, and digital engagement, while adhering to key regulations. Develop a 6-month roadmap, monitor clear KPIs, and use simple tools to achieve sustainable, measurable growth across your portfolio.

Elevify advantages

Develop skills

  • Mastery of retail banking products: swiftly match clients with appropriate solutions.
  • Client segmentation tactics: target high-value customers using actual bank data.
  • Cross-sell and bundling playbooks: increase wallet share with timely offers.
  • Omni-channel engagement: integrate digital tools and branch interactions for maximum impact.
  • Compliance-first selling: implement AML, KYC, and suitability rules in everyday sales.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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