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Banking Relationship Management Course

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

What will I learn?

This course equips you with hands-on skills to strengthen client relationships, grow wallet share, and enhance daily performance in banking. Delve into client segmentation, cross-selling strategies, product bundling, and digital engagement methods, all while adhering to vital regulations like AML and KYC. Develop a practical 6-month action plan, monitor key performance indicators, and utilise straightforward tools to achieve lasting, quantifiable growth throughout your client portfolio.

Elevify advantages

Develop skills

  • Master retail banking products to match clients with ideal solutions swiftly.
  • Apply client segmentation tactics to target high-value customers using bank data.
  • Use cross-sell and bundling strategies to increase wallet share with timely offers.
  • Leverage omni-channel engagement blending digital tools and branch interactions.
  • Implement compliance-focused selling with AML, KYC, and suitability rules daily.

Suggested summary

Before starting, you can change the chapters and 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

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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