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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

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 my boss's and the company's expectations.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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