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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?

The Banking Relationship Management Course equips you with practical skills to strengthen client relationships, increase wallet share, and enhance daily performance. You will learn about segmentation, cross-sell strategies, product bundling, and digital engagement, all while adhering to important regulations. Develop a 6-month roadmap, monitor key KPIs, and use straightforward tools to achieve sustainable, measurable growth in your portfolio.

Elevify advantages

Develop skills

  • Mastery of retail banking products: swiftly pair clients with suitable solutions.
  • Client segmentation techniques: focus on high-value customers using actual bank data.
  • Cross-sell and bundling strategies: increase wallet share through well-timed offers.
  • Omni-channel engagement: integrate digital tools and branch interactions for better results.
  • Compliance-focused selling: implement AML, KYC, and suitability guidelines in everyday sales.

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

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