Log in
Choose your language

Banking Relationship Management Course

Banking Relationship Management Course
4 to 360 hours 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 everyday performance. You'll learn about segmentation, cross-sell strategies, product bundling, and digital engagement, all while adhering to essential regulations. Develop a 6-month roadmap, monitor key KPIs, and use straightforward tools to achieve sustainable, measurable growth throughout 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 maximum effect.
  • Compliance-focused selling: implement AML, KYC, and suitability guidelines in routine 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 the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Really great course. Lots of valuable information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses come with a certificate?

Are the courses free?

What is the duration of the courses?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an online course and how does it work?

PDF Course