flexible workload from 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. 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 performance indicators, and use straightforward tools to achieve sustainable, measurable growth in your portfolio.
Elevify advantages
Develop skills
- Mastery of retail banking products: swiftly match clients to suitable solutions.
- Client segmentation techniques: identify 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.What our students say
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