from 4 to 360h flexible workload
certificate valid 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. Learn segmentation, cross-sell strategy, product bundling, and digital engagement, while remaining compliant with key regulations. Develop a 6-month roadmap, monitor clear KPIs, and use simple tools to drive sustainable, measurable growth across your portfolio.
Elevify advantages
Develop skills
- Retail banking product mastery: quickly match clients with the right solutions.
- Client segmentation tactics: target high-value customers using real bank data.
- Cross-sell and bundling playbooks: boost wallet share with timely offers.
- Omni-channel engagement: blend digital tools and branch touchpoints for impact.
- Compliance-first selling: apply AML, KYC, and suitability rules in daily 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.What our students say
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Course in PDF
