Relationship Manager Branch Retail Banking

Relationship Manager Branch Retail Banking, available at $44.99, has an average rating of 4.75, with 39 lectures, based on 14 reviews, and has 1047 subscribers.

You will learn about Relationship banking at a retail branch level Customer relationship management How to perform through a joint calling High networth clients acquisition Use of data analysis Client segmentations How to rebuild a relationship? Catchment scoping Portfolio analysis Product Holding and Group Income Product Holding Use of social media for relationship building Generating and managing references Income projections for various products What opportunities exist for Relationship Managers outside the portfolio? This course is ideal for individuals who are Course is suitable for anyone involved in retail banking, including but not limited to retail banking professionals, relationship managers, bankers, asset managers and credit managers. or University graduates seeking a career in banking It is particularly useful for Course is suitable for anyone involved in retail banking, including but not limited to retail banking professionals, relationship managers, bankers, asset managers and credit managers. or University graduates seeking a career in banking.

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Summary

Title: Relationship Manager Branch Retail Banking

Price: $44.99

Average Rating: 4.75

Number of Lectures: 39

Number of Published Lectures: 39

Number of Curriculum Items: 39

Number of Published Curriculum Objects: 39

Original Price: $19.99

Quality Status: approved

Status: Live

What You Will Learn

Relationship banking at a retail branch level
Customer relationship management
How to perform through a joint calling
High networth clients acquisition
Use of data analysis
Client segmentations
How to rebuild a relationship?
Catchment scoping
Portfolio analysis
Product Holding and Group Income Product Holding
Use of social media for relationship building
Generating and managing references
Income projections for various products
What opportunities exist for Relationship Managers outside the portfolio?

Who Should Attend

Course is suitable for anyone involved in retail banking, including but not limited to retail banking professionals, relationship managers, bankers, asset managers and credit managers.
University graduates seeking a career in banking

Target Audiences

Course is suitable for anyone involved in retail banking, including but not limited to retail banking professionals, relationship managers, bankers, asset managers and credit managers.
University graduates seeking a career in banking

Relationship Banking

Relationship banking is a form of marketing where banks focus on developing long-term relationships with their customers rather than simply selling products. The two concepts are linked because relationship banking requires banks to engage in marketing activities to attract and retain customers. To be successful, banks must carefully consider their target market and develop marketing strategies that appeal to their target customers. Marketing has always sparked the curiosity of most business schools. Despite massive research, marketing remains a puzzle to many. This is because changes in this field continue to occur rapidly. Although approaches may differ, the relationship between a provider of goods and services and a customer will always be at the heart of marketing.

You may wonder why Relationship banking is vital for providing Financial Services. This is due to the distinction between marketing a product and marketing a service. A product is tangible and visible and fulfills a need that can be physically felt, whereas a service, although fulfilling a need, can only be experienced and making it crucial for bankers to understand the importance of relationship banking deeply.

From a banker’s perspective, the goal of relationship banking is to build rapport and trust with customers so that they feel comfortable doing business with the bank and are more likely to become loyal, repeat customers. To achieve this, banks may offer additional services and products to their customers and personalized service. They may also work to develop deeper relationships with key customers by providing them with dedicated account managers or financial advisors.

Relationship managers are the frontrunner of any banking institution. They are responsible for establishing and maintaining valuable business relationships between the clients and the bank. Effective management of business relationships with customers requires a good understanding of banking processes along with excellent communication skills. This course in Relationship Management will equip learners with banking fundamentals and product & service-related solutions to help them accelerate their careers.

Course Curriculum

Chapter 1: What is relationship banking?

Lecture 1: What is relationship banking?

Chapter 2: Customer Segments

Lecture 1: Customer Segments

Chapter 3: Benefits of relationship banking for the client

Lecture 1: Benefits of relationship banking for the client

Chapter 4: Some valuable advice for the Relationship Bankers and the banks staff

Lecture 1: Some valuable advice for the Relationship Bankers and the banks staff

Chapter 5: Racing

Lecture 1: What is racing?

Lecture 2: How do we evaluate potential before racing

Lecture 3: Use of data analytics

Lecture 4: The consequences of incorrect racing

Lecture 5: Summary till this point

Lecture 6: Request for feedback: Your thoughts on the course progress so far

Chapter 6: Why do banks lose HNI clients, and how can these issues be resolved

Lecture 1: Why do banks lose HNI clients, and how can these issues be resolved

Chapter 7: How to rebuild a relationship

Lecture 1: What can a bank do if customers don’t fulfill the Racing criteria

Lecture 2: How to rebuild a relationship

Chapter 8: Portfolio Analysis

Lecture 1: Portfolio Analysis

Lecture 2: How do you manage portfolios

Lecture 3: Customer To Group Ratio

Lecture 4: Examining the general structure of a portfolio

Lecture 5: Product Holding and Group Income Product Holding (GIPH) ratio

Chapter 9: Catchment scoping

Lecture 1: Catchment scoping

Lecture 2: How to establish relationships with High-Net-worth Individuals (HNIs)

Lecture 3: What activities can be performed in the Catchment Area

Lecture 4: Using social media

Lecture 5: The significance of References

Lecture 6: Generating references

Lecture 7: Managing references

Chapter 10: Income objectives

Lecture 1: Income objectives

Lecture 2: Income projections for various product

Lecture 3: What opportunities exist for Relationship Managers outside the portfolio

Chapter 11: Joint calling

Lecture 1: Joint calling

Lecture 2: The Importance of a Joint Call

Chapter 12: Customer Relationship Management (CRM)

Lecture 1: Customer Relationship Management (CRM)

Lecture 2: Data stored in a CRM system

Lecture 3: What data can be captured from a conversation

Lecture 4: Master File

Lecture 5: Services that can be offered to these market segments

Lecture 6: Adding value for customers

Lecture 7: Impact of unawareness

Lecture 8: Interactions with high-net-worth individuals

Chapter 13: Resources

Lecture 1: Article

Instructors

ICMI LEARNING
ICMI Learning is a technology-driven educational company

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2 stars: 0 votes
3 stars: 1 votes
4 stars: 2 votes
5 stars: 11 votes

Frequently Asked Questions

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