Relationship Management in Corporate Banking
About Course
Course Overview
This program provides participants with the essential skills and knowledge required to build and
sustain long-term relationships with corporate clients. It focuses on understanding client needs,
offering tailored financial solutions, managing portfolios effectively, and leveraging technology to
enhance client engagement.
Target Group
Relationship Managers in corporate and SME banking
Credit Analysts and Loan Officers transitioning into relationship roles
Banking professionals responsible for corporate client portfolios
Branch Managers and Business Development Officers
Treasury and Trade Finance Professionals interacting with corporate clients
Expected Outcomes
By the end of this training, participants will:
1. Understand the fundamentals of relationship management in corporate banking.
2. Gain insights into corporate client expectations and needs.
3. Develop strategies to create and sustain long-term client relationships.
4. Learn techniques for cross-selling and upselling banking products.
5. Improve communication and negotiation skills tailored to corporate clients.
6. Understand how to manage and grow client portfolios profitably.
7. Learn to leverage technology and data analytics to enhance client engagement.
8. Stay updated on compliance and regulatory considerations for relationship management.
