- Introduction
Online
₹ 649 3,499
Quick facts
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Medium of instructions
English
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Mode of learning
Self study
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Mode of Delivery
Video and Text Based
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Course overview
Relationship management is an approach used by organizations to keep their audience engaged regularly. Management of relationships may take place between a company and its customers or between a company and other companies. Ana Lucas, a corporate banker, advisor to SMEs, and banking instructor, designed the Relationship Management in Corporate Banking certification course, which is offered through Udemy.
Relationship Management in Corporate Banking online classes incorporate more than 5.5 hours of in-depth lectures that provide students with a thorough picture of a professional relationship manager's normal day in corporate banking. Relationship Management in Corporate Banking online training aims to cover crucial topics in legal and compliance that a relationship manager must master which include client relationships, credit structures, risk assessment, credit transactions, and credit assessment. By the end of this course, learners will have mastered the abilities necessary in the profession for working along with colleagues, participating in a community, and building rapport.
The highlights
- Certificate of completion
- Self-paced course
- 5.5 hours of pre-recorded video content
- 6 articles
- 26 downloadable resources
Program offerings
- Online course
- Learning resources
- 30-day money-back guarantee
- Unlimited access
- Accessible on mobile devices and tv
Course and certificate fees
Fees information
certificate availability
certificate providing authority
What you will learn
After completing the Relationship Management in Corporate Banking online certification, learners will gain an understanding of the strategies of customer relationship management for establishing client relationships in corporate banking. Learners will explore the fundamentals of credit transactions, credit structures, credit agreements, and client meetings. Learners will study strategies involved with negotiation, preventing loss, risk assessment, conflict resolution, and pricing.
The syllabus
Introduction
Understand the extent of the Relationship Manager position in Corporate Banking
- The Relationship Manager's Job Description
- How is Client Acquisition Organised
- How to target a new client - first/cold calls
- Client Maintenance and Follow up
- Prioritizing Client Lists
Client Meetings
- Ahead of the meeting: how to prepare
- Acquisition meetings
- Follow up/Negotiation meetings
Know Your Client (KYC): The Importance of Understanding the Client's Business
- Why is KYC essential in Corporate Banking
- KYC source 1: The Client's Management and contact persons
- KYC source 2: Analysis of the Client's Financial Accounts
- KYC source 3: Products&Services in use or with potential
- KYC source 4: Compliance and Regulatory Requirements
- KYC source 5: Common Sense and Intuition
- KYC process Fundamentals
Generate and Maintain Profitable and Sustainable Client relationships
- Proper calculation of the total Client Relationship profitability
- The correct Pricing of Products Towards the Client
- The relation between Cost of Funding and Loan Pricing
- What is a sustainable Client Relationship and why it matters
- Why and why not to onboard a client
The Credit Application: how to prepare one that actually gets approved
- In what way the Credit Application is the Relationship Manager's responsibility
- The several Sections of the Credit Pack and their content means
- Approving or Declining Credit requests
- Approval process and what happens after approval or decline
Assessing and acting upon the relevant risks pertaining to the Client's business
- How to measure the several risks (risk levels) and how to monitor them
- Early Warning Signals and Red Flags, Ongoing risk assessment
- Non Financial Risks and Reporting of Incidents
Compliance and Legal aspects in the Corporate Client Relationship
- Compliance and Legal aspects in the Corporate Client Relationship
- Compliance and Legal: Essential for the Bank's protection
- Irregular/Out-of-Normal Transactions, Public Officials, Gifts&Entertainment
- Be open and Transparent
- Inside information and Cartels
Crucial topics in a Credit Agreement and how to go about negotiating them
- Preparation of Agreements, General Conditions and Basics of Negotiation
- Important Clauses in Loan Agreements - Interpretation for the Bank's protection
- Collateral considerations and Letters of Comfort
- Understanding how Legal Clauses protect the Bank in Credit Agreements
How Bank Departments and Third Parties contribute to the Client Relationship
- Product Departments
- Support Departments and External Parties
The Relationship Manager's performance evaluation
- Qualitative Targets and Quantitative Targets
- Striving for Improvement and the Bank's overall performance
Financial Institutions as Clients, Bank Club Loans and Final Considerations
- Relationship Management with Financial Institutions as Clients
- Bonus lecture: How do Club Loans work
- Final Remarks
Update November 2020 - Sustainability in the Financial Sector
- How Sustainability is Changing the Financial Sector
Instructors
Ms Ana Lucas
Instructor
Freelancer