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AUGUST, 2024
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Kolkata, West Bengal, India( View map )
training@wtgconsultants.in

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Training Program

Comprehensive Banking Relationship Management Training

Coming soon
Training Price: Paid
Intermediate
Level
English
Language
7
Modules
Online
Mode
1 Day
Duration

Training Overview

This extensive training program is designed to equip banking professionals with
the essential skills and knowledge required for effective relationship management. Covering
seven detailed modules, the training delves into crucial areas such as the fundamentals of
relationship management, the array of banking products and services, customer relationship
building, sales and business development, regulatory and compliance requirements, financial
analysis, risk management, and the latest in banking technology. Participants will emerge with a
well-rounded understanding of how to manage and grow client relationships, ensure compliance,
analyze financial data, and leverage technology to enhance their performance in the banking
industry.

Training Modules

  • Overview of Relationship Management
    1. Definition and importance
    2. Role and responsibilities of a Relationship Manager (RM)
  • The Financial Services Industry
    1. Overview of the banking sector
    2. Types of financial institutions
    3. Key products and services offered by banks

  • Retail Banking
    1. Savings and current accounts
    2. Fixed deposits and recurring deposits
    3. Loans (personal, home, auto, education)
    4. Credit and debit cards
  • Business Banking
    1. Business loans
    2. Trade finance
    3. Merchant services
  • Wealth Management
    1. Investment products (mutual funds, stocks, bonds)
    2. Insurance products
    3. Retirement planning

  • Understanding Customer Needs
    1. Identifying customer segments
    2. Needs assessment and profiling
  • Effective Communication Skills
    1. Active listening
    2. Persuasion and negotiation
    3. Handling objections and complaints
  • Customer Service Excellence
    1. Service quality and customer satisfaction
    2. Managing customer expectations
    3. Building long-term relationships

  • Techniques and Strategies
    1. Prospecting and lead generation
    2. Sales pitches and presentations
    3. Cross-selling and up-selling
  • Sales Management
    1. Sales planning and goal setting
    2. Sales tracking and performance measurement
    3. Incentives and motivation

  • Banking Regulations and Compliance
    1. Overview of key banking regulations
    2. Anti-money laundering (AML) and Know Your Customer (KYC)
    3. Data protection and privacy laws
  • Ethics and Professional Conduct
    1. Ethical dilemmas and decision making
    2. Professional behavior and standards

  • Financial Analysis Basics
    1. Reading and interpreting financial statements
    2. Key financial ratios and metrics
  • Risk Management
    1. Types of banking risks (credit, market, operational)
    2. Risk assessment and mitigation strategies
    3. Credit evaluation and loan approval process

  • Digital Banking
    1. Online and mobile banking services
    2. Digital wallets and payment systems
  • Financial Technology (FinTech)
    1. Emerging trends and innovations
    2. Impact of FinTech on traditional banking

WAYTOGO Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection, and specialist staffing to training, consulting, and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufacturing domains.

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