Course Details

Certificate Program in Relationship Management

About Course

Relationship Management is the Art of Increasing Customer Engagement with the Bank / Financial Institution and thereby increase the Wallet Size of the customer . It includes offering Personalised Services for the customer , Need Based Cross Selling and Upselling , Regular Portfolio Updation and Investment Advice , Create Brand Advisors out of Customers

Relationship Management Framework covered in the course

  • Customer Life Cycle Stages and Actionables towards customer engagement
  • Strategically Significant Customers (SSCs) and Engagement
  • Relationship Manager – Roles , Responsibilities and Functions
  • Skills Required for Relationship Managers and Career Path
  • Relationship Manager Scorecard
  • Customer Effort Score

Suitable For:
Candidates who wish to serve as Relationship Managers in the BFSI Sector . This course is only for candidates who have completed Graduation or students who are in the Final Year of Graduation  in the Regular Mode (Not Correspondence Mode)

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What Will You Learn?

  • Customer Life Cycle Stages and Actionables towards customer engagement
  • Strategically Significant Customers (SSCs) and Engagement
  • Relationship Manager – Roles , Responsibilities and Functions
  • Skills Required for Relationship Managers and Career Path
  • Relationship Manager Scorecard
  • Customer Effort Score
2,999.00 3,999.00
  • Instructor
    admin
  • Language
    English

Payment :

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Requirements

  • Course consists of 8 Online and Offline Sessions and convenient timings
  • Flexible Session Timings of 1.5 hours each including doubt clearing sessions
  • All inclusive Fee of Rs.2999/-
  • Sessions throughout the year
  • Medium of Instruction – English

Audience

  • BFSI Industry Employees
  • Graduates