Relationship Management in Corporate Banking

BY
Udemy

Learn about the principles and concepts of managing customer relationships in corporate banking.

Mode

Online

Fees

₹ 4099

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

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
₹ 4,099
certificate availability

Yes

certificate providing authority

Udemy

What you will learn

Knowledge of banking Risk management

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

  • 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

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