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You will develop a standardized approach and relationship management culture which fosters consultative selling and world class account management practices.
We will target the generation of high value-added revenue opportunities for commercial, corporate and investment banking groups. You will leave the course with a relationship plan and review prepared for at least one top client, thereby putting theory immediately into practice.
Relationship planning: preparation, monitoring, and execution
Consultative Sales for relationship management teams
Analyzing relationship profitability and risk-adjusted returns
Creating and delivering world-class relationship reviews
Sizing client potential ("wallet sizing"), understanding wallet behavior and building wallet share
Becoming a Trusted Advisor to the client; the behaviors of top performers
Customer surveys—what do they tell us?
Building relationship and deal teams with product and risk partners
Presentations, role plays, case studies, relationship plans, group work and classroom discussion
Corporate relationship managers including selected middle market relationship managers, senior managers, product specialists, risk managers and analysts
English, Mandarin, Portuguese, Spanish