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Available courses

In the world of Banking and Finance, money might be the product, but trust is the currency. The unit Manage Customer Relationship is designed to transform a student from a technical bookkeeper into a professional "face of the bank."

It focuses on the art and science of building, maintaining, and protecting the bond between a financial institution and its clients.

Unit Description

This unit provides students with the interpersonal and analytical tools necessary to manage diverse client portfolios. In an industry where many products are similar across different banks, the quality of the relationship is often the only competitive advantage. Students learn how to transition from "transactional" banking (just processing deposits) to "relational" banking (understanding and meeting a client’s long-term financial goals).

What the Unit Entails

To master this unit, you will cover four primary pillars:

1. Customer Acquisition & Onboarding

  • Learning how to identify potential clients and match them with the right financial products (e.g., specific savings accounts or credit facilities).

  • Mastering the KYC (Know Your Customer) protocols to ensure legal compliance and safety.

2. Communication & Conflict Resolution

  • Developing "soft skills" to handle difficult conversations, such as loan denials or account discrepancies.

  • Using professional etiquette to communicate complex financial terms in a way that is easy for the customer to understand.

3. Customer Retention Strategies

  • Analyzing customer data to predict their needs (e.g., offering a mortgage to a long-term saver).

  • Implementing loyalty programs and gathering feedback to improve service delivery.

4. Digital Relationship Management (CRM)

  • Using Customer Relationship Management (CRM) software to track interactions and ensure no client is overlooked.

  • Managing relationships across digital platforms, including mobile banking support and email correspondence.

The "Bottom Line": In this unit, you aren't just learning to be "nice"—you are learning how to increase the Customer Lifetime Value (CLV). A happy customer stays longer, buys more services, and refers others to the bank.