Onboarding The Trade Finance / Cash Management / Transaction Banking Client

by Alpha Development Claim Listing

The ‘Onboarding the Trade Finance, Cash Management and Transaction Banking Client’ course will cover critical skills of project management, questioning skills and managing stakeholders. This course will mean that your clients receive a world class on-boarding experience.

Price : Enquire Now

Contact the Institutes

Fill this form

Advertisement

Alpha Development Logo

img Duration

Please Enquire

Course Details

This unique course has been designed for those working in on-boarding, client implementation roles.

The ‘Onboarding the Trade Finance, Cash Management and Transaction Banking Client’ course will cover critical skills of project management, questioning skills and managing stakeholders. This course will mean that your clients receive a world class on-boarding experience.

 

Learning Outcomes:

  • Apply the critical behaviours needed by the team to create a seamless on-boarding experience?
  • Create a pro-active customer delight strategy in the on-boarding process that strengthen relationships and increase future business for the bank?
  • Get client relationships off to a great start?

 

Course Content:

  • Effective client communication in the on-boarding process?
  • Time and resource management in the on-boarding process?
  • Scoping the critical touch points for your client?
  • Agreeing our processes? New client relationship situations (case studies)
  • Central Branch

    60 Paya Lebar Rd, #05-35 Paya Lebar Square, Central

Check out more Financial Management courses in Singapore

Fitch Learning Logo

Fundamentals Of Project Finance

The goal of this course is to equip participants with an overview of Project Finance by taking them through all stages of a Project Finance transaction, so they can apply the techniques.

by Fitch Learning [Claim Listing ]
Acctrain Academy Logo

Strategic Financial Management

This module equips learners with core financial analysis skills to better understand the financial impact of business decisions.

by Acctrain Academy [Claim Listing ]
City Academy Logo

Financial Management

The course is planned to prepare you for success in the Financial Management exam. This is our key objective. We assume that you have done some preparatory work prior to the commencement of the course and that we can build on this through the duration of the course.

by City Academy [Claim Listing ]
Global Training Services Logo

Winning With Trust - How To Establish Yourself As The Trusted Financial Consultant (WWT-B1)

The landscape for financial advisory has never been more demanding and competitive. With the advent of FinTech and digital platforms that facilitate direct online sales, financial services consultants find themselves having to provide more than just a sales transaction.

by Global Training Services [Claim Listing ]
Equip Global Logo

Advanced Cash Flow Management & Working Capital Optimization

This 3-day, practical Advanced Cash Flow Management & Working Capital Optimization Masterclass has been specially developed for finance, treasury and accounting professionals who are looking to develop and improve on strategies.

by Equip Global [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy