Relationship Management in Corporate Banking

所在平台: Udemy

课程主页: https://www.udemy.com/course/relationship-management-in-corporate-banking/

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课程简介

**课程名称:** 公司银行客户关系管理 **课程概述:** 本课程将带您深入了解大型企业以及与之打交道的公司银行家/客户关系经理。客户关系经理是公司客户关系的核心驱动者,他们设定企业客户与银行之间互动的节奏,银行的业绩也依赖于他们的能力、战略和表现。 本课程将全面介绍公司银行客户关系经理的日常工作。管理公司客户关系需要专业的知识、高标准的职业操守、多方面的技能和多项责任。课程将详细阐述这些要素以及如何精通它们。 公司客户关系通常建立在大型融资交易之上。因此,课程将引导您了解如何为客户的融资方案进行合理定价,以及在准备信贷申请中的角色,并如何有效地说服审批机构支持您提出的贷款关系。 您将学习客户关系经理必须掌握的关键法律和合规主题,以及您在协商信贷协议中的作用——一份既能获得客户认可又能保护银行免受所有风险的协议。 您将学习如何领导客户会议、谈判技巧以及公司银行产品。更重要的是,您将了解如何获得并维护一个可持续且盈利的公司客户关系,这对银行至关重要。课程还将涵盖与客户社交的规则及其重要性。 所有内容都将从内部人士的角度呈现,仿佛您已身处银行的客户部门,亲身体验日常工作中面临的情感和挑战。 **学完本课程,您将能够:** * 准备好进入职场,通过时间和奉献,成为一名成功优秀的公司银行家。

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课程详情

This course will bring you to the world of large Corporates and the Corporate Bankers/Relationship Managers that deal with them. Relationship Managers are in the driving seat of Corporate Client Relationships: they set the pace of what happens between the Corporate Client and the Bank, and Banks depend on their capabilities, strategy and performance to achieve results. This course gives you an extensive overview of what is the day to day job of a Relationship Manager in Corporate Banking. Managing Corporate Client Relationships requires specific knowledge, high professional standards, several skills, and involves many responsibilities. The course will describe which they are and what it takes to master them all. Corporate Client Relationships are often based on large financing deals. Therefore, the course leads you through the process of properly pricing financing offers to the Client, and then through your role in the preparation of credit applications, and how to best prepare to convince approval bodies that the lending relationship you propose is one that the bank should pursue. The course will teach you about crucial topics in Legal and Compliance that a Relationship Manager must dominate, and about your involvement in negotiating a Credit Agreement - one that the Client accepts but also protects the Bank from all the risks it is exposed to. You will learn about leading client meetings, negotiation skills, and corporate banking products. And why not only acquire but also maintain a Corporate Client Relationship that is sustainable and profitable is key for the bank. You will also learn about the rules for socializing with clients and how important they are. All this will be given to you from the perspective of an insider, as if you would be already in the Clients' Department of the Bank, feeling the emotion and challenge that will face you day by day.After this course, you will be ready to go out there, experience the job, and with time and dedication become a successful and excellent Corporate Banker. (if there is music included, credits go to: The Beginning - Factor Eight by Tune Core.)

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