Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate&#039;s treasury workflow —all the way to efficient, finance training programs.

Course Overview

Keeping clients is increasingly harder in today's industries, which are more and more competitive. According to the facts, customer demands are rising, budgets are getting smaller, there is a greater variety of options available, and gaining a customer's loyalty is getting more and more difficult. In today’s Financial environment, professionals must have knowledge of all areas of financial services. In order to grow your banks or corporate portfolios, you must continue to find opportunities. And maintain your current ones

Karim ShawkiCountry Sales Manager

Customized Corporate Training

We are the 'go-to' experts when it comes to customizing financial training programs. While adhering to the set rules and regulations, we do not interrupt your day-to-day business activities and work with cooperative flexibility to fit the immersing workflow.

Learning Outcome

develop relationships that give the best to and get the best from the customers that you want.

create a proactive strategy to concentrate your time, money, and efforts on the "right" clients.

interact with and educate your consumers, as well as learn about their goals,

conduct customer attitude surveys, get to know your consumers, and spot problems and possibilities with the aid of useful tools and approaches

Course Outline

• Relationship Management • The nature of relationships • The Value Pyramid • Customer Interaction Cycle • Goals of a RM Strategy and Obstacles • Supplier and external relationships • Different types of people and how to deal with them

• Different Processes and Information Flow • Customer Lifecycle Management (CLM) • Customer Lifetime Value (CLV) • Contact Management • Activity Management • Opportunity Management • Enterprise Portals and Dashboards • Financial Service Provider (FSP) Selection

• Follow-up is Critical • Deal with the roadblocks and obstacles • Create a plan for the next interaction and ways to connect • Effective delegation to the system • Customer retention

Who Should Attend

· Practicing commercial loan officers · Relationship managers · Treasurers · Customer Service Executives

Dalia Anwar

Senior Manager, Sales, MEA