4.2  196 reviews on Udemy

Relationship Management in Corporate Banking

How to acquire and manage successful Corporate Client Relationships in Corporate Banking
Course from Udemy
 862 students enrolled
 en
Know how to acquire and sustain profitable Client Relationships, and how to offer the right products with correct pricing
Learn how credit transactions get approved by addressing all relevant risks and properly defending the proposed structure
Understand why knowing the Client's business ('Know Your Client' process) is so crucial to assess risks and prevent losses
Know what are the Compliance aspects around Client Relationships and the potential damage of not complying or monitor them
Identify when a Credit Agreement is sufficiently solid and strong and how to negotiate it with the Client
Know how to prepare for Client meetings, and lead negotiations on pricing, credit structures and conflict situations

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.)

Relationship Management in Corporate Banking
$ 94.99
per course
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