Corporate Relationship Management



Enabling Your Vision

Enabling Your Vision

Corporate Relationship Management Certificate

In banking, relationship managers play a key role in providing the best client services and value addition to business. The program focuses on developing important skills needed for relationship managers for better negotiation, finding business opportunities, and implications relationship management for financial institutions.

The EIF International Certificate in Relationship Management is suitable for:

  • Officials currently working in different areas of corporate /commercial banking/SME.
  • New to roles in commercial banking, credit, and relationship management.
  • Relationship Managers/Associate Relationship Managers/ Relationship Executives.

After completion of the certification, the learner should be able to:

  • Understand the client’s business to assess business opportunities and risks.
  • Understand how to acquire, sustain, and offer the correct products to corporate clients for all their business requirements.
  • Know the compliance aspects regarding fraud and red flags to monitor and prevent losses.
  • Understand and analyze financial statements to know the financial strength of companies.
  • Acquire the skill of powerful negotiation, cross, and upselling to increase the wallet share of the bank.

The certificate is delivered in two parts. Level 1 focuses on the concepts related to different types of skills needed for relationship managers, level 2 focuses on in-depth concepts related to products and services.




 Level 1Level 2
Entry RequirementNoneSuccessfully passed Level 1
  • Understanding Income Statements, Balance Sheets, and Financial Ratios (E-Learning)
  • Identifying Business Opportunities from Financial Statements
  • Negotiation Skills
  • Art of Cross Selling
  • Fraud & AML Red Flags for Relationship Managers
  • Trade Finance Primer
  • Treasury Solutions for Relationship Managers
  • Cash Management and Transaction Banking
  • Business Ethics in Corporate Banking
  • Risk Adjusted Return on Capital
  • Supply Chain Finance
  • Lending Deal Structuring and Decision Makming Strategy
ExamOne-hour exam consisting of 30 multiple- choice questions. Passing percentage is 60%One-hour exam consisting of 30 multiple- choice questions. Passing percentage is 60%



Those who obtain certification in Corporate Relationship Management (CRM) are more equipped to manage relationships with partners, clients, and stakeholders in a way that promotes corporate success. Professionals who earn a CRM certification become adept at creating, fostering, and upholding connections that benefit both parties and advance the expansion and sustainability of their organizations.

Comprehensive instruction in relationship-building strategies, customer engagement tactics, and client retention strategies is provided by CRM certification programs. The skills taught to participants include identifying and prioritizing important stakeholders, creating individualized communication plans, and building rapport and trust with partners and clients.

CRM certification also highlights how crucial it is to comprehend client wants, preferences, and expectations in order to provide outstanding value and service. In order to improve customer satisfaction and loyalty, certified professionals acquire insights into customer relationship lifecycle management, covering acquisition, onboarding, retention, and loyalty-building methods.

Additionally, CRM certification addresses critical abilities like negotiation, active listening, conflict resolution, and effective communication, enabling people to handle difficult circumstances and find solutions in order to preserve healthy relationships. Additionally, certified professionals receive training on how to improve productivity and efficiency by streamlining relationship management procedures with the use of technology and CRM software solutions.

To sum up, those who earn a CRM certification develop into skilled relationship managers who can build enduring relationships with partners, stakeholders, and clients. They are essential in fostering client advocacy, loyalty, and contentment, which in turn boosts an organization’s competitiveness and success in the fast-paced commercial world of today.

Become Certified in Corporate Relationship Management

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    Emirates Institute of Finance