Relationship Management

CERTIFICATE IN RELATIONSHIP MANAGEMENT

CERTIFICATE IN RELATIONSHIP MANAGEMENT

Enabling Your Vision

Relationship Management Certification

The Certificate in Relationship Management develops your skills in business planning, account portfolio management, and the role of the relationship manager as a trusted adviser. Completion will provide you with the skills to anticipate, identify, and satisfy customer needs profitably.

The Relationship Management Certification is suitable for:

  • SME/ Commercial Bankers
  • Personal Banker
  • Assistant Relationship Managers
  • Relationship Managers
  • Corporate Banking Personnel

After the completion of this course, the learner should be able to understand:

  • The environment in which the business operates
  • The different types of business customers
  • The role of relationship management and relationship marketing
  • The role of the relationship manager as a trusted adviser in identifying and supporting customer needs
  • The importance of business plans and their relationship to portfolio management together with key account and portfolio planning

No specified entry requirements.

Instructor-led classroom sessions and VILT sessions. Study Guide, Flashcards, Presentations and Case Studies, and Mock Exams.

Regular sessions – 5-day sessions -9.00 a.m. to 2.00 p.m.

For more details, please contact the EIF Certification Department at certificates@eif.gov.ae

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    Emirates Institute of Finance