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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

Get Started With Your Relationship Management Certification.

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    Emirates Institute of Finance