Relationship Management in Corporate Banking
How to acquire and manage successful Corporate Client Relationships in Corporate Banking
Affiliate disclosure: if you enroll through links on this page, the course provider may pay us a commission. This comes at no extra cost to you and does not influence how we describe courses.
What You'll Learn in This Course
Master key concepts and practical skills through structured learning modules. By completing this curriculum, you'll gain valuable expertise applicable to real-world scenarios.
Learning Outcome 1
Know how to acquire and sustain profitable Client Relationships, and how to offer the right products with correct pricing
Learning Outcome 2
Learn how credit transactions get approved by addressing all relevant risks and properly defending the proposed structure
Learning Outcome 3
Understand why knowing the Client's business ('Know Your Client' process) is so crucial to assess risks and prevent losses
Learning Outcome 4
Know what are the Compliance aspects around Client Relationships and the potential damage of not complying or monitor them
Learning Outcome 5
Identify when a Credit Agreement is sufficiently solid and strong and how to negotiate it with the Client
Skills You'll Develop
This comprehensive Relationship Management in Corporate Banking curriculum is designed to take you from foundational concepts to advanced implementation. Each module builds upon the previous, ensuring a structured learning path that maximizes knowledge retention and practical application.
Course Requirements & Target Audience
Understand what you need to succeed in this course and determine if it's the right fit for your learning goals
Prerequisites & Requirements
What you need before starting this Relationship Management in Corporate Banking course:
- Basic knowledge of a company's Financial Statements (Balance Sheet, Profit&Loss, Cash Flow) and Financial Analysis
- Fair knowledge of banking in general, and banking products including loan products
- Basic understanding of why companies need banks and vice versa
Who This Course Is For
This course is perfect for:
- Motivated learners at any level
- Self-paced students
- Anyone interested in the subject
This course might not be suitable if:
- • You're looking for a quick tutorial rather than comprehensive learning
- • You prefer learning without structured curriculum
- • You need highly specialized or niche content
Course Information & Details
Everything you need to know about this online course, from duration to certification
Course Instructor
Ana Lucas
Expert instructor with industry experience
Course Language
English
All materials in English
Start Your Learning Journey Today
This online course offers comprehensive training with expert instruction, practical exercises, and a certificate of completion. Join thousands of students advancing their careers through quality online education.
Course Enrollment
Professional Course
Investment around $119.99
Pricing may vary. Check the course provider for current promotions and exact pricing.
What's Included
- 5.5 hours on-demand video
- 23 downloadable resources
- 6 articles
- Access on mobile and TV
- Full lifetime access
- Assignments
Affiliate disclosure: if you enroll through links on this page, the course provider may pay us a commission. This comes at no extra cost to you and does not influence how we describe courses.
- ✓Instant access after enrollment
- ✓Learn at your own pace
- ✓Direct enrollment with Udemy
Where this course fits
Certifications in this area
Concepts behind this area
Work Breakdown Structure (WBS)
A work breakdown structure decomposes a project's total scope into a hierarchy of deliverables and, at the bottom, work packages small enough to estimate, assign and track, so that everything to be produced appears exactly once.
Critical Path
The critical path is the longest chain of dependent activities through a project's schedule, which sets the earliest possible finish date and on which any delay delays the whole project.
Gantt Chart
A Gantt chart is a schedule drawn as horizontal bars against a calendar, one bar per activity, with dependencies drawn between them and progress shown along each bar.
Wider context: the fields we cover, the glossary and certification exams, all written by us rather than pulled from a provider feed.