4500.00 BDT
Course Features
Lectures: 1
Duration: 8 hours
Skill Level: All
Date: 19th
July 2025 | Location: BLC, Gulshan | Fee: BDT 4,500
In today's highly competitive retail
banking environment, building and maintaining strong client relationships is
more than just a necessity—it's a strategic advantage. This comprehensive
course, "Client Relationship Management in Retail Banking", is
designed to equip banking professionals with the knowledge, tools, and
techniques required to understand, engage and retain clients effectively. Participants
will gain a clear understanding of CRM fundamentals, including essential
definitions, the structure of retail banking in Bangladesh and the critical
role CRM plays in client satisfaction and long-term business growth. Through
insightful modules on client profiling, communication techniques, CRM tools,
data management and compliance considerations, this course bridges theoretical
concepts with practical applications.
Content:
1. Introduction to
Client Relationship Management (CRM)
Definitions: Retail Banking, Customer, Relationship Management and CRM
Overview of Retail Banking in Bangladesh
The necessity of CRM: Objectives and Positive Impacts
2. Understanding Retail Banking Clients
Client Segmentation and
Profiling
Identifying
Client Needs and Preferences
3. CRM Strategies and Techniques
Client Acquisition
Strategies
Client Retention and
Loyalty Programs
Cross-Selling and Up-Selling Techniques
Personalized Banking Services
4. Communication
Skills for Relationship Managers
Effective
Communication Techniques
Active Listening
and Empathy
Handling Client Complaints and Feedback
5. CRM Tools and Technologies
CRM Software,
Data Management, and Analytics
6. Regulatory and Compliance Considerations
Compliance in Client Interaction
Data Privacy & Security
7. Case Studies and Real-Life Examples
Successful CRM Implementations in Retail Banking
Lessons Learned from CRM Failures
8. Practical
Exercises and Role-Playing
Role-Playing Client Interactions
Group Discussions and Problem-Solving Activities
9. Measuring CRM Success
Key
Performance Indicators (KPIs) for CRM
Client Satisfaction Surveys
Continuous Improvement Strategies
Course details
Dates: 19th July, 2025
Time: 9:00 AM – 5:00 PM
Venue: BLC, Gulshan
Investment: BDT 4,500
Who should attend:
This course is ideal for:
• Retail banking professionals involved in
client interactions.
• Relationship
managers looking to enhance their skills.
• Marketing and
sales personnel in the banking sector.
• Bank executives
seeking to implement or improve CRM strategies.
• Anyone interested in understanding the
dynamics of client relationships in retail banking.
Curriculum
No curriculum available.
Overview
Client Relationship Management (CRM) Course
Date: 19th July 2025 | Location: BLC, Gulshan | Fee: BDT 4,500
This course
offers a practical and in-depth exploration of Client Relationship Management
(CRM) tailored specifically for the retail banking sector. Designed for banking
professionals, the program focuses on building long-term, value-driven
relationships with clients through strategic engagement, communication and
service excellence. Participants will learn to understand client needs, segment
customer profiles and implement effective CRM strategies such as acquisition,
retention, cross-selling, and personalized services. The course also covers
essential CRM tools and technologies, regulatory and compliance considerations
and performance measurement techniques. Interactive elements like case studies,
role-playing, and group discussions will provide real-world context and
hands-on experience. By the end of the course, learners will be equipped to
enhance client satisfaction, improve loyalty and drive sustainable business
growth in the retail banking environment.