Introduction to The Leadership Challange

This RM Certification Program is a structured and consistent approach to building core capabilities in a key role. With the evolving customer expectations and emphasis on Customer Centricity, organizations need to ensure that they provide best in class customer experience. Much of how customers judge banks is based on what they see, how they feel and what they experience when visiting branches. And the people with the most influence over the Customer Experience other than the Branch Managers are the Relationship Managers.

Course Preview

  • Module 1: Understanding My Business & my Role

    • Bank's Strategy
    • Retail Bank Strategy
    • Role of Branches
    • Role of RM
    • KPl's
    • Activity Goals
  • Module 2: Understanding My Customer's Needs

    • Transactional Selling v/s Relational Selling
    • Customer Life Cycle
    • Customer Needs
    • Customer Profiling
    • The Sales Cycle
  • Module 3: Understanding My Portfolio

    • Branch Portfolio
    • Tagging
    • Product Revenues &
    • USPS
    • Developing RM
    • Portfolio Sales Plans
  • Module 4: Understanding My Self

    • Grooming & Corporate
    • Etiquettes
    • Verbal and Non-verbal
    • Etiquettes
    • Personal Brand
    • Corporate Presence
    • Emotional
    • Management
    • Organizing & Planning
    • Communication