Udemy

Relationship Management in Corporate Banking

Name: Relationship Management in Corporate Banking
Price: 74.99 USD
Availability: InStock
Rating: 4.5 (2986 reviews)

4.5(2,986)7k studentsINTERMEDIATEEnglish

Korshub's take

Navigate Corporate Banking With Confidence

Corporate Relationship Managers control the pace and direction of their bank's client relationships. This course teaches you what that role really demands: specific technical knowledge, high professional standards, and the interpersonal skills to navigate complex, high-stakes deals.

You'll move through the entire relationship lifecycle. Start with properly pricing financing offers to your clients, then prepare credit applications and learn how to convince your bank's approval bodies that a lending relationship is sound. Master the legal and compliance issues that structure a Credit Agreement—one that your client accepts but that also protects your bank from its true risks.

Beyond the numbers, you'll learn to lead client meetings, use negotiation effectively, understand corporate banking products, and apply the unwritten rules for socializing with clients. The course is taught from an insider's perspective, giving you the real emotion and challenge of the job. By the end, you'll be ready to step into the role and, with time and dedication, become a successful corporate banker.

About this course

This course will bring you to the world of large Corporates and the Corporate Bankers/Relationship Managers that deal with them. Relationship Managers are in the driving seat of Corporate Client Relationships: they set the pace of what happens between the Corporate Client and the Bank, and Banks depend on their capabilities, strategy and performance to achieve results. This course gives you an extensive overview of what is the day to day job of a Relationship Manager in Corporate Banking.

Managing Corporate Client Relationships requires specific knowledge, high professional standards, several skills, and involves many responsibilities. The course will describe which they are and what it takes to master them all.

Corporate Client Relationships are often based on large financing deals. Therefore, the course leads you through the process of properly pricing financing offers to the Client, and then through your role in the preparation of credit applications, and how to best prepare to convince approval bodies that the lending relationship you propose is one that the bank should pursue.

The course will teach you about crucial topics in Legal and Compliance that a Relationship Manager must dominate, and about your involvement in negotiating a Credit Agreement - one that the Client accepts but also protects the Bank from all the risks it is exposed to. You will learn about leading client meetings, negotiation skills, and corporate banking products. And why not only acquire but also maintain a Corporate Client Relationship that is sustainable and profitable is key for the bank. You will also learn about the rules for socializing with clients and how important they are. All this will be given to you from the perspective of an insider, as if you would be already in the Clients' Department of the Bank, feeling the emotion and challenge that will face you day by day.

After this course, you will be ready to go out there, experience the job, and with time and dedication become a successful and excellent Corporate Banker.

(if there is music included, credits go to: The Beginning - Factor Eight by Tune Core.)