One of the fastest growing sectors in retail banking, also in times of raging financial crisis is private banking. In the simplest terms private banking is customized and comprehensive financial services to wealthy private customers by the bank. The boundaries between classical retail banking – that addressed the mass customer – a customer’s private banking are huge. This is evident primarily in two of the most noticeable areas: customer approach, product offer. Modern banking in each area constantly evolves and adapts to the political, social, economic, or technological in the modern world.
This course provides an understanding of the processes of personal and retail banking, participants will develop their marketing and selling skills to meet the customer needs.
Who Takes This Course
Training is dedicated to employees of commercial departments of the banking, financial and insurance and all those who are seeking to enhance their knowledge around this area.
Course Structure
- Admission
- Concepts & theories of personal banking
- Retail banking strategies and theories
- Differences between personal and retail banking
- Consumer banking
- Strengths and weaknesses of the internal culture & the opportunities
- Threats of the market
- Summary
| Hours | 12 |
| Duration | 2 Days |
| Price | 2400 € |
Education fee is only for the groups not exceeding 10 people. Please contact us for more participants.
VAT is included