Building up financial culture for RM         

By the end of this course you will be able to:

.Conduct professional conversation with sophisticated customers, to enhance RM image.

.Attract more customers or widening the scope of bank products used by existing customers.

Course Outline:

.Financial Analysis.

.Economics.

.Wealth Management (investment and Finance).

.Understanding the customer financial needs to guide him for the appropriate bank product (LG, LC, Overdraft account, short- or long-term loans).

Target Audience:

.Selected RMs.

Prerequisites:

.None.

This course entitles you to attend:

Upon successful completion of this course, participants will obtain:

.Training Attendance Certificate.