Relationship Manager Course - Upskill Fast & Grow Your Banking Career

Key takeaways

• Learn how to become a Relationship Manager and perform better on the job
• Build domain knowledge + sales craft + compliance comfort
• Improve acquisition, cross-sell, service and incentives with simple action plans

Who is this for?

• Career shifters/freshers exploring a banking RM role
• New/working RMs aiming for higher incentives and faster promotions (Preferred/Wealth/SME)

What you’ll learn (short & practical)

• Domain & compliance: products, KYC/AML basics
• Sales playbooks: discovery → pitch → objection handling → documentation
• Funnel & CRM discipline: weekly call plan, pipeline hygiene, review templates
• Service excellence: TAT-based closures, retention habits
• Career toolkit: mock interviews, portfolio scenarios, growth path mapping

Outcomes you can expect

How to become a Relationship Manager (quick steps)

1. Learn retail/SME product stack + basic compliance
2. Practice RM conversations with role-plays
3. Build a weekly funnel plan and track it in CRM
4. Interview prep with portfolio/problem-solving scenarios

👉 Read more about Bank Relationship Manager Role

Why BygC

• Role-specific training built around real RM targets and customer conversations
• Suits both aspiring RMs and working RMs who want to perform and grow

👉 Start your journey with BygC’s Relationship Manager Course → Book a free counselling call