Relationship Manager Course
Course Summary
Online Content (24/7)
Videos: 61 | Quizzes: 23 | Assignments: 13
Course Fee
₹ 17,500
Course Content
Introduction to Retail Banking
Principles of basic banking | Needs of a retail customer
Liabilities Business
Product and business understanding of: Savings account | Salary account | Current account | CASA business | Fixed deposits | NR business. Added emphasis on current accounts & CASA business.
Other Products & Services
Product and business understanding of: Retail assets | Cards | Digital banking | Investments | Insurance | Retail foreign exchange | Trade finance
Customer Handling
KYC & AML | Understanding customers | CRM | Sales interactions | Business enablers
Relationship Banking
Relationship banking | Portfolio management | Acquisition of HNI customers | Racing & deracing | Income objectives
Key Operational Controls
upskill
Relationship Manager Course
- 8 weeks
₹ 17500
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
| Focus area | What improves |
|---|---|
| New-to-Bank acquisition | Predictable weekly conversions |
| Cross-sell & revenue | Higher penetration in cards/loans/MF/insurance |
| Service & retention | Faster closures, fewer escalations |
| Career growth | Ready for Preferred/Wealth/SME tracks |
How to become a Relationship Manager (quick steps)
- Learn retail/SME product stack + basic compliance
- Practice RM conversations with role-plays
- Build a weekly funnel plan and track it in CRM
- 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
Address
-
Regd Office :
BygC Solutions Pvt. Ltd. Kadugodi, Whitefield, Bangalore-560067 -
Kochi Office :
Vennala, Palarivattom, Kochi - 682028
Address
- Regd Office :
BygC Solutions Pvt. Ltd. Kadugodi, Whitefield, Bangalore-560067 - Kochi Office :
Vennala, Palarivattom, Kochi - 682028