Online Banking Courses

Relationship Manager

This is a specially designed online course for those aspiring to the job of relationship managers in retail banks. Our course will help you to not just in the tough hiring process but also in settling down faster in your job. We do not bore you with banking theory. Knowing them is good, but not essential. Business skills is what is the key differential. And nobody provides business skills for relationship managers like BygC!

This role provides you the opportunity to handle the best customers of the bank, making it the most sought-after job in retail banking. The role is simultaneously challenging and equally rewarding. Both in terms of career growth possibilities and in terms of incentives.

Interested to know more? Schedule a call with BygC!

If you happen to be already working as a retail bank Relationship Manager and you are only looking for an upskilling course to help you improve your business performance, we suggest that you consider our upskill course for relationship managers instead.

For Whom
  • This course is meant for those who are keen on getting the role of a Relationship Manager handling high net worth customers in retail bank branches

  • Age

    Below 32 years

  • Experience

    Sales professionals in BFSI space with 2 - 5 years experience and those in other industries including Pharma, Hospitality, Telecom etc. with 3 to 6 years experience. This will especially suit those who have the experience of handling high net worth individuals. If the temptation of higher targets and higher incentives is too much to resist, this course is for you...

  • Education

    Full-time graduate with minimum 50% marks. Preferably MBAs.

  • Key Traits

    Very good communication skills. Naturally good in customer relationships. Enjoys the thrill of working with high targets. Interested in wealth management. Motivated by high sales incentives.

Role Summary
  • Job

    This is the most important role in the branch, other than the Branch Manager. A Relationship Manager handles a portfolio of high net worth individuals and carries portfolio management and revenue generation targets, along with adding new HNI customers.

  • Salary / Incentives

    Carries the highest business targets in the branch with the highest possible incentives! The salary levels are also generally high, 2nd only to the branch head.

  • Future Career

    Can move into a complete Wealth RM role or decide to move up the retail banking hierarchy by aiming for a Branch Manager role in 2 to 5 years time

Course Fee: ₹ 47,200 (incl all taxes)
  • Pay only 50% as joining fee

    Balance 50% need to be paid only post getting a job offer*

  • Job Guarantee

    Assured job offer within 6 months of course completion or 100% refund

  • Group Discount

    Enjoy a discount of ₹ 2500 & ₹ 5000 per candidate, subject to groups of 2 & 3 candidates respectively, joining together in a group.

Duration: 8 weeks | 80 hours

Course Summary
  • Online Content (24/7)

    Videos: 66 | Quizzes: 37 | Assignments: 12

  • Live Coaching

    24 hours of interactive learning including Masterclass sessions with industry experts

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. Special emphasis on current account 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 | HNI acquisition | Racing & deracing | Income objectives

  • Key Operational Controls

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