Financial Services Relationship Marketing
Develop client-focused approaches to create enduring financial service relationships through personalized engagement and value delivery.
Develop client-focused approaches to create enduring financial service relationships through personalized engagement and value delivery.
This comprehensive course teaches financial professionals how to transition from transaction-based to relationship-based marketing approaches. Learn to create, nurture, and sustain valuable customer relationships through understanding customer journeys, managing loyalty programs, and implementing effective relationship marketing strategies. The course emphasizes building trust and creating long-term customer value in the financial services sector.
Instructors:
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What you'll learn
Understand fundamental principles of relationship marketing in financial services
Develop strategies for creating and leveraging positive customer relationships
Implement effective customer lifetime value measurement techniques
Manage customer defection and develop reactivation strategies
Design and execute customer loyalty programs
Create customer-centric relationship blueprints
Skills you'll gain
This course includes:
PreRecorded video
Graded assignments, Exams
Access on Mobile, Tablet, Desktop
Limited Access access
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There are 6 modules in this course
This specialized course focuses on developing effective relationship marketing strategies in the financial services sector. Students learn to create and maintain meaningful customer relationships that drive long-term value. The curriculum covers customer journey mapping, moments of truth, loyalty program development, and customer reactivation strategies. Emphasis is placed on understanding customer behavior, managing customer defection, and implementing best practices for service excellence through relationship marketing.
Relationship Marketing – The Realm & the Fundamentals
Module 1 · 3 Hours to complete
The Principle of Positive Relationship & Relationship Management Process
Module 2 · 3 Hours to complete
Managing Customer Defection & Customer Reactivation Strategy
Module 3 · 3 Hours to complete
Customer Loyalty Stages & Loyalty Action Plan
Module 4 · 3 Hours to complete
Creating a Customer-Centric Relationship Blueprint
Module 5 · 3 Hours to complete
Relationship Management Best Practices & Service Excellence
Module 6 · 3 Hours to complete
Instructors
7 Courses
Senior Banking Executive Leads Digital Innovation and Training
Hari S Iyer serves as Deputy General Manager and Director at State Bank Foundation Institute 'Chetana' Indore, bringing over 35 years of banking experience at State Bank of India. With an M.Com degree and CAIIB certification, he has established himself as an expert in human resources, customer relationship management, and digital banking initiatives. His notable achievement includes playing a key role in launching SBI's flagship digital platform 'YONO'. As Director of SBFI Chetana, he leads a team of nine faculty members, focusing on developing banking professionals while leveraging his extensive experience in branch operations, HR management, and digital banking. Beyond his professional duties, Iyer contributes to banking literature through published articles in respected journals and maintains interests in sports, reading, and music.
6 Courses
Leading Banking Scholar Advances Customer Relationship Management Research
Dr. Bindu K. Nambiar serves as Faculty (Marketing) at State Bank Institute of Consumer Banking, Hyderabad, bringing over 18 years of academic and industry experience in marketing and executive education. With an MBA in Marketing and a doctorate in Management Studies focusing on CRM implementation, she has established herself as a leading researcher in banking services marketing
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Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.