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Public course
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Price - HK$2,800/2,520*/ 2,520** per person
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Duration - 2 days
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Ref : SM/4
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 In-house Option
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* Discount is offered to SGS certified clients or for groups of 3 or more
** Early Bird Price is offered to all enrolment made one month prior to the course |
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CUSTOMER RELATIONSHIP MANAGEMENT (CRM) – 2-DAY EXECUTIVE WORKSHOP FOR BANKING AND FINANCE (COURSE CODE: SM/4)
Objectives and Benefits:
In facing new business challenge and keen competition, Banking and Finance executives are always thinking of how to create high value customers and maintain long-term profitable customers. Most of the Retail Banks are eager to compete into the high profit margin financial product segments, e.g. Insurance Products and Investment Products. Traditional insurance companies and IFC firms dedicate to differentiate from new competition. They are all focusing on developing effective and efficiency sales and marketing campaigns in acquiring new customers, cross-selling and up-selling different financial products. This course makes use of the latest advanced CRM programs not only for Hong Kong market, but also capable for China, Macau and Taiwan markets.
Executive Workshop Focus:
We provide the CRM concepts and modules; operational management and applications for Banking and Financial Sectors to help you understand how CRM can be applied to your company in planning and study on Customer Relationship Management (CRM) Strategies. We aim at providing a 2-way, interactive, customer-made executive workshop to put conceptual models into practical operations.
Certification
Delegates who completed the course will be issued a certificate by SGS.
Outline
1.1.CRM Conceptual and Modeling Training
1.2.CRM Methodologies in Retail Banking and Finance in HK, Macau, China and Taiwan markets
1.3.CRM Project Management
1.4.Case Studies in Retail Banking and Finance in HK, Macau, China and Taiwan markets
1.5.Practical Workshop
Who should attend:
This workshop is designed for Sales and Marketing, Business Development, Customer Relationship, Financial Planning, IT and Service Support Executives in Retail Banking, Insurance, Securities and Independent Financial Consulting Firms.
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