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23 - FNB - Finance and Banking


FNB 505 - Personal and Retail Banking

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Course Description

This course aims to increase bank’s performance and profitability for the participants by wisely using technological advances and implementing leading customer acquisition and retention strategies along with leading edge customer experience developments with one of the leading retail bankers

Course Objectives

  • Understanding marketing and distribution strategies
  • Acquiring new techniques to maximise sales and improve performance 
  • Learning how to enhance cost efficiency and productivity by creating an environment where ustomers want to buy more of products and services
  • Understanding the challenges across all distribution channels.
  • Learning about non-branch distribution including mobile finance
  • Understanding the impacts of the new channels such as the social media alongside the internet

Who Should Attend?

  • Banks managers
  • Marketing managers
  • Retail bankers
  • Importers and exporters

Course Details/Schedule

Day 1

  • Programme introduction
  • New world of retail banking
  • Revenue growth challenge
  • Strategies for increasing sales and profit performance

Day 2

  • Marketing 
  • Communication
  • Distribution
  • Introducing successful mobile banking 

Day 3

  • Customer experience
  • Customer service
  • The role of social media in banking
  • New changes in banking- how to address the challenges presented the new social medias

Day 4

  • Walking workshop
  • Learning and action points from the visits
  • Summary of possible actions
  • How they can be adapted and amended to match your world
  • Credit risk management in retail banking 

Day 5

  • Summary and discussion
  • Innovation 
  • Operational issues
  • Profit/ acquisition/ retention (PAR) – getting the balance right
  • Actions
  • Course summary