The Advisor (Basic)

Course Details
Learning Outcome
Equipment

Course Details

In a developing country, new opportunities emerge at a faster pace than before. Many middle class are able to capture such opportunities. Thus, a boom in SMEs growth, and along with it, new market opportunity for commercial banking services.

The Advisor (Basic) simulation is designed for front and back office staff to better understand customer business, able to draw business model using appropriate tool, and able to propose a constructive offer that help increase bank’s value and reduce customer’s pain-point at the same time.

Learning Outcome

Session 1 – Introduction to Business Model

Learn the tool to conceptualize and communicate business model, business transaction, and identify key area where bank can offer financial services.

Session 2 – Drawing Business Model

Practice communicating customer’s business model using 3 different techniques; Process Flow Chart, Business Model Canvas, and Mind map.

Present your solution to the class.

Session 3 – The Advisor Round 1

Help your newly acquired customer, “Med Supply” who is currently struggling with poor product quality, increase risk in raw material price fluctuation, and issue in importing medical products

Session 4 – The Advisor Round 2

Help your customer to expand and achieve growth aspiration through various investment opportunity.