Learning Outcome
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Practice analyzing customer’s pain-point, agenda, and propose solution
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Banker’s Role – analyzing client’s business agenda and deduce client’s problem in order to propose a set of banking products that will help ease client’s pain point
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Advisory Role – Practice insight analysis and determine client’s Personal Agenda, in order to propose Business Advices that help strengthen customer relationship
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Risk Return – Educate participants to revise their Business Advice and problem solving approach that are suitable for client and generate adequate return for the bank’s credit risk
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Business Savvy – Train participants to understand customer’s business through strategic thinking framework, and able to propose appropriate wholesale products – Trade products, Business Cash Management, Financing products, Investment, and M&A
