Name: Certified Banking Relationship Manager
SKU: 9728
Availability: InStock

Description

Certification Name: Certified Banking Relationship Manager

Global Occupational Skill Standard – GOSS ID: GOSS/BS/CBRM/V1

Eligibility: Graduation or Equivalent or minimum 2 years of relevant experience (experience-based learners can directly enroll and certify).

Objective: The Certified Banking Relationship Manager course aims to develop the professional skills and financial expertise required to build, manage, and enhance client relationships within the banking and financial services sector. This course provides participants with a deep understanding of banking products, financial advisory principles, customer portfolio management, and sales strategies.

Certification: Within 5 days after Completion of Online Assessment.

Get ready to join the Journey to become a GSDCI Certified Professional – International Certification and Assessment Body.

Steps to become a GSDCI Certified Professional:

Step 1: Select your certification you want to pursue.

Step 2: Click on get certified tab, new pop up window will open.

Step 3: Click on pay certification fee, you will be redirected to billing details page.

Step 4: Fill your details and click on pay certification fee, you will be redirected to payment gateway, pay fee by any available options like Card (Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 5: You will get Login Credentials of Online E-Books and Online assessment link on your email id, within 48 hrs of payment.

Step 6: After completion of online assessment, you can download your Certificate Immediately.

Assessment Modules:

Module 1: Banking Fundamentals and Financial Systems: Overview of Banking Structure and Functions, Types of Banks and Financial Institutions, Core Banking Products and Services, Understanding Financial Markets and Instruments, Regulatory Framework and Compliance in Banking, Role and Importance of Relationship Management in Banking

Module 2: Customer Relationship Management in Banking: Principles of Customer Relationship Management (CRM), Identifying and Segmenting Bank Customers, Building and Maintaining Long-Term Client Relationships, Cross-Selling and Up-Selling Techniques, Customer Retention and Loyalty Programs, Managing Customer Complaints and Service Recovery

Module 3: Retail and Corporate Banking Operations: Retail Banking Products (Deposits, Loans, Cards), Corporate and SME Banking Services, Trade Finance and Treasury Operations, Credit Appraisal and Risk Assessment, Documentation and Loan Processing Procedures, Digital and Mobile Banking Services

Module 4: Sales, Marketing, and Financial Planning: Sales Strategies and Target Setting in Banking, Prospecting and Lead Conversion Techniques, Financial Planning and Investment Advisory, Wealth Management and Portfolio Diversification, Marketing of Banking Products and Brand Positioning, Ethical Selling and Customer Trust Building

Module 5: Risk Management and Regulatory Compliance: Understanding Credit, Market, and Operational Risks, KYC (Know Your Customer) and AML (Anti-Money Laundering) Policies, Regulatory Bodies and Banking Laws, Fraud Detection and Prevention Mechanisms, Internal Controls and Audit Processes, Managing Compliance and Reporting Obligations

Module 6: Communication, Negotiation, and Leadership Skills: Professional Communication and Interpersonal Skills, Negotiation and Persuasion Techniques, Handling Difficult Clients and Conflict Resolution, Time and Stress Management for Relationship Managers, Leadership and Team Collaboration, Personal Development and Performance Excellence

GSDCI Online Assessment Detail:

Duration- 60 minutes.
Number of Questions- 30.
Number of Questions from each module: 5.
Language: English.
Exam Type: Multiple Choice Questions.
Maximum Marks- 100, Passing Marks- 50%.
There is no negative marking in any module.

Marking System:
S.No.	No. of Questions	Marks Each Question	Total Marks
1	10	5	50
2	5	4	20
3	5	3	15
4	5	2	10
5	5	1	5
	30		100

How Students will be Graded:
S.No.	Marks	Grade
1	91-100	O (Outstanding)
2	81-90	A+ (Excellent)
3	71-80	A (Very Good)
4	61-70	B (Good)
5	50-60	P (Pass)
6	0-49	F (Fail)

Benefits of Certification:

🌍 1. Global Recognition & Credibility – Stand out worldwide with a certification that opens doors across borders. Trusted by employers, respected by institutions, and recognized in over 100 countries.

📜 2. Quality Assurance through ISO Certification – Certified to global ISO standards, our programs deliver excellence, consistency, and a benchmarked learning experience that speaks for itself.

💼 3. Career Advancement & Employability – Enhances your resume and increases chances of promotions or job offers.

🤝 4. Non-Profit Trust Factor – Certifications from non-profit organizations are mission-driven rather than profit-driven.

📚 5. Access to Verified Learning & Resources – Often includes e-books, mock tests, and online support without hidden costs.

🔍 6. Transparency & Online Verification – Certifications come with a unique Enrolment ID for easy online verification by employers and institutions.

⏳ 7. Lifetime or Long-Term Validity – Certifications usually have lifetime validity or long-term recognition, reducing the need for frequent renewals.

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