Certified Corporate Banking Relationship Manager

6,500.00 3,250.00

50% fee concession will end in

The course prepares learners to manage corporate client relationships, assess financial needs, and deliver customized banking solutions that drive business growth and ensure risk management.

Description

Certification Name: Certified Corporate Banking Relationship Manager

Global Occupational Skill Standard – GOSS ID: GOSS/BAF/CCBRM/V1

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

Objective: The Certified Corporate Banking Relationship Manager course is designed to equip participants with the knowledge and skills required to manage and strengthen relationships with corporate clients in the banking sector. The course covers key areas such as corporate lending, risk assessment, credit analysis, financial advisory, and understanding client business models.

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: Fundamentals of Corporate Banking & Relationship Management: Understanding the corporate banking ecosystem, Differentiating retail, corporate and investment banking, Role and responsibilities of a Relationship Manager, Business model of a corporate bank (assets, liabilities, fee income), Client segmentation and targeting corporate clients, Key performance metrics for the corporate banking relationship manager

Module 2: Corporate Client Acquisition & Onboarding: Market analysis and identification of corporate prospects, Client acquisition strategies (cold calls, referrals, networking), Corporate client onboarding process including KYC and due diligence, Initial client meetings and needs‑analysis, Profiling the client’s business, industry and risk factors, Early relationship building and setting expectations

Module 3: Financial & Credit Analysis for Corporate Clients: Understanding corporate financial statements: balance sheet, income statement, cash flow, Financial ratio analysis and forecasting, Assessing credit‑worthiness of corporate clients, Industry and business risk assessment, Structuring working capital and term‑loan requirements, Monitoring borrower performance and early warning signals

Module 4: Corporate Banking Products & Solution Structuring: Overview of product offering: working capital, term loans, trade finance, treasury & hedging, Cash management and transaction banking solutions, Structuring tailored financing solutions for corporates, Pricing of loans and risk‑adjusted returns, Legal documentation and collateral structuring, Cross‑selling and bundling of banking services

Module 5: Relationship Growth, Maintenance & Negotiation: Developing and executing relationship management plans, Client engagement & communication strategies, Identifying opportunities for cross‑sell and up‑sell, Negotiation skills for deal structuring and terms, Conflict resolution and client issue management, Measuring and improving portfolio profitability and client satisfaction

Module 6: Risk Management, Compliance & Future Trends: Credit risk, operational risk and market/treasury risk in corporate banking, Regulatory compliance including AML/KYC, ethical banking practices and corporate governance, Monitoring and managing portfolio exposures and covenant breaches, Digitalisation, fintech and the evolving corporate banking landscape, Sustainability/ESG considerations in corporate banking, Use of analytics and technology in relationship management

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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