Booking options
£12
£12
On-Demand course
3 weeks
All levels
Learn how to make a real difference in your life with our popular relationship manager. Our commitment to online learning and technical expertise is heavily leveraged in the content of these educational modules. Enrol today to take your relationship management knowledge to a whole new level and gain immediate access to research in your chosen field.
A Relationship Manager is a professional who is responsible for managing relationships with clients and customers. They are often employed by banks, financial institutions, and other organisations that need to maintain a strong relationship with their customers.
This course is endorsed by The Quality Licence Scheme and accredited by CPD (with 120 CPD points) to make your skill development and career progression substantial and easier than ever!
The Relationship Manager is responsible for understanding the needs of the customer, providing customer service, and ensuring that the customer is satisfied with the services provided. They also work to build trust and loyalty between the organisation and the customer, as well as to identify any potential issues that may arise. Additionally, they may be responsible for developing and implementing strategies to increase customer satisfaction and loyalty.
Enrol now to learn all about it!
Learning outcomes
Instant access to verified and trusted information
Participate in creative and interactive training exercises
Rapid assessment and instruction for all subjects
The freedom to study anywhere, at your own pace
Professional support from dedicated instructors dedicated to online learning
Why Prefer this Course?
Opportunity to earn a certificate accredited by CPD after completing this Relationship Manager course
Student ID card with amazing discounts - completely for FREE! (£10 postal charges will be applicable for international delivery)
Standard-aligned lesson planning
Innovative and engaging content and activities
Assessments that measure higher-level thinking and skills
Complete the program in your own time, at your own pace
Each of our students gets full 24/7 tutor support
We are confident that you will find the skills and information you need to succeed in this field and stand out in the eyes of others. Don't rely on poor education and half-baked upbringing. We promise to do our best. We will help you reach your full potential whenever and wherever you need it.
Keep in mind that Relationship Managers provide valuable and important theoretical training to everyone. However, it does not provide an official qualification for professional practice. Be sure to check with the relevant authorities or administrators for more information.
****Course Curriculum****
Here is the curriculum breakdown of course:
Module 01: Introduction to Customer Relationship Management (CRM)
What is Customer Relationship Management?
Why Customer Relationship Management?
Commercial usages of CRM
The Benefits of the Customer Value Management Approach
Summary
Module 02: CRM Fundamentals
Defining CRM
Types of CRM
Misunderstandings
CRM Models
Customer Lifecycle
Summary
Module 03: CRM Strategies
CRM Perspectives
Functional LevelCustomer-facing Front-end LevelCompany-wide Level
Elements of a CRM Strategy
CRM VisionCulture of Customer OrientationIntegration and Alignment of Organizational ProcessesData and Technology SupportCRM Implementation
Developing a CRM Strategy
Step 1: Gaining Enterprise-Wide CommitmentStep 2: Building a CRM Project TeamStep 3: Analyzing Business RequirementsStep 4: Defining the CRM Strategy
Customer Strategy
Summary
Module 04: Data Analysis in CRM
The Perspectives of Data Analysis
Tools for Data Analysis
Correlation AnalysisRegression AnalysisFactor AnalysisCluster AnalysisConjoint Analysis
Data Analysis Methodology
Customer SegmentationRecency-Frequency-Monetary ValueLifetime Value AnalysisPredictive ModellingMarket Basket Analysis (MBA)Click Stream AnalysisPersonalisation
Summary
Module 05: CRM Databases
Types of Databases
Customer DatabaseProspect DatabaseCluster DatabaseEnhancement Database
The Benefits of Marketing Databases
Application of Marketing Databases
Applications that Affect Customer RelationshipApplications that Affect Other Business Operations
Summary
Module 06: Deepening Customer Relationship
Importance of Customer Acquisition and Retention
Customer Acquisition
The Cost of Customer Acquisition
Customer Retention
Reorganisation for Retaining Customers
Customer Retention Marketing Strategies
Summary
Module 07: Communication Skills
Effective Listening Skills
Verbal Communication
Written CommunicationOral Communication
Non-Verbal Communication
Communication Strategies
Summary
Assessment
Module 08: Negotiation Techniques
Basic Types of Negotiations
Phases of Negotiation
PreparationDevelopmentClosure
Negotiation Techniques
Strategies for Identifying Mutual Gain
Effective Negotiation Practise
Negotiation on Behalf of Others
Summary
Assessment
Module 09: Conflict Management
Definition of Conflict
Benefits of Confrontation
Prevention of Conflicts
Anger Management
Conflict Resolution Techniques
ResearchPresentationTake Action
Summary
Assessment
Module 10: Time Management
Activities Planning and Prioritising
Overcoming Procrastination
Crisis Handling
Organising Workspace to Make Better Use of Time
Planning of Meetings
Summary
Assessment
Module 11: Handling Customer Complaints
Importance of Handling Customer Complaints
Principles of Good Complaint Handling
Getting it RightBeing Customer FocusedBeing Open and AccountableActing Fairly and ProportionatelyPutting things rightSeeking Continuous Improvement
The Role of CRM in Handling Customer Complaints
Summary
Module 12: Future of CRM
Trends Driving Change in Customer Interaction
The Changing Face of CRM
What is Digital CRM
Digital CRM in Practice
Where to Start
Cyber Security Concerns
Summary
Assessment Process
We offer an integrated assessment framework to make the process of evaluating learners easier. You have to complete the assignment questions given at the end of the course and score a minimum of 60% to pass each exam. Our expert trainers will assess your assignment and give you feedback after you submit the assignment.
You will be entitled to claim a certificate endorsed by the Quality Licence Scheme after you have completed all of the exams.
150 CPD hours / points Accredited by CPD Quality Standards
Designed to provide an introduction to relationship management, this course provides an excellent opportunity to gain the critical skills and confidence to launch a successful career. It also provides access to proven educational knowledge on the subject to support those wishing to achieve their personal goals in this area. Full-time and part-time learners are equally supported and study hours are fully customizable to suit your needs.
No formal qualification is required.
Completing the Relationship Manager Training will put your relationship management skills and knowledge to the test. This gives you an advantage in career development, applying for jobs, and on-the-job personal learning.
CPD Accredited Certificate
Digital certificate - £10
Diploma in Relationship Manager Training at QLS Level 4
Hard copy certificate - £99
After successfully completing the Diploma in Relationship Manager Training at QLS Level 4 course, you can order an original hardcopy certificate of achievement endorsed by the Quality Licence Scheme. The certificate will be home-delivered, with a pricing scheme of -
99 GBP inside the UK
109 GBP (including postal fees) for international delivery
CPD Accredited Certificate
29 GBP for Printed Hardcopy Certificate inside the UK
39 GBP for Printed Hardcopy Certificate outside the UK (international delivery)