An activity-based course comprised of a series of exercises and realistic simulations on the issues routinely faced by client and relationship managers in receivables finance. Students will also be guided through the client life cycle in two full-day sessions.

This workshop is aimed at existing client and relationship managers as well as those who are involved in monitoring and managing clients on a day-to-day basis.

Delegates attending would normally have no more than 12 months’ experience in the role. It would also benefit senior controllers and administrators who are becoming involved with the account management function.

Learning outcomes

Key learning and outcomes:

• This course will enable you to better manage your receivables finance clients, in terms of the relationship while understanding the risks and profitability.
• The many aspects of managing a client, from the point of take-on, to client visits and reviews, to managing the dual role of risk and relationship.
• Invoice finance accounting methods, including statements and availability calculations.
• Risks associated with invoice finance are highlighted, along with warning signs and preventative measures to minimise risk.
• The format will include tutor led sessions and practical exercises covering real situations that a client manager can expect to encounter.
• The tutors are highly experienced in client management and questions are encouraged.

WHAT STUDENTS WILL LEARN:

This course will focus on the demands of the client and relationship manager’s role, how to approach clients and how to balance service, income and security issues.