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An activity-based course comprised of a series of exercises and realistic simulations of the issues routinely faced by Client/Relationship Managers in Receivables Finance.
Students will also be guided through the Client life-cycle in a virtual series of 4 half-day sessions.
These workshops are aimed at existing Client and Relationship Managers and 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. The course would also benefit Senior Controllers and Administrators who are becoming involved with the Account Management function.
This course will focus on the demands of the Client/Relationship Manager's role, how to approach Clients and how to balance service, income and risk issues.
Key learning and outcomes:
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.
The topics to be covered include:
Head of Transaction Risk Management, HSBC Trade and Europe
Mike has 24 years' experience within Receivables Finance including several front-line and client management roles. Presently Regional Head of Risk for...
Mike has 24 years' experience within Receivables Finance including several front-line and client management roles. Presently Regional Head of Risk for HSBC Trade and Receivables and Finance in Europe.
Associate, Chartered Institute of Bankers
Ian has spent the last 20 years in Relationship Management in invoice finance, either managing Clients directly, or managing a team of Relationship Ma...
Ian has spent the last 20 years in Relationship Management in invoice finance, either managing Clients directly, or managing a team of Relationship Managers, with the main responsibilities being Client satisfaction, income generation and risk management on a portfolio of factoring, invoice discounting or ABL Clients. Prior to this he spent 17 years in international and corporate banking.
Ian is an Associate of the Chartered Institute of Bankers and has also passed the IF/ABL Certificate and Diploma with Honours qualifications, achieving the Top Student award in the Measuring Performance element.
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