Business Development & Client Experience Management

TGS-2023036965

Target Audience
Assistant Relationship Managers & Junior Relationship Managers

Date

6 March 2026

Duration

1:00 PM – 5:30 PM
1/2 Day

Assessment

MCQ

CPD Hours

4

Funding

IBF Standards Training Scheme (IBF-STS)

Program Fee

Early Bird: 10% Discount (register 1 month before the program commencement date)
Regular Fee: S$650

Sign up now for any of the sessions. A confirmation email with the hotel venue details will be sent to you closer to your selected date.

Build the confidence to align service excellence with business development goals. This workshop helps you analyze client needs and generate opportunities for growth and referrals.

Program Overview

Learning Objectives

Create and manage a great client experience by applying client service knowledge and enhancement opportunities.
Analyze client needs and expectations to generate new business referral opportunities.

Program Introduction & Orientation

Equipping professionals to build trust, uncover opportunities, and deliverexceptional client experiences that drive business growth.

Program Flow

Awareness, where participants learn the different phases of a client’s experience and explore how to leverage service excellence for business growth.

Tools & Applications segment builds practical skills in planning, positioning, influencing, and communicating value, supported by role-play exercises.

Engagement, focusing on frameworks for uncovering opportunities, effective questioning techniques, and building trust.

Action & Review stage helps participants apply guidelines, industry standards, and feedback strategies to strengthen their approach and ensure continuous improvement.

Program Includes

Scenario-Based MCQ Case Assessment: Tests participants’ application of the lessons in real-life scenarios.

Action Planning: Supports participants in mapping lessons to their real-world client work.

Key Value Propositions: Business Development & Client Experience Management

Driving Growth Through Client Experience

This program equips junior and assistant relationship managers with the tools to build trust, uncover opportunities, and deliver exceptional client experiences that drive sustainable business growth.

Client – Centric Insights

Gain practical skills to analyze client needs and expectations, turning every interaction into an opportunity to deepen relationships and generate business referrals.

Strategic Business Development

Apply frameworks for planning, positioning, and uncovering opportunities. Build confidence in translating client service knowledge into measurable growth outcomes.

Sustainable Client Engagement

Develop strategies to strengthen loyalty, secure referrals, and create memorable client experiences that differentiate you as a trusted advisor in wealth and private banking.