Client Relationship Management: Building Relationships in Every Touchpoint For ARMs & JRMs

TGS-2024047775

Target Audience
Assistant Relationship Managers & Junior Relationship Managers

Date

09 June 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$500

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.

Gain hands-on experience through client relationship management training designed for Assistant and Junior Relationship Managers. This program equips participants with practical CRM tools to manage client touchpoints confidently, uncover opportunities, and build trust at every stage of the client journey.

Program Overview

Learning Objectives

Identify & Apply CRM Tools & Capabilities to help build client relationships and facilitate in sales finding opportunities in every client touchpoint.

Program Introduction & Orientation

Strengthen your ability to engage clients meaningfully and transform every interaction into a lasting relationship.

CRM Framework

Finding Qualifying Leads

Understanding Needs

Finding Opportunities

Monitoring Client Satisfaction

Practice & Application

Engage in realistic role-plays to qualify leads, uncover needs, and build trust.

Work on interactive case studies toapply CRM tools in real-worldscenarios.

Key Value Propositions: Client Relationship Management – Building Relationships in Every Touchpoint

Transforming Interactions into Relationships

This program is designed to support relationship managers in applying CRM best practices aligned with professional banking standards and real-world client expectations

Engaging Practice

Experience hands-on role plays and interactive exercises that reflect real-world client scenarios. Learn how to communicate effectively, uncover client needs, and apply CRM tools that build lasting trust.

Strategic Application

Apply structured frameworks to identify opportunities, qualify prospects, and tailor solutions. Gain confidence in addressing client needs and strengthening sales opportunities through systematic CRM practices.

Sustainable Relationships

Develop the ability to monitor satisfaction, gather feedback, and maintain long-term client loyalty. This program helps you embed sustainable relationship practices that support continued growth and success.