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FINANCE ACCOUNTING   

Relationship Management in Corporate Banking Training

Hands-on Relationship Management in Corporate Banking Masterclass

Build practical skills in corporate banking relationship management, client engagement, credit assessment, financial solutions, and portfolio management. Learn through real-world case studies and hands-on exercises to develop career-ready relationship management expertise.

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Course Overview
  

Course Overview

Relationship management is at the heart of successful corporate banking, enabling financial institutions to build long-term partnerships, understand client business needs, structure customized financial solutions, and deliver exceptional service while managing risk and regulatory compliance. Modern Corporate Relationship Managers are expected to combine financial expertise with consultative selling, credit assessment, client advisory, portfolio management, and digital banking capabilities to drive sustainable business growth.

The Relationship Management in Corporate Banking Training by myTectra is a comprehensive instructor-led program designed to equip participants with practical knowledge of corporate banking operations, client relationship management, financial statement analysis, credit evaluation, corporate lending, working capital finance, trade finance, treasury services, negotiation, regulatory compliance, and portfolio management. Participants will also gain hands-on experience using Microsoft Excel for financial analysis, client profitability tracking, credit reporting, and relationship performance dashboards.

Through instructor-led sessions, practical workshops, real-world corporate banking case studies, customer advisory simulations, role-play exercises, Microsoft Excel labs, and digital banking demonstrations, participants will develop the practical skills required to build trusted client relationships, structure effective financial solutions, manage corporate portfolios, and contribute to business growth in today's competitive banking environment.

Course Objectives

Upon successful completion of this training, participants will be able to:

  • Understand the role of relationship management in corporate banking.
  • Build and maintain profitable long-term corporate client relationships.
  • Conduct effective client meetings and identify business opportunities.
  • Analyze financial statements and assess corporate creditworthiness.
  • Prepare high-quality credit proposals and lending recommendations.
  • Recommend suitable corporate banking products and financial solutions.
  • Apply KYC, AML, compliance, and regulatory banking requirements.
  • Strengthen negotiation, communication, and consultative selling skills.
  • Manage client portfolios using data-driven performance insights.
  • Leverage Microsoft Excel and digital banking tools for relationship management.

Prerequisites

Recommended:

  • Basic understanding of banking and finance
  • Familiarity with financial statements and business concepts
  • Basic Microsoft Excel knowledge
  • Interest in corporate banking and client relationship management

No prior corporate banking experience is required.

Target Audience

This course is ideal for:

  • Corporate Relationship Managers
  • Corporate Banking Professionals
  • Commercial Banking Executives
  • Business Banking Managers
  • Credit Analysts
  • Corporate Credit Managers
  • Branch Managers
  • Treasury Professionals
  • Trade Finance Executives
  • Customer Relationship Managers
  • Sales and Business Development Professionals
  • Financial Services Professionals
  • MBA Finance Students
  • Commerce Graduates
  • Professionals aspiring to build careers in Corporate Banking

Training Methodology

  • Instructor-Led Interactive Sessions
  • Corporate Banking Case Studies
  • Hands-on Microsoft Excel Exercises
  • Client Meeting and Advisory Simulations
  • Negotiation and Role-Play Activities
  • Credit Proposal Preparation Workshops
  • Group Discussions and Collaborative Learning
  • Digital Banking and CRM Demonstrations
  • Capstone Project with Practical Assessment
  • Interactive Question-and-Answer Sessions

Tools Covered

  • Microsoft Excel
  • Financial Statement Analysis Templates
  • Credit Assessment Models
  • Client Portfolio Dashboards
  • CRM Concepts and Workflows
  • Corporate Banking Documentation Templates
  • KYC and AML Compliance Checklists
  • Treasury and Cash Management Frameworks
  • Digital Banking Platform Concepts
  • AI-Powered Customer Analytics Concepts

Key Benefits

  • Master relationship management practices used in leading corporate banks.
  • Improve client acquisition, retention, and long-term portfolio growth.
  • Develop practical skills in credit analysis and proposal preparation.
  • Gain expertise in trade finance, treasury, and corporate banking products.
  • Strengthen consultative selling and executive communication abilities.
  • Apply regulatory compliance and risk management in banking operations.
  • Build Excel-based financial analysis and client reporting capabilities.
  • Understand digital banking, CRM, fintech, and AI-driven relationship management.
  • Learn through real-world corporate banking case studies and simulations.
  • Advance careers in corporate banking, commercial banking, and financial services.
  

Course Outcomes

After completing this course, participants will be able to:

Corporate client relationships through strategic skills.
Corporate client relationships through strategic skills.
Conduct financial analysis to support lending decisions.
Conduct financial analysis to support lending decisions.
Prepare effective credit proposals with confidence.
Prepare effective credit proposals with confidence.
Recommend corporate banking solutions tailored to needs.
Recommend corporate banking solutions tailored to needs.
Apply KYC, AML, and regulatory compliance.
Apply KYC, AML, and regulatory compliance.
Strengthen negotiation & consultative selling for growth.
Strengthen negotiation & consultative selling for growth.
Manage client portfolios using profitability metrics.
Manage client portfolios using profitability metrics.
Utilize Excel for financial analysis, dashboards & reporting.
Utilize Excel for financial analysis, dashboards & reporting.
Leverage digital banking and fintech tools to enhance client.
Leverage digital banking and fintech tools to enhance client.
Drive portfolio growth while managing risks & compliance.
Drive portfolio growth while managing risks & compliance.
  

Course Outline

Module 1: Introduction to Corporate Banking Relationship Management

Topics Covered

  • Course Introduction
  • Corporate Banking Overview
  • Role and Responsibilities of a Relationship Manager
  • Corporate Banking Business Model
  • Corporate Client Lifecycle
  • Banking Products and Services
  • Organizational Structure of Corporate Banking
  • Performance Expectations of Relationship Managers
  • Corporate Banking Industry Trends
  • Career Opportunities in Corporate Banking

Practical Workshops

  • Understand the role of a Relationship Manager
  • Explore corporate banking operations
  • Analyze client lifecycle stages
  • Review corporate banking case studies
Module 2: Corporate Client Acquisition and Relationship Development

Topics Covered

  • Corporate Client Prospecting
  • Business Development Strategies
  • Preparing for Client Meetings
  • Conducting Effective Client Meetings
  • Business Communication Skills
  • Consultative Selling
  • Understanding Client Business Models
  • Relationship Building Techniques
  • Customer Retention Strategies
  • Strategic Account Management

Practical Workshops

Develop:

  • Client meeting plans
  • Relationship development strategies
  • Client communication frameworks
  • Business opportunity assessments
Module 3: KYC, Customer Due Diligence, and Regulatory Compliance

Topics Covered

  • Know Your Customer (KYC)
  • Customer Due Diligence (CDD)
  • Enhanced Due Diligence (EDD)
  • Anti-Money Laundering (AML)
  • Customer Risk Classification
  • Financial Crime Prevention
  • Regulatory Compliance
  • Banking Ethics
  • Corporate Governance
  • Compliance Best Practices

Practical Workshops

Prepare:

  • KYC documentation
  • Customer onboarding workflows
  • Compliance checklists
  • Customer risk assessment reports
Module 4: Financial Statement Analysis and Credit Assessment

Topics Covered

  • Understanding Financial Statements
  • Ratio Analysis
  • Liquidity Analysis
  • Profitability Analysis
  • Cash Flow Analysis
  • Business Performance Evaluation
  • Industry Analysis
  • Credit Risk Assessment
  • Credit Rating Fundamentals
  • Financial Health Assessment

Practical Workshops

Build:

  • Financial analysis reports
  • Credit assessment reports
  • Ratio analysis dashboards
  • Business performance summaries
Module 5: Corporate Lending and Credit Proposal Preparation

Topics Covered

  • Corporate Lending Products
  • Working Capital Finance
  • Term Loans
  • Project Finance
  • Credit Proposal Preparation
  • Credit Approval Process
  • Loan Structuring
  • Credit Committee Process
  • Credit Documentation
  • Lending Best Practices

Practical Workshops

Develop:

  • Credit proposals
  • Lending recommendations
  • Loan structuring reports
  • Credit approval documentation
Module 6: Corporate Risk Management and Client Advisory

Topics Covered

  • Business Risk Assessment
  • Credit Risk Management
  • Market Risk
  • Operational Risk
  • Industry Risk Analysis
  • Risk Mitigation Strategies
  • Financial Solution Advisory
  • Portfolio Risk Monitoring
  • Early Warning Indicators
  • Relationship Risk Management

Practical Workshops

Analyze:

  • Corporate risk assessments
  • Client advisory reports
  • Portfolio risk analysis
  • Business continuity scenarios
Module 7: Trade Finance, Treasury, and Transaction Banking

Topics Covered

  • Trade Finance Fundamentals
  • Letters of Credit
  • Bank Guarantees
  • Documentary Collections
  • Treasury Products
  • Cash Management Solutions
  • Foreign Exchange Services
  • Payment Solutions
  • Supply Chain Finance
  • Transaction Banking Services

Practical Workshops

Prepare:

  • Trade finance proposals
  • Treasury solution recommendations
  • FX advisory reports
  • Cash management plans
Module 8: Credit Agreements, Legal Documentation, and Negotiation

Topics Covered

  • Credit Agreement Structure
  • Loan Covenants
  • Security Documentation
  • Legal Documentation
  • Negotiation Techniques
  • Pricing Discussions
  • Collateral Management
  • Legal Risk Management
  • Documentation Best Practices
  • Closing Corporate Banking Transactions

Practical Workshops

Create:

  • Credit agreement reviews
  • Negotiation strategies
  • Documentation checklists
  • Corporate financing proposals
Module 9: Corporate Client Portfolio Management

Topics Covered

  • Corporate Portfolio Management Fundamentals
  • Client Segmentation Strategies
  • Portfolio Profitability Analysis
  • Revenue Growth Planning
  • Customer Lifetime Value (CLV)
  • Cross-Selling and Upselling Strategies
  • Key Account Management
  • Client Retention Framework
  • Portfolio Performance Measurement
  • Relationship Review Meetings

Practical Workshops

Develop:

  • Client portfolio reports
  • Profitability analysis dashboards
  • Relationship growth plans
  • Portfolio review presentations
Module 10: Corporate Banking Products and Financial Solutions

Topics Covered

  • Working Capital Solutions
  • Cash Credit and Overdraft Facilities
  • Treasury and Investment Products
  • Corporate Deposits
  • Foreign Exchange Solutions
  • Structured Finance
  • Syndicated Loans
  • Supply Chain Finance
  • Digital Corporate Banking Solutions
  • Integrated Financial Solutions

Practical Workshops

Prepare:

  • Financial solution proposals
  • Product recommendation reports
  • Treasury advisory plans
  • Integrated banking solution presentations
Module 11: Digital Corporate Banking and FinTech

Topics Covered

  • Digital Corporate Banking
  • Customer Relationship Management (CRM)
  • AI in Relationship Management
  • Banking Data Analytics
  • Customer Insights and Personalization
  • Financial Technology (FinTech)
  • Digital Process Automation
  • Open Banking Concepts
  • Cybersecurity in Corporate Banking
  • Future Trends in Corporate Banking

Practical Workshops

Build:

  • CRM-based relationship plans
  • Customer analytics dashboards
  • Digital banking workflows
  • FinTech adoption strategies
Module 12: Executive Communication and Negotiation Skills

Topics Covered

  • Executive Business Communication
  • Business Presentation Skills
  • Stakeholder Management
  • Consultative Selling Techniques
  • Negotiation Strategies
  • Conflict Resolution
  • Executive Advisory Skills
  • Business Networking
  • Relationship Retention Conversations
  • Professional Communication Best Practices

Practical Workshops

Conduct:

  • Client meeting simulations
  • Negotiation role plays
  • Executive presentations
  • Stakeholder communication exercises
Module 13: Corporate Governance, ESG, and Banking Regulations

Topics Covered

  • Corporate Governance Principles
  • Environmental, Social, and Governance (ESG)
  • Sustainable Finance
  • RBI Regulatory Framework
  • Basel Guidelines
  • Internal Controls
  • Regulatory Reporting
  • Compliance Monitoring
  • Ethical Banking Practices
  • Governance Best Practices

Practical Workshops

Evaluate:

  • Governance frameworks
  • ESG implementation plans
  • Compliance reviews
  • Regulatory case studies
Module 14: Cross-Functional Collaboration in Corporate Banking

Topics Covered

  • Credit Team Collaboration
  • Treasury Department Coordination
  • Risk Management Team
  • Operations Team
  • Legal Department
  • Compliance Team
  • Product Specialists
  • External Auditors
  • Third-Party Service Providers
  • End-to-End Corporate Banking Workflow

Practical Workshops

Develop:

  • Cross-functional workflow maps
  • Collaboration strategies
  • Service delivery models
  • Client servicing plans
Module 15: Performance Management and Career Excellence

Topics Covered

  • Relationship Manager KPIs
  • Revenue and Portfolio Growth
  • Client Satisfaction Metrics
  • Sales Performance Measurement
  • Productivity Management
  • Relationship Profitability
  • Leadership Skills
  • Professional Development
  • Career Progression in Corporate Banking
  • Industry Best Practices

Practical Workshops

Create:

  • KPI dashboards
  • Performance improvement plans
  • Career development roadmaps
  • Relationship scorecards
Module 16: Capstone Project – Corporate Banking Relationship Strategy

Comprehensive Industry Project

Participants will:

  • Develop a complete relationship management strategy for a corporate client.
  • Analyze financial statements and evaluate the client's financial position.
  • Perform credit assessment and prepare a comprehensive credit proposal.
  • Recommend suitable lending, treasury, trade finance, and transaction banking solutions.
  • Prepare KYC documentation, compliance assessments, and customer due diligence reports.
  • Design client profitability models and portfolio growth strategies using Microsoft Excel.
  • Evaluate digital banking capabilities, CRM systems, AI-driven customer insights, and fintech solutions.
  • Collaborate with credit, treasury, legal, compliance, and operations teams to structure integrated banking solutions.
  • Present executive recommendations for client acquisition, relationship expansion, risk mitigation, and long-term portfolio management.
  • Deliver a complete corporate banking relationship strategy aligned with business growth, regulatory compliance, and customer success.

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

The Relationship Management in Corporate Banking Training by myTectra was practical from start to finish. The sessions on client engagement, credit proposal preparation, and corporate banking products closely reflected the challenges I handle every day. I especially found the negotiation exercises and case studies extremely useful for strengthening client conversations.
Ravina Iyer
Senior Relationship Manager
I enrolled to improve my relationship management approach, and the program exceeded my expectations. The trainer explained financial analysis, risk assessment, KYC, and portfolio management with real banking examples instead of relying only on theory. The learning has already helped me build stronger client relationships and approach business opportunities more strategically.
Bharath Kumar
Assistant Vice President – Corporate Banking
This course provided an excellent balance between relationship management and credit fundamentals. The modules on financial statement analysis, trade finance, compliance, and corporate lending gave me a broader understanding of how different banking functions work together to support clients. The practical assignments made the concepts easy to apply in my role.
Roshini Shetty
Corporate Credit Manager
Every module added value, from preparing for client meetings to identifying cross-selling opportunities and managing corporate portfolios. The discussions around digital banking, CRM practices, and customer retention were particularly relevant in today's banking environment. myTectra has designed a program that genuinely prepares professionals for real corporate banking situations.
Yogeshwaran M
Business Banking Relationship Manager

Why Choose Us?

Discover key features that set our training apart.

Expert-Led Training

Learn from certified instructors with real-world industry experience.

Hands-On Learning

Practical assignments and projects to build job-ready skills.

Globally Recognized Certificate

Earn a professional certificate to boost your career opportunities.

FAQ's

What is the duration of this course?

The total course duration is 40 hours delivered via instructor-led sessions and practical labs.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence.

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?

Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.

  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

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Master Relationship Management in Corporate Banking

Gain hands-on experience in corporate banking, relationship management, and credit assessment.