Customer Relationship Management in Asset Management training course in

Introduction

Customer Relationship Management (CRM) is a critical aspect of asset management. With the rise of technology and the increasing competition in the asset management industry, it is more important than ever for Chief Asset Managers to understand how to effectively manage their relationships with customers. This training course will cover the key skills needed to build and maintain strong customer relationships, including analytical thinking, negotiation and influence, business excellence, and organization and planning.

Outputs

By the end of this training course, participants will have the knowledge and skills to:

Understand the importance of customer relationship management in asset management
Develop analytical skills to better understand customer needs and behavior
Improve their negotiation and influence skills to build strong relationships with customers
Implement best practices in customer relationship management to enhance business excellence
Effectively plan and organize their customer relationship management efforts to achieve better results

Objectives

The main objective of this training course is to help Chief Asset Managers develop the skills and knowledge needed to effectively manage customer relationships and drive success in their asset management business.

Who Should Attend this Course

This training course is designed for Chief Asset Managers who are responsible for managing customer relationships and seeking to enhance their skills in this area. It is also suitable for asset managers who want to improve their ability to manage customer relationships more effectively.

Outline for 5 Days

Day 1: Introduction to Customer Relationship Management in Asset Management

Overview of customer relationship management in asset management
Importance of customer relationship management for asset managers
Understanding customer behavior and needs
Key skills for effective customer relationship management

Day 2: Analytical Thinking for Customer Relationship Management

Understanding the role of analytical thinking in customer relationship management
Developing analytical skills to better understand customer behavior and needs
Techniques for using data and information to improve customer relationship management

Day 3: Negotiation & Influence in Customer Relationship Management

The importance of negotiation and influence in customer relationship management
Developing negotiation and influence skills to build strong relationships with customers
Best practices for negotiating with customers and managing disputes

Day 4: Business Excellence in Customer Relationship Management

Understanding the role of customer relationship management in driving business excellence
Best practices in customer relationship management to enhance business performance
Key success factors for customer relationship management in asset management

Day 5: Organization & Planning for Customer Relationship Management

The importance of effective planning and organization in customer relationship management
Best practices for planning and organizing customer relationship management efforts
Key success factors for implementing effective customer relationship management processes.

"Throughout the course, participants will have the opportunity to work on practical exercises and case studies to apply the concepts and skills they have learned. The course will also include interactive discussions and opportunities for participants to share their experiences and insights. "