About The Course
Clients need a good listener, one who says: “Please tell me more.” Those four simple words will do more to reveal important and relevant information about your clients than anything else you can do or say. Building strong relationships with existing and new clients can set you up for repeat business, and even if clients don’t return to you, they may recommend you to friends, family, or colleagues.
The importance of client relations in the sustainability of the business cannot be overstated. In this programme, you will learn how to identify your customers’ needs, how to deal with different types of clients, manage client enquiries and complaints, and how to provide quality service in any environment, but more specifically, in a financial institution. You will also look at how to determine levels of customer satisfaction so as to keep taking your business from strength to strength.
What you will learn
At the end of this course, the learner should be able to:
- Establish and maintain sound relationships with clients;
- Manage client interactions through keeping clients informed, resolving client complaints, and satisfying client needs; and
- Monitor and measure client satisfaction and use the information provided to identify new business opportunities to ensure the survival and growth of the business.
Course Content
Section 1: Establish and maintain relationships with clients
Section 2: Manage client interactions
Section 3: Monitor client satisfaction
Course Structure
- Lectures
- Structured classroom discussions / Debates
- Practical exercises
Assessments
Formative assessment is done through practical exercises and facilitator-led discussions. The summative assessment comprises a mix of knowledge questions, practical workplace activities, and essay writing.
Accreditation
This programme is registered and accredited as a learning programme on the BNVQF (Botswana National Vocational Qualifications Framework).
Certification
A Certificate of Achievement will be issued upon successful completion of the summative assessment and the learner being deemed competent against the learning programme outcomes.
Entry Requirements
It is assumed that learners are currently employed in a client-facing role and will have the opportunity to interact with clients to complete assessments. Learners are also assumed to have fundamental literacy skills to be able to write essays in English.
Duration
One day