Retail Banking

Course Coverage

Understand the broad structure of the retail market and how different financial instruments interact in the market.

Who is it for?

  • Credit Analyst
  • Relationship Management Professionals
  • Retail Banking Professionals
  • Customer Service Representatives


Course Range

This course has been designed to provide the knowledge and skills required to assess the creditworthiness of a business and measure its ability to meet its financial obligations

Credit Analysis

This course is designed to train candidates on some methods of assessing a company’s cash inflows and outflows from relevant activities over a period of time

Cash Flow Analysis

This course will familiarize delegates on the key aspects of retail collection practices and challenges. It will also cover the best collection practices and strategies in various stages of the collection cycle

Identifying & Managing Problem Loans

This course will provide an overview of digital trends in the retail banking space and how they can be used to the benefit of the service provider and customer.

Digital Trends in Retail Banking

This course is designed to provide candidates with knowledge about retail banking products that are compliant with Shariah law and their practical application in Islamic finance.

Islamic Finance

This course provides an introductory overview of retail banking, its functions and some services tailored to both new joiners and/or existing staff

Introduction to Banking & Retail Business

Our course focuses on the role of financial accounting principles Analysis and processes in creating and reporting an organization’s financial statements.

Financial Reporting & Analysis

This course equips retail banking professionals to move from being a sales and service officer to a trusted advisor, enhance their communication skills and finally focus on using such skills to boost their productivity

Trust, Communication & Productivity

This course will equip delegates with the best practices and tips on sales & X-sell in a branch environment 

Sell & X-Sell

The course will equip delegates with the tools and techniques to effectively manage risks associated with mismatches between assets and liabilitie

Asset Liability Management

This course focuses on planning sales in order to get the numbers, enable daily tracking and understand the trends

Sales Planning & Review

This course will provide candidates with the right tools and practices to improve customer relations resulting in improved sales outcomes

Customer Relationship Management