A healthy banking sector is crucial to the health of a developed economy. The very business of banking involves managing risk and the global financial crisis highlighted the damage that poor risk management can cause to both individual banks and the overall financial system. While there is nothing new about bank risk (banks have been failing since they were invented), something clearly went awry as the events of the crisis testify.

Objectives

During this course, participants will learn the concept of risk management, its function & types and processes in the banking environment.  Participants will learn the relationship between business strategy and risk and the various tools and techniques that banks use for assessing and managing/mitigating risk.

Who is the course for?

This course is aimed primarily at those working in a commercial/wholesale banking environment where risk assessment and credit approval is based on objective and subjective analysis and experience. However, much of the material is sufficiently generic to be relevant to retail/consumer/SME banking businesses as well.

Duration: 8 Hours

Content:

• The definition of risk in the context of banking
• Key risk concepts such as risk capacity, risk appetite, risk tolerance, and risk exposure
• The main criteria for successful risk management and the difference between top-down and bottom-up risk management
• The main risk types and how they influence the risk management framework
• Key risk measures and the benefits and issues associated with their use
• Risk modeling, model risk, and data quality issues
• The relationship between business strategy and risk and the importance of aligning risk appetite with strategy
• The stages in the risk decisioning process and how such decisions can impact risk exposure
• The difference between “originate-to-hold” and “proactive” approaches to managing risk
• The various tools and techniques that banks use for assessing and managing/mitigating risk
• Stress testing
• Risk reporting, from the perspective of both internal reports and external/regulatory reports

Price

• EGP 550 for One Month License
• EGP 650 Three Months License
• EGP 850  Six Months License

Enroll Now                                                      Enroll Now                                                  Enroll Now

One Month License                                       Three Months License                                 Six Months License                  

*This e-learning program is non-refundable once an account is created.

This course is designed to equip you with all of the fundamentals of consumer/retail banking.

Objectives

This course defines and positions the consumer bank product and service offering within the broader financial services industry and against a background where consumer banks have assumed increased relative importance post-financial crisis. There is particular emphasis on increased regulatory requirements from a day-to-day sales and operational standpoint, with the course setting out where appropriate the effects of enabling legislation that has altered the competitive landscape. The consumer banking distribution model has changed dramatically in recent years, with the preeminence of the branch in terms of transaction volume being usurped by an array of remote channels including direct (telephone/Internet) and mobile/smartphone banking. You will learn how the role and design of the branch banking experience has been reconfigured so as to act as both an advisory-led channel and as a hub for technology-led remote banking services. The course emphasizes how consumer banking is now a multichannel environment and how effective channel management requires breaking down the established “silo” mentality and taking an overall customer viewpoint within the context of service excellence.

Who is the course for?

This course is aimed for Customer Service personnel, Tellers, Branch Operations and any new joiner to a bank

Duration: 12.5 Hours

Content

• Consumer Banking – Introduction
• Consumer Banking – Product
• Branch Banking
• Banking Channel – Management
• Consumer Banking – Marketing
• Consumer Banking – Selling
• Consumer Banking – Customer Service
• Consumer Payment
• Advanced Payment Methods
• Cards Issuing – Introduction
• Cards Payments – Merchant Acquiring
• Cards Marketing

Price

EGP 550 for One Month License

EGP 650 Three Months License

EGP 850 Six Months License

Enroll Now                                                      Enroll Now                                                  Enroll Now

One Month License                                       Three Months License                                  Six Months License

*This e-learning program is non-refundable once an account is created.

The global financial crisis highlighted many issues, not least of which was some extraordinary mismanagement of credit risk. Post-crisis reviews pointed to a major breakdown in loan underwriting standards and indicated that far too much lending prior to the crisis was either irresponsible or not very prudent. As events proved, banks and other financial institutions can lose billions, or even go out of business, due to their failure to manage credit risk properly.  This course, Credit Analysis, is part of a series of courses that are designed for financial market professionals looking to better understand and manage credit risk in a post-crisis world. Rather than focusing on how to perform credit analysis, the series adopts a “top-down” view of credit risk and its management, covering many areas that are not currently well articulated. While financial analysis has a role, well-trained bankers need to understand much more than financial statements and ratios in order to determine the ability of borrowers and counterparties to repay their obligations. In keeping with this top-down approach, the series is divided into the following courses: Introduction to Credit Risk Credit Risk Management Credit Risk Appetite Credit Risk Measurement Credit Risk Customer Management Credit Analysis Credit Risk Mitigation Credit Risk Problem Customer Management

Objectives

• Understand the concept of credit analysis that will help credit analysts and other interest parties to extract meaningful information from the key sources of financial data and information – the balance sheet, the income statement, and the statement of cash flows.
• Understand balance sheet structures in detail and the key measures – such as the debt/equity ratio and various liquidity ratios – that can be derived from balance sheet values.
• Understand the structure and elements of an income statement and various income/profit measures, such as gross and net income/profit, and profitability ratios, such as gross and net margins, that can be derived from income statement values. In addition to measures such as earnings per share, dividend payout ratios, and dividend cover.
• Get an overview at the statement of cash flows, and the cash conversion cycle and its impact on working capital ratios. Working capital days measures are also covered, including the use of such measures to identify the drivers of cash flow from operations. Other measures, such as EBITDA, are also explained, along with balance sheet structural elements – such as overleverage – that can have adverse cash flow implications. Finally, the topic of cash flow forecasting and associated stress testing are also introduced.
• Identify how information from financial statements can be used to calculate key financial ratios such as return on equity (ROE) and other ratios that can be calculated using information from sources such as share prices
• Recognize the importance of financial forecasting in overcoming the backward-looking nature of audited financial statements and the need for clear assumptions when forecasting, the role of stress testing, and the common pitfalls that analysts need to watch out for when building their forecasts.
• Recognize how a business entity’s structure, business models, and the industry in which it operates affect the size and complexity of the entity and its financial statements.
• Understand the techniques credit analysts use to gauge the strengths and weakness of a business. The scenario shows how analysts apply different financial measures and ratios to a company’s historical and forecast financial statements. It also demonstrates how analysts employ stress testing and scenario analysis to estimate company performance under different stress scenarios. Prerequisite Knowledge: A good understanding of financial statements and the techniques of credit analysis is required

Who is the course for?

This course is aimed primarily at those working in a commercial/wholesale credit environment where risk assessment and credit approval is based on objective and subjective analysis and experience. However, much of the material is sufficiently generic to be relevant to retail/consumer/SME banking institutions as well.

Duration: 8.83 Hours

Content

• Credit Analysis – An Introduction
• Credit Analysis – Balance Sheet Analysis
• Credit Analysis – Income Statement Analysis
• Credit Analysis – Cash Flow Analysis
• Credit Analysis – Performance & Other Measures
• Credit Analysis – Forecasting
• Credit Analysis – Other Factors
• Credit Analysis – Scenario
• Credit Analysis – Assessment

Price:  EGP 550 for One Month License

            EGP 650  Three Months License

            EGP 850  Six Months License

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One Month License                                  Three Months License                        Six Months License

*This e-learning program is non-refundable once an account is created.

The global financial crisis highlighted that the quantity and quality of bank capital was inadequate. The crisis also underlined the need for regulators to address not simply capital adequacy, but also liquidity and leverage. This course focuses on the broad Basel regulatory framework introduced in the years following the crisis.

Objectives

By the end of this program you will be able to:

1.Recognize the components of the capital adequacy ratio (CAR) and how their values are determined and identify the permitted approaches for regulatory capital calculations for Pillar 1 risks

2.Recognize the importance of capital for loss-absorbency purposes and the various components of regulatory capital   Identify the key Basel III requirements related to capital adequacy (Pillar 1), including the permitted approaches to calculating regulatory capital and the minimum capital ratios

3.Recognize the need for the Basel III framework to include requirements related to liquidity and leverage Calculate a bank’s Liquidity Coverage Ratio (LCR), Net Stable Funding Ratio (NSFR), and leverage ratio

4.Recognize the purpose of the Pillar 2 framework and the four key principles outlined by the Basel Committee on Banking Supervision (BCBS) Identify the steps involved in the ICAAP process. This tutorial describes the Pillar 2 regime in detail.  

5.Identify how the Pillar 3 disclosure regime has evolved through the years and the challenges that banks face in meeting these requirements recognize the key Pillar 3 disclosure obligations and the templates/tables that banks must use when making such disclosures. This tutorial describes the Pillar 3 regime in detail.  

Who is the course for?

This course aims to provide all staff at banks and other financial institutions with an in-depth understanding of the Basel III regulatory framework.

Content:

• The evolution of regulatory capital requirements from (Basel I) to the “three pillars” approach introduced by Basel II and retained by Basel III
  • The major changes to the capital adequacy regime under Basel III
  • The various permitted approaches for regulatory capital calculations for Pillar 1 risks
  • The components and methodology of the Basel III liquidity ratios (LCR and NSFR) and leverage ratio
  • The requirements for banks and regulators under Pillar 2, including ICAAP and SREP
  • The disclosure requirements under Pillar 3 and the associated reporting challenges for banks

Course Date and Duration:

Hours: 6.8 hours

Price

EGP 550 for One Month License

EGP 650 Three Months License

EGP 850 Six Months License

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One Month License                                       Three Months License                                  Six Months License

*This e-learning program is non-refundable once an account is created.

This course describes the increasingly complex world of asset-liability management (ALM) and treasury management. These functions are responsible for controlling some of the many risks faced by financial institutions, particularly commercial banks. As such, the performance of the ALM/treasury function is fundamental to a bank’s ability to thrive in different economic environments. A well-run ALM/treasury operation improves the reputation of an organization and should identify profitable opportunities with a balanced division of risk and reward.

Objectives:

By the end of this program you will be able to:

1.Identify the main categories of the bank balance sheets and income statements    Recognize some of the key ratios and measures used to assess risk, regulatory compliance, and bank performance   

2.Recognize the roles of ALM and treasury management in managing risk, profit optimization, and ensuring regulatory compliance   Identify the risk management framework for ALM and treasury management 

3.Identify strategic ALM and understand the issues and challenges in strategic ALM decisions  

4.Identify the tools and techniques used to assess liquidity risk Identify the tools and techniques used to assess interest rate risk Recognize how both liquidity and interest rate risk can be managed

5.Recognize the role of treasury operations and the most appropriate organizational structure for those operations as well some of the treasury activities undertaken on a daily basis.

6.Apply a scenario, in the head office of a moderately sized bank, to focus on intraday cash management but will touch on aspects of preplanning and the need to address potential funding shortfalls.

Who is the course for?

This course is aimed primarily at those working in a commercial/wholesale banking environment where risk assessment is based on objective and subjective analysis and experience. However, much of the material is sufficiently generic to be relevant to retail/consumer/SME banking businesses as well.

Content:

• How bank balance sheets and income statements have changed as a result of the financial crisis
  • The function of a bank’s ALM/treasury management Dept.
  • The issues and challenges associated with making strategic ALM decisions
  • The tools and techniques that banks use to manage liquidity and interest rate risk
  • The role of bank treasury operations and the most appropriate organizational structure for those operations

Course Date and Duration:

Hours: 7.1 hours

Price:

EGP 550 for One Month License

EGP 650 for Three Months License

EGP 850 for Six Months License

Enroll Now                                                       Enroll Now                                                Enroll Now

One Month License                                       Three Months License                                 Six Months License 

*This e-learning program is non-refundable once an account is created.

This course explains the functions, products, and workings of the foreign exchange (FX) market, the most liquid capital market in the world. Every day, trillions of dollars’ worth of currency flows through this market. The spot market and its dealers are at the heart of this activity, but there is also an important market for forward trading.

Every second of the day the value of currencies changes, driven by global trade, investment, and speculation. This is a world with its own jargon, where bulls and bears fight for control, where a “yard” is a billion, and “cable” is an exchange rate between two of the most active currencies.

In line with the latest Central Bank of Egypt Instructions to banks dated October 27^th, 2022, with regards to allowing banks to conduct FX Forwards, FX swaps & Non deliverable Forwards (NDFs) transactions, the below eLearning course equip the Egyptian bankers with the needed knowledge to understand the Foreign Exchange Business.

Who is the course for?

This is a comprehensive course with something to offer everyone, from new recruits in banks and other financial institutions to more experienced personnel looking to refresh or expand their knowledge of specific areas.

Duration: 12.25 Hours

Content:

• The changing nature of the foreign exchange business
• The mechanics of spot and forward trading
• The calculation of forward prices and cross-rates
• The role of FX swaps and forward outrights in hedging currency exposures
• Borrowing and investing using cross-currency swaps
• The use of non-deliverable forwards (NDFs) with emerging market currencies
• The key factors that influence exchange rates
• The market for FX options, including the main trading and hedging applications of these instruments

Price

• EGP 550 for One Month License
• EGP 650 Three Months License
• EGP 850 Six Months License

Enroll Now                                                         Enroll Now                                              Enroll Now

One Month License                                       Three Months License                                 Six Months License

Who is the course for?

This course provides a broad overview of ESG for newcomers to the ­field or for more experienced financial professionals who wish to refresh their knowledge.

Duration: 137 Minutes

Date & Time:  E-Learning

Content:

• The defi­nition of ESG and the key strategies for incorporating ESG
• The impact various ESG factors may have on corporate performance and how ESG analysis can inform investment decision-making

Price:

• EGP 550 for One Month license
• EGP 650 for Three Months license 
• EGP 850 for Six Months License

Enroll Now                                                      Enroll Now                                                  Enroll Now

One Month License                                       Three Months License                                  Six Months License

Who is the course for?

This course provides a broad overview of ESG investing for newcomers to the fi­eld or for more

experienced ­financial professionals who wish to refresh their knowledge.

Duration: 240 Minutes

Date & Time:  E-Learning

Content:

• The factors driving the growth of ESG investing, and the characteristics of ESG investors
• The defi­nition of various ESG incorporation strategies – ranging from ESG integration to impact investing – and their uses and limitations
• The de­finition of impact investing, the growth of the impact investment market, and key challenges facing impact investors
• The practical implementation of ESG investing in a retail investment context
• The practical implementation of ESG investing in an institutional investment context

Price:

• EGP 550 for One Month License 
• EGP 650 for Three Months License 
• EGP 850 for Six Months License

Enroll Now                                                    Enroll Now                                                   Enroll Now

One Month License                                       Three Months License                                Six Months License

Who is the course for?

This course is aimed at those interested in emerging ESG asset classes, including those who work

in capital markets, those involved in debt issuance, and those who work in asset management

and wealth management.

Duration: 115 Minutes

Date & Time:  E-Learning

Content:

• The defi­nition of green bonds and other green assets and key global standards
• The state of the green bond market, including key issuers and the role of certifi­cation bodies
• The defi­nition of social bonds and other sustainable instruments and key global standards

Price:

• EGP 550 for One Month License 
• EGP 650 for Three Months License 
• EGP 850 for Six Months License

Enroll Now                                                      Enroll Now                                                  Enroll Now

One Month License                                       Three Months License                                  Six Months License

Who is the course for?

This course is designed for fi­nancial professionals involved in lending and credit operations who

wish to understand sustainable fi­nance and how to build a sustainable credit portfolio by

integrating best practices.

Duration: 85 Minutes

Date & Time:  E-Learning

Content:

• The de­finition of sustainable ­finance and the role it can play in building a more responsible ­financial system
• The key global principles, guidelines, and frameworks for building effective sustainable fi­nance practice and processes

Price:

• EGP 550 for One Month License
• EGP 650 for Three Months License 
• EGP 850 for Six Months License

Enroll Now                                                      Enroll Now                                                    Enroll Now

One Month License                                       Three Months License                                  Six Months License

Who is the course for?

This course provides a broad overview of climate risk for financial professionals involved in risk assessment, investment management, and credit, as well as those seeking a general understanding of this emerging risk category.

Duration: 205 Minutes

Date & Time:  E-Learning

Content:

• The definition of climate risk and its implications for financial institutions
• The high-level process for assessing climate-related risk
• The main approaches to climate-related risk assessment and measurement
• The issue of decarbonization from the banking industry’s perspective

Price:

• EGP 550 for One Month License
• EGP 650 for Three Months License 
• EGP 850 for Six Months License

Enroll Now                                                       Enroll Now                                                Enroll Now

One Month License                                       Three Months License                                Six Months License

This course describes the trade lifecycle in detail, covering topics such as client onboarding and other pre-trade activities, trade execution and capture, trade clearing and settlement, and ongoing position and risk management. The course also includes an interactive scenario that shows the trade lifecycle in action, exploring how various concepts are used in practice from the pre-trade execution stage through to ongoing position and risk management.

Without the efficient processing and management of a trade throughout its life, the trade would be pointless in the first place. In reality, for a trade to take place, significant planning and follow-up is required. Therefore, a deeper understanding of trading requires understanding the entire trade lifecycle – the sequence of events that occurs and processes that are implemented when a trade takes place.

Who is the course for?

This course is designed in particular for new recruits to banks and other financial institutions as well as operations and support staff in these institutions. It will also be useful for any other personnel looking to refresh their knowledge of the end-to-end lifecycle of a trade in today’s markets.  

Duration: 5.45 Hours

Content:

• Life of a Trade – An Introduction
• Life of a Trade – Pre-Trade
• Life of a Trade – Execution
• Life of a Trade – Clearing & Settlement
• Life of a Trade – Ongoing Position & Risk Management
• Life of a Trade – Scenario

Price

• EGP 550 for One Month License
• EGP 650 for Three Months License
• EGP 850 for Six Months License 

Enroll Now                                        Enroll Now                                             Enroll Now  

One Month License                        Three Months License                              Six Months License

This course describes In recent decades, however, transactions have grown in size and complexity and both the value and volume of overall trade has increased substantially. Further, new forms of transportation – such as containerization – have emerged and proliferated. Meanwhile, the use of electronic documentation has become more common and FinTech firms are starting to make inroads into what has traditionally been a heavily paper-based environment.

Trade transactions have been taking place for centuries and a number of the practices that support the smooth execution of such transactions, such as the use of drafts and bills of lading, have been around for a long time.

Who is the course for?

This course is designed for newcomers to the field of trade finance as well as more experienced credit risk staff, relationship managers, transaction banking staff, and other professionals working in international trade finance and looking to refresh or enhance their knowledge.

Duration: 12.00 Hours

Content:

• The need for trade finance products and the different types of product provider
• The main methods of payment used for trade transactions
• The use of open account terms in international trade
• The role of documentary collections in facilitating payment for trade transactions
• The various features of letters of credit (L/Cs), the lifecycle of a typical L/C, and the parties involved in that lifecycle
• The different types of bond/guarantee provided by banks and other guarantors to their customers
• The different forms of import and export finance available to buyers and sellers involved in international trade
• The role of export credit agencies (ECAs) in facilitating trade transactions
• The concept of structured trade finance and how it differs from traditional trade finance
• The importance of trade documentation and the role of the various rules/guidelines, such as UCP 600 and Incoterms, published by the International Chamber of Commerce (ICC)

Price

EGP 550 for One Month License

EGP 650 for Three Months License

EGP 850 for Six Months License

Enroll Now                                            Enroll Now                                  Enroll Now

One Month License                           Three Months License                     Six Months License

Excel Topics:

• Excel Menus & Shortcuts
• Excel Formulas & Calculation Functions
• Naming Cells & Referencing Names
• Editing Cell Names
• Formatting Cells & Worksheets
• Pivot Tables
• Lookup Functions
• Conditional Statements
• Conditional Formatting
• Conditional Statements in Excel & Exercises
• Data Validation
• Data Table
• Combo Box Controls for Dashboards
• Goal Seek & Scenario Manager

Target Audience:

All bankers in all Bank departments who seek to enhance their knowledge in Excel

Duration:

2 hours

Language:

English

Program Fees:

550 EGP for 1 Month 

650 EGP for 3 Months

850 EGP for 6 Months

Enroll Now (Online Payment Link)                 Enroll Now                                        Enroll Now 

One Month License                                       Three Months License                      Six Months License 

This e-learning program is non-refundable once an account is created.

هدف برنامج إدارة الأزمات إلي تعريف المشاركين بماهية الأزمة سواء داخلية أو خارجية وكيفية التعامل مع الأزمة عند حدوثها

أهداف البرنامج

• تعريف إدارة الأزمات
• تعريف أسباب حدوث الأزمات
• تعريف خصائص الأزمات
• شرح الهدف من إدارة الأزمات
• توضيح مراحل إدارة الأزمات

إلى من يوجه البرنامج: إلي جميع العاملين

مدة البرنامج: 45 دقيقة

المواعيد: البرنامج متاح لمدة شهر

محتويات البرنامج

• مفهوم إدارة الأزمات
• معني مصطلح الازمة تاريخيا
• ما هي الازمة
• ما الفرق بين الكارثة والازمة
• أسباب حدوث الأزمات
• خصائص الأزمات
• أنواع الأزمات
• مفهوم إدارة الأزمات
• ما الفرق بين الادارة بالأزمات وادارة الازمات
• الهدف من إدارة الأزمات
• مراحل ادارة الأزمات
• مراحل التفكير الاستراتيجي وفقا لمراحل ادارة الازمة
• دورة حياة الأزمة
• أدوات إدارة الأزمات
• المراحل الشعورية اثناء الازمات
• سيناريو الحريق

سعر البرنامج :460 جنية مصري

سجل الآن

وصف البرنامج

تم تصميم هذا البرنامج لتعريف المشاركين على أساسيات إدارة الأعمال حيث سيغطى مجالات التخطيط الاستراتيجي والتنبؤات المالية لأصحاب ورواد المشروعات الصغيرة والمتوسطة. كما أنه سيُعرف المشاركين بمصادر التمويل الخارجي، بالإضافة إلى التعرف على البنوك كمؤسسات مالية وشرح التقنيات والأساليب المختلفة للتعامل مع البنوك

الى من يوجه البرنامج

يوجه هذا البرنامج إلى أصحاب المشروعات الصغيرة والمتوسطة المتعاملين مع البنوك ممن لديهم خبرات قليلة أو ليس لديهم خبرة على الإطلاق في هذا المجال

مدة البرنامج:  95 دقيقة

أهداف البرنامج

بانتهاء هذا البرنامج ستتمكن من تحقيق:

• التعرف على أفضل الممارسات للمتطلبات الإدارية لتشغيل المشروعات الصغيرة
• وصف ممارسات الإدارة
• فهم و تحديد الموقف المالى باستخدام القوائم المالية
• سرد مصادر التمويل و فهم متطلبات البنك

محتويات البرنامج

الجزء الأول: أساسيات إدارة الأعمال

• معنى الإدارة.
• المهارات الأساسية فى الإدارة.
• مهارة التواصل و فن إدارة الحوار و الكلام.
• مهارة حل المشكلات و إدارة الأزمات و التعامل مع الفوضى.
• مهارة صياغة و تسويق الأفكار.

الجزء الثاني: ممارسات الإدارة

• أنشطة البيع و التسويق.
• المظاهر و الأسباب و العلاج للمشكلات الناشئة عن أنشطة التسويق و البيع.
• كيف يتقن رجل البيع مهارة الإقناع.
• (ممارسات الإدارة) الممارسات الأساسية للشركة الناجحة.
• الأهمية الإستراتيجية.
• نموذج تصميم الخطة الأستراتيجية.

الجزء الثالث: تحليل القوائم المالية

• مسؤوليات الإدارة المالية؟.
• وصف القوائم المالية المختلفة و استنباط مؤشرات التحليل المالى.
• استنباط مؤشرات التحليل المالى من القوائم المالية.
• المخاطر التى تحيط بالنشاط فى مراحل الأداء المختلفة.

الجزء الرابع: مصادر التمويل الخارجي وفهم المتطلبات والتعامل الفعال مع البنوك

• التمويل من القطاع المصرفى.
• التمويل من القطاع غير المصرفى.
• المعلومات التى تحتاجها البنوك لدراسة طلب التمويل.

سعر البرنامج 250 :جنية

سجل الآن (لينك الدفع الإلكتروني)

نبذة عن البرنامج

تم تصميم هذا البرنامج لتناول احتياجات السوق نظرا لحداثة إنشاء قطاعات المشروعات الصغيرة والمتوسطة بالبنوك مما يتطلب تدريب العاملين بهذا القطاع.

أهداف البرنامج

• شرح ماهية المشروعات الصغيرة والمتوسطة وأهمية إدارة علاقات العملاء.
• وضع أسس وتطبيق أدوات التخطيط والتسويق الاستراتيجي لإدارة علاقات عملاء المشروعات الصغيرة والمتوسطة.
• تحديد الإطار العام لإدارة علاقات عملاء المشروعات الصغيرة والمتوسطة بهدف الاستمرارية وتعظيم رضاء وولاء العملاء.

إلى من يوجه البرنامج

يوجه هذا البرنامج إلى المصرفيين المسؤولين عن المشروعات الصغيرة والمتوسطة في البنوك إلى جانب إدارات التسويق، مسئولي الائتمان، إدارة المخاطر والقائمين على وضع خطط واستراتيجيات تمويل المشروعات الصغيرة والمتوسطة.

مدة البرنامج:  2 ساعة

محتويات البرنامج

الجزء الأول: مبادئ وأساسيات إدارة علاقات العملاء للمشروعات الصغيرة والمتوسطة

• الأهداف العامة للبنوك والتركيز على أهمية العملاء
• الإطار العام الذي يحكم علاقة العميل بالبنك
• إدارة علاقات العملاء كخط أمامي يحقق كافة أهداف البنك الاستراتيجية والتكتيكية
• نشأة شريحة المشروعات الصغيرة والمتوسطة عالميا ومحليا.
• خصائص شريحة المشروعات الصغيرة والمتوسطة وأهميتها للاقتصاد وللبنوك

الجزء الثاني: البنية التحتية والتخطيط الاستراتيجي

• مفهوم وأدوات الخطة الاستراتيجية
• تقسيم السوق إلى شرائح
• المزيج التسويقي لكل شريحة
• احتياجات المشروع واحتياجات صاحب المشروع
• الهيكل الإداري وتحديد الأدوار
• التكامل والتنسيق بين المركز الرئيسي وفرع العميل والفروع الأخرى ومركز الاتصالات والإدارات المساعدة وتكنولوجيا المعلومات

الجزء الثالث: الحزمة المتكاملة لإدارة علاقات العملاء

• “اعرف عميلك” KYC ” من الناحية التجارية
• الصفات الأساسية والمتميزة لمدير العلاقة
• أسس وإطار إدارة العلاقات مع المشروعات الصغيرة والمتوسطة
• مراحل تطوير العلاقات مع المشروعات الصغيرة والمتوسطة
• كيفية تحديد حجم المحفظة لكل مدير لعلاقة العملاء
• جودة الخدمة كجزء من المنتج
• كيفية وضع المستهدفات
• خطوط الإنتاج لتعظيم الإنتاجية وتحقيق المستهدفات
• مصادر العملاء الجدد
• كيفية تقسيم المحفظة لإدارة الوقت وتحسين الكفاءة والفاعلية
• الحملات التسويقية
• البيع الرأسي والبيع العرضي
• حساب الربحية على المستويات المختلفة
• استمرار وتعظيم رضاء وولاء العملاء

سعر البرنامج: 700 جنية

سجل الآن (لينك الدفع الإلكتروني)