Managing Relationships in a
Corporate Bank
Developing the themes of
customer relationship management into the sphere of corporate finance, this unique text
examines the specific drivers, skills and techniques required by banks in order to build
and retain corporate customers. The text takes core elements of marketing and relationship
activity and applies them to the specific requirements of corporate customers. Themes such
as delivering corporate capability, portfolio and key account planning, referral networks,
industry profiling and presenting customer focused solutions are all discussed in detail.
Aided by the extensive use of case studies and illustrations, this text provides a clear,
accessible manual of best practice in obtaining, managing and building good relationships
with corporate customers.
Chris Farrance has worked as
a freelance marketing consultant specializing in financial services for nearly ten years
having previously been with Lloyds Bank from 1964 to 1994. He has also worked for the
Institute of Financial Services as a Chief Examiner and lecturer and delivered programs in
the UK, the Middle East, Sri Lanka and China
Contents
1 The Importance of Managing
Relationships
2 CRM and Technology
3 Business, Marketing and
Portfolio Planning
4 Best Business Practice
5 Delivering Corporate
Capabilities
6 Viewing the Organization
7 Portfolio Planning
8 Key Account Planning
9 Building Referral Networks
and Cold Calling
10 Industry and Customer
Profiling
11 Organizational Buyer
Behaviour and the Decision-Making Unit
12 Relationship Building
Activity and Communications Strategy
13 Creating a Professional
Image
14 Presentation Skills
15 Presenting
Customer-Focused Solutions
16 Working in Teams
17 Managing and Motivating
Teams and Team Members
18 Recruitment, Training and
Performance Management
19 The Way Forward Appendix
Bibliography Index
300 pages