Customer Relationship Excellence

Training Workshop

Customer Relationship Training for Banking and Financial Services

Experience shows that while Branch Counter and Customer relationship staff have the product and technical expertise, they fall very short of "soft interaction and relationship selling skills" to engage customers for driving sales.


To address this key challenge, Alpha Consulting Group has launched a specialized "Customer Service Relationship Management Certification" training program aimed at Branch Banking and Customer Relationship associates at Banking and Financial Services companies to impart them much needed customer engagement skills for delivering flawless customer experience, partner satisfaction and drive successful customer acquisition and sales growth

Course Outline

Program Curriculum


Session 1 (3 hrs)

  • Introduction
  • Customer Associate - Role & Importance
  • Dressing to Kill
  • Impress with Courtesy & Etiquette


Session 2 (3 hrs)

  • Active Listening
  • Presentation and Public Speaking
  • Speaking with right Body Language


Session 3 (3 hrs)

  • Deliver results through effective communication (Verbal & Written)
  • Handling Objections with professionalism
  • Closing the Sale


Session 4 (3 hrs)

  • Team Working
  • Transactional vs. Relationship Selling
  • Customer Engagement - Modern Trends
  • Summary and Feedback


We conduct a formal questionnaire based "Psychometric assessment" for the participants prior to start of the program.


During the program, the participants shall record specific areas of improvement they need to inculcate in an "Action Planning sheet"


This is to help each participant to take up the identified areas for implementation in their workplace thereafter.

Our Delighted Clients

Value Proposition

Key Focus


  • Drive Customer Acquisition
  • Ensure customer retention for repeat business
  • Enhance Brand Image
  • Improve Staff retention

Program Uniqueness


  • English + Local Language (Vernacular) based Training (in 8 Languages)
  • Ultra Interactive workshop delivery mode for most impactful learning