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Every transaction starts with trust. Every relationship begins with care. The true heartbeat of every bank.
Mastering Relationship Manager
In today’s banking world, Relationship Managers are the true connectors between the bank and its customers — the ones who create trust, drive business, and sustain long-term relationships.
IBA EDU’s “Mastering Relationship Manager” program is designed to transform fresh graduates and working professionals into confident, high-performing Relationship Managers who can handle customers, manage portfolios, and generate business with integrity and empathy.
Whether you dream of working with HNI clients, building your own client portfolio, or being the face of your bank, this course gives you the edge you need.
What You’ll Gain
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Certification that strengthens your resume.
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Relationship and Sales Leadership Skills to lead a team confidently.
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Business-Ready Knowledge for portfolio & client relationship management.
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Decision-Making Power to handle critical branch revenues.
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Team Management Skills to guide and motivate your staff.
Career Path & Salary Range
Roles You Can Aim For:
🔹 Relationship Manager
🔹 Senior Relationship Manager
🔹 Head of RM 🔹 Branch Manager 🔹 Cluster Head
Expected Salary Range:
₹6 – ₹12 LPA (based on experience)
₹12 LPA+ for Senior RM roles
Career Opportunities After Completion
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Relationship Manager
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Customer Relationship Executive
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Priority Banking Officer
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Wealth Relationship Manager
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Business Development Officer
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Sales & Service Executive
Why Choose This Course
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Learn from industry experts with real banking experience
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Gain 360° knowledge – sales, service, compliance, and customer relationship skills
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Practice customer handling simulations & live role-plays
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Understand core banking operations, KYC norms, cross-selling, and digital tools
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Build a strong professional image that attracts career growth
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Get IBA EDU Certification – valued by private and public banks across India
FAQs
Q1: Do I need a commerce degree to join?
No. Anyone with good communication skills and interest in customer service can enroll.
Q2: Will I get placement support?
Yes. IBA EDU offers interview training and placement assistance with partner institutions.
Q3: Is it a classroom or online program?
Fully online with guided modules and optional live mentor sessions.
Q4: How long is the course?
4–6 weeks (self-paced with lifetime access).
Q5: What certificate will I get?
You’ll receive a “Certified Relationship Manager” certificate from IBA EDU.
Course Content
Module 1: Introduction to the Relationship Manager Role.
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1.1. What is a Relationship Manager?
19:11 -
1.2. Types of RMs (Retail, HNI, SME, Corporate, NRI, Priority Banking)
47:27 -
1.3 Typical day in the life of an RM
01:19:18 -
1.4 Key goals and KPIs (Targets, Portfolio Management, Cross-selling, Retention)
55:39
Module 2: Banking Basics for Relationship Managers
Module 3: Customer Profiling & Need-Based Selling
Module 4: Communication & Relationship-Building Skills
Module 5: Business Etiquette & Professional Grooming
Module 6: Digital Banking & CRM Tools
A course by
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Student Ratings & Reviews
The roleplays and mock sales pitches boosted my confidence tremendously. I now know how to build rapport and convert leads without sounding pushy. Fantastic training program!
IBA EDU explains RM operations step-by-step—KYC checks, documentation, goal sheets, sales tracking, and service follow-ups. Such clarity is hard to find elsewhere.
The course improved my communication, customer persuasion skills, and monthly planning approach. I’m now shortlisted for RM roles in two private banks.
Before joining, I had zero knowledge of financial products. Now I can confidently pitch savings accounts, personal loans, credit cards, and insurance with full understanding.
The trainer teaches exactly what banks expect from new RMs—lead generation, business sourcing, documentation accuracy, and client relationship development. Worth every rupee!
Real case studies helped me understand real-world RM challenges. The training on credit cards, loans, liabilities, and investment conversations was highly practical.
This course transformed the way I approach customers. I now understand product suitability, risk profiling, and objection-handling in a structured manner. Excellent course!
The NPA early-warning signals, lead qualification techniques, and customer retention strategies were eye-opening. IBA EDU simplified complex RM responsibilities beautifully.
Every module—from financial needs analysis to handling high-net-worth clients—is practical and job-focused. I cracked my interview for an Assistant RM role within 3 weeks of completing this course.
The RM program at IBA EDU taught me structured customer conversations, portfolio handling, and cross-selling frameworks. I now speak with clients confidently and professionally. Highly recommended for anyone entering banking sales.


