Enabling relationship managers to be more proactive and effective in soliciting new business and delivering a wider range of working capital and trade finance products and client solutions.

Participants will gain a broader and deeper understanding of the application of working capital and trade finance products and solutions to different types of corporate clients, including the factors that influence decision making.  The workshop will demonstrate how to use a structured approach to new business opportunities.

The training will equip participants to:

  • Identify and seize new opportunities by gaining a better understanding of how working capital needs arise and how funding and liquidity solutions can maximise operating cash flow, minimise the balance sheet and improve profitability.
  • Engage in meaningful discussions with clients by demonstrating an understanding of their business and the challenges they face and an ability to explain how various trade and working capital solutions can help meet their objectives.
  • Work with product specialists and banking colleagues to position the Banks capabilities and use common terminology when interfacing both with each other and with clients.
  • Provide value-added client driven solutions that are appropriate to the client, given current business and market conditions.