Working Capital Solutions
Enabling relationship managers to be more proactive and effective in identifying 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 identify, quantify, evaluate and deliver tailored, client-focused solutions.
The training will equip participants to:
- Identify and capture new opportunities by gaining a better understanding of how working capital needs arise and how funding and liquidity solutions can maximise operating cash flow, improve profitability, manage risk and enhance the balance sheet.
- Engage in meaningful discussions with clients by demonstrating an understanding of their corporate structure, business model, supply chain dynamics, liquidity objectives and the challenges they face.
- Explain how appropriate trade and working capital solutions can help meet their clients’ strategic and financial objectives.
- Work with product specialists and banking colleagues to position the bank’s capabilities and use common terminology when interfacing with each other and with clients.
- Provide value-added client driven solutions that are appropriate to the client, given current business and market conditions.