GRANDE ECOLE PROGRAM - BANKING SPECIALIZATION - CUSTOMER RELATIONSHIP MANAGEMENT

ICD's mission is to train successful sales and marketing development managers in a complex international environment. The Grande Ecole program covers the entire business development chain, from innovative product design to customer relationship management.

Grande Ecole Program Banking - Customer Relationship Management
parcours banque

 

TRAINING OBJECTIVES

Target skills :

  • Welcome, advise and prospect with a view to selling banking and financial products
  • Build loyalty and establish ongoing, personalized relationships with customers
  • Guarantee the quality of reception and follow up complaints
  • Respect procedures
  • Carry out investment transactions
  • Manage risks and ensure account profitability
  • Processing credit applications
  • Manage and lead the agency team
  • Managing the business
  • Achieve the agency's sales objectives, take responsibility for a portfolio of customers and prospects
  • Oversee operational risks
  • Leading and facilitating team meetings

MASTER'S DEGREE DIPLOMA CONFERRING THE GRADE OF MASTER 5TH YEAR OPTION: BANKING CUSTOMER RELATIONS. ICD DIPLOMA APPROVED BY THE MINISTRY OF HIGHER EDUCATION, RESEARCH AND INNOVATION CONFERRING THE GRADE DE MASTER, BY DECREE FROM 25/06/2021, PUBLISHED IN THE B.O. OF 15/07/2021, REGISTERED WITH THE RNCP - CODE 37714, CODE NSF 312M - 312V , CODE CPF 241455

 

THE PROGRAM

4TH YEAR

YEAR 5

Banking environment

  • Fundamentals of Banking - Retail market
  • Banking environment and risk and compliance management
  • Ethical debate
  • Legal and tax approach to the customer and wealth assessment
  • Banking law 

Professional world

  • Financial Diagnosis and Evaluation
  • Financial Instruments
  • Analyse Dossiers Crédits Professionnels

Business and Marketing

  • Customer Relationship Management
  • AI challenges: Data Challenge 
  • Trading strategy - Consumer market
  • Trading strategy - Professional market

Business and Marketing

  • Thinking about the sustainable company of today and tomorrow 
  • Anthropocene and climate issues for business
  • Business Game - Cesim Bank 
  • The challenges of digital banking
    Risk management

Professional world

  • Banking Basics - Professional market
  • Company financing 
  • Financial Analysis

Business management

  • Projet de Création d'Entreprise - Business plan (Entrepreneurship for ecological and social transition)
  • New management methods  (Team Management)
  • Agency management

Languages and culture

  • TOEIC preparation 
  • LV2 or reinforced English 
  • New international relations for the 21st century

Management and legal environment

  • Executive retirement approach
  • Law for companies in difficulty
  • Buyout

Projects

  • Introduction to research methodology 
  • Dissertation tutoring 
  • Pre Research Memoir 

Soft Skills Development Program

  • Start me up career 

Soft skills

  • Managing time and priorities
  • Improve your ability to work as part of a team
  • Improve your professional communication

Projects

  • Qualitative methodology
  • Quantitative methodology
  • Dissertation tutoring
  • Research Dissertation
parcours banque

Target skills

Target skills :

  • Managing customers with asset-related issues
  • Support and advise customers by proposing appropriate products and investments
  • Promoting digital tools and services
  • Analyze customers' financial situation and transaction risks
  • Work in synergy with specialized advisors to respond to specific requests, and with other departments (Customer Relations Center, Private Banking, Service Center, etc.).
  • Participate in the agency's business development
societegenerale

 

THE PREMIUM CUSTOMER ADVISOR OPTION IS IN PARTNERSHIP WITH societe generale

At Société Générale, everyone has the opportunity to work in several different professions and to discover different parts of the Bank. Employees are offered tools to match their skills/wishes with available positions.
Societe Generale promotes the employability of its employees through internal mobility in France or abroad, and through training.

BAC+5 DIPLOMA CONFERRING THE GRADE OF MASTER 5TH YEAR OPTION: BANKING CUSTOMER RELATIONS. DIPLOMA ICD APPROVED BY THE MINISTRY OF HIGHER EDUCATION, RESEARCH AND INNOVATION, CONFERRING THE GRADE OF MASTER, BY ORDER OF 25/06/2021, PUBLISHED IN THE B.O. OF 15/07/2021, REGISTERED WITH THE RNCP - CODE 37714, CODE NSF 312M - 312V , CODE CPF 241455

 

THE PROGRAM

4TH YEAR

YEAR 5

Banking environment

  • Fundamentals of Banking - Retail market
  • Banking and wealth management environment
  • Ethical debate 
  • Financial markets and financial savings

Professional world

  • Financial Diagnosis and Evaluation
  • Financial Instruments
  • Analyse Dossiers Crédits Professionnels

Tax and legal environment

  • Banking law 
  • Risk and compliance management
  • AI challenges: Data Challenge 
  • Personal taxation
  • Property law

Business and Marketing

  • Thinking about the sustainable company of today and tomorrow 
  • Anthropocene and climate issues for business
  • Business Game - Cesim Bank 
  • The challenges of digital banking
  • Risk management

Business and Marketing

  • Life insurance
  • Personal and property insurance
  • The wealth advisor and the RCMP

Business management

  • Projet de Création d'Entreprise - Business plan (Entrepreneurship for ecological and social transition)
  • New management methods  (Team Management)
  • Agency management

Sales activity management

  • Financial Analysis
  • Company formation and status

Management and legal environment

  • Executive retirement approach
  • Law for companies in difficulty
  • Buyout

Languages and certifications

  • TOEIC preparation 
  • LV2 or reinforced English 
  • New international relations for the 21st century

Soft Skills Development Program

  • Start me up career 

Soft skills

  • Introduction to research methodology
  • Dissertation tutoring
  • Pre-research dissertation

Projects

  • Qualitative methodology
  • Quantitative methodology
  • Dissertation tutoring
  • Research Dissertation

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