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Enhancing client acquisition skills and turning opportunities into long-term investment relationships with high effectiveness.
This program focuses on enhancing the client acquisition capabilities of professionals working in capital market institutions. It introduces modern techniques for building strong client networks, analyzing client needs, and understanding investor behavior. The program provides practical frameworks that help participants design competitive value propositions, communicate effectively, and manage client portfolios with professionalism that enhances trust and loyalty. Global best practices in financial marketing and client acquisition—both retail and institutional—are discussed with relevant Saudi market examples. Participants develop stronger skills in handling objections, identifying opportunities, and converting prospects into successful client relationships through workshops and real case studies.
Capital Market
Customer Relationship Management
Not Exist
Lecture
Case Studies +3
Lecture
Case Studies
Brainstroming
Dialogue Teams
Role-play
Pre Exam
Post Exam
Client relationship managers in capital market institutions.
This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training
Types of clients in the capital market
Investor behavior and decision-making patterns
Client profiling and identifying investment motivations
Factors influencing the satisfaction of financial sector clients
Conducting professional client needs analysis
In Class Training
Client Needs Analysis methodologies
Exploring opportunities within the Saudi market
Mapping client needs to financial products and services
Identifying service gaps and converting them into acquisition opportunities
Assessing readiness to attract and manage new clients
In Class Training
Understanding the concept of a value proposition
Building compelling value propositions for clients
Crafting tailored marketing messages for each client segment
Benchmarking competitive offerings in the Saudi market
Using data insights to strengthen the value proposition
In Class Training
Principles of impact communication in financial services
Client-centric persuasion techniques
Effective dialogue skills in financial sales scenarios
Negotiation strategies for achieving mutually beneficial outcomes
Handling difficult questions and objections
In Class Training
Financial deal-closing techniques
Assessing prospect potential and qualification
Key conversion metrics and performance indicators
Improving the client journey from initial contact to closure
Effective practices for increasing conversion rates in the Saudi market
In Class Training
Understanding investor needs and building long-term relationships
Methods for enhancing investor satisfaction and improving their experience
Effective communication strategies with investors
Professional handling of investor inquiries and complaints
Strengthening investor loyalty
Metrics for measuring investor loyalty and satisfaction
Understand client acquisition strategies in the capital market sector and identify market opportunities.
Analyze client needs and build competitive value propositions aligned with their investment goals.
Develop effective communication and influence skills to build long-term client relationships.
Apply best practices in client portfolio management and service quality enhancement.
Professionally handle objections and convert them into business opportunities.
Strengthen negotiation and closing capabilities to improve client conversion rates.
