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Overview of the course. Entry Qualifications for the course. Coursee Structure. The rules and regulations for the course. The course syllabus. How to enrol for the course. Doenloads applicable to the course.

Qualifications

Diploma in Customer Relationship Management

Course Structure

   
Credit Value
Compulsory
 

Customer Relationship Management

0.5
 

Financial Services Sales Management

0.5
 

Marketing Financial Services

1.0
Optional - choose 1 from
 

Retail Banking

1.0
 

Business Banking

1.0

Customer Relationship Management - Credit Value: 0.5

  • Concepts and Context of CRM
  • Understanding Customers
  • Information Gathering, Collation, Analysis and Evaluation
  • Managing Customer Relationships
  • Developing CRM Strategy

Financial Services Sales Management - Credit Value: 0.5

  • Managing the Sales Team
  • Sales Forecasting
  • The Sales Environment
  • Training and Coaching
  • Performance Measurement
  • The Sales Interview
  • Managing Customer Relationships
  • Complaint Handling and Service Recovery

Marketing Financial Services - Credit Value: 1.0

  • The Role of Marketing
  • Understanding Customers
  • Managing Marketing
  • Marketing Mix Decisions
  • Bankers as Retailers
  • Service Quality
  • International Marketing
  • Branding
  • The Internet and Technology

Retail Banking - Credit Value: 1.0

  • Money Transmission
  • Savings and Investment
  • Other Bank Services
  • Customer-Banker Relationship
  • Advances to Customers
  • Mortgage Lending
  • Securities for Advances
  • Diligence and Bankruptcy

Business Banking - Credit Value: 1.0

  • The Canons of Lending
  • Security
  • Control of Advances
  • Assessing Customer Needs
  • Sources of Finance
  • When Things Go Wrong
  • Diligence and Bankruptcy