BADM 432 - Business Development and Relationship Management for Financial Services Professionals

This course is designed to develop a student’s knowledge and understanding of the different strategies that are employed by financial service providers to successfully meet the needs of their customers. It examines the Market-Driven Strategy approach to business development which first identifies the customer’s needs and wants and then fulfilling them through an efficient, total company and management supported effort. It develops the concepts of customer profiling, needs identification, cross-selling, partnering with fellow professionals and relationship management, all design to meet the complex and ever-changing needs of the financial institutions most valuable asset, a satisfied customer. Prerequisite: BADM 312 3 credits