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Client Conversations for Bankers
Three weeks on the conversations that decide whether a client stays: the review, the apology, the underperformance discussion and the referral ask.
Participants leave with tested structures for the five conversations that most affect client retention.
Who this is for: Anyone client facing, at any level.
Client Conversations for Bankers
CCB
- Duration
- 3 weeks
- Format
- Live online workshops, capped at twenty participants
- Schedule
- Friday evenings, 6:30pm to 9:00pm India time
- Next cohort
- 26 September 2026
- Listed fee
- Rs 11,000
- Assessment
- Two recorded roleplays assessed against a published rubric
What it covers
- 01
The annual review that clients value
A structure that reports on the mandate rather than the market.
- 02
When performance disappoints
Explaining a loss without excuses and without panic.
- 03
The referral conversation
Asking properly, once, and never again in the same meeting.
What it expects from you
- A current client facing role
Built for
- relationship managers
- advisors of any seniority
- anyone client facing
This level is not for: candidates seeking technical or product content. If that sounds like you, the assistant will say so rather than take your application.