Analytic Approach to Business Development for Banks
Business development for bankers who serve banks — analytic skills to read capital, funding, investment and risk needs and convert conversations into mandates.
Format
Classroom · Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
Every day, advisors, relationship managers and branch staff walk past business: conversations that could become mandates go unrecognised, and the banks that have unlocked these skills in their teams are pulling ahead. This intensive workshop improves the business development craft of bankers and relationship managers — from prospecting and uncovering needs to leading disciplined sales conversations and closing new business. Its distinctive edge is analytic: participants learn to read a client bank’s capital, funding, investment and risk management needs well enough to act as a strategic partner rather than a product seller. Pitched at an intermediate to advanced level, it assumes a reasonable command of bank business models and products.
What you will do
Who attends
- Relationship managers and coverage officers serving bank clients
- Origination professionals in financial institutions
- Branch, field sales and customer-facing managers building new business discipline
Programme agenda
Built for the decisions no textbook prepares you for
I.The missed-opportunity problem
- Why banks walk past new business daily
- What leading banks unlocked in their teams
- From product seller to strategic partner
II.Analytic foundations
- Reading capital, funding and investment needs
- Risk management needs of client banks
- Bank business models and products in play
III.The sales craft
- Prospecting and uncovering needs
- Leading masterful sales conversations
- Closing new business
Frequently asked
What level is the workshop pitched at?
Intermediate to advanced. It assumes a reasonable command of bank business models and products, and is aimed at relationship managers and coverage officers serving bank clients, origination professionals, and branch and field sales managers building a new business discipline. The format is an intensive, practice-driven workshop.
What makes the approach analytic?
Participants learn to read a client bank’s capital, funding, investment and risk management needs well enough to act as a strategic partner rather than a product seller. That analytic reading feeds the sales craft — prospecting, uncovering needs, leading disciplined conversations and closing — so opportunities stop going unrecognised.
How do languages, dates and fees work?
The workshop is delivered in English and French, with an in-house edition tailored to your teams and client base. Sessions follow a rolling calendar with dates confirmed on request, and fees and quotations are provided on enquiry.
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In their words
Knowledge transfer, emphasised throughout
“We worked with BIZENIUS for our Fresh Graduates Programme — they are simply amazing. Knowledge transfer and practical learning were emphasised throughout.”
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The Capability Arc™
Fix it · Advisory
Advisory & Consultancy
A senior bench across risk, treasury and regulation.
Learning is one point on the Capability Arc. Many institutions pair this programme with the advisory engagement — and automate what the framework demands.
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Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.