Client Management, Portfolio & Industry Practices

Intermediate Level

02:56 hrs

What you will learn:

Identify client needs and tailor solutions effectively.Build strong, trust-based relationships with clients.Assess and manage portfolio risk and return.Evaluate portfolio performance with strategic insights.Apply successful client retention strategies in practice.

Badge

400 edCoins bonus

2245 Enrolled

3 Rating

Skills you will gain

Client CommunicationClient Relationships

Understanding Client Needs

Building Client Relationships

Portfolio Management Basics

Practical Client Scenarios

Client Management, Portfolio & Industry Practices

Course Modules

1. Understanding Client Needs52 mins90 Edcoins

2. Building Client Relationships45 mins90 Edcoins

3. Portfolio Management Basics45 mins90 Edcoins

4. Practical Client Scenarios34 mins130 Edcoins