Mastering High-Net-Worth
Customer Relationships
Course Ref no: TGS-2023040914
Instructor : Bernard Soo
5½ Days
15 Hours
4 Sessions
Who is this for
- Individuals aged 21 and above.
- Diploma Holder.
- A minimum of one year’s working experience
Course schedule
Total Hours : 15 Hours
Day 1-5: 10.00AM – 1.00PM
View schedule and apply
For individual
Apply via Skilleto
For corporate
Complete the form and email to mailer@eli.academy
A product of
Course Overview
Remember & Understand
Uncover and decode fundamentals of Customer Relationship Management (CRM) for High-Net-Worth Individuals (HNWIs).
Identify who are your worthy clients to invest your time and effort
Leverage on technology to save your time.
Create & Apply
Gain practical, hands-on experience to acquire the skill sets needed to win your clients’ hearts.
Learning Outcomes
Know HNWI characteristics and relationship needs
Assess effective CRM strategies for HNWIs
Create personalized client relationship plans
Powering Leadership & Professional Excellence
Empowering Growth for a Culture of Excellence Since 2003
We Train Strategic MindsetStrategic SalesLeadershipManagement
At Momenta, we empower your people to achieve peak performance. We go beyond professional knowledge, building confidence, adaptability, and resilience. Our solutions are customized to your unique values and ways of working, ensuring real, relevant results. Our team of diverse, experienced consultants uses cutting-edge methods to make learning stick.
Capabilities
Professionals develop the skills to understand client needs, formulate tailored solutions, and effectively communicate the value proposition. These trainings not only enhances sales performance but also cultivates enduring client relationships, contributing to increased revenue and market share for businesses.
Empowers individuals to inspire and guide their teams towards common objectives. Participants gain insights into effective communication, decision-making, and team collaboration, fostering a leadership culture that drives employee engagement, innovation, and overall organizational success.
Focuses on honing the skills essential for effective organizational oversight. From resource allocation to performance evaluation, participants develop competencies in strategic planning, operational efficiency, and conflict resolution, ensuring businesses are led by adept managers capable of steering their teams towards optimal productivity.
Provides a structured approach to planning, executing, and completing projects efficiently. Participants learn to manage timelines, allocate resources, and mitigate risks, resulting in streamlined project delivery, increased client satisfaction, and enhanced overall project success rates for businesses.
Course Outline
At the completion of the course, e-certificate will be awarded to trainees who have demonstrated competency in the WSQ assessment and achieved at least 75% attendance.
Introduction to Customer Relationship Management
10.00 AM – 1.00 PM
- Welcome and Rules of Engagement
- What key qualities distinguish exceptional Sales-Professionals / Real Estate Agent?
- Customer Relationship Management Competencies
- Learning Objective & Agenda
- 3 types of Client Conversations
- Customer Relationship Management Strategy
- A written Plan & Strategy Works (Statistics)
- Challenges in Managing Customer Relationships
- Introduction to Customer Book Management
Customer Relationship Management Plan & Strategy
10.00 AM – 1.00 PM
- Crafting a Customer Book Management Strategy:
- Step 1: What’s the Current Situation? (As-Is)
- Step 2: Map out my “As-Is” customer book (Sticky-note activity)
- Step 3: What is My Transition Plan?
- Step 4: My Time Management Strategy
- Step 5: My New Farming Plan
- Session 2 Wrap Up
Operational Plan Development
10.00 AM – 1.00 PM
- What are the common characteristics and mindsets among HNWIs?
- Understanding Customer Preferences
- Communication Channels
- Customer Contact Rhythm
- Tools for Effective Communication – mDISC
- Speaking with Absolute Conviction & Gravitas (Verbal & Non-verbal)
- Unique Value Proposition
- Listening for Clues & Cues
- Understanding Needs & Wants
- Handling Objections – 4 Es
- Advisory Framework
- Developing an Operational Plan
Evaluating Customer Relationship Management
10.00 AM – 1.00 PM
- Annual Sales Strategy
- Setting Key Performance Indicators (KPIs) for CRM Evaluation
- Customer Relationship Management Systems
- Evaluating Customer Relationship Management
- Tools & Concepts (Recap)
- Assessment Briefing
Written Assessments
10.00 AM – 1.00 PM
- Short Answer Questions
- Case Study
Feedback on Assessment
Course fee
Course Fee and Government Subsidies
Before GST
After GST
1000
1090
SCPR 21 Years Old and Above
500
590
SC 40 Years Old and Above
300
390
Funding valid till 28-02-2025
Baseline : Singapore / PR age 21 and above
MCES ( Mid Career Subsidy): Singapore age 40 & Above
Of HNW individuals say that being treated like an individual is more important than getting the best price.
Ready to unlock your leadership potential?
Applicable Subsidies:
SkillsFuture Mid-career Enhanced Subsidy
SkillsFuture Enhanced Training Support for SMEs
SkillsFuture Funding (Baseline)
Links
- SkillsFuture Enterprise Credit information https://www.skillsfuture.gov.sg/sfec
- Self-sponsored Individual https://www.skillsfuture.gov.sg/funding-individuals
- Employers https://www.skillsfuture.gov.sg/funding-employers
For more infomation
Contact us today to discuss your specific needs and explore our leadership training program options.