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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

The Cash Management and GTB condensed program is designed to give an in depth understanding of the persona of the optimal successful Global Transaction Banking (GTB) professional. It starts with an intensive overview of GTB professionals selling skills and how to enhance them. It then moves to explaining how to understand treasury and cash management clients’ needs and how to go the extra mile with clients’ being a consultant rather than a sales team member. It also gives the participants the needed knowledge and skills to retain clients and to tailor banking products to fit clients’ needs.


For More Inquiries

Karim Shawki

Corporate Sales Manager

 +201271689124

 k.shawki@beacon.com.eg

Karim Shawki

Corporate Sales Manager

 +201271689124

 k.shawki@beacon.com.eg

Course Outcome

Enhance selling skills for Global Transaction Banking (GTB) professionals

Understand treasury and cash management clients’ needs

Apply a consultative sales approach

Retain clients

Sculpt and tailor banking products to fit clients’ needs

Course Outline

Day 1 :Role and Organization of Treasury Management

Role and Organization of Treasury Management

Finance and Treasury Organization

Corporate Governance

Payment Overview

Payment Instruments

Payment Systems

Payment Regulation

Money Market Participants

Money Market Instruments

Day 2 :Disbursements, Collections and Concentration of Funds

Disbursements

Collections

Concentration of Funds

Structure of the Capital Markets

Debt Market

Equity Market


Who Should Attend

·        
Global Transaction
Banking (GTB) professionals

·        
Asset team

·        
Liability team

·        
Other banking professionals
in the business banking function

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