Relationship Management Training for Financial Institutions in Kenya | SBD Institute

Strong relationships grow portfolios.

At SBD Institute, we deliver practical, high-impact relationship management training for banks and financial institutions in Nairobi and across Kenya. Our programs equip relationship managers (RMs), branch staff, and sales teams with the skills to attract, retain, and grow valuable client relationships.

We understand banking — and we design training that moves from technical knowledge to trust-based selling.

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Training Modules Designed for Banking Success

  • Client-Centered Relationship Building: Shift from transactional service to long-term, trust-based client engagement.
  • Sales and Upselling Techniques for RMs: Identify client needs, tailor financial solutions, and close more deals.
  • Handling Objections and Client Concerns: Build confidence in high-stakes conversations and negotiations.
  • Emotional Intelligence in Client Interactions: Master the personal side of financial relationship management.
  • Managing Key Accounts and High-Net-Worth Clients: Deepen engagement, loyalty, and wallet share.

Learning Outcomes

  • Improve client acquisition and retention
  • Deepen customer trust and product uptake
  • Strengthen internal relationship team performance
  • Build brand equity through service excellence

Why Banks in Kenya Work with Us

  • Training tailored to the Kenyan financial services environment
  • Real-life case studies and role-play scenarios
  • Skilled facilitators with banking and client experience
  • Designed for branch teams, RMs, relationship officers, and sales heads

Train Your Relationship Managers Today

Let’s help your teams build profitable, long-lasting banking relationships.

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