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Compact case
Subject category: Marketing
Authors: Simon George (T A Pai Management Institute); G Harsha Ram (T A Pai Management Institute)
Published in: 2006

Abstract

Business head, Mr Hariram Sharma, was in no mood to smile after the meeting to discuss the future of the private banking division of Deones Bank. The meeting held at the Taj Residency, Bangalore had thrown up some interesting possibilities for the bank. The outcome of the strategy formulation session was that there was an urgent need to develop competencies in two areas, namely the personal financial planning process and relationship management. He was convinced that the personal financial process could be mastered over a period of time. What worried Mr Hariram was that there was no definite plan or practices to build relationships with the client. The marketing consultants had discussed this at great length during the course of the two-day session, and all felt that the existing practices had to be integrated, to provide a structured and comprehensive approach to build relationships with the clients.
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Abstract

Business head, Mr Hariram Sharma, was in no mood to smile after the meeting to discuss the future of the private banking division of Deones Bank. The meeting held at the Taj Residency, Bangalore had thrown up some interesting possibilities for the bank. The outcome of the strategy formulation session was that there was an urgent need to develop competencies in two areas, namely the personal financial planning process and relationship management. He was convinced that the personal financial process could be mastered over a period of time. What worried Mr Hariram was that there was no definite plan or practices to build relationships with the client. The marketing consultants had discussed this at great length during the course of the two-day session, and all felt that the existing practices had to be integrated, to provide a structured and comprehensive approach to build relationships with the clients.

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