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.

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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

Details

Developed by: Beacon FinTrain

Standard Total Hours: 30 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
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Outline

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

Disbursements

Collections

Concentration of Funds

Structure of the Capital
Markets

Debt Market











Equity Market

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Who Should Attend

  • ·         Global Transaction Banking (GTB) professionals ·         Asset team ·         Liability team ·         Other banking professionals in the business banking function

Why Beacon

Quality

Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.

Specialization

We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.

Punctuality

Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.

Guidance

Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.

Integrity

We uphold the highest ethical standards, fostering trust and transparency in all our dealings to build lasting relationships with clients.

Flexibility

Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.