Global Portfolio And Client Relationship Management
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Global Portfolio And Client Relationship Management
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Author : Hong Kong Institute of Bankers (HKIB)
language : en
Publisher: Wiley
Release Date : 2015-10-12
Global Portfolio And Client Relationship Management written by Hong Kong Institute of Bankers (HKIB) and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-10-12 with Business & Economics categories.
An in-depth look at portfolio and client relationship management for private wealth management firms Created for banking and finance professionals with a desire to expand their management skillset, this book focuses on portfolio and client relationship management for firms in the global private wealth management industry. It was written by the experts at the world-renowned Hong Kong Institute of Bankers, an organization dedicated to providing the international banking community with education and training. Reveals how to identify the needs of high-net-worth clients in the global financial market Explains how to evaluate the effectiveness of portfolio management strategies and decide the most appropriate Helps wealth managers integrate a wide range of specialized theories and knowledge related to asset and portfolio management Shows how to build, develop, and maintain long-term client relationships by delivering excellent customer service while complying with professional and ethical standards
Global Portfolio And Client Relationship Management
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Author : Hong Kong Institute of Bankers (HKIB)
language : en
Publisher: Wiley
Release Date : 2015-10-12
Global Portfolio And Client Relationship Management written by Hong Kong Institute of Bankers (HKIB) and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-10-12 with Business & Economics categories.
An in-depth look at portfolio and client relationship management for private wealth management firms Created for banking and finance professionals with a desire to expand their management skillset, this book focuses on portfolio and client relationship management for firms in the global private wealth management industry. It was written by the experts at the world-renowned Hong Kong Institute of Bankers, an organization dedicated to providing the international banking community with education and training. Reveals how to identify the needs of high-net-worth clients in the global financial market Explains how to evaluate the effectiveness of portfolio management strategies and decide the most appropriate Helps wealth managers integrate a wide range of specialized theories and knowledge related to asset and portfolio management Shows how to build, develop, and maintain long-term client relationships by delivering excellent customer service while complying with professional and ethical standards
Improving Business Performance
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Author : Ramani S
language : en
Publisher: CRC Press
Release Date : 2018-09-03
Improving Business Performance written by Ramani S and has been published by CRC Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-09-03 with Business & Economics categories.
No organization is impervious to change. Rather, the survival and growth of an organization is dependent on how well it copes with change. Successful change initiatives consist of the integrated eco-system of its portfolio, programs, and projects. These change initiatives become the delivery mechanisms for implementing the strategy of an organization. Improving Business Performance: A Project Portfolio Management Approach clarifies how the proper application of portfolio, program, and project management concepts can help commercial and non-profit organizations achieve their strategic objectives. Most organizations have been good at devising strategy, but falter during its implementation. Executing strategy well to deliver superior business performance remains a key challenge, which is addressed as the core theme of this book. The book portrays a top-down orientation as well as a bottom-up integration of change initiatives to facilitate alignment to strategy and accommodate mid-course changes. It takes into account existing global best management practices to bring forth an approach that is customizable and useful to organizations in any industry. Describing why portfolio management lies at the apex of change initiative management, the book explains how to design and fine-tune portfolios so they are in alignment with your organization’s overall strategy and business needs. After reading this book, you will understand: How to design the project portfolio structure for your organization How to integrate programs and projects within the portfolio more effectively How to better manage interactions across diverse change initiatives How to maintain focus while managing change to realize benefits The book presents a case study that illustrates the application of project portfolio concepts in practical scenarios. It includes chapters dedicated to transition management, change management, benefits management, and the Enterprise Project Management Office. It also includes templates you can immediately put to use in your own portfolios, programs, and projects.
Successful Global Account Management
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Author : Kevin Wilson
language : en
Publisher: Kogan Page Publishers
Release Date : 2002
Successful Global Account Management written by Kevin Wilson and has been published by Kogan Page Publishers this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with Business & Economics categories.
Based on a major global research study into Global Account Management (GAM), Successful Global Account Managment shows companies how to adopt a radically different approach to dealing with their key accounts to operate as truly global suppliers.
Customer Relationship Management Lufthansa
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Author :
language : en
Publisher: GRIN Verlag
Release Date : 2007
Customer Relationship Management Lufthansa written by and has been published by GRIN Verlag this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Customer relations categories.
Developing Knowledge Based Client Relationships
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Author : Ross Dawson
language : en
Publisher: Routledge
Release Date : 2012-05-31
Developing Knowledge Based Client Relationships written by Ross Dawson and has been published by Routledge this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-05-31 with Business & Economics categories.
Developing Knowledge-Based Client Relationships, Second Edition, shows organizations how to lead their key clients into lasting, profitable, high-value relationships. Building on the powerful, tested principles of knowledge-based client relationships, Ross Dawson provides clear and extremely practical approaches for all professional and knowledge-based firms on how to create unique value for both clients and themselves. Detailed case studies across a wide variety of professional services industries offer valuable insights into world leading practice in the field. He examines key client programs, and how to create deeper knowledge-based relationships through these. He discusses in detail the collaborative technologies available today and how they can be used in client relationships, along with managing portfolios of communications channels. He also discusses firm-wide relationship management, leading relationship teams, and value-based pricing for knowledge-based client relationships. This is done by presenting underlying theoretical framework, a variety of tools for structuring relationships and presenting knowledge to clients, and numerous case studies and examples of firms which have implemented these concepts successfully.
Customer Relationship Management
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Author : Francis Buttle
language : en
Publisher: Routledge
Release Date : 2015-02-11
Customer Relationship Management written by Francis Buttle and has been published by Routledge this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-02-11 with Business & Economics categories.
Customer Relationship Management Third Edition is a much-anticipated update of a bestselling textbook, including substantial revisions to bring its coverage up to date with the very latest in CRM practice. The book introduces the concept of CRM, explains its benefits, how and why it can be used, the technologies that are deployed, and how to implement it, providing you with a guide to every aspect of CRM in your business or your studies. Both theoretically sound and managerially relevant, the book draws on academic and independent research from a wide range of disciplines including IS, HR, project management, finance, strategy and more. Buttle and Maklan, clearly and without jargon, explain how CRM can be used throughout the customer life cycle stages of customer acquisition, retention and development. The book is illustrated liberally with screenshots from CRM software applications and case illustrations of CRM in practice. NEW TO THIS EDITION: Updated instructor support materials online Full colour interior Brand new international case illustrations from many industry settings Substantial revisions throughout, including new content on: Social media and social CRM Big data and unstructured data Recent advances in analytical CRM including next best action solutions Marketing, sales and service automation Customer self-service technologies Making the business case and realising the benefits of investment in CRM Ideal as a core textbook by students on CRM or related courses such as relationship marketing, database marketing or key account management, the book is also essential to industry professionals, managers involved in CRM programs and those pursuing professional qualifications or accreditation in marketing, sales or service management.
Customer Relationship Management
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Author : Samit Chakravorti
language : en
Publisher: SAGE
Release Date : 2023-02-25
Customer Relationship Management written by Samit Chakravorti and has been published by SAGE this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-02-25 with Business & Economics categories.
A uniquely global, holistic, strategic and tactical grounding in managing customer and other stakeholder experiences and relationships across the value chain, cultures and countries.
Developing Knowledge Based Client Relationships
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Author : Ross Dawson
language : en
Publisher: Routledge
Release Date : 2000
Developing Knowledge Based Client Relationships written by Ross Dawson and has been published by Routledge this book supported file pdf, txt, epub, kindle and other format this book has been release on 2000 with Business & Economics categories.
The publication of this book heralds a new field of management, thought and practice. The advocates of the 'knowledge economy' have to date focused almost exclusively on how managers can increase the internal productivity of their knowledge assets and intellectual capital. The important next step is understanding that a large and rapidly increasing proportion of the value of business transactions is in knowledge itself. Once this is recognized, managers must devote their attention to how to maximize the value of that knowledge to customers, and tie that directly to developing enduring and profitable relationships. Developing Knowledge-Based Client Relationships guides the reader to understanding the increasing importance of information and knowledge in business transactions and client relationships. It then goes on to present in an extremely practical fashion what knowledge organizations can do to enhance the value of the knowledge they deliver to clients and use that to develop profitable relationships. This is done by presenting underlying theoretical framework, a variety of tools for structuring relationships and presenting knowledge to clients, and numerous case studies and examples of firms which have implemented these concepts successfully. Fills a gap in present knowledge literature in the customer knowledge area Practical tools and effective case studies with world-recognized companies Shows how knowledge organizations of all kinds can increase their competitive edge by adding value to their clients
Client Relationship Management
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Author : David A. Po-Chedley
language : en
Publisher: Human Resource Development
Release Date : 2001
Client Relationship Management written by David A. Po-Chedley and has been published by Human Resource Development this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001 with Business & Economics categories.
This book reveals how to truly excel at meeting client needs and lock in future business, client testimonials, increased referrals and client loyalty. Insightful and full of common sense, Client Relationship Management sheds new light on managing the six elements of successful client relationship management: The client relationship, relationship/project initiation, planning, implementation, closeout, and application/service plan. The book delivers a wealth of advice from the "real world"; how to define solutions based on the client's history, design a plan that secures ownership from stakeholders, promote strong communication, and orchestrate project closeout to acknowledge individual and team performance.