Banking & Insurance5-day programme

Masterclass in SME & Retail Banking

Name: Masterclass in SME & Retail Banking
Start: 2027-03-08T09:00:00
End: 2027-03-12T17:00:00
Location: Pacific Regency Hotel Suites

Dates8–12 Mar 2027

LocationKuala Lumpur, Malaysia

VenuePacific Regency Hotel Suites

Programme Overview

The aim of any given commercial bank is to establish a competitive and profitable retail banking business. The target can be achieved through implementing customer segmentation models, product & operations development initiatives, effective distribution channel strategies and functional digital banking practices. In contemporary ever-changing environment a comprehensive understanding of retail banking landscape is absolutely mandatory if one wishes to minimize banking associated risks and make accurate investment decisions that in turn support viable and sound business.

Masterclass in SME & Retail Banking in Kuala Lumpur, Malaysia is an extensive programme which will help bankers to enhance their knowledge regarding the key elements of SME & retail banking. In addition, it will emphasize on Digital Retail Banking, addressing the revolutionary challenges in digital distribution channels.

Masterclass in SME & Retail Banking topics: SME Lending, Retail Growth, Risk Management, Customer Experience.

Masterclass in SME & Retail Banking in Malaysia

Target Audience

The programme is the best suit for:

Banking, Branch & General Managers
Heads/Senior Professionals in SME & Retail Banking and Digital Banking
Customer experience and transformation professionals
Sales Professionals & Training Managers
Heads of Marketing & Marketing Managers
Strategic Planning Personnel & Financial analysts.

Programme Objectives

Upon the successful completion of this intensive training course, the participants will:

Acquire the thorough knowledge of effective tools and methods for formulating SME & Retail Banking strategies for target markets
Gain a comprehensive understanding of SME & Retail banking best practices and approaches to effective risk management
Appreciate how strategic & action planning, budgeting and financial control systems determine the growth and viability of banking business
Determine the challenges that digitalization creates for SME & Retail Banking and Master the importance of Mobile & Social channels
Identify and Interpret the coming and expected trends for SME & Retail Banking Industry.

Programme Contents

The Definition, the role and types of Banks
Overview of Retail Banking: Services, Personnel, Management Structure, Regulation & Reporting
The Principles of Retail Banking
Deposit Taking & Savings Products in Retail Banking
Account opening Procedures in Retail Banking
Lending Products in Retail Banking
Non-Funds Based Retail Banking Services
Funding Sources Available to Retail Bank
Operating Retail Banking Distribution Channels; Role of Technology
Retail Banking Best Practices
Understanding SME Banking
The principles and the Key elements of SME Banking
World Class Standards and Examples of SME Banking
SME Banking Product & Services Development
Sales & Delivery Channels Development in SME Banking
Challenges of Achieving High Profitability in SME Banking
Credit Risk Management in SME Banking
Pricing SME Loans
Key Performance Targets for SME Banking
SME Banking Marketing strategies – Best Practices
Segmenting SME Market
Technical and Political aspects of SME market segmentation
Key Perspectives in SME Banking Development
The Future of SME & Retail Banking.

Programme Methodology

Masterclass in SME & Retail Banking in Kuala Lumpur, Malaysia is a short term extensive training course with highly practical focus. The presenter will apply modern adult learning techniques in order to maximize the effectiveness of the session delivery and achieve successful results. The methods deployed will include open presentation, group discussions, individual assignments, practical exercises, and case studies. At the end of each session the trainer will request for feedback and consider comments received for the coming days in order to improve results and ensure the maximum understanding of material covered for delegates.

Plan your team's places

£3,140 per participant · invoice and bank transfer · groups of 5 or more receive a discount

1participant(s)

£3,140at the standard fee

Registration closes in 91 days (17 Jan 2027)

What the fee covers

Visa Assistance (Complimentary)

Participant Assessment

Airport Pickup

Accommodation

Wi-Fi

Welcome Dinner

Breakfast

Workshop Kit

Programme Materials

Programme Experts

Practical Activities

Lunch

Refreshments

Interactive workshop

Mini Pad or Tab

Risalat T-shirt

Field Visit

Programme Certificate

Entertaining Tour

Programme Report

Programme fee£3,140per participant · groups of 5+ receive a discount Register now → Request an invoice

Registration and payment deadline: 17 Jan 2027

No online payment, invoice by email
Pay by bank transfer to confirm your seat
Complimentary visa assistance

More options

Download the brochure Request the online version Request an in-house proposal

Discount plans & cancellation policy

DISCOUNT PLANS

Standard fees stated on the website apply to all individual applicants. You Shall qualify for the discount if you register as a group. The group should consist of at least three people or more that are willing to attend the same training program/workshop. The discount rates are offered on case-by-case basis. To get detailed information and individualized offer please get in touch with one of our country/regional offices.

If you and/or your organization are members of Risalat Club, you will be entitled to special discounted rates, exclusive offers, and preferential terms. To get a detailed offer please contact one of our country offices mentioning your unique 8-digit membership number (in the format of RCM********).

Scholarships and Fee Waivers

Available Scholarships and Fee Waiver Opportunities will be announced on our Website’s News Page and Risalat Social Media. We offer a limited number of Scholarships for selected programs within the scope of CSR.

Please consider that sponsored places are oftentimes very limited and highly competitive. Award criteria will be published for each program separately once the call for application opens.

REFUND AND CANCELLATION

For Individual Registrations and Group Registrations on Standard Training Programs/Workshops

Risalat has amended its refund policy that was in effect till 11 December 2018. For registrations and payments made from this date onwards, refunds are no longer possible. Such a decision is driven by below circumstances:

Risalat is committed to maintaining top-notch quality of its training programs/workshops. Although the demand is high, we can only offer very limited places for each batch. Unless there is an exceptional situation, we cannot accept any new registrations after the deadline as we dedicate plenty of time to thorough preparation to meet the individual needs of registered delegates. Thus, any cancellation after the date will result in an idle place on the program.
According to the policy that was in effect till 11 December 2018, the participant was charged at least 50% of the full payment in case of the cancellation. Therefore, many of our clients and partners have been requesting for preferential terms for registration resubmissions and the option of rescheduling instead of cancellation.

From 11 December 2018, the participants are offered the following options:

Each participant is allowed to reschedule the training program dates up to a maximum of 3 times at zero charge within 1 calendar year from the date of registration. This offer is valid as long as the participant reschedules for the same program in the same location or in a different location but same price range.
The organization is allowed to change or replace sponsored participants at no charge as well within one calendar year from the date of registration. An extension of this period can be granted in special circumstances.
The organization can replace the sponsored participant while changing the program of choice as well. As long as the programs are priced at the same level.

Please note, that above offers are valid only if the participant/organization submits the relevant request to Risalat at least 7 Working days prior to the program start dates. Otherwise, the individual/organization will only be entitled to an exclusive discount voucher for registration resubmission in the future (should there be any).

For Exclusive Group Registrations and Custom-Made Programs

Risalat administers dozens of custom-made programs that can be designed and developed based on the clients’ individual requests and requirements. In case if you have registered for tailor-made training course or you have requested exclusive group training, you:

Shall be entitled to get a refund up to 50% of the total amount paid, if the request for cancellation is submitted at least 30 working days before intended program start date
Shall be entitled to get a refund of up to 25% of the total amount paid, if the request for cancellation is submitted at least 20 working days before intended program start date
In case if there are less than 20 working days remaining before the intended program start date, you shall not be entitled to any refund. In such situation, you can only receive an exclusive discount voucher for future registration resubmissions (should there be any)
You can reschedule the dates of exclusive group training or custom-made program for free up to 3 times within a year from the date of payment. This offer is valid only in case if you submit the request for rescheduling at least 10 working days before the intended start date of the program.

NB: All last-minute cancellations are treated as no show and are not eligible for refund.

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