15 portfolio management

Question 1

Name 3 ways to lock out competitors?

Answer 1

1) using the RM’s knowledge to develop tailored solutions
2) continuosly improve service and product quality
3) contribute insightful and meaningful advice that adds real value to the business
4) fast track complaints
5) be easy to do business with

Question 2

4 strategic imperitives for RM teams?

Answer 2

1) customer retention
2) customer development
3) customer acquisition
4) customer exit where appropriate

Question 3

% of corporate clients likely to be approached by a rival bank in the last 12 months?

Answer 3

60%