Understanding Account Planning Strategies in Corporate Banking
07/24/2025
One of our clients wants to connect with experts who have knowledge about the Corporate Banking Industry. They are trying to understand the best-in-class practices followed by banks to develop and execute account plans for corporate clients. The scope includes understanding components of an account plan, data sources beyond internal systems, segmentation methods, client engagement strategies, relationship management practices, growth opportunities, and challenges associated with servicing large corporate accounts. The experts who have previously worked with prominent players such as HDFC Bank Limited, ICICI Bank Limited, Axis Bank Limited, Kotak Mahindra Bank, Yes Bank, and State Bank of India would be ideal.
