Customer Service, KYC, CDD & Customer Relationship Management (CRM) Diploma

Boost your skills and skyrocket your career prospects with our Customer Service, KYC, CDD & Customer Relationship Management (CRM) Diploma.

Rapid digital transformation has made customer service, KYC (Know Your Customer), CDD (Customer Due Diligence), and CRM (Customer Relationship Management) essential skills for businesses worldwide. According to studies, 86% of buyers are willing to pay more for better customer service, and 89% of companies compete mainly on customer experience. Our comprehensive diploma course equips you with these sought-after skills across 22 modules. Master the essence of customer service, delve into the intricacies of KYC and AML compliance, and learn to handle customer complaints effectively. You'll also gain proficiency in crafting compelling business communication and managing optimal energy. Take a step towards ensuring your enterprise's compliance with international standards and enhance customer relationships for long-term success. This Customer Service, KYC, CDD & CRM course is your pathway to building a robust, compliant, and customer-centric business.

What will make you stand out?

Upon completion of this online Customer Service, KYC, CDD & CRM course, you will gain the following:

• QLS Endorsed Training.
• CPD QS Accredited
• After successfully completing the Customer Service, KYC, CDD & CRM course bundle, you will receive a FREE PDF Certificate From REED as evidence of your newly acquired abilities.
• Lifetime access to the whole collection of learning materials.
• The online test with immediate results
• You can study and complete the course bundle at your own pace.

Study for the Customer Service, KYC, CDD & CRM course bundle using any internet-connected device, such as a computer, tablet, or mobile device

• Module 01: Grasping the Essence of Customer Service 30:25

  • 1: Grasping the Essence of Customer Service 17:07
  • 2: Identifying Customer Expectations 06:31
  • 3: Providing Excellent Customer Service 06:47

• Module 02: Embracing the Customer's Focus 08:10

  • 4: Module 02: Embracing the Customer's Focus 08:10

• Module 03: The Art of Telephone Customer Service 08:25

  • 5: The Art of Telephone Customer Service 08:25

• Module 04: Mastering Complaint Resolution 12:28

  • 6: Mastering Complaint Resolution 12:28

• Module 05: Nurturing Resilience amidst Challenges 13:03

  • 7: Nurturing Resilience amidst Challenges 13:03

• Module 06: Articulating Business Communication 10:41

  • 8: Articulating Business Communication 08:46
  • 9: Formal and Informal Communication 01:55

• Module 07: Expressing through Verbal and Non-verbal Channels 28:03

  • 10: Expressing through Verbal and Non-verbal Channels 04:19
  • 11: Understanding Body Language 05:14
  • 12: Making Effective Presentations Preview 10:11
  • 13: Fundamentals of Productive Meetings 08:19

• Module 08: Crafting Written Communication 13:16

  • 14: Crafting Written Communication 13:16

• Module 09: Harnessing the Power of Electronic Communication 19:12

  • 15: Harnessing the Power of Electronic Communication 19:12

• Module 10: Conveying Messages with Visuals 10:22

  • 16: Conveying Messages with Visuals 03:55
  • 17: Communicating Static Information 03:11
  • 18: Communicating Dynamic Information 03:16

• Module 11: Excelling in Supportive Boss Relationships 25:44

  • 19: Representing Your Employer 05:50
  • 20: Communicating Your Boss’s Decisions 02:51
  • 21: Supporting Your Boss and Colleagues 04:19
  • 22: Building a Partnership with Your Boss 12:44

• Module 12: Discovering and Pursuing Goals 10:43

  • 23: Discovering and Pursuing Goals 10:43

• Module 13: Optimal Energy Management Techniques 20:34

  • 24: Optimal Energy Management Techniques 09:35
  • 25: Time Logs 10:59

• Module 14: Harmonising Work with Personal Style 19:33

  • 26: Personal World View 10:06
  • 27: Strengths 09:27

• Module 15: Constructing a Versatile Toolkit 10:40

  • 28: Constructing a Versatile Toolkit 10:40

• Module 16: Mapping Your Path through an Action Plan 10:59

  • 29: Mapping Your Path through an Action Plan 10:59

• Module 17: An Overview of Know Your Customer (KYC) 19:47

  • 30: An Overview of Know Your Customer (KYC) Preview 19:47

• Module 18: Fundamental of Customer Due Diligence (CDD) 12:04

  • 31: Fundamental of Customer Due Diligence (CDD) 12:04

• Module 19: Understanding Anti-Money Laundering (AML) Processes 16:15

  • 32: Understanding Anti-Money Laundering (AML) Processes 16:15

• Module 20: Implementing KYC and AML and the Upcoming Trends in KYC Compliance 09:16

  • 33: Implementing KYC and AML and the Upcoming Trends in KYC Compliance 09:16

• Module 21: Compliance with KYC, AML, and Data Privacy Laws for Enterprises 11:29

  • 34: Compliance with KYC, AML, and Data Privacy Laws for Enterprises 11:29

• Module 22: Mandatory Regulations Across Various Industries 11:50

  • 35: Mandatory Regulations Across Various Industries 11:50

• Course 02: Customer Relationship Management (CRM) Diploma 1:48:57

  • 36: Module 01: Overview of Customer Relationship Management (CRM) 12:24
  • 37: Module 02: Basics of CRM 11:18
  • 38: Module 03: CRM Strategies & Approaches 18:44
  • 39: Module 04: Interpreting Data within CRM 16:11
  • 40: Module 05: Understanding CRM Databases 12:24
  • 41: Module 06: Enhancing Customer Connections & Relationship 13:29
  • 42: Module 07: Addressing Customer Complaints 10:20
  • 43: Module 08: CRM Evolution & Future 14:07

• Order Your CPD Accredited Certificate (Optional) 01:00

  • 44: Get Your CPD Accredited Certificate (Optional) 01:00

• Order Your QLS Endorsed Certificate (Optional) 01:00

  • 45: QLS Endorsed Certificate (Optional) 01:00

Course 1: Customer Service, KYC, CDD

Our Customer Service, KYC, CDD course is a comprehensive training program designed to hone your skills in delivering exceptional customer service. The course delves into the core of effective communication, complaint resolution, and building resilience in challenging situations. It also intricately addresses the importance of personal style and energy management at work. Furthermore, this course demystifies complex topics like KYC, CDD, and Anti-Money Laundering processes, clearly understanding these key areas. It emphasises adherence to mandatory industry regulations, aiding you in ensuring robust enterprise-wide compliance.

Course 2: Customer Relationship Management (CRM) Diploma

In parallel, the Customer Relationship Management (CRM) course offers a deep dive into CRM fundamentals, strategies, and data analysis. It places significant emphasis on strengthening customer relationships and proactively managing complaints. Additionally, the course guides you through the understanding of CRM databases. It introduces you to the future of CRM, equipping you with the essential skills to excel in any customer-centric role. Together, these courses provide a comprehensive toolkit for anyone looking to excel in customer-focused industries.

Therefore, reinforce your knowledge and furnish your skills by enrolling in our Customer Service, KYC, CDD & CRM diploma courses. Take one step closer to achieving your goal.

Quality Licence Scheme Endorsed Certificate of Achievement:

Upon successful completion of the course, you will be eligible to order an original hardcopy certificate of achievement. This prestigious certificate, endorsed by the Quality Licence Scheme, will be titled ‘Diploma in Customer Service, KYC, & CRM at QLS Level 5’.

Your certificate will be delivered directly to your home. The pricing scheme for the certificate is as follows:

• £109 GBP for addresses within the UK. Please note that delivery within the UK is free of charge.

Please Note: NextGen Learning is a Compliance Central approved resale partner for Quality Licence Scheme Endorsed courses.

You should enrol in this Customer Service & CRM course bundle if you:

• Aspiring and current customer service professionals.
• Individuals involved in customer due diligence.
• Regulatory compliance officers.
• Professionals are seeking improved communication skills.
• CRM practitioners.
• Anyone interested in customer relationship management.

This course bundle is suitable for anyone aspiring to start a career in the relevant field. Also for those who are interested in enrolling in further:

• Certificate in Know Your Customer & Customer Due Diligence
• Level 1 Award in Customer Service (RQF)
• Level 2 Award in Customer Service (RQF)
• Level 1 Certificate in Customer Service (RQF)
• Level 2 Diploma in Customer Service (RQF)
• Level 2 Certificate in Principles of Customer Service (VRQ)
• Level 2 Certificate in Principles of Customer Service
• Level 2 NVQ Certificate in Customer Service (RQF)
• Customer Service Level 4
• Level 4 NVQ Diploma in Customer Service (RQF)

Without any formal requirements, you can delightfully enrol in this effective Customer Service, KYC, CDD & CRM course package.

By completing this comprehensive, effective Customer Service, KYC, CDD & CRM course, you can pick any one of the following career paths:

• Sales and Customer Assistant
• Customer Service Manager
• Client Service Manager
• Customer Success Manager
• Customer Service Advisor
• CRM Manager
• KYC Analyst

Reed courses certificate of completion

Digital certificate - Included

CPD Quality Standard Certificate

Digital certificate - £4.99

Hardcopy Certificate (FREE UK Delivery)

Hard copy certificate - £9.99