This simulation is online and the estimated completion time is 1 hour.
The difficulty level of this simulation as determined by the Ludi participants: 1/5
Name of your role in this simulation: Private Banking Specialist
The language of this simulation is Turkish and the tasks are completed in that language.
Exbank
Özel Müşteri
⚠️ This simulation is produced only for you to experience the role. It is not provided by a real company. Names, characters, places and incidents either are products of imagination or are used fictitiously.
Role
In this simulation, you will experience the role of Private Banking Specialist . The duties of this role are:
Management of financial products of customers whose total assets exceed a certain size
Expanding the customer portfolio by working to bring identified customers to the bank
Carrying out customer visits
Providing products and services that meet customer needs
Managing the customer portfolio in accordance with the principles of profitability, efficiency and confidentiality of customer information
Taking necessary actions on a customer basis, considering profitability
Simulation Context
Exbank is one of Turkey's leading deposit banks with its widespread branch network and high technology that stands out in digital banking. The bank has a total of 550 branches and more than 5000 employees in its Istanbul-based head office. You started working as a Customer Representative in the Private Banking Department of the bank that has been serving since 1985.
One of the bank's customers inherited a large sum of money. It was decided to re-define this customer, who was previously in the retail banking segment, as a private banking customer. You have been appointed as the representative for this client.
Tasks
Customer
communication
01
Send an email to arrange a meeting with the customer assigned to the private banking segment and understand their risk profile.
Financial portfolio
design
02
Create a personalized portfolio of investment products for the client and put it in writing. When creating this portfolio, take into account the customer's demands, risk profile and the bank's profitability.
Exbank is one of Turkey's leading deposit banks with its widespread branch network and high technology that stands out in digital banking. The bank has a total of 550 branches and more than 5000 employees in its Istanbul-based head office.
Exbank, which has rapidly increased its market share in alternative channels with data-driven transformation projects in recent years, is rapidly moving towards its goal of creating a strong team by recruiting the best talents.
The bank's strategic priorities include sound asset-liability management, having the infrastructure to solve customer needs in the fastest and most accurate way, acting in accordance with sustainability targets and having the happiest employees in the industry.
60% of the shares of the bank, which has been in service since 1985, are offered to the public and traded in active markets.