• Home
  • Training Programs
  • Coaching Programs
  • 1:1 Coaching
  • Get Matched
info@coachuity.com
  • Login


Please answer the following questions to help us assign you the best coach for your needs.

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

What is the course like?

The Customer Service KYC & CDD, Customer Relationship Management (CRM) Diploma is a comprehensive programme designed to equip professionals with essential skills in customer service and compliance. This course covers critical areas such as Know Your Customer (KYC) and Customer Due Diligence (CDD), providing learners with the knowledge needed to manage customer relationships effectively while adhering to regulatory standards. Through detailed modules and real-world case studies, participants will gain expertise in implementing robust CRM strategies and ensuring a seamless customer experience.

With a focus on practical application and industry-relevant practices, this diploma prepares individuals to excel in customer service roles and advance their careers. Ideal for those aiming to enhance their understanding of KYC and CDD protocols, the course offers valuable insights into managing customer interactions and compliance requirements. Graduates will emerge with a strong foundation in CRM principles and the confidence to handle complex customer service scenarios in various professional settings.

You'll gain

  • Comprehensive understanding of KYC and CDD protocols
  • Proficiency in customer relationship management (CRM) strategies
  • Practical skills in managing customer interactions
  • Ability to implement effective compliance measures
  • Knowledge of industry best practices for customer service
  • Enhanced career prospects in customer service roles
  • Insights into handling complex customer service scenarios

You'll learn

  • Key principles and practices of Know Your Customer (KYC) and Customer Due Diligence (CDD)
  • Effective strategies for Customer Relationship Management (CRM)
  • Techniques for managing and improving customer interactions
  • Methods to ensure compliance with regulatory standards
  • Best practices for handling customer service challenges
  • How to apply CRM tools and technologies in real-world scenarios
  • Skills to enhance customer satisfaction and loyalty

Great for

  • Customer service professionals seeking to deepen their expertise in compliance and CRM
  • Individuals looking to enhance their career prospects in customer-facing roles
Compliance officers and managers in need of advanced knowledge in KYC and CDD
  • Professionals aiming to improve their skills in managing customer relationships
  • Those interested in understanding and applying best practices in customer service and regulatory compliance

You'll need

  • Basic understanding of customer service principles
  • Familiarity with general business practices
  • Access to a computer or device with internet connectivity
  • Commitment to completing the course modules and assignments
  • No specific prior qualifications or certifications required

Pricing

Live Online



In-person



Need More Details or Clarification?

Find the Right Training to Elevate Your Skills and Career.

Top Categories

Artificial Intelligence | Automation & Systems Coaching | Career Change Coaching | Client Acquisition Coaching | Consulting & Agency Building | Content Monetisation Coaching | Digital Marketing Coaching | E-commerce Coaching | Financial Coaching | Freelancing & Online Services Coaching | Health Transformation Coaching | Online Mentorship Coaching | Recruitment Coaching | Remote Work Coaching | Sales & Closing Coaching | Teaching & Education Coaching | Tech Career Coaching

Top Mentorship

Launch Your Tech Career as a Software Tester — Earn £30k+ Without Experience | Get Hired as a Data Analyst — No Experience Needed, £45k+ Potential | Applied Brainpower: Certified Neuroscience Coach | Become a Certified Stress Coach and Help Others Feel Better Every Day | The £10k Launch Formula — Start Teaching What You Know | Teach English Online & Travel the World — No Experience Needed

Coachuity is a platform that connects learners with expert coaches across industries-from recruitment and freelancing to sales, marketing, and more. We empower real people to learn high-paying skills and build careers with impact.

  • Home
  • About Us
  • Login
  • Advertise
  • Get Matched
  • 1:1 Coaching
  • Training Programs
  • Coaching Programs
  • Apply
  • Blog
  • Testimonials
  • Contact Us
  • Press Media
  • Mission and Value
  • Terms & Conditions
  • Privacy Policy
  • Code of Conduct

Subscribe to our newsletter

Join the 15,000+ students

Where Coaching Meets Opportunity.

Copyright 2023