Overview
In today’s competitive arena and growing banking industry, it’s very important for financial professionals to build long term customer relationships in banks across all regions. Sales training for banking is essential for the bankers to understand the financial status, need, and objective behind a unique situation that a customer brings along. They need to know the financial history, long term planning and obligations to analyze the strategy of the customer to make a transaction.
Whatever your position in the banking sector, you should be able to understand the customer's approach and what kind of risks he is willing to take. Failing to understand the customer’s needs will lead to financial obligations and negligence on your part, placing the bank at risk. All banking professionals be it relationship manager, branch manager, credit analyst, banker or financial advisor must overcome these challenges and build trust for strong customer relationships.
Course Content
Sales training programs are effective only when they are effectively applied in real-life scenarios. Selling products and services which enhance and improves the customers’ lives aligns perfectly with the vision and mission of most banks. Our sales training module includes the following:
1. How to sell
Our modules teach you to execute compelling pitches in high stake gatherings that add more value to the buyers and increases the chances of winning with harsh competition.
2. Account Management
This module will train delegates how to reinforce existing connections of the clients and make more connections. It will help you recognize your target customer and assist you to keep your clients away from rivalry. It will help you look after their account development in ever changing market conditions.
3. Negotiation Skills:
This module will teach you about negotiation situations making sure that the consequences for the same benefit the business. Participants will be given different challenges to handle expecting them to come out with high ended solutions keeping in mind the profitability and long-term growth of the business.
4. Mastering sales conversations:
Our sales training method enables banking professional to master sales conversations, present sales opportunities and help beat the odds generating improved profits. Our proven training modules enhances performance across a series of sales metrics optimizing and improving customer relationships.
5. Motivating the team:
Develop motivator skills in sales professionals to execute communication and goal setting procedures. Motivational skills encourage sales professionals to boost and enhance their leadership skills.
6. Body Language:
Actions speak louder than words! A dedicated module for body language has been designed to entertain interactive surroundings in large and small groups and making better relationships for the future.
Key Features
We make training programs extremely interactive and stimulating for Banking sales success. Our qualified training professionals assist your sales approach and procedure, review client’s requirements and maintain long-lasting relationships with the clients:
The key features of this training module will help in increase in sales and adapt to challenges:
- Making customers banking experience smooth and consistent
- Imparting sales managers with the skills, process, and tools to reinforce learning, identify behavior change, and improving results.
- Understanding customers’ needs and delivering need-based customized solutions
Eligibility
Financial and Banking professionals
Financial Analyst
Investment Banking Associate
Investment Banking Operator
Risk Management Consultant
Financial Market Advisor
Corporate Banking Consultant
Researcher
Director
Benefits
Sales Training in the financial sector helps make customer's lives better as well as contribute to business growth. It helps in establishing rapport and develops trust in customers so they can comfortably share their sensitive financial information.
Sales training techniques are designed to arrive at favorable outcomes by understanding the mindset of the customer. Participants learn sustainability and accountability through highly interactive course modules. These modules provide integrity-based solutions for improved staff engagement and customer satisfaction.
Certification
The coaching methodology includes case study discussions, assignments and role plays as part of course content. Each participant will be provided with a certification on the completion of the course.
