Sales and Relationship Management in Financial Services

Sales and Relationship Management in Financial Services

Sales is part of every job today, internal and external. This course will orient you on sales and relationship management, a very important aspect of business - one that going forward, will help you in your career. This serves as an introduction to sales, relationship management and the importance of both in banking and services. 

This course covers the following topics, in three sections. First, an introduction to the importance of sales and relationship management is given. Then, covering the Sales aspect: 

       1. Sales? A Definition and the Truth
       2. Where Do You Fit In?
       3. The Right Mindset / The Right Skills
       4. Your Unique Selling Position
       5. Analyzing Your Market Opportunity
       6. Competitive Analysis
       7. The Sales Process
       8. Great Meetings
       9. Closing (Options, Pricing)
       10. Success Principles
       11. Success Metrics
       12. Recap
 

       Finally, covering the Relationship Management aspect: 

       1. What’s Relationship Management?
       2. The New Truth
       3. Why is it important?
       4. Relevance to banking
       5. Internal and external importance
       6. Principals of building positive relationships
       7. Steps to the process
       8. Principals to managing negative relationships
       9. Steps to the process
       10. Relationship Best Practices 

More about this course and Starweaver

This course is led by seasoned customer services and sales executive with many years of hands-on, in-the-trenches sales, customer relationship management, business development and marketing work. It has been designed, produced and delivered by Starweaver. Starweaver is one of the most highly regarded, well-established training providers in the world, providing training courses to many of the leading financial institutions and technology companies, including:

Ahli United Bank; Mashreqbank; American Express; ANZ Bank; ATT; Banco Votorantim; Bank of America; Bank of America Global Markets; Bank of America Private Bank; Barclay Bank; BMO Financial Group; BMO Financial Services; BNP Paribas; Boeing; Cigna; Citibank; Cognizant; Commerzbank; Credit Lyonnais/Calyon; Electrosonic; Farm Credit Administration; Fifth Third Bank; GENPACT; GEP Software; GLG Group; Hartford; HCL; HCL; Helaba; HSBC; HSBC Corporate Bank; HSBC India; HSBC Private Bank; Legal & General; National Australia Bank; Nomura Securities; PNC Financial Services Group; Quintiles; RAK Bank; Regions Bank; Royal Bank of Canada; Royal Bank of Scotland; Santander Corporate Bank; Tata Consultancy Services; Union Bank; ValueMomentum; Wells Fargo; Wells Fargo India Solutions; Westpac Corporate Bank; Wipro; and, many others.

Starweaver has and continues to deliver 1000s of live in-person and online education for organizational training programs for new hires and induction, as well as mid-career and senior-level immersion and leadership courses.

If you are looking for live streaming education or want to understand what courses might be best for you in technology or business, just google:

starweaver journey builder starweaver[dot]com

Happy learning.

Learn the proper methods of conducting sales and performing relationship management in banking and financial services.

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What you will learn

• You'll learn the key principles of sales and relationship management
• You'll learn how to optimize your sales strategy
• You'll learn how to perform excellent relationship management with clients

Rating: 4.75

Level: Beginner Level

Duration: 3.5 hours

Instructor: Starweaver Team