CONTINUING BANKING EDUCATION TRAINING PROGRAMMES
SALES

Duration: 2 days

OBJECTIVES

Upon completion of the course, participants will be able to:

• Obtain a practitioner’s view of their role as professional sales persons.
• Identify selling opportunities.
• Understand sales processes, and sales management and organization.
• Conduct a sales interview confidently.
• Negotiate a win-win sales situation.

CONTENT

IF YOU HAVE TO BE THE CHEAPEST TO GET THE BUSINESS YOU ARE NOT A GOOD SALES PERSON

• Customer care and needs analysis
• Strategy/marketing plan
• Product knowledge e.g. mortgages, deposits, transaction accounts, priority banking
• Business objectives – personal objectives
• Competitor information – CSFs, SWOT, Benchmarking, pricing
• Front-line sales processes – cross selling, empowering
• Sales management and organization – ARMS, PCFS, CRMS, SALES TRACKING
• Performance measurement and incentives systems
• Deposit gathering strategies
• Interviewing and negotiation skills
• Communication skills

TARGET GROUP

Supervisors and Managers in the departments of marketing, retail banking, consumer banking and customer service.

FORMAT

Lectures, role-play and discussions.