Programme in preparation

Selling Financial Services & Managing Client Relationships

Objectives

The course provides participants with a good understanding of how to sell financial services and manage client relationships effectively.

Target Group

Managers of financial institutions, marketing officers, sales people as well as client relationship managers, section heads or operational department heads interested in improving their understanding of selling financial services and managing clients.

Location & Duration

In HoT-ATTF partner countries: 3 days

Detailed programme Explode

Day 1

1. Introduction

  • The Service Industry
  • Financial Services vs. Other Services
  • Financial Services in the Digital Age
  • Selling Financial Services
  • The Sales Cycle for Financial Services

2. Sales Cycle: Prospecting and Research

  • Understanding the Client
  • Market Segmentation
  • Identifying Sales Targets
  • Developing a Sales Strategy
  • Prospecting and Cold Calling
  • Describing the Service

Day 2

3. Sales Cycle: Meeting the Prospect

  • Arranging a Meeting
  • Opening the Meeting
  • Non-Verbal Communication in Sales Meetings
  • Defining the Client's Needs
  • Managing Client Expectations

4. Sales Cycle: Selling

  • Presenting the Service
  • Negotiating a Win-Win Deal with the Client
  • Asking the Client for his Business
  • Closing the Deal

Day 3 

5. Sales Cycle: Follow-Up

  • Consolidation
  • Implementing the Deal
  • Following Up with the Client
  • Asking for Referrals

6. Managing Client Relationships

  • What is Client Relationship Management (CRM)?
  • Creating, Maintaining and Operating a Client Database
  • Identifying Target Market Segments
  • Developing a Marketing Strategy
  • Client Profitability
  • Communication Strategy

7. Service Recovery

  • Handling Difficult Clients
  • Saying "No" to a Client
  • Recovering from a Difficult Situation with a Client
  • Retaining Clients

8. New Trends in Selling Financial Services

  • Selling Digital Services

 

 

Join us on  Follow us on LinkedIn Follow us on Twitter

House of Training / ATTF factsheet

A two-page document summarizing ATTF's activities.

Read more...

House of Training / ATTF events

Programme

Latest event photo gallery

Slideshow

From 13/05 to 21/05/2020
Seminar: Credit Risk and Cash Flow Analysis - Inspiring Cases
Where: Virtual Classroom for Albanian professionals

All galleries

Testimonial

Albulena Mustafa - Kosovo
PCB

about
Risk Management: Liquidity Risk
2020-01-28 / Pristina

The seminar was excellent. The lecturer was very well prepared and he was able to explain the topics in a very clear way. He was able to combine very well the practice with academic learning.

All testimonials