Sales and Relationship Management in Financial Services

IEM Daily March 03, 2021

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

Platform: Udemy
Status: Available
Duration: 3.5 Hours

Price: $24.99 $0.00

Note: Udemy FREE coupon codes are valid for maximum 3 days only. Look for "Get Coupon" orange button at the end of Description.

What you'll 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
You'll learn how to manage negative relationships and overcome barriers
You'll learn why sales and relationship management are important to all industries
You'll learn how to have great sales meetings

Requirements

Knowledge of the English language.

Description

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