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.
Overview
- Sales? A definition and the Truth
- Where do you fit in?
- The Right Mindset / The Right Skills
- Your Unique Selling Position
- Analyzing Your Market Opportunity
- Competitive Analysis
- The Sales Process
- Great Meetings
- Closing (Options, Pricing)
- Success Principles
- Success Metrics
- Recap
- What’s Relationship Management?
- The New Truth
- Why is it important?
- Relevance to banking
- Internal and external importance
- Principals of building positive relationships
- Steps to the process
- Principals to managing negative relationships
- Steps to the process
- Relationship Best Practices
Skills you'll gain
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
Who Should Attend
Prerequisites
- All levels of audience are encouraged to participate in this course.
- Knowledge of the English language.
Chapters
Explore a structured set of chapters designed to build your skills step by step, with practical examples and hands-on applications.
Meet your instructors
Xavier Jenkins
View my channelFrequently Asked Questions
How much do the courses at Starweaver cost?
We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.
Do you offer any certifications upon completion of a course at Starweaver?
Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.
Does Starweaver offer any free courses or trials?
No, we don't offer any free courses, but we do offer 5-day trial only on our subscriptions-based plans.
Are Starweaver's courses designed for beginners or advanced students?
Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.
What payment options are available for Starweaver courses?
We accept various payment methods such as major credit cards, PayPal, wire transfer, and company purchase orders. For more information related to payments contact customer support.
Do you offer refunds?
Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.