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Sales and Relationship Management in Financial Services

Publicado en 02 Mar 2021

Udemy UK


Lo que aprenderás


  • 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

  • Requisitos


  • Knowledge of the English language.

  • Descripción


    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 


    ¿Para quién es este curso?


  • All levels of audience are encouraged to participate in this course.

  • Debes tener en cuenta que los cupones duran maximo 4 dias o hasta agotar 1000 inscripciones,pero puede vencer en cualquier momento. Obten el curso con cupon haciendo clic en el siguiente boton:

    (Cupón válido para las primeras 1000 inscripciones): HAPPY-CUSTOMERS
    Udemy UK
    Tags:
    • #Financial Services

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