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The Sales Leadership Programme is a systematic and results-oriented team leader and manager programme designed to meet the changing market needs and the needs of customers, internally and externally. The Sales Leadership will enable new, developing and experienced team leaders and managers to move to the highest level of management skills and the highest level of success within Financial Services. SL-01 - Bank awareness & support 2 Foundation Selling Skills for Financial Advisers The aim of this course is to improve the knowledge, understanding and application of Foundation Selling Skills for Financial Advisers, and to introduce the concept of Conversational Selling, the Needs Based Sales process and presenting recommendations. Advisers will then be able to apply these new ideas and skills. FSFA-01 - Introduction to the Sales Process 3 Customer Focused Sales Skills The aim of this course is to improve the knowledge, understanding and application of Customer-Focused Selling Skills, and to introduce the concept of Conversational Selling. Customer facing staff will then be able to apply these new ideas and skills. CFSS-01 - Introduction to Customer Focused Sales Skills 4 Advanced Selling Skills for Financial Advisers The aim of this Course is to improve the knowledge, understanding and application of Advanced Selling Skills. Advisers will then be able to apply these new ideas and skills – efficiently, effectively and successfully. ASFA-01 - Introduction and the 13 qualities of an Advanced Salesperson 5 Opportunity Spotting & Lead Generation The Opportunity Spotting & Lead Generation course will enable experienced and developing Bank staff and authorised sales staff to move to the highest level of lead generation and customer care, and the highest level of sales success within Financial Services. OSLG-01 - What is Opportunity Spotting & Lead Generation The General Management Course will enable new and developing team leaders and managers to move to the highest level of management skills and the highest level of success within Financial Services. GENM-01 - Project Management Bancassurance Awareness course will enable all staff to understand Bancassurance and why it is so important to the business, the staff and most importantly the customers. On completion of this course staff will be motivated to improve their customer service by communicating all the products available, the only thing left is to make sure all staff are trained professionally on how to do this. BA-01 - What is Bancassurance 8 Product Knowledge & Processes PDKP-01 - Customer profile This course is aimed at new, experienced and developing Trainers and Training Managers. The Train The Trainer Course - Design is systematically designed and structured to equip new, developing and experienced Financial Advisers with the knowledge, understanding and application skills to ensure their training more than meets the business needs, to enhance the Bank/Company’s bottom line and, most importantly, to ensure customers receive world class help in needs identification and solutions provision. TTDN-01 - 10 star qualities of a high quality bancassurance trainer 10 Train The Trainer – Delivery This course is aimed at new, experienced and developing Trainers and Training Managers. The Train The Trainer Course - Delivery is systematically designed and structured to equip new, developing and experienced Financial Advisers with the knowledge, understanding and application skills to ensure their training is delivered effectively, to ensure all delegates take as much information away from the training as possible. TTDY-01 - 10 star qualities of a high quality bancassurance trainer The goal of each Module in the entire course is to help staff to become a Call Centre Professional. CCSC-01 - Telephone skills Despite popular beliefs about meetings, they don’t have to be boring, pointless and too long. By going through this course staff will be able to change all that - Staff will learn how to run engaging and effective meetings. RM-01 - Getting Started 13 Needs Based Financial Planning In this course we shall explore Needs Based Selling, identifying the importance of this selling process. Financial advisers will then be able to apply these new ideas and skills – efficiently, effectively and successfully. NBS-01 - Introduction to needs based selling |
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