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30-Day Money-Back Guarantee

This course includes:

  • 3.5 hours on-demand video
  • 23 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
Business Sales Relationship Building

Sales and Relationship Management in Financial Services

Learn the proper methods of conducting sales and performing relationship management in banking and financial services.
Rating: 4.2 out of 54.2 (140 ratings)
1,175 students
Created by Starweaver / live
Last updated 3/2014
English
English [Auto]
30-Day Money-Back Guarantee

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
 

       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 

Who this course is for:

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

Course content

3 sections • 23 lectures • 3h 24m total length

  • Preview10:38

  • Preview09:10
  • The Roles of Sales in Banking
    09:06
  • The Sales Process
    11:39
  • The Sales Process: Research
    11:10
  • Creating a Unique Selling Position
    11:47
  • Open-Ended Questions
    07:02
  • Presentations
    07:35
  • The Role of a Great Meeting
    10:54
  • Helping Your Prospect Become Your Client by Providing Real Buying Options
    08:43
  • The Close
    10:28
  • A Review of the Importance of Sales in Banking
    04:13

  • Introduction to Relationship Management
    10:28
  • The Overview of Relationship Management in Banking
    11:09
  • The Risks/Rewards of Mastering Relationship Management
    11:04
  • An Introduction to the Principles of Positive Relationship
    08:58
  • Simple Steps in the Relationship Management Process
    06:06
  • Problem Resolution Process
    03:42
  • The Principles of Managing Negative Relationships Part 1
    08:01
  • The Principles of Managing Negative Relationships Part 2
    09:08
  • The Resolutions Matrix
    06:02
  • Best Practices in Relationship Management
    05:51
  • Sales and Relationship Management Review
    11:26

Instructor

Starweaver / live
Make genius happen®
Starweaver / live
  • 4.5 Instructor Rating
  • 9,467 Reviews
  • 81,378 Students
  • 21 Courses

We are on a mission to transform technologists into world-class experts, and business people into tech-savvy leaders.

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