• Post category:StudyBullet-5
  • Reading time:5 mins read




What you will 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

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: 


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       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 

 

English
language

Content

Introduction to Sales and Relationship Management

The Importance of Sales and Relationship Management

Sales Management

Introduction to the Sales Profession Matrix
The Roles of Sales in Banking
The Sales Process
The Sales Process: Research
Creating a Unique Selling Position
Open-Ended Questions
Presentations
The Role of a Great Meeting
Helping Your Prospect Become Your Client by Providing Real Buying Options
The Close
A Review of the Importance of Sales in Banking

Relationship Management

Introduction to Relationship Management
The Overview of Relationship Management in Banking
The Risks/Rewards of Mastering Relationship Management
An Introduction to the Principles of Positive Relationship
Simple Steps in the Relationship Management Process
Problem Resolution Process
The Principles of Managing Negative Relationships Part 1
The Principles of Managing Negative Relationships Part 2
The Resolutions Matrix
Best Practices in Relationship Management
Sales and Relationship Management Review