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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

The Sales Skills and Relationship Management course offers a comprehensive exploration of essential skills and techniques for successful sales and effective customer relationship management. It covers various aspects including sales skills definition, types of questions, selling approaches, banking sales techniques, essential sales skills, selling etiquette, and customer relationship management principles. Participants will gain practical insights and strategies to enhance their sales performance and build lasting relationships with clients.

Learning Outcome

Define sales skills and their significance in the sales process.

Identify the basic sales process life cycle and its stages.

Explore different types of questions used in sales interactions with prospective clients.

Differentiate between reactive and proactive selling approaches.

Explore product, solution, and accelerator selling techniques.

Examine sales techniques specific to the banking industry.

Course Outline

  • What are Sales Skills?

  • What are the Basic Sales Process Life Cycle

  • What are the types of sales question you should ask prospect client

  • Reactive vs. Proactive Selling
  • Product, Solution, and Accelerator Selling

  • What are banks sales Techniques

  • Communication Skills
  • Product Knowledge Skills
  • Active Listening Skills
  • Rapport Building Skills
  • Time Management Skills

  • Selling Etiquette

  • What is Customer Relationship Management (CRM)?


Who Should Attend

Sales professionals, including account executives, sales representatives, and business development managers.=Customer relationship managers and client-facing staff.=Entrepreneurs and small business owners seeking to improve their sales effectiveness.=Anyone interested in developing skills in sales techniques and relationship management, regardless of industry.