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Consultative Solutions Selling

Consultative Solutions Selling identifies and practices the skills required to sell the broad range of banking solutions across key commercial and investment banking target market segments. The program teaches an approach for more effective product sales, and integrates with selling methodology and metrics.  By completing the course, participants will be better positioned to able to sell a greater range of product solutions, have a wider comfort zone and greater credibility with clients.

Meeting your Needs

We provide core skills for banking sales professionals and customer facing officers to build their consultative selling abilities to become a trusted advisor to their clients.  This provides an excellent grounding in identifying needs, what to sell, positioning the individual and the bank the process for tracking the sales pipeline and the importance of relationship-selling in the finance industry. The program is a structured three day program.

The integrated program covers the entire breadth of the sales cycle.  Specifically, it focuses on how to:

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understand different customer buying behaviour

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actively listen, understand and respond to your customers needs

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 know the right questions and product knowledge to succeed

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sell the breadth of banking services (FX, Financial Markets, Securities, Cash and Trade) offered by your bank

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correctly position the offering as product, solution or service

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positioning the bank and relationship banker

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sell products and solutions outside of your own comfort zone

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respond to the competitive landscape

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close the deal

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identify cross-sell opportunities

Benefits of the Program

The proposed Consultative Selling training program offers the following benefits to the bank:

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The course can be specifically tailored to include your current priority product set

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It is designed to work close with any existing sales methodology and metrics

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It will promote the selling of a wider range of products and services by banking professionals to their clients.

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The course presenter has specific consultative selling and banking experience

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The program combines solution selling with consultative selling skills, practical exercises and case studies to create an active learning environment

Target Audience

The course is targeted at banking customer-facing professionals who want to develop or extend their selling skills across the broader range of commercial banking products and solutions. It is anticipated that attendees will have completed other professional sales training in the past. The primary objective for attending the course is to learn and practice a tangible skill set for consultatively selling solutions across a wider range of products.

The proposed course offers the following benefits to attendees:

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understanding of different customer buying behaviours to position the right product, channel or solution

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know the right questions and product knowledge to succeed in selling a value added solution to the client

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a framework to broaden the range of consultative solutions you can sell comfortably

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to identify and initiate cross-sell opportunities

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an active learning experience to practice new skills

 
Copyright © 2006 TransactionBanking.com
Last modified: 05/12/2006