AIB - Introduction to Relationship Selling

AIB - INTRODUCTION TO RELATIONSHIP SELLING

Course Description: 
Introduction to Relationship Selling introduces students to the relationship selling process, and the skills and techniques that support a client needs-focused sales approach. Students will learn how to prepare for the sale and conduct an effective sales interaction with clients, and an overview of each step in the relationship selling process to guide sales interactions with clients.

Audience:  Any branch personnel involved with in-branch sales.

Learning Objectives:  After completing this course, students will be able to:

  • Identify what clients expect from their bank.

  • Describe sales skills and techniques to successfully move through the sales process.

  • Examine the steps used to respond to client objections.

  • Identify techniques to effectively sell against the competition.

  • Determine actions to follow-up with a client and ask for a referral.

Prerequisites:  Before proceeding through this course, students should have a basic knowledge of their bank's or financial institution's products and services.

Course Credits:  AIB:  0.5;  CEU:  0.5

Delivery Methods:  This course is available in the following formats:

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