Master Course : Selling Into Finance Companies 2.0

Course Overview

• Course Title: Master Course : Selling Into Finance Companies 2.0
• Instructor: Dr. José Prabhu J
• Target Audience: Sales and customer success professionals
• Prerequisites: Basic sales skills and selling ideas of financial sectors

Curriculum Highlights

• Key Topics Covered:
  • Understanding the Finance Industry Landscape
  • Customer Expectations in Finance Companies
  • Effective Communication Strategies
  • Relationship Management in Financial Sales
  • Selling Strategies for Financial Institutions
  • Handling Objections and Complex Sales Cycles
  • Technology and Innovation in Financial Sales
  • Measuring Success and Continuous Improvement
• Key Skills Learned:
  • Explain key regulations and decision-making structures within financial institutions
  • Identify customer expectations and tailor sales approaches to financial clients’ needs
  • Demonstrate effective communication techniques for engaging finance professionals
  • Apply relationship management strategies to build long-term client trust
  • Develop customized selling strategies suited for financial institutions
  • Overcome common objections and navigate complex sales cycles in finance
  • Utilize technology and innovation to enhance financial sales effectiveness
  • Evaluate sales performance and refine strategies based on key metrics

Course Format

• Duration: 1.5 hours on-demand video
• Format: Self-paced online course
• Resources:
  • Access on mobile and TV
  • Certificate of completion