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Banking and NBFC Sales

Learn with Lalit Dave

6 modules

Certificate of completion

Lifetime access

Master the art of selling banking and NBFC products

Overview

This course is designed to provide a comprehensive understanding of the sales process in the banking and Non-Banking Financial Company (NBFC) sector. It covers various aspects of sales strategies, customer relationship management, and product knowledge specific to the banking and NBFC industry.

Key Highlights

Learn effective sales techniques to drive revenue in the banking and NBFC sector

Understand the importance of building and maintaining customer relationships

Gain insights into various banking and NBFC products

Enhance your communication and negotiation skills

Learn how to analyze customer needs and provide customized solutions

What you will learn

Learning Outcome 1

Develop a strong understanding of the sales process in the banking and NBFC sector, including prospecting, lead generation, and closing deals.

Learning Outcome 2

Acquire knowledge of various banking and NBFC products and services, enabling you to effectively promote and sell them to potential customers.

Learning Outcome 3

Learn proven techniques for building and maintaining strong customer relationships, fostering customer loyalty, and maximizing sales opportunities.

Learning Outcome 4

Enhance your communication and negotiation skills, enabling you to present products persuasively, address customer concerns, and close sales successfully.

Learning Outcome 5

Gain the ability to analyze customer needs, identify pain points, and offer tailored solutions to meet their financial requirements.

Modules

Introduction to Banking and NBFC Sales

3 attachments

Overview of banking and NBFC industry

Coming Soon

Roles and responsibilities of sales professionals in banks and NBFCs

Coming Soon

Importance of sales in banking and NBFCs

Coming Soon

Understanding Financial Products and Services

4 attachments

Types of banking products and their features

Coming Soon

Types of NBFC products and their features

Coming Soon

Differentiating between banking and NBFC products

Coming Soon

Cross-selling strategies in banking and NBFCs

Coming Soon

Sales Techniques and Strategies

6 attachments

Building rapport with customers

Coming Soon

Effective communication and active listening

Coming Soon

Identifying customer needs and tailoring solutions

Coming Soon

Overcoming objections and handling rejections

Coming Soon

Closing sales and securing customer commitment

Coming Soon

Follow-up and maintaining customer relationships

Coming Soon

Compliance and Regulatory Framework in Banking and NBFCs

4 attachments

Understanding regulatory guidelines for banking and NBFCs

Coming Soon

Ensuring compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) norms

Coming Soon

Importance of data privacy and confidentiality in sales

Coming Soon

Ethical sales practices in banking and NBFCs

Coming Soon

Market Trends and Challenges in Banking and NBFC Sales

4 attachments

Emerging trends in the banking and NBFC industry

Coming Soon

Digitalization and its impact on sales practices

Coming Soon

Competitive landscape and customer expectations

Coming Soon

Challenges faced by sales professionals in banking and NBFCs

Coming Soon

Sales Management and Performance Measurement

5 attachments

Sales planning and target setting

Coming Soon

Sales forecasting and budgeting

Coming Soon

Monitoring sales performance and analyzing metrics

Coming Soon

Motivating and incentivizing sales teams

Coming Soon

Training and development for sales professionals

Coming Soon

Certification

When you complete this course you receive a ‘Certificate of Completion’ signed and addressed personally by me.

Course Certificate

FAQs

How can I enrol in a course?

Enrolling in a course is simple! Just browse through our website, select the course you're interested in, and click on the "Enrol Now" button. Follow the prompts to complete the enrolment process, and you'll gain immediate access to the course materials.

Can I access the course materials on any device?

Yes, our platform is designed to be accessible on various devices, including computers, laptops, tablets, and smartphones. You can access the course materials anytime, anywhere, as long as you have an internet connection.

How can I access the course materials?

Once you enrol in a course, you will gain access to a dedicated online learning platform. All course materials, including video lessons, lecture notes, and supplementary resources, can be accessed conveniently through the platform at any time.

Can I interact with the instructor during the course?

Absolutely! we are committed to providing an engaging and interactive learning experience. You will have opportunities to interact with them through our community. Take full advantage to enhance your understanding and gain insights directly from the expert.

About the creator

About the creator

Learn with Lalit Dave

Elevate your learning experience with Loukamatri Academy a startup company of Mr. Lalit Dave, a passionate expert in Skill Development and Business & Marketing. Immerse yourself in a diverse collection of courses, vibrant communities, insightful webinars, and premium digital products. Start your educational journey today!

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