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Banking Sales Training Training

Live Online & Classroom Enterprise Training

Banking Sales Training focuses on developing the skills and strategies required to effectively sell banking products and services, build customer relationships, and drive revenue growth in the financial sector.

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What is Banking Sales Training Training about?

Banking Sales Training equips professionals with the skills required to deliver exceptional customer experiences while driving business growth. This course covers consultative selling techniques, retail and commercial banking products, customer profiling, compliance considerations, and proven methods for achieving sales targets. Through real-world scenarios and role-based activities, learners gain confidence in identifying customer needs, presenting solutions, and strengthening long-term client relationships.

What are the objectives of Banking Sales Training Training ?

  • Understand key banking products and how to match them with customer needs.
  • Apply consultative and relationship-based selling techniques.
  • Develop effective communication and negotiation skills.
  • Learn cross-selling and upselling strategies for banking services.
  • Manage sales pipelines and track performance using banking CRM tools.

Who is Banking Sales Training Training for?

  • Retail Banking Sales Executives and Relationship Managers.
  • Customer Service Officers transitioning into sales.
  • Branch Managers responsible for sales performance.
  • New joiners in financial institutions and banking teams.
  • Professionals seeking to develop client-facing skills in banking.

What are the prerequisites for Banking Sales Training Training?

Prerequisites:
Basic understanding of banking operations (recommended).
Strong communication and interpersonal skills.
Interest in customer service and relationship management.
Basic knowledge of financial products (helpful but not required).
Willingness to engage in role plays and customer scenarios.
Learning Path:
Introduction to Banking Products & Customer Segments
Consultative Selling Techniques & Customer Needs Analysis
Cross-Selling, Upselling, and Relationship Management
Handling Objections, Negotiation & Compliance
Sales Performance Management & CRM Tools
Related Courses:
Retail Banking Fundamentals
Financial Services Customer Experience
Relationship Management for Banking Professionals
Effective Communication & Negotiation Skills

Available Training Modes

Live Online Training

5 Days

Course Outline Expand All

Expand All

  • The evolution of banking and the importance of sales
  • Sales vs service in banking
  • Banking customer journey and expectations
  • Retail banking products: Savings, Loans, Credit Cards, Insurance
  • Corporate banking products: Treasury, Loans, Trade Finance
  • Key features, benefits, and compliance notes
  • Prospecting and Lead Generation
  • Customer Profiling and Needs Identification
  • Solution Selling and Consultative Approach
  • Building trust and rapport
  • Cross-selling and up-selling techniques
  • Customer lifecycle management
  • Common customer objections in banking
  • Techniques for objection resolution
  • Negotiation and closing strategies
  • RBI/SEBI/IRDAI guidelines and compliance in sales
  • Fair practices and anti-mis-selling policies
  • Confidentiality and data protection in sales interactions
  • CRM tools and lead management
  • KPIs for banking sales performance
  • Leveraging digital banking for sales growth
  • Role-based simulations
  • Case studies on banking sales scenarios
  • Feedback and performance improvement plan

Who is the instructor for this training?

The trainer for this Banking Sales Training Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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