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?

This training program is designed to equip banking professionals with the essential sales skills, product knowledge, and customer service techniques required to drive business growth in retail and corporate banking. It focuses on building trust, identifying customer needs, promoting banking products, handling objections, and closing sales effectively while complying with financial regulations.

What are the objectives of Banking Sales Training Training ?

Understand customer profiles and segment needs in banking
Confidently cross-sell and upsell banking products
Build long-term relationships based on trust and needs-based selling
Handle objections, rejections, and complaints professionally
Follow a structured sales process within the compliance framework
Use digital tools to enhance customer engagement and sales performance

Who is Banking Sales Training Training for?

Sales Executives & Relationship Managers in banks
Branch Managers and Assistant Managers
New joiners in banking sales roles
Customer service representatives aspiring to move into sales
Financial advisors and loan officers

What are the prerequisites for Banking Sales Training Training?

Basic understanding of banking operations and financial products.
Prior experience in a customer-facing or sales role (preferred, not mandatory).
Good communication and interpersonal skills.

Available Training Modes

Live Online Training

5 Days

Self-Paced Training

45 Hours

Course Outline Expand All

Expand All

Module 1: Introduction to Banking Sales

The evolution of banking and the importance of sales

Sales vs service in banking

Banking customer journey and expectations

Module 2: Understanding Banking Products

Retail banking products: Savings, Loans, Credit Cards, Insurance

Corporate banking products: Treasury, Loans, Trade Finance

Key features, benefits, and compliance notes

Module 3: The Sales Process in Banking

Prospecting and Lead Generation

Customer Profiling and Needs Identification

Solution Selling and Consultative Approach

Pitching and Presenting Solution Module 4: Relationship Management & Customer Engagement

Building trust and rapport

Cross-selling and up-selling techniques

Customer lifecycle management

Module 5: Objection Handling and Closing Sales

Common customer objections in banking

Techniques for objection resolution

Negotiation and closing strategies

Module 6: Regulatory and Ethical Sales Practices

RBI/SEBI/IRDAI guidelines and compliance in sales

Fair practices and anti-mis-selling policies

Confidentiality and data protection in sales interactions

Module 7: Sales Effectiveness & Digital Enablement

CRM tools and lead management

KPIs for banking sales performance

Leveraging digital banking for sales growth

Module 8: Practical Exercises & Role Plays

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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