3.5 hours







Starweaver Group

Learn the proper methods of conducting sales and performing relationship management in banking and financial services.

Expected learning & outcomes

  • You'll learn the key principles of sales and relationship management
  • You'll learn how to optimize your sales strategy
  • You'll learn how to perform excellent relationship management with clients
  • You'll learn how to manage negative relationships and overcome barriers
  • You'll learn why sales and relationship management are important to all industries
  • You'll learn how to have great sales meetings

    Skills you will learn

    Analysis, Banking, Competitive Analysis, Pricing, Strategy

    About this course

    Sales is part of every job today, internal and external. This course will orient you on sales and relationship management, a very important aspect of business - one that going forward, will help you in your career. This serves as an introduction to sales, relationship management and the importance of both in banking and services.

    This course covers the following topics, in three sections. First, an introduction to the importance of sales and relationship management is given. Then, covering the Sales aspect:

      1. Sales? A definition and the Truth
      2. Where do you fit in?
      3. The Right Mindset / The Right Skills
      4. Your Unique Selling Position
      5. Analyzing Your Market Opportunity
      6. Competitive Analysis
      7. The Sales Process
      8. Great Meetings
      9. Closing (Options, Pricing)
      10. Success Principles
      11. Success Metrics
      12. Recap

    Finally, covering the Relationship Management aspect:

      1. What’s Relationship Management?
      2. The New Truth
      3. Why is it important?
      4. Relevance to banking
      5. Internal and external importance
      6. Principals of building positive relationships
      7. Steps to the process
      8. Principals to managing negative relationships
      9. Steps to the process
      10. Relationship Best Practices


    Lore delivers value at the intersection of learning, interests and skills.

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