Sales Techniques for Personal Finance & Mortgage          Download Brochure

By the end of this course you will be able to:

.Participants will be able to increase sales /cross-sell & up-sell, increase profit, customer numbers & sales rep. productivity, enhance sales processes, examine their own performance & determine in what types of situation a more positive attitude would attract & perform sales/cross-sell credit card effectively.

Course Outline:

.Day one: Introduction to principles of Personal Finance & Mortgage & SIMAH, lending criteria & pricing policy rules, personal selling, 5 basic skills & salesperson qualifications with group discussions, case studies, practical exercises & role-plays.

.Day two: Basic needs, features, benefits & sales opportunity, 5 basic steps to selling interview, identifying needs & presenting financial solutions, with group discussions, case studies, practical exercises & role-plays.

.Day three: Handling objections & overcoming price resistance, closing the deal, after sales &, cross-selling techniques, with group discussions, case studies, practical exercises & role-plays.

Target Audience:

.All front-line Staff across the branch network, Salesperson for Credit Card, Call Center, & Marketing Dept/division.

Prerequisites:

.None

This course entitles you to attend:

Upon successful completion of this course, participants will obtain:

.Training attendance certificate.