Sales / Management courses for groups

  • Selling &
    negotiation skills
    (1 - 5 days)

  • Management skills
    for bankers, financiers
    & professionals
    (1 -3 days)

  • Other skills

Selling financial products involves a variety of skills, including good financial product knowledge, a strong interpersonal manner, and the ability to convince clients to buy your product or service rather than the offering of another organisation.

But long-term client relationships require more than just persuasiveness and the ability to ‘close deals’.  Long-term, multi-year relationships rely on ethical selling based on a genuine understanding of client needs.

Our courses include:

  • Relationship building and selling skills
  • Professional negotiation skills
  • Capital markets selling skills
  • Presentation skills/Pitch-book selling

A sample selling skills course includes some or all of these items:

  • Making the initial contact with a client/cold-calling
  • Identifying client needs when selling financial services
  • Tailoring your proposal to the client (feature and benefit language)
  • Overcoming client objections and closing deals ethically
  • Negotiating terms and conditions when selling financial services

All courses are tailored for groups inside our client organisations.

Our management skills courses are delivered on a highly tailored basis, and are taught typically at junior or mid-management level, covering various topics which can be chosen by the client. Sample topics include:

  • What are the characteristics of leaders and how can we develop them?
  • How can we motivate our teams effectively?
  • How to delegate efficiently and with minimal risk in the financial sector
  • Teambuilding across different cultures
  • Managing people for the first time
  • Selection, recruitment and induction
  • Conducting performance appraisals
  • Strategy and organisational planning in the banking and finance sector
  • Developing creativity and managing strategically
  • Communication skills and writing skills
  • Presentation skills; and Train the trainer courses
  • Managing one’s time effectively (Time management)
  • Project management

All courses are tailored for groups inside our client organisations.

We have considerable expertise in running training courses in unusual areas which other training organisations struggle to satisfy. Topics that we can cover include:

  • Developing creativity in the workplace
  • Communication skills of all types
  • Report-writing and email/letter writing
  • Dealing with difficult people
  • Customer care in the banking, financial and professional worlds
  • Telephone skills in the financial sector
  • Developing Emotional Intelligence
  • Influencing skills
  • Assertiveness training for the workplace
  • Conflict management
  • Presentation skills
  • Train the trainer
  • Managing one’s time effectively (time management)
  • Stress management in the workplace
  • Intercultural skills for professionals

All courses are tailored for groups inside our client organisations.