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Sales and Relationship Management in Financial Services

Udemy Instructor

4.25(1.6K students)

Self-paced

All Levels

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

Skills you'll gain

SalesEnglish

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Course Information

Level: All Levels

Suitable for learners at this level

Duration: Self-paced

Total course content

Instructor: Udemy Instructor

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This course includes:

📹Video lectures
📄Downloadable resources
📱Mobile & desktop access
🎓Certificate of completion
♾️Lifetime access

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Do you want to fly in your sales and marketing career higher than most others by gaining excellence in sales? Take a look at this Udemy course only where you willLearn and build excellence in sales because…You will learn the best practices in sales and marketing at Hindustan Unilever, Johnson & Johnson, Volkswagen and Aviva.Gain Practical Experience by doing a real life internship with usPreview 50% of lectures for FREEGet Enrichmentors Course Completion Certificate cum Letter of RecommendationHave 30 days Money Back GauranteeThis course also came in being for MBA Students at IIM Udaipur to help prepare them for the Sales Roles like Relationship Manager, Account Manager etc in many sought after companies. I drew the content for the Job Requirements outlined by these companies from my experience as General Manager/ VP Sales in Johnson & Johnson Consumer in formulating the strategies for sales. My experiences with Volkswagen and Aviva during last 14 years of consulting work gave me the first hand content for the Personal Selling and Relationship Management. The title of Sales Excellence was inspired by a similar initiative at VolkswagenYou can do your real life internship with us by getting in touch on [email protected] and expressing your interest.You can also get a Enrichmentors Course Completion Certificate cum Letter of Recommendation to whoever will complete their assignments and Practice Test successfully. These certificates will be signed by me and will be in addition to the normal Udemy Certificate you get on completion of the course. You will need to score 75% in the Practice Test and complete all the steps of the assignment to my satisfaction of similar level. It will be great if you can also do the rating and write reviews while doing the course as a feedback to us!Preview for yourself 50% of lectures for FREE covering first half. If you like the content, enrol for the course, enjoy and build excellence in Sales to fly higher than most others! If don't like the content, please message me about how can we modify to meet your expectations. Please remember that this course comes with 30 days Money Back Gaurantee using which you can get a full refund if you are not satisfied after doing the full course

Excellence in Sales Management

Udemy Instructor

Want to Build a Great Sales and Marketing Career by gaining Excellence in Sales Management?Take a look at this course only where you will· Not only learn in depth how to do sales management excellently with concrete actionable advice, tools, techniques, processes and methodologies but also· Skill yourself by doing real life case assignments of different kinds· Preview 50% of lectures to see the content for yourself· Clear your doubts on this topic any time while doing the course· Get Udemy's 30 days Money Back Guarantee I started my journey as a Sales Manager after successfully completing my Management Training with Hindustan Unilever in 1985 and continued in sales and marketing over the years becoming General Manager Sales and Marketing with Johnson & Johnson in 1994. Over further periods of time that led me to become Managing Director of what is now Danone Nutrition in 2005. It has been very rewarding career in sales and marketing starting with Area Sales Manager in HULWhat I am sharing with you here is my learnings over these almost 20 years in sales and marketing in great companies like HUL, Johnson & Johnson and Danone Nutrition. I am sure you can do even better than me with these learnings!I have given a lot of real life assignments for you in this course from my experiences in sales management so that you can also skill yourself in addition learning the best practices in sales managementPreview for yourself 50% of lectures covering each section. If you like the content, enroll for the course, enjoy and skill yourself to build a great career in sales and marketing by gaining excellence in Sales Management! If don't like the content, please message about how can we modify it to meet your expectations.Please remember that this course comes with Udemy's 30 days Money Back Guarantee using which you can get a full refund if you are not satisfied even after doing the full course

U.S. Residential Real Estate, Property & Mortgage Business

Udemy Instructor

Ever wondered what really happens behind the scenes of a home loan? From application to foreclosure—and everything in between—this course pulls back the curtain on the modern U.S. mortgage industry.This comprehensive course demystifies the U.S. residential mortgage industry by walking learners through the full lifecycle of a home loan—from origination to securitization. The course has been updated with fresh data, real-life examples, and today’s lending practices to match how the mortgage world works now.You'll dive into essential topics like loan types, mortgage math, credit and risk assessment, regulatory frameworks, foreclosure strategies, securitization, and the servicing process. Unlike other courses, this program emphasizes a real-world, data-driven perspective and mirrors today’s mortgage lending environment.By the end, you’ll gain not just theory, but the analytical tools and regulatory understanding needed to thrive in the ever-evolving mortgage finance space.This course outline follows microlearning best practices. Each video lesson is limited to 7–10 minutes for optimal learner retention and engagement. Longer lessons from the original course have been split into smaller, focused parts.Module 1: Foundations of U.S. Residential Mortgage BusinessCourse WelcomeIndustry Overview – Part 1: History & ScopeIndustry Overview – Part 2: Business ProcessResidential Property TypesMortgage Ecosystem PlayersLoan Types – Part 1: Fixed vs AdjustableARM Mechanics – Margins, Indexes & Rate CapsLoan Types – Part 2: FHA, VA & OthersLoan Types – Part 3: Conforming vs Non-ConformingModule 2: Terms, Math & Risk FundamentalsTerms & Conditions – Part 1: Common ClausesTerms & Conditions – Part 2: Prepayment, DefaultMortgage Math – Part 1: Basic ConceptsMortgage Math – Part 2: Payment CalculationsMortgage Math – Part 3: AmortizationLoan Features – Part 1: Assumable & Convertible MortgagesLoan Features – Part 2: Construction, Interest-Only & Balloon LoansUnderstanding Balloon MortgagesSecond Mortgages, HELOCs & Lien PositioningSubordination Clauses & Lien ExceptionsRisk & Rewards – Part 1: Borrower RisksRisk & Rewards – Part 2: Lender RisksConsumer Mortgage LifecycleLender Mortgage LifecycleReverse Mortgages – Structure, Eligibility & RisksModule 3: Regulation, Distress & Market LandscapeRegulations – Part 1: Federal OversightRegulations – Part 2: State & Local ComplianceForeclosure Avoidance Strategies – Part 1Foreclosure Avoidance Strategies – Part 2Market Size and Structure – Part 1Market Size and Structure – Part 2Special Mortgage Scenarios & Borrower PersonasRefinancing Use Cases – Rate-Term vs. Cash-OutModule 4: Mortgage Analysis & Appraisal TechniquesIntro to Mortgage AnalysisBorrower Analysis – Part 1: IncomeBorrower Analysis – Part 2: Financial RatiosCredit Report OverviewCredit Report InterpretationDecisioning Metrics – Part 1: LTV, DTIDecisioning Metrics – Part 2: Combined Risk FactorsRisk Layering in Underwriting DecisionsConstruction & Custom Property AppraisalsAppraisal Walkthrough – Part 1: ProcessAppraisal Walkthrough – Part 2: Sample ReportTitle and Insurance FundamentalsModule 5: Servicing, Securitization & Wrap-upLesson TitleLoan Servicing – Part 1: Payment CollectionLoan Servicing – Part 2: Escrow & MonitoringIntro to SecuritizationSecuritization – Part 1: Issuer ViewSecuritization – Part 2: Investor ViewMortgage-Backed Securities LifecycleMBS Ratings OverviewCapstone: Mortgage Case Simulation

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Sales and Relationship Management in Financial Services

About this course

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