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Sales and Relationship Management in Financial Services

Udemy Instructor

4.5(10.2K 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.

Skills you'll gain

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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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This is a Fiverr Freelancing Course from very basic to advance level. So if you are absolute beginner than this course is perfect for you. You can learn from the basic level to advance level. A to Z things related to Fiverr you can learn here as a beginner. Moreover at the end of this course module students should be able to make Fiverr gig, get order, build better rapport with costumers, and withdraw money, gigs marketing, work submission, get level and review and many more. Basic computer literacy is enough when you are following this course. You have stay motivated and focus to lessons throughout this course to get maximum output.Lets take a look what you will learn from this course:* How to create account on Fiverr* How to setup account* How to create gigs* How to setup payment* How to deliver orders* Review and Orders* Fiverr Inside* Gigs Marketing* Gigs Bid and many moreSo if you found this course is suitable for you than you can enroll this course and during learning if you need any help I am always there for you to help you out. So I am expecting you to have in my course

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Sales and Relationship Management in Financial Services

About this course

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