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Banking and Insurance

Beyond the Basics training workshops help you enhance your human resource potentials. The focus is on making them a successful service representative, effective marketer or support staff. This helps you develop :

  1. More productive staff
  2. Stronger customer loyalty
  3. Reduce employee turnover
  4. Sense of belonging with reduce absenteeism
  5. Agile and alert with reduced careless errors
  6. Reduced company?s asset and equipment abuse


Basics of Banking

  1. The Bank
  2. The Banker and the Customer
  3. Bank?s Balance Sheet
    • Liabilities: Accounts and Deposits
    • Retails Assets: Loans
  4. Non-Resident Product Offering
  5. Basics of FX
  6. Compliance

Prospecting new Clients

  1. Approaching the Prospect
    • Fixing Appointments
    • Face to Face Meetings
  2. Discover Needs
  3. Present Solutions
  4. Overcome Objections
  5. Consultative Close
  6. Client Engagement: Renew and Retain

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