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Financial Services Sales and Relationship Management
Introduction to Sales and Relationship Management
Segment - 01 - The Importance of Sales and Relationship Management (10:38)
The Importance of Sales and Relationship Management (Slides)
Sales Management
Segment - 02 - Introduction to the Sales Profession Matrix (9:10)
Introduction to the Sales Profession Matrix (Slides)
Segment - 03 - The Role of Sales in Banking (9:06)
The Role of Sales in Banking (Slides)
Segment - 04 - The Sales Process Overview (11:39)
The Sales Process Overview (Slides)
Segment - 05 - The Sales Process Research (11:10)
The Sales Process Research (Slides)
Segment - 06 - Creating a Unique Selling Position (11:47)
Creating a Unique Selling Position (Slides)
Segment - 07A - Open Ended Questions (7:02)
Open Ended Questions (Slides)
Segment - 07B - Making Presentations (7:35)
Making Presentations (Slides)
Segment - 08 - The Role of a Great Meeting (10:54)
The Role of a Great Meeting (Slides)
Segment - 09 - Helping our Prospect become your Client by providing Real Buying Options (8:43)
Helping our Prospect become your Client by providing Real Buying Options (Slides)
Segment - 10 - The Close (10:28)
The Close (Slides)
Segment - 11 - A review of the Importance of Sales in Banking (4:13)
A review of the Importance of Sales in Banking (Slides)
Relationship Management
Segment - 12 - Introduction to Relationship Management (10:28)
Introduction to Relationship Management (Slides)
Segment - 13 - The Overview of Relationship Management in Banking (11:09)
The Overview of Relationship Management in Banking (Slides)
Segment - 14 - The Risksrewards of Mastering Relationship Management (11:04)
The Risksrewards of Mastering Relationship Management (Slides)
Segment - 15 - An Introduction to the Principles of Positive Relationship (8:58)
An Introduction to the Principles of Positive Relationship (Slides)
Segment - 16A - Simple Steps in the Relationship Management Process (6:06)
Simple Steps in the Relationship Management Process (Slides)
Segment - 16B - Problem Resolution Process (3:42)
Problem Resolution Process (Slides)
Segment - 17 - The Principles of Managing Negative Relationships Part-1 (8:01)
The Principles of Managing Negative Relationships Part-1 (Slides)
Segment - 18 - The Principles of Managing Negative Relationships Part-2 (9:07)
The Principles of Managing Negative Relationships Part-2 (Slides)
Segment - 19 - The Resolutions Matrix (6:02)
The Resolutions Matrix (Slides)
Segment - 20 - Best Practices in Relationship Management (5:51)
Best Practices in Relationship Management (Slides)
Segment - 21 - Sales and Relationship Management Review (11:26)
Sales and Relationship Management Review (Slides)
Segment - 21 - Sales and Relationship Management Review
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