Treasury sales is a key component of any financial institution's product and service offering. It is the distribution network through which it delivers its various products and services to clients, many of whom not often aware of all the options available to them.
In the end, success revolves around a holistic understanding the client's needs and being able to suggest the most appropriate product or service to address those needs.
This 2 or 3-day course will focus on delegates gaining a practical understanding of:
- How a real business works
- How no single product created by a bank stands in isolation
- How the actions of a sales person could either mitigate the risk, or contribute to it
Participation is encouraged by using role reversal. Sales people are put in the seat of a corporate client faced with multiple solutions to any given problem. The intention is for them to gain an understanding of just how difficult this process is for a client. Through insights gained they learn the most appropriate ways in which they can assist their clients better.