Relationship Selling for Banking and Insurance

Course Overview

Most teams learn Relationship Selling for Banking and Insurance the expensive way, through mistakes. This course offers the shortcut. The 5-day format alternates short theory sessions with extended practice, so skills are built rather than merely described. Delegates leave with working templates, worked examples and a clear picture of what to do differently on Monday.

What You Will Achieve

• Explain the core principles and current good practice in Relationship Selling for Banking and Insurance
• Apply practical tools and techniques for Relationship Selling for Banking and Insurance in your own organisation
• Analyse real-world scenarios and select the right approach with confidence
• Avoid the common pitfalls that undermine Relationship Selling for Banking and Insurance in practice
• Build a personal action plan to implement what you have learned

Who Should Attend

Finance managers, accountants, analysts, budget holders and professionals responsible for financial planning, control or reporting.

Course Outline

1. 01Foundations of Relationship Selling for Banking and Insurance: principles, terminology and context
2. 02The business case: why Relationship Selling for Banking and Insurance matters to performance
3. 03Core tools, frameworks and methods
4. 04Applying the tools: guided case study and exercises
5. 05Common pitfalls and how experienced practitioners avoid them
6. 06Working with stakeholders: communication and influence
7. 07Measuring results and continuous improvement
8. 08Personal action planning and course review