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Our courses are intended for a global audience, with each one being completely customisable to suit the needs of the individuals it is being delivered to.

They can be delivered in London or in your home town. You decide.

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Financial Selling Skills

  • Banking and Financial Markets, Management Skills, Retail Banking, Risk and Credit
  • Duration: Two days
  • Information

    This is a Two - Day highly participative modular based course. Each module comprises a series of exercises, mini-case studies, personal behavioral check-lists and instruments and simulated role plays, all designed to enhance the customer interaction skills of the participants. The role-play briefs are constructed as mini-case studies

    Each participant will be given two opportunities to practice their selling skills in video-taped role plays. This is a time-consuming event. Each role-play requires at least 40 minutes for the simulation and the group-led feedback. This means that each participant will need 1 hour and 20 minutes over the two days. These logistics mean that the programme is for a maximum of 6 people – the role plays alone will occupy the equivalent of one full day (spread over two days) and is interspersed with discussions, exercises and mini-lectures


    Day One

    Session 1:

    • Professionalism and the principles of selling and marketing banking products

    • Oral communications skills – basic and advanced

    Session 2:

    • Client focus – moving from product- to market-orientation

    • The basic skills of marketing in banking

    • The unique strengths of banks

    • Capitalising on existing client relations

    Session 3:

    • Client relations and customer-influencing skills

    • Defining needs from the client’s perspective

    Session 4:

    • Questioning and listening skills – gathering information

    • Selling situations – simulation role play

    Day Two

    Session 1:

    • Features, advantages and benefits

    • The client’s decision-making process

    Session 2:

    • How bank customers define their buying and decision-making needs

    • Handling objections, reservations and general sales-resistance

    Session 3:

    • Closing the sale – gaining the client’s agreement

    • Selling skills - closing the sale – role play

    Session 4:

    • Quality and service – delivering beyond client expectations

    • The sales cycle

    Course Close

    Register interest

    As every course we run is tailored to meet the specific needs of each client, we can only provide an estimate after fully understanding your specific requirements. Please complete the form below of call +44 (0) 208 894 4977 to discuss how Taylor Associates can help you.

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