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Discover the secrets to selling with confidence and intelligence in the financial sector through our innovative training program. You will learn to think with an entrepreneurial mindset, gain deep insight into customer needs, and craft tailored value propositions using practical sales techniques, ethical negotiation skills, and professional storytelling — all empowered by AI tools. Get ready to contribute to sustainable business growth in a fast-evolving digital world.
A dynamic training program designed for professionals in banking, insurance, investment, and related sectors – or those sponsored by financial institutions. Participants learn to think like entrepreneurs, understand client needs deeply, and craft personalized value propositions that build trust and drive results. The program blends practical sales techniques, ethical negotiation, and modern storytelling with the power of AI tools to enhance client acquisition, engagement, and retention. By the end, attendees will be equipped to sell with confidence, position solutions strategically, and contribute to sustainable business growth in a rapidly evolving digital landscape.
Banking
Financing
Customer Orientation
Not Exist
Other
Lecture +2
Other
Lecture
Case Studies
Brainstroming
Pre Exam
Post Exam
-
Marketing director
Purchase Program
( 0)Available
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This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training
Entrepreneurial mindset in finance and advisory roles Client-centric opportunity recognition Ikigai and purpose-aligned contribution Identifying unmet or latent client needs The Mom Test and listening frameworks AI tools for insight disco
In Class Training
Building real-world financial personas (SMEs, families, HNWIs) Empathy mapping and customer journey Creating Ideal Customer Profiles Designing strong UVPs using Value Proposition Canvas Communicating emotional and rational value
In Class Training
Social selling (LinkedIn, WhatsApp Business, email marketing) Content strategy for trust-building Digital funnels
In Class Training
SPIN selling and consultative approaches Framing cost as long-term value Building sales conversations around trust Ethical sales practices in regulated sectors Negotiation prep and common client objections
In Class Training
Crafting elevator and full-length pitches Storytelling with structure and emotion Visual AI tools: Decktopus, Beautiful.ai Fielding difficult questions
Think like founders to spot opportunities and add value—whether inside a bank, an investment firm, or a client service business
Understand clients deeply, using active listening, persona mapping, and empathy-based frameworks.
Create tailored value propositions aligned with client goals—be it wealth, security, or growth.
Use AI tools to research markets, anticipate client needs, generate content, and personalize outreach
Communicate value clearly through persuasive storytelling and business-focused pitching.
Establish a credible online presence, reinforcing trust in high-stakes industries like banking and insurance
Sell with integrity, applying value-based selling and ethical negotiation principles.
