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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 Assessment
Post Assessment
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Marketing director
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
How AI changes modern sales execution
AI as a thinking partner vs content generator
Qualification frameworks: BANT, MEDDIC, SPIN supported by AI
Using ChatGPT for deep company research
AI generated pre call briefings
Identifying decision makers and buying signals
Building a Custom GPT for qualification workflows
Prompt engineering for structured qualification
In Class Training
Turning discovery calls into structured insight using ChatGPT
Extracting pain points, motivations, risks, and budget signals
Persona mapping with AI
Customer journey mapping using AI assisted thinking
Converting call transcripts into structured summaries
Using AI to identify hidden objections
In Class Training
Translating features into strategic value using AI
Building strong UVPs with ChatGPT
Writing persuasive sales emails with structure
Creating LinkedIn outreach scripts with personalization
Designing high impact sales decks using Gamma.app
AI powered storytelling frameworks
Building an AI based messaging bank inside Custom GPT
In Class Training
Anticipating objections using AI pattern recognition
Training ChatGPT to simulate difficult buyers
Creating objection handling playbooks with Custom GPTs
Framing price through long term value modeling
Negotiation preparation using AI scenario testing
Building AI powered closing scripts
AI generated follow up sequences after meetings
In Class Training
What is Agentic AI in sales
Moving from prompting to automation
Connecting ChatGPT to CRM using Zapie
Automating lead intake and qualification
Trigger based AI follow up systems
Auto generation of proposals and meeting summaries
Building a lightweight AI Sales Agent
:Practical Application
Step by Step Build:
Lead enters form or CRM
Zapier triggers ChatGPT
ChatGPT analyzes lead quality
Qualification score generated
Auto drafted personalized email created
Follow up reminder scheduled
CRM updated automatically
Participants will build working prototype of: AI Qualification Agent AI Follow Up Agent AI Proposal Generator
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.
