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Sales and Relationship Management in Financial Services – Udemy

(10 customer reviews)

$15

Description

What you’ll learn

  • You’ll learn the key principles of sales and relationship management
  • You’ll learn how to optimize your sales strategy
  • You’ll learn how to perform excellent relationship management with clients
  • You’ll learn how to manage negative relationships and overcome barriers
  • You’ll learn why sales and relationship management are important to all industries
  • You’ll learn how to have great sales meetings

Sales is part of every job today, internal and external. This course will orient you on sales and relationship management, a very important aspect of business – one that going forward, will help you in your career. This serves as an introduction to sales, relationship management and the importance of both in banking and services. 

This course covers the following topics, in three sections. First, an introduction to the importance of sales and relationship management is given. Then, covering the Sales aspect: 

       1. Sales? A Definition and the Truth
       2. Where Do You Fit In?
       3. The Right Mindset / The Right Skills
       4. Your Unique Selling Position
       5. Analyzing Your Market Opportunity
       6. Competitive Analysis
       7. The Sales Process
       8. Great Meetings
       9. Closing (Options, Pricing)
       10. Success Principles
       11. Success Metrics
       12. Recap
 

       Finally, covering the Relationship Management aspect: 

       1. What’s Relationship Management?
       2. The New Truth
       3. Why is it important?
       4. Relevance to banking
       5. Internal and external importance
       6. Principals of building positive relationships
       7. Steps to the process
       8. Principals to managing negative relationships
       9. Steps to the process
       10. Relationship Best Practices 

Who this course is for:

  • All levels of audience are encouraged to participate in this course.

Course content

  • Introduction to Sales and Relationship Management
  • Sales Management
  • Relationship Management

10 reviews for Sales and Relationship Management in Financial Services – Udemy

  1. Donny Phan

    Super practical. Lessons are catered towards anyone looking to find work in this industry. It felt very comprehensive and gave me a broad understanding of the programming spectrum

  2. Madhav raj Verma

    Thanks for your great effort. i am fully satisfied with this course the way you teach and your explanation are very clear ,The content you provide in your course no one can do this at this price.

  3. Sachin Gupta

    I really didn’t want to leave a low rating as Angela is a great teacher. The 1st half of this course was terrific. The 2nd half was terrible. Under the justification of “teaching students how to figure things out on their own”, pretty much all videos and all explanations were dropped. You were just told what to do, given links to documentation and told to figure it out on your own. I understand doing that to some degree, but to revert to that entirely for nearly half the content barely makes this a course. It’s just a list of things for you to learn, then you’re left on your own to learn them. The 2nd half was so bad, especially the data science component, that I didn’t bother finishing the course.

  4. Vincent Beaudet

    Amazing 40 days course.
    Angela is a great teacher.
    The other 60 days are all about web developement, interacting with web pages, on your own with little to no explanations. I did not expect that at all. I wanted to learn more about software and scripting.
    This left me disappointed , confused and i started to doubt myself. Not a fun experience after the amount of effort i’v put in this course.

    Exercices format and explanations for the first 40 days were worth it tho.

  5. Ben K

    Not just an introduction to python, but really helps you learn fundamental aspects of python and coding in general. Some parts may require some knowledge on the subject (data science comes to mind) and there is quite some web development in the course. So, a few areas were not completely to my liking (I would have liked to see it done differently), but this course deserves the 5 stars in my opinion.

  6. Omid Alikhel

    I found the method a bit difficult when a code is written and then changed back to something different, with no enough explanation of how something happened and where it came from or a step by step explanation of why something is happening, i have no doubt in the instructors talent, but we are beginners!

  7. Devang Jain

    The course is not updated and most of the solution codes don’t work and there are no video solutions towards the end

  8. Szymon Kozak

    I think that the course tutor is really good in giving right information to learn at the right time. Thanks to this fact, my understanding of coding in python after 29 days of learning is above my expectations.

  9. Begoña Ruiz Diaz

    Ha sido la mejor elección que podría haber hecho.

  10. Vaibhav Sachdeva

    I want to thank Angela for making such an amazing course. It really helped me explore more things with python.

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