Retail Sales & Marketing Strategies at the Branch Level
The Key Account Management Principles
Selling, Upselling and Cross Selling (of own and third party) Products.
How to generate adequate Fee Income for the Bank / Branch.
Understanding of critical parameters in the Appraisal of MSMEs
Target audience
All current and future group of Branch Managers of Banks and NBFCs
Course Structure
Session 1
Indian Economic Position –Post Pandemic Scenario
RBI Compliance issues
Sessions 2
Sales & Marketing of Retail Liabilities
Pre-Sale /Marketing Process
Session 3
Overcoming Objections
Types of Selling, Upselling and Cross Selling Opportunities
Session 4
Case Studies
Session 5
Retail Assets Appraisal Process in brief for Personal Loans-Unsecured
Source of income
Session 6
Appraisal process for Secured Loans
Sessions 7
Financial Statements in brief
Trainer Profile
Trainer is a seasoned banker with rich and versatile experience in a leading public sector bank. She has worked across different banking functions like General banking, Trade Finance, Operations, Wealth Management, Retail, Rural, SME, MSME & Corporate Credit. She also has an excellent understanding of regulations and processes of cross-border transactions.
