The objectives of this module. As a learner you will discover
1. The art and science of sales in selling financial products & services. It starts with presenting yourself to be effective in sales. This will help in establishing a rapport with the customer leading to life-time value-based relationship.
2. The role of Sales Officer as Chief Revenue Officer of the organization. Remember every organization exist to serve its customers based on their needs and wants. At the same time organization’s survival is dependent on the revenue flowing from the sale of products and services.
3. The science of market segmentation, tools to generate leads and managing the distribution channel. We will learn how to segment our market and target our customers based on our products and needs of the customer.
4. The process-oriented approach in preparation to meet the customer for closure of the sales and post sales relationship. This is an important part of a sales professional’s role in every product category. It is more so in the housing finance sector having a product life span of 15 to 30 years considering the repayment of the loan.
• As an outcome of this module, you are going to build a successful sales career by
• a. Using effective selling techniques to multiply your sales.
b. By multiplying your sales, you will be earning more incentives giving financial freedom to invest in yourself and your family.
c. You are going to build your personal brand among your colleagues and customers.
d. Attain professional growth in the next 12 calendar months.
| Section 4 | Lessons 18 | Knowledge Test 12 | Final Assessment 01 |
| 01 Introduction | Lessons 6 | Knowledge Test 1| attachment 1 | 3 Trial |
| Introduction of the module | Video & attachment |
| 02 Introduction to Classical Sales Model | Lessons 1 | Knowledge Test 1 |
| Introduction to Classical Sales Model | video 18m 35s Trial |
| knowledge Test |
| 03 - Planning for Sourcing - Understanding the Market | Lessons 1 | Knowledge Test 1 |
| Understanding the Market | video 14m 31s Attachment |
| knowledge Test |
| 04 - Planning for Sourcing - Segmentation of the Market | Lessons 1 | Knowledge Test 1 |
| Segmentation of the Market | video 10m 54s |
| knowledge Test |
| 05 - Planning for Sourcing - Conducting Events | Lessons 1 | Knowledge Test 1 |
| Conducting Events | video 29m 11s |
| knowledge Test |
| 06 - Planning for Sourcing - Fixing an appointment | Lessons 1 | Knowledge Test 1 |
| Fixing an appointment | video 12m 48s |
| knowledge Test |
| 07 - Planning for Sourcing - Opening to Closing | Lessons 1 | Knowledge Test 1 |
| Meeting The Customer | video 12m 38s |
| knowledge Test | |
| Developing a need | video 20m 19s |
| knowledge Test |
| 08 - Referral and Post Sales Analysis | Lessons 1 | Knowledge Test 1 |
| Mortgage Sales Process – Referrals | video 3m 24s |
| knowledge Test | |
| Mortgage Sales Process – Post Call analysis | video 5m 23s Attachment |
| knowledge Test |
| 09 - Assessment-Sales Workshop On Effective Selling Skills | Final Assessment 01 |
| Assessment- Sales Workshop On Effective Selling Skills | Quiz |
| Course completion | video 0m 33s |
This suitable for an individual be it a college student or a professional from wide spectrum of BFSI sector aspiring to work in a retail bank as a Sales, Operations, Credit/ Operations Risk, Collections, Legal and Technical role. This module is also suitable for professionals working in the retail banking industry with 1-15 years of work experience.
This module will be very good for students and professionals working or intending to work as an independent Certified Financial Planner, Insurance Advisors or Direct Sales Associate (DSA), Connectors, Business Associate in the domain of retail loans.
This module is also recommended to individuals having taken or proposing to take a retail loans as a customer of a Bank, NBFCs or HFCs, or Microfinance institution.
The module is of 185 minutes.
Total time required for this course would be nearly 185 minutes. The entire course has been divided into smaller micro learning modules. You can even complete micro modules of 05 to 20 minutes at your convenience. We have designed this course spread over various segments followed by a knowledge test and a quiz at the end. We recommend you allot good time to recap your learnings.
To make it simple and easy to understand, the course will be delivered as video-based module with voice over in English to assist learners. We have designed this course spread over various segments followed by a knowledge test and a quiz at the end.
You will be asked to download a workbook at the beginning of the module. Do remember to download and take notes and list down your questions that you may want to ask the facilitators of the course.
To make it easy, we have two sections in every frame of the video.
The first is discussion board. It is a community of learners, where you can raise your questions that may be answered by one of the learners or by the facilitators for the course. It is possible that your questions may have been raised already by a learner and you can see trail of the discussion and concluding comments by the facilitator.
The second is a section for taking notes. This is an online space for you to take notes of your learnings or important points that you want to recall. You must remember to download or copy the same to your note pad or a word document before expiry of the course for which you may have been enrolled.
At the end of the course, you will have an “Online Test” for being certified as proficient in the course on getting minimum of 60% and above.
You should identify yourself on the following scale.
Score of 90% plus – Maestro
Score of 70 - 90% - Expert
Score of 50 - 70% - Professional
Score of less than 50% - Try again
You will get a certificate that can be downloaded for your records. We encourage you to share your proficiency on the social media especially in LinkedIn, Instagram and Facebook to showcase your competency amongst our peer group. This will help you to build professional competency profile.
On completion of the course, you can give your feedback on the module in this platform itself and also on Google Play Store to encourage the learners looking forward to your reviews.
Now, it is time for you to enrol into the course and set course your career in success trajectory.