Selling Skills for the Bank Environment Masterclass
A two-day selling discipline for bankers — an organised customer process from needs discovery to closed sale and serviced relationship.
Format
Classroom · Live Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
A banker who does not understand the customer cannot defend the relationship — and in a marketplace this competitive, every undefended relationship is revenue waiting to leave. This two-day programme builds an organised process for communicating with customers across the whole development cycle: reading what customers are really seeking from their bank, connecting those needs to specific products and services, presenting features and benefits that land, and handling concerns, objections and resistance through to a completed sale and ongoing service. It sets that craft against the emerging trends in retail banking that are reshaping front-line marketing and sales, including the communication challenges of the social media age. The cohort leaves with practical, bank-specific ways to lift sales performance.
What you will do
Who attends
- Relationship managers and wealth managers
- Sales and marketing staff
- Senior managers
- Alternative distribution managers
Programme agenda
Built for the decisions no textbook prepares you for
I.The customer development process
- The banker’s role as salesperson
- Understanding customer needs before recommending products
- What customers really seek from their bank
II.The sales conversation
- Communicating effectively with customers and prospects
- Identifying key customer concerns
- Presenting relevant features and benefits of bank products
III.Objections and the close
- Addressing concerns, objections and resistance
- Completing the sale
- Providing ongoing service to the relationship
IV.Selling in the modern retail bank
- Emerging retail banking trends and the front line
- Communication challenges in the social media age
- Growing revenue through innovative sales techniques
- Practical ways to lift sales performance in your bank
Frequently asked
Do I need a technical background to attend a technology or AI programme?
No. These programmes are built for the executives who decide, not the engineers who build — no code, no demo-as-strategy. Participants leave able to rank AI use-cases by economics, put governance around model risk, and interrogate a technology proposal in one meeting.
How do the programmes treat AI governance and model risk?
As a named person’s job. The curriculum covers model inventories, validation, human override and the ownership a supervisor would recognise — AI placed where it survives an audit, inside real workflows. Participants draft the governance standard their institution lacks and defend it in a capstone review.
What do the technology programmes cost?
Fees are confirmed in the proposal conversation, because delivery format, location and tailoring change the number. Apply for a seat or request the brochure; the reply — from a senior practitioner within one business day — includes dates, formats and the fee for your case.
Are the programmes available online as well as in the classroom?
Yes. Programmes run in the classroom, as live virtual cohorts, or in hybrid format, in English and French. BIZENIUS delivers from its Dubai and Bangalore offices and on client sites across 45+ countries.
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In their words
Knowledge transfer, emphasised throughout
“We worked with BIZENIUS for our Fresh Graduates Programme — they are simply amazing. Knowledge transfer and practical learning were emphasised throughout.”
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Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.