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Updated in [July 18th, 2023]

This course, Essential Sales and Relationship Management Skills, is designed to orient learners on sales and relationship management, a very important aspect of business. It is led by a seasoned customer services and sales executive with many years of hands-on, in-the-trenches sales, customer relationship management, business development, and marketing work. The course is divided into three sections. The first two sections focus on sales, including topics such as sales definition and truth, where learners fit in, the right mindset and skills, unique selling position, analyzing market opportunity, competitive analysis, the sales process, great meetings, closing, success principles, success metrics, and a recap. The third section covers relationship management, including topics such as what relationship management is, the new truth, why it is important, relevance to banking, internal and external importance, principals of building positive relationships, steps to the process, principals to managing negative relationships, steps to the process, and relationship best practices. This course is produced and delivered by Starweaver, one of the most highly regarded, well-established training providers in the world.

Course Syllabus

Introduction to Sales and Relationship Management

Sales Management

Relationship Management

Closing Remarks