A detailed practical explanation of competitive treasury sales structured so that participants will have an in-depth ability to identify and select appropriate strategic approaches based on their knowledge of the client (including risk appetite or profile) when attempting to promote treasury related concepts, services and products.
The goal of the course is to enable the participants to gain a clear understanding of where the client fits into individual market sectors and how to tailor products offered to the need profile of the client. By the end of the course, participants will learn:
- How to identify and analyse their clients' needs in relation to risk and other driving forcests
- How to demonstrate the value of the chosen treasury strategy, concept or products
- How a treasury strategy, concept or product might perform in a given scenario
This course will be highly role-play and exercise driven. Participants will have an opportunity to consider a variety of real-life examples in detail. These exercises will form the core of an interactive, participative training courses in which the participants will gain real insights into treasury sales by looking at real life scenarios.
Level of Preparedness
Ideally delegates should be in an active sales role or in a support role alongside the sales team.