FUNDAMENTALS OF TREASURY SALES

Date:       22-24, November 2017

Time:      9.00am – 5.00pm daily

Cost:       $1,350.00 per participant

Venue:    Moneymart Centre, Plot 1398B, Tiamiyu Savage Street, Victoria Island, Lagos

OVERVIEW
Treasury Sales is a key component of any financial institutions product and service offering to clients. The treasury sales function is the front-line distribution network through which the bank delivers its
various Treasury products and services to a large array of clients, many of whom not often aware the varied alternatives available to them.

In the end, the success of any Treasury Sales resource revolves around one key theme, understanding the client’s business risks and resultant requirements and being able to provide solution with the most appropriate
product or service to mitigate these risks and requirements.

From a bank’s point of view, its Treasury Sales force is responsible for funneling the constant stream of business that occurs on a daily basis into their own bank, providing the bank the opportunity to
gain market share and thereby ensuring the sustainability and mutual benefit inherent for both parties involved.
What most sales people lack however is the ability to step outside of their own respective product or service area, viewing a client’s risk on a holistic basis and being able to deliver the bank to the client in a product-neutral manner.

This course will focus on delegates gaining a practical understanding of how a real business works, how no single product created by a bank stands in isolation, how the actions of a sales person could
either mitigate the risk, or worst, contribute to it. Class participation is encouraged putting each candidate in the driver’s seat of a corporate client faced with multiple solutions to any given problem. The ultimate aim is for attendees to gain an understanding of just how difficult this process is for a client, and then crossing the divide in formulating ways in which they can assist clients better due to a thorough understanding of where a client comes from.

BENEFITS OF ATTENDING

This comprehensive three day workshop will provide attendees with:

  • A thorough understanding of the business risks and requirements of their clients.
  • The knowledge to suggest the most appropriate product or service to address a client’s need.
  • The ability to recognise opportunities to gain market share for their bank.
  • The tools to formulate ways in which they can assist clients better, due to a thorough understanding of where a client comes from.

Download Course Content and Registration Form