Profiling & Relationship Management
AUDIENCE: Platform Sales Personnel
LENGTH: 1 Day
PURPOSE: The objective of this conference is to develop competency in profiling and using your MRM system to develop effective retention and development strategies for new and existing members.
Participants will be able to:
- Conduct qualifying profiles with all members and prospects
- Conduct comprehensive profiling with select members to identify member’s existing banking relationships, current needs, and future opportunities
- Make appropriate product or service recommendations based on profiling data
- Set appropriate relationship goals for high potential relationships
- Set milestone objectives and sales tactics to support relationship goals
- Prepare an effective member contact and relationship growth plan for specific members
- Use relationship review and other retention tactics to retain high value member relationships
Methodology:
Our consultants will conduct one conference, and your in-house trainers will conduct these conferences for additional sales personnel.