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Commerce & Relation Client
Customer Service - Identifying Needs and Customer Profiles in Banking Agencies
2 jour(s) • 14h
Description
Training objective: To enhance the relational and technical skills of branch advisors to better listen, understand customer needs, and determine their investor profile, in order to provide personalized and relevant recommendations.
Learning Objectives
- Adopt an active and empathetic listening posture in face-to-face or remote interactions.
- Identify explicit and implicit needs expressed by clients.
- Determine a client’s investor profile (conservative, balanced, dynamic, etc.) using qualification tools.
- Build tailored recommendations, considering the client’s profile and objectives.
- Address objections assertively, adapting communication based on the client’s profile.
Target Audience
Retail banking advisors
Premium customer relationship managers
Wealth advisors
Branch managers
Prerequisites
First experience in customer relations in a banking environment
Proficiency in basic savings and investment products
Program Outline
Informations
Duration
2 jour(s)
14h
Tarif
Sur demande
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