Sales and Marketing in Retail Banking


How to achieve increased Sales and Cross Sales through best in class sales and marketing in Retail Banking. This 3-day programme is aimed at retail bankers who wish to significantly grow their business through understanding the significant changes that are required to sell in today’s rapidly changing technology driven world where digital is dramatically impacting every aspect of customer interaction.

Training courses

Banking & Finance

Course Background

The world is changing for banks – more competition; increased regulation; margin pressures; the drive to digital; increasing customer expectations; distribution challenges (face to face or remote) – all these pressures mean banks have to drive improved productivity from its marketing and sales activities.

The course will show attendees how they need to adapt to ensure their salesforce is maximising customer relationships for stainable profitable growth. Digital can improve the performance of the sales force, it can improve learning agility and campaign management at the same time of changing the talent model – this programme will equip attendees with the tools to outperform the competition.

The 3-day programme will enable attendees to learn about:

Appreciate the emerging trends within retail banking impacting marketing and sales activities especially due to the drive to digital

Learn about techniques for growing revenue

Understand what customers are seeking “to buy” from their bank.

Understand how customer-insights can aid best-practice service delivery

The challenge of which channel to focus on for future sales success

Understand the search on-line, buy off-line approach by customers – how to leverage knowledge for performance uplift

Appreciate the impact of digital trends on product purchases and channel delivery

Learn how to create customer loyalty

Does price matter – steps to combat price wars

Learn how to improve the sales culture for increased profitability

Information – managing the data for increased sales

Product innovation or simplification?

Communication challenges in the social media age

This course is also available bespoke for larger groups and organizations.

Who is this course for?

HO Retail senior team members

Regional Managers

Area Managers

Branch Managers

Operational managers

HR Managers

Marketing Managers/ Executives

Product Managers

Digital managers/ marketer’s

Public course dates for - Sales and Marketing in Retail Banking