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Bank Investment Product Referral Training
Bank customers have learned to expect knowledgeable well-trained branch personnel to provide guidance in handling their money. They want to know what they should buy and why, given their unique financial situation. To provide that guidance, bank personnel need to broaden their understanding of financial solutions to include investment products. TMC Group provides Investment Product Referral Training that teaches the essentials of investments, determining customer needs, and making effective and qualified referrals to the appropriate areas within the bank. The goal is to develop well-informed personnel who instill confidence and trust in their customers during the referral process.
Components of the program include:
- Investments - what they are, who buys them, and why
- The terminology game
- Our funds, the investment objective, and the risk spectrum of each
- Uncovering customer investment need
- Making referrals to the investment specialist
- Listening skills
- Referral goals and their rewards
- How to follow-up after the referral
- Role play sessions
Workshop Objectives:
Increase comfort level of bank personnel with investment products, identify cross-sell opportunities, and make qualified referrals to bank specialists.
Investment Product Referral Training Workshop for bank personnel is a one or two day program dependent on the types of investment and bank proprietary products that are included in the training.
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