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National Certificate Retail Banking Sales and Marketing Management

Retail Banking’s strategic intent is 'to deliver a choice of distinctive, client-centred banking experiences' for all in southern Africa, thereby fostering enduring client relationships underpinned by sound risk management, people, processes and technology. All Employees focused in the Retail Sales department within a Bank is suited for skills development training in the areas related to retail banking sales and marketing management learnership.


Qualification: National Certificate in Banking (SAQA ID: 61589, LP 20186)

NQF: Level 5
Credits: 120
Length: 12 Months
  • Determine the banking-related financial needs of a business
  • Provide sales related services within the banking sector
  • Perform external sales process for a bank product.
  • Explain Client requirements and Products that satisfy them
  • Identify product features, advantages and benefits to the customer.
  • Produce and present banking-related sales solutions
  • Apply banking-related direct selling techniques
  • Explain legislative and regulatory requirements and their impacts
  • Implement personal selling strategies to achieve banking-related targeted results
  • Apply business financial practices
  • Identify financial implications for making decisions

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