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Sales Development and Coaching Workshop

The purpose of this programme is to familiarise the learner with the process of sales from determining the client’s needs and using the correct selling techniques right through to presenting the sales solutions.


Part Qualification: National Certificate in Banking

NQF: Level 5
Credits: 37
Length: 5 months (including start-up & close-off)

In order for financial institutions to achieve and sustain business success, sales staff need to understand the fundamentals of sales. Sales salesperson so much more than just contacting a client and telling them about your products. The approach to sales needs to be well thought-out and they need to know exactly who he is selling to.

He also needs to use his resources to his advantage and ensure that he is selling the right products to the right customer.

The following modules form part of this programme:

Unit StandardDescriptionCredits
7334Perform external sales process for a bank product.8
7359Apply Banking-Related Direct Selling Techniques.10
7357Produce and present banking-related sales solutions15
7316Educate a customer on bank products and services4

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