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Skills Programme: Remaining a Trusted Advisor

In order for financial institutions to achieve and sustain business success, they have to develop long-term quality, relationships with their customers by providing them with sound financial advice and customer service. The quality of advice given to clients directly influences the strength of this relationship and it is important for the advisor to remain credible and continue to delivery sound advice to the customer.


Part Qualification: National Certificate in Banking

NQF: Level 5
Credits: 15
Length: 2 Months

The purpose of this programme is to familiarise the learner with the importance of remaining a trusted advisor as part of maintaining customer relationships. Learners credited with this unit standard are able to identify prospective clients and establish their needs; establish and manage client base; develop and apply personal skills to sell products and services; service and administer a sales territory or sales centre; provide liaison links with distributors and maintain and develop sales business.

The following module forms part of this programme:

Unit StandardDescriptionCredits
7356Provide sales related services within the banking sector15

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