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Sales Excellence Programme for Loan Consultants

In order for financial institutions to achieve and sustain business success, they have to ensure that sales consultants are targeting the correct customers and offering them the correct products. 


Part Qualification: National Certificate in Banking

NQF: Level 5
Credits: 8
Length: 2 Months

The quality of customer interaction and sales is central to improving business performance. For this reason, financial institutions need to ensure that sales contact & relationships are developed and maintained, not only my means of products and price, but most importantly, from before the sales process right through to after-sales service.

The purpose of this programme is to familiarise the learner with the importance of selling the right product to the right customer and the importance of maintaining customer relationships. The person credited with this unit standard will be able to research potential client needs, open the sales call, uncover client needs and finalise the sale

The following modules form part of this programme:

Unit StandardDescriptionCredits
7334Perform external sales process for a bank product.8

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