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Skills Programme: Strategic Customer Relationship

In order for financial institutions to achieve and sustain business success, they have to develop long-term quality, relationships with their customers. These relationships are sustainable through good times and bad because they are based on mutual commitment and a shared understanding between the FSP and the customer.


Part Qualification: National Certificate Generic Management

NQF: Level 5
Credits: 62
Length: 7 Months

The quality of customer relationships is central to improving business performance. For this reason, financial institutions need to ensure that strategic relationships are developed and maintained, not only by 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 sales and service as part of developing and maintaining customer relationships. This programme aims to instil in the learner the drive to exceed in the area of customer service by understanding the role that sales plays in ensuring strategic customer relations.

The following modules form part of this programme:

Unit StandardDescriptionCredits
230071Apply basic economic principles to the financial services sector5
7345Determine the banking-related financial needs of a business20
7361Implement personal selling strategies to achieve banking-related targeted results10
7334Perform external sales process for a bank product.8
7356Provide sales related services within the banking sector15
7316Educate a customer on bank products and services.4

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