Part of Qualification: National Certificate in Banking

NQF Level: 5

Credits: 62

Duration: 7 months

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.

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 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 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 learner-ship:


Unit Standard Description Credits
230071 Apply basic economic principles to the financial services sector 5
7345 Determine the banking-related financial needs of a business 20
7361 Implement personal selling strategies to achieve banking-related targeted results 10
7334 Perform external sales process for a bank product. 8
7356 Provide sales related services within the banking sector 15
7316 Educate a customer on bank products and services. 4