BANK NEGOTIATION TRAINING

Commercial relations in the banking sector are our core core business.

Bankers & Financial Experts:
What are your priorities?

10 Key Questions for Choosing the Right Banking Training Course

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Discover the books to succeed in banking
by Fabien Smadja

Successful Selling

Managing Success

Successful training

Gestion du temps et
des priorités

Discover our banking negotiation training

We solve real problems

Few professions require such depth of relationship between bank manager and customer.

Mastery of banking negotiation and good interpersonal skills are essential for success.

The Bank Negotiation Training course teaches you advanced sales techniques, psychological approaches to persuasion, and methods of influence.

Business ethics in the banking environment are at the heart of our teaching, essential in a strictly regulated financial environment.

Each module in the Bank Negotiation Training program is designed to optimize your sales effectiveness.

 
 
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FACE-TO-FACE BANK NEGOTIATION TRAINING
REMOTE BANKING NEGOTIATION TRAINING
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They trust us

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What they think

A few testimonials

Managers and future managers, take the time to read this book. There are no long developments here, just notes, real-life experiences and summaries.

As in a master painting, just the touches of paint needed to make the picture come to life, to reveal what you knew but had never formulated.
André RojoAuthor and communications specialist
The checklist is a real plus, as are the points to remember. In fact, the best thing about this book is that, depending on the situation (introduction, improvement, refresher), you can choose which version you want to consume.
Greja VojkaHigher Institute of Banking Training
I'd recommend this book to all salespeople, whether beginners or experienced, who want to discover the reality of this esteemed profession for some, or take stock of their knowledge for others.
André RojoAuthor and communications specialist

Fabien Smadja

Author - Trainer - Judo teacher

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  • Since the end of 2018: Director of Co-Efficient 3 in Geneva
  • 2012 à 2018 : Director of Human Resources, MIRABAUD Private Bankers, Geneva
  • 1997-2012: Founder and Director of ACTFORMATION SA
    (spin-off from Swissair's executive training school). 80% of customers from the Swiss banking sector.
  • 1992-1997: SWISSAIR, member of the HR department, responsible for training in the French-speaking part of the group.
  • 1985-1992: Krauthammer International SA, Training manager, then Director for French-speaking Switzerland, creation of Moroccan subsidiary, member of management committee, R&D manager.Mainly banking customers.
  • 1984-1985: Microland, TPI, Tout Pour l'Informatique, marketing a computer program for Cambists.
  • 1980-1985: Creation of a family service business
 
 

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Topics covered to help you solve this problem

  • Access to a training video on THE potential of your portfolio
  • Your sales strategies
  • How to segment and organize your portfolio

Value proposition, expected benefits

  • Negotiation training for bankers - self-training material available to all
  • Reflect on your professional practices

Topics covered to help you solve this problem

  • Strategies for developing your sales "aggressiveness
  • What competitive analyses?
  • Prospecting and sales acquisition techniques
  • Recruiting business introducers
  • Visits for two
  • Using the active reference

Value proposition, expected benefits

  • Case studies for face-to-face training
  • Demonstration for digital training courses

Topics covered to help you solve this problem

  • Potentiate each customer
  • Improve your argumentation techniques

Value proposition, expected benefits

  • Videos and paper books reveal a great deal about the author, with his many professional experiences and very personal, sometimes intimate, stories.
  • Sharing a lifetime of professional experience, a lifetime of expertise

Topics covered to help you solve this problem

  • In the first chapter of the book "Successful Selling", we propose a reflection on the identity of the salesperson, which helps to resolve this delicate issue.

Value proposition, expected benefits

  • I can learn to sell financial products without turning into a carpet salesman

Topics covered to help you solve this problem

  • As with the development of your sales, we work on all prospecting techniques
  • On commercial portfolio strategies
  • On referencing techniques
  • On the commercial approach to social networks (specific to private banking).

Value proposition, expected benefits

  • Pragmatic exercises and personalized coaching if needed.

Topics covered to help you solve this problem

  • Conclusion techniques for private banking

Value proposition, expected benefits

  • Practical work and hands-on demonstration of conclusion techniques that work

Topics covered to help you solve this problem

  • Reflecting on your portfolio
  • Anchoring business relationships
  • The psychological approach to relationships

Value proposition, expected benefits

  • Identify customers and loyalty techniques
  • Retention skills

Topics covered to help you solve this problem

  • Understanding the different postures of a manager
  • Meeting challenges and assuming roles

Value proposition, expected benefits

  • Integrate banking fundamentals into my sales pitch

Topics covered to help you solve this problem

  • Customers and their deepest needs
  • The fundamentals of profiling
  • Understand your customer by strengthening your intimacy with them

Value proposition, expected benefits

  • Get to know profiles well to identify weak points in negotiation

Topics covered to help you solve this problem

  • Managing price negotiations

Value proposition, expected benefits

  • Comprehensive reflections and exercises on all aspects of tariff negotiation

If you have any questions or need help, send us an e-mail and we'll get back to you as soon as possible!