Home > Specialty Areas > Sales & Relationship Management  
   
 

We believe in a client-centric approach to developing banking relationships within financial institutions. The Sales and Relationship Management Practice at Genesis focuses on implementing that concept through hands-on account planning and presentation exercises in a workshop environment. Live client examples are utilized.

Genesis methodology demands preparation, planning, and a holistic understanding of client product wallet behavior.

Through a rigorous account plan development process, bankers are coached to focus on higher return opportunities, develop a sales strategy, present ideas to a key client, and allocate resources to those accounts which represent the client`s share of revenue opportunities.

 

We also include one course targeted at delivery to the Bank`s external clients, which helps them understand how banks analyze their businesses and make key decisions

Seminars taught in this area include:

High Performance Client Management for Relationship Managers High Performance Client Management for Product Specialists
How Banks Look at Borrowers: A Seminar for Bank Clients Structuring & Selling Cash Management Solutions
Building the Sales Management Culture Sales Skills for Business Banking
   


For additional information, please contact our Specialty Area Leader: Lorraine Montero I lmontero@consultgenesis.com I Tel. +1 (786) 256 2573

 
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