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Wealth Management Series

Excel In Wealth Management Through CRM

Course Objective：

This course aims to deepen the skills in CRM, especially for wealth management business. The practicality of the contents is able to fuel up the front-line consultants in managing daily customer relationship and lead to better performance both in short run and long run.

 

Duration：

6 hours

Course Content：

  • Recap the basics of CRM

  • Better positioning as a professional financial consultant

  • EQ enhancement and self effectiveness

  • Prospecting techniques

  • Intelligent dialogue and opportunity spotting

  • CRM in practice – one to one

  • CRM in practice – one to many

  • Service recovery and handling complaints

  • Continuing improvement



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