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It is best to do a financial profile of the customer and then offer him the right banking, insurance or mutual fund product. A bank is like a financial siupermarket and a person entering the bank should not return empty handed. He should not have to turn to any other organisation. Based on his needs he should be sold
With the banking marketplace more competitive than ever, a banker’s ability to communicate effectively with customers and prospects is essential to retaining customer relationships and increasing revenue. A key factor in their ability to do their jobs effectively and profitably is their understanding of the customer. By understanding their customer’s needs, bankers are better able to recommend and sell specific product solutions that meet those needs. In addition, by having and using an organized process for communicating with customers, bankers will be more professional in their approach to customers and be better able to service all facets of the relationship.
Communicate more effectively with customers
Identify key customer concerns
Connect customer needs with appropriate bank products and services
Present relevant features and benefits of bank products to customers
Address customer concerns, objections, and resistance
Complete the sale
Provide ongoing service
Tele Marketing.
