Building Rapport with the Customer
Building Rapport with the Customer-Branch Banking
The danger of AI isn't that it gets things wrong. It's that it gets things wrong in a way that looks exactly right - polished, confident, and formatted like real work. And most of…
Buy BookBuilding Rapport with the Customer-Branch Banking
Communicating Effectively with a Colleague A crucial project. A looming deadline. Two colleagues with different perspectives. Follow Aditi and Rohan as they navigate a challenging conversation and learn how effective communication can turn potential conflict into successful teamwork.
Role Play on How to handle an Irate customer for the Branch Banking Employees
AI adoption looks straightforward on paper—but what happens when employees resist, managers disagree and business targets continue to rise? A middle manager must decide how to turn an organisation's AI ambition into responsible, practical adoption without losing employee trust or customer confidence.
Need-Based Product Selling- Branch Banking
Product Pitching-Branch Banking
Learning Objectives By the end of this Case study participants should recognise that: • Effective recommendations are based on the customer's goals, priorities and preferences—not on the most popular product or current campaigns. • Customers are more likely to trust advisors who explain why a particular solution fits their circumstances. • Relationship Managers should connect product benefits directly to the customer's stated needs. • Personalised recommendations strengthen customer confidence and deepen long-term relationships.
The Case study -"Account Not opened is a classic situation of a Sales that could have been closed in Branch Banking Scenario
The First Impression is a case study on Branch Banking scenario and highlights how first impressions are a game changer
Learning Objectives By the end of this Case Study, participants should recognise that: • Effective Relationship Managers spend time understanding before recommending. • Customers often reveal valuable information through casual conversation. • Open-ended and probing questions uncover needs that customers may not initially express. • Active listening builds trust and enables more relevant financial recommendations. • Need discovery is a continuous conversation rather than a checklist of questions.
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