Portfolio Management Skills

1. Financial products sales training for Wealth Management and Relationship Management Teams
2. Grow Revenue through Managing Customer Relationships
3. Improve Customer Loyalty
4. Maximize customer retention & value
5. Cause Customers to defect towards you

Selling based on a strategic marketing plan

1. Understand how to develop and implement a strategic marketing plan
2. Conduct data analysis on customers, markets and competitors
3. Design an implementation strategy according to the marketing mix (4P’s)
4. Translate the marketing plan into profitable selling strategies
5. Develop high impact selling skills

Emotional Intelligence at Work

1. To understand the elements of Emotional Intelligence
2. To increase your understanding of different aspects of human behaviour
3. To understand how to manage your own emotional reactions to achieve desired results
4. To learn how to increase your ability to communicate with and motivate others, based on understanding their emotions
5. To gain awareness of how to increase morale and inspire high performance
6. To learn to deal with daily work and personal pressures more productively
7. To be aware how to demonstrate empathy in most situations
8. To be able to build strong open, honest relationships

Changing Mindset and Behaviour

1. At the end of this journey of discovery and re-discovery, among others, participants will be able to:
2. Assess and / or reassess their strengths and improvement areas (in reference to their attitude, values, skills, knowledge, experience, network etc.)
3. Identify and / or reconnect with activities that optimise their strengths, and consequently create direction, meaning and motivation in them at personal and professional levels
4. Describe change elements and consequently, identify and/or re-acquaint with success factors and actions that will enable them to ride the change

Creative Problem Solving

1. Identify and work to resolve problem.
2. Solve problems effectively and creatively.
3. Face problems and handle them with confidence.
4. Think “out-of-the box” and generate alternative ideas and solutions.
5. Evaluate options to improve decision making.

Process Mgmt / Improvement

1. This program will provide the participants with an overview of DMAIC Methodology followed by a more in depth discussion of the DMAIC Methodology.
2. The purpose of this program is to translate knowledge into action, the steps required for successful project completion, understanding of phase deliverables and the appropriate use of DMAIC Methodology tools.
3. The overall goal is to transfer and reinforce the knowledge necessary for achieving breakthrough results in key designs, processes, services, and transactions.

Managing Performance at work

• Develop, improve, implement and evaluate performance management and appraisal systems aligned with your strategy
• Overcome many of the organizational constraints on successful implementation.
• Manage the performance of people, address different levels of performance
• Prepare the organization to hold effective appraisals
• Create appropriate development plans
• Measure, motivate, coach people to align their performance with the company strategy
• Give objective and constructive performance feedback with confidence and reduced anxiety, and coach your line managers to do the same
• Handle some of the more challenging situations in performance management

Employee Discipline

By the end of the program participants will be able to learn and understand:

1. the crucial difference between discipline problems and performance problems and how to address them
2. common discipline problems and how to handle them
3. how to determine appropriate corrective actions to address discipline and performance problems
4. Putting a stop to tardiness and absenteeism before it gets out of hand
5. dealing with insubordination and ‘bad attitudes’
6. self assessment: how effective are you at supervising performance and maintaining discipline