Soft Skills Training
In-house
Description
Our soft skill training is designed to equip financial professionals with additional knowledge and skills which can help gaining new customers and maintaining old ones, deliver excellent presentations, negotiate new contracts and sell products.
Prepared by trainers who have spent many years working in the financial sector and know exactly the situations you are involved in, our courses are full of real life practical examples and exercises.
We can also deliver highly customised set of training for private banking professionals and wealth managers run by a private bankers, focused on client management, presentation skills and negotiations.
Contact us to discuss your requirements
enquiry@eurekafinancial.com
or
+44 (0) 207 193 5035
Main Topics Covered During This Training
Our Soft Skill training range includes:
- Preparing successful presentations
- Negotiation
- Client management
- Selling
- Networking
- Personal development
Who Should Attend
Our courses are always highly customised to your requirements and organisation's culture.
From graduates to senior management, we can offer a selection of courses that will meet your expectations and help you better manage all business situations.
Teaching Method
All our soft skill courses are highly practical and build around exercises and intensive interaction with a trainer and other participants.
This is a selection of programmes which can be customised and tailored to your requirements.
PRESENTATION SKILLS
- Planning & Preparation
- Analysis of the audience
- Establishing the key messages
- Preparing the “story board”
- Design
- Simplicity
- Design principles and techniques
- Using visual aids
- Delivery
- Memorable & inspirational messages
- Project your personality
- Engaging the audience
- Managing attention spans
- Handling distractions & digressions
- Q&A sessions
Tools of the trade
- Pauses
- Silence
- Eye contact
- Scanning
- Using notes
- Using prompts
- Avoiding the key mistakes
- Building your confidence
- Handling nerves
- Understanding what contributes and detracts from a positive impact
Influencing situations
- Client meetings
- Internal meetings
- Conference platform
- Social setting
- Understanding the “weapons of influence'
PERSUASION SKILLS
- The importance of empathy & sincerity
- The role of listening skills
- Body language – reading non-verbal signals
- Memory skills
NEGOTIATION SKILLS
- Setting objectives
- The “do’s” and “dont’s”
- Measuring the return on negotiation (RON)
- The “process” of negotiation
- Creating win / win
- Building sustainable relationships and alliances
- Negotiation under stress
- Changing the rules of engagement
- Identifying “banana skins” in cross cultural negotiations
- Assertiveness training
- Understanding assertion and aggression
RELATIONSHIP SKILLS
- The trusted advisor concept
- Evolution of the client – advisor relationship
- Building trust and confidence
- The core competencies of a relationship manager
- What are the benefits and challenges of trusted advisor status?
- Managing a portfolio of accounts
- Managing “key accounts”
- Recognising the true value of “loyalty”
- Retention planning
- Understanding personality types
SELLING SKILLS
- The “Advice” process and professional selling skills
- The importance of good self awareness
- The personal impact statement or “elevator pitch”
- How do your clients and prospects see you?
- Changing the nature of the relationship and moving to a “higher level”
- Identifying, exploring and understanding needs
- Measuring the implications, consequences and effects of potential problems
- Identifying specific needs
- Presenting solutions
- Recognising the significance of features, advantages and benefits
- The importance of detailed planning and preparation
- Handling client objections and concerns
- Planning for an advance
- Developing networking skills
- Six degrees of separation
- Using mind mapping
- Network marketing concepts
- Identifying the multipliers
PERSONAL DEVELOPMENT SKILLS
- Building your personal brand
- Harnessing the “halo” effect
- The importance of initial impressions
- Reading body language
- Problem solving approaches and techniques
- De Bono’s Six Thinking hats
Our Soft Skill trainers have many years of experience of working in the financial sector. They are also very experineced trainers and coaches with formal qualifications.
Soft skills training can be run in any of your offices worldwide.
This is a cost-effective and targeted way to ensure that your employees are equipped with the best skills and industry knowledge.
Contact us to discuss further your requirements.
Call us now on +44 (0) 207 193 5035
or e-mail to:
enquiry@eurekafinancial.com
