January 2025 in Mumbai

EDGE-BFSI : Enabling Digital Growth Experience for BFSI Professionals

Total Duration

2 Days

Course Type

Offline / Classroom

Overview

EDGE-BFSI: Enabling Digital Growth Experience for BFSI Professionals is a training program designed to provide banking, financial services, and insurance (BFSI) professionals with the skills and strategies required in the digital landscape. This program provides participants with sales techniques tailored to the digital BFSI industry, enabling them to effectively engage with clients and drive revenue through strategic sales initiatives. Attendees will gain insights into analyzing customer needs, developing targeted sales approaches, and building long-lasting relationships with clients.

Key Program Takeaways

  • Understanding customer insights and strategies for crafting sales communication in the digital BFSI sector.
  • Developing negotiation and objection-handling skills effectively in the digital space.
  • Insights into cross-selling and upselling strategies in the digital BFSI sector.

Program Objective

By the end of the program, participants will be able to:

  • Apply advanced sales techniques tailored to the digital banking, financial services and insurance industry.
  • Engage with clients and drive revenue through targeted strategic sales in an effective manner.
  • Identify skills to analyze customer needs and sales strategy gaps, enabling strategic decisions.
  • Build capability for long-lasting client relationships and effectively cross-sell and upsell financial products and services.

Trainer Profile

Dr. Jeffin Johns

Dr. Jeffin is a Phd & dual post graduate by education, award winning talent development trainer & consultant by profession and social change maker by passion, Jeffin holds experience of working with over 100+ brands from over 4 continents. He has delivered trainings on, Corporate Communication, Soft Skills, Corporate Etiquettes, Leadership Skills, Team Building, OBT, Personal Branding, Sales & more. He had been a chief executive and co-founder for several other startups in India and has been a training partner for several government agencies in India such as Maharashtra State Police Department, Employee State Insurance Corporation etc. As well as several Multinationals. Other than corporate profile, he is also known for supporting several social cause programs for supporting under privileged children, senior citizens, cancer patients etc. and his associated initiatives have made an impact on over 1 million participants world wide under various corporate CSR (corporate social responsibility) activities.

Benefits of the Program

  • Learners will learn and apply sales and communication techniques effectively in the digital BFSI sector to analyze and engage prospective customers, drive revenue, and build better customer relations through strategic sales campaigns.

Ideal For

  • Any banking and finance sales professional with a minimum of 1 year of experience in the industry.

Methodology

A workshop with focus to deliver experiential learning to learners through gamified activities, role plays, discussions, presentations, peer learning activities, self-evaluation tools etc.