Sales Techniques in a Trading Room

Developing a growth approach and building business relations by focusing on the client
  • Discover and understand client expectations
  • Structure your prospecting strategy
  • Manage your time efficiently and choosing your priorities
  • Establishing your objectives
  • Before acting: questions to ask one-self
  • Practical workshop
  • Discuss in small groups what clients expect and what they do not appreciate from the sales staff
  • While being filmed and taking into account real-life situations, the delegates will apply the tools acquired during the seminar and will obtained personalized feedbacks on their reactions
Master the Sales Scheme and the Key Steps
  • Prepare yourself
  • The stages of a selling process: understanding the client’s decision-making process
  • Discovering the client’s real needs and selling high added-value products
  • Arguing your case and turning information into an opportunity
  • Leaving effective telephone messages and sending efficient e-mails
  • Perceiving what is hidden behind objections and leveraging them into a selling point
  • Closing a deal: why this is sometimes difficult? ; Various types of closing
  • Capitalising on selling and follow-up
  • Practical workshop
  • While being filmed and taking into account real-life situations, the delegates will apply the tools acquired during the seminar and will obtained personalised feedbacks on their reactions
Develop your Communication Skills to Build Confidence
  • Mastering the skill of listening
  • Using silence
  • Asking questions: how and what to ask to discover your clients’ needs and build up a relationship
  • Understanding and managing strong emotional reactions from your client
  • Become a key contact by knowing how to provide high added-value services to the client in all situations
  • Being assertive in difficult situations to gain respect and develop a client relationship
  • Practical workshop
  • While being filmed and taking into account real-life situations, the delegates will apply the tools acquired during the seminar and will obtained personalised feedbacks on their reactions
Defining a Personal Action Plan
  • Based on the knowledge gained during the two-day course, participants define a specific and precise personal action plan

  • Knowing when to stand back from one’s sales technique and identify areas of excellence and progress
  • Identify and understand customers’ needs.
  • Mastering the most efficient communication tools to build client relationships and confidence.
  • Developing your capacity to generate transactions with high added-value
  • Turning difficult situations - ad hoc or cyclical - to your advantage
  • Managing situations of client resistance
  • Understanding the steps and motives behind selling to improve your techniques
  • Specific and operational training created specifically for trading room sales professionals
  • Pragmatic and applied training, built around several exercises and real life situations
  • Each course participant identifies his/her progress and establishes an action plan
  • Junior and Senior Sales in fixed-income, FOREX, equities and derivative products
  • Corporate and Institutional Sales
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