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SALES IN BANKS
My Dream
Bike & Car
I want to study at the
best University
My Dream Home
Funding for
Wedding
Expenses
I need sound investment advice
We need funding for business expansion
Looking for Trade Finance
Customers have different financial needs
Banks have products for
every financial need, goals
and desires
Modern-Day Banking
 Modern-day banking is a buyer’s market and
fiercely competitive
 Banks need to reach out to clients for business
The success of an
organization depends on
its frontline Sales staff and
their ability to sell
Sales
 Sales is just problem-solving
 Understanding the needs of clients and providing solutions
 Your products and services form the backbone of those solutions
 There is also Aspirational Sales
Sales
Sales is both an art and a process, something that can be learnt
easily. Anyone can do Sales.
Selling is fascinating and
thrilling
Cracking deals and
creating financial value
for clients is worth an
experience
SALES REVENUES PROFITS
Take care of your clients and they will
take care of your business
Here’s how?
Banking Sales
An exclusive sales guide to assist bank job
aspirants, campus hires and working bankers
acquire the important skills of sales and
relationship management in banks.
Book available on Amazon under Reference:
B08F4FCYTN
A preview is also available for your benefit.
Sundar G is a Banking professional who has worked with reputed global
banks. He started his banking career with the British Bank of Middle East
(part of HSBC) where he worked briefly, and then moved on to CITIBANK
where he spent most part of his career. In a career spanning 30 years, he
has worked both in retail and corporate banking, headed many
departments and handled diverse assignments in leadership roles.
As a banker first and an academician later, he uses his vast experience
and expertise to prepare candidates for job interviews and successful
banking careers.
He is a faculty for BFSI at many leading institutes and a corporate trainer
for various banks. He has authored one more book titled ‘Be a BankPro –
New Edition 2020,’ also available on Amazon. He also regularly writes in
the media and his views have often got published in Economic Times and
Times of India.
ABOUT THE AUTHOR
The author regularly shares his insights on various banking topics and themes
to spread awareness through his personal blog. You can access it for free.
https://bankinsights.wordpress.com/
The author has one more blog where he shares his insights on fraud risks and various other
risks and offers solutions. This too is free to access.
https://fraud-ban-technologies.blogspot.com/
Thanks for watching
ACKNOWLEDGEMENTS
Sincerely acknowledge and thank Pexels for their wonderful image collections, some of which have been incorporated in
presentation for illustration purposes.

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SALES IN BANKS

  • 3. I want to study at the best University
  • 6. I need sound investment advice
  • 7. We need funding for business expansion
  • 9. Customers have different financial needs
  • 10. Banks have products for every financial need, goals and desires
  • 11. Modern-Day Banking  Modern-day banking is a buyer’s market and fiercely competitive  Banks need to reach out to clients for business
  • 12. The success of an organization depends on its frontline Sales staff and their ability to sell
  • 13. Sales  Sales is just problem-solving  Understanding the needs of clients and providing solutions  Your products and services form the backbone of those solutions  There is also Aspirational Sales
  • 14. Sales Sales is both an art and a process, something that can be learnt easily. Anyone can do Sales.
  • 15. Selling is fascinating and thrilling Cracking deals and creating financial value for clients is worth an experience
  • 17. Take care of your clients and they will take care of your business Here’s how?
  • 18. Banking Sales An exclusive sales guide to assist bank job aspirants, campus hires and working bankers acquire the important skills of sales and relationship management in banks. Book available on Amazon under Reference: B08F4FCYTN A preview is also available for your benefit.
  • 19. Sundar G is a Banking professional who has worked with reputed global banks. He started his banking career with the British Bank of Middle East (part of HSBC) where he worked briefly, and then moved on to CITIBANK where he spent most part of his career. In a career spanning 30 years, he has worked both in retail and corporate banking, headed many departments and handled diverse assignments in leadership roles. As a banker first and an academician later, he uses his vast experience and expertise to prepare candidates for job interviews and successful banking careers. He is a faculty for BFSI at many leading institutes and a corporate trainer for various banks. He has authored one more book titled ‘Be a BankPro – New Edition 2020,’ also available on Amazon. He also regularly writes in the media and his views have often got published in Economic Times and Times of India. ABOUT THE AUTHOR
  • 20. The author regularly shares his insights on various banking topics and themes to spread awareness through his personal blog. You can access it for free. https://bankinsights.wordpress.com/
  • 21. The author has one more blog where he shares his insights on fraud risks and various other risks and offers solutions. This too is free to access. https://fraud-ban-technologies.blogspot.com/
  • 23. ACKNOWLEDGEMENTS Sincerely acknowledge and thank Pexels for their wonderful image collections, some of which have been incorporated in presentation for illustration purposes.