Course Overview

This course will focus on delegates gaining a practical understanding of how no single product created by a bank stands in isolation and how the actions of a salesperson could either mitigate the risk, or worst, contribute to it.

The success of any Treasure Sales resource revolves around one key theme, understanding the client’s business risks and resultant requirements and being able to solution the most appropriate product or service to mitigate these risks and requirements.
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Who should enrol?

What most salespeople lack, is the ability to step outside of their own respective product or service area, viewing a client’s risk on a holistic basis and being able to deliver the bank to the client in a product-neutral manner.

  • Front Office Sales at Banks

  • Treasury and Trade Solutions Sales Staff

  • Operations staff moving into a Front Office role

  • Support areas (such as credit, legal and compliance)

  • Corporate Treasury Staff

Key learning Outcomes

This comprehensive workshop will provide attendees with:

  • A thorough understanding of the business risks and requirements of their clients.

  • The knowledge to suggest the most appropriate product or service to address a client’s need.

  • The ability to recognize opportunities to gain market share for their bank.

  • The tools to formulate ways in which they can assist clients better, due to a thorough understanding of where a client comes from.

Course curriculum

    1. How to navigate through this course

      FREE PREVIEW

    2. About the Fundamentals of Treasury Sales

      FREE PREVIEW

    3. Important dates and times

    4. Course workbook

    1. 01 July 2024 | LIVE INVITATION 1

    2. 01 July 2024 | RECORIDNG SESSION 1

    3. Class case study assignment

    4. Assignment upload

    1. 08 July 2024 | LIVE INVITATION 2

    2. 08 July 2024 | RECORDING SESSION 2

    1. 15 July 2024 | LIVE INVITATION 3

    2. 15 July 2024 | RECORDING SESSION 3

    1. 22 July 2024 | LIVE INVITATION 4

    1. Congrats! Heres's what's next...

    2. Before you go...

About this course

  • $599.00
  • 15 lessons
  • 12h (3 x 4h) of live facilitator led sessions
  • Supporting workbooks & slides
  • Access replays and course materials for 30 days after last live session

Pricing

Instructor

Meet who you will learn with

Andrew Kinsey

Course Director

Andrew has over 25 years’ experience in financial markets both for international and local (South African) institutions. He was a trader and senior manager in the derivatives and cash-trading environment, and worked as a Derivatives Trader at Nedcor, Standard Bank and Corpcapital Bank, trading foreign exchange, fixed income and equity assets. He was head of the ABN AMRO South Africa Money Market and Foreign Exchange unit. From 2008 to 2014 he was Head of Market and Trading Risk at the Purple Capital Group. This set the basis for the next period as he moved into risk management for hedge funds and in the online trading environment. This allowed him to build on his skills as a market trader to construct risk management systems, which illuminated granular market exposures as well as a communication tool for the business executives. At the same time he began to spend an increasing amount of time training and lecturing both graduates and experienced staff in market products and economics.

Social proof: testimonials

“A great refresher!”

Debbie Hite | Nedbank South Africa | Senior Dealer

“Great introduction course!”

Phathu Matamela | Nedbank south Africa | Trainee Dealer

“Execellent course, I would highly recommend”

Siphosomhle Kamkam | Absa Africa | FX Trader

“The workshop was informative and helped me to gain a better understanding of trade and treasury products that will help me to cross sell to my clients.”

Shazmir Dhanji | Equity Bank Kenya | Business Growth

“The workshop was a great refresher and eye opener of treasury products. It improve my knowledge and skills in treasury product as we encounter/engage clients in the market. Handling clients dealing with international trade and FX made easier. I highly recommend the course to all staff in front office and marketing for cross selling and advisory services.”

Reuben Kimutai Ruttoh | Equity Bank Kenya | Business Growth

“It was very detailed, informative and would highly recommend attending.”

Irene Wanjiru Irungu | Equity Bank Kenya | Business Growth

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