Exclusive For Aspiring MF Distributors and Certified Financial Planners

Selling Skills Development Workshop

Exclusive For Aspiring MF Distributors and Certified Financial Planners

Need of this workshop:

It has been observed that many housemakers, corporate employees, students, second generation youth and professionals, start their career as MF distributor or CFP, without having sufficient experience and expertise in sales. Due to which they struggle a lot to build a successful enterprise resulting into losing their confidence, interest and hope in the business.

Sparrow’s Sprout is a centre for learning and development has identified this challenge and we have designed a professional skills development crash-course to help and assist the aspiring MFDs and CFPs to sharpen their selling skills.

This workshop develops following Skillset:

  1. Identifying Prospects
  2. Booking Appointment
  3. Handling Objections
  4. Sharing Introduction
  5. Presenting Awareness
  6. Identification prospect’s need
  7. Pitching financial products
  8. Closing the Sale
This workshop includes “7 steps process”
  1. Introduction with awareness 
  2. Lifeline for goal planning
  3. Need identification with tracker
  4. Soft commitment
  5. Scheme selection
  6. Scheme explanation
  7. Trial close

About this workshop:

  • Duration- 3 Hours
  • Medium – Offline
  • Fees- 999/- per participant

Note: This workshop is also beneficial for Sales Executives and Relationship Managers working with Wealth Management Firms

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