Answer to Question #280109 in Finance for Jabs

Question

5.1  DESCRIBE the sales meeting that you had with the client. Specifically cover how you:

5.1.1        Engaged with social rituals;

5.1.2        Made sure the client knew the purpose of the meeting

5.1.3        Asked relevant questions (give a few examples of the questions you asked and why you asked them)

5.1.4        Noticed and read buying signals (give a few examples of what you noticed and how you read these);

5.1.5        Presented the appropriate features, advantages and benefits of the products/services;

5.1.6        Concluded the sale;

5.1.7        Gauged the client’s satisfaction with their purchase after the paper work was completed.

5.1.8        SUBMIT any documentary proof that you have concluded a sale of any banking product or service.

Answer 1

5.1.1        Engaged with social rituals;

Anticipate your clients' thoughts and please them.

Turn a bad situation into a good one.

5.1.2        Made sure the client knew the purpose of the meeting

 inform them prior the reason the meeting is being held.

5.1.3        Asked relevant questions (give a few examples of the questions you asked and why you asked them)

Make a list of things you want to learn and pick wisely.

What changes do you wish to see made to the goods? The goal is to make customers happy.

5.1.4        Noticed and read buying signals (give a few examples of what you noticed and how you read these);

A benefit statement is repeated by the customer.

The buyer inquires about the cost.

Yes, said the customer.

5.1.5        Presented the appropriate features, advantages and benefits of the products/services;

making a list of the features, advantages and benefits of the products

5.1.6        Concluded the sale;

The suggestion close

5.1.7        Gauged the client’s satisfaction with their purchase after the paper work was completed.

1. Customer Surveys

2. Customer Satisfaction Score (CSAT)

3. Net Promoter Score (NPS)

4. Customer Effort Score (CES)

5. One-on-one interviews

6.Usability .