Isaac
Contextualize your Modules with this in mind. I selling savings, there are two key components. Uptake and Usage.
So the objectives should be around Uptake to achieve 6,000 and account usage to achieve the volumes.
The strategies will be mainly around the product mix: Fixed, Targeted, open savings etc.... to achieve the volumes.
At client acquisition stage our sales staff through do question based selling to understand client needs before telling them their story of products.
The clients should be persuaded to take long term products by showing them some kind of annuity table.
hope this helps
Robert Lule
On Wednesday, June 18, 2014 12:07 AM, "isaacmalagala@yahoo.com [MicrofinancePractice]" <MicrofinancePractice@yahoogroups.com> wrote:
Hello to you all.
I have since recently undertaken a coaching program through which am supposed to help a team of Relationship Officers (Sales Officers) with the object of getting them to develop robust sales strategies. The performance efficiencies for the team of 5 is tagged to:
6000 new accounts or customers, and a corresponding USD 2.4M annually.
Quality of the accounts or customers - so as to have active accounts rather than dormant ones.
Is it possible on this group to share ways in which such a team could be helped? Am sure many other institutions or professionals on this group will benefit from the ideas being shared.
Looking forward to reading from you.
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Posted by: Robert Lule <robertlule2001@yahoo.com>
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