Banking group – sales training

Important group in Italy for global collection and number of counters, with about 22 thousand employees and more than 5 million customers.

The company has launched the following projects:

  • Training course for Coordinators to increase the culture on insurance consulting within the Bank
  • Training and digital communication on Compliance issues (Transparency and Market Abuse)

Activities and improvements

  • Improvement of the management skills of the Coordinators in terms of management of the insurance consultants and of authority vis-à-vis the branch network
  • Transfer of customized technical expertise on specific business needs
  • Transform mandatory elements from the law (compliance legislation) into evolutionary elements in the relationship with the client

Results

  • 100+ trained resources and all the Bank for the digital training and communication project
  • Improvement of the culture on insurance products
  • Increased collaboration between the insurance industry and the branch network
  • Understanding of the practical meaning of Compliance in terms of protection of company, customer and employee

Read more

Prossimi eventi

Ask for Information