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