Improving the Sales Skills of Account Officers

Rationale and Objectives:

The course on Improving AO Promotion and Sales Skills is a training and workshop activity designed to account officers in acquiring the necessary skills in promoting and selling their microfinance products.

By the end of the module, participants are expected to be able to:

  1. Have a professional and systematic approach to developing clients as an account officer.
  2. Build a promotions and sales plan to improve delivery of an account officers’ performance targets.
  3. Tailor fit microfinance products and processes that produce clients that are satisfied.
  4. Hit sales goals and client targets to generate more income for the bank; and thereby, increase an account officers’ chances of having better salaries and benefits.

Target Audience

  • Branch Managers
  • Microfinance Supervisors
  • Account Officers
Module Content:
Methodology
A.  Session Guide
Microsoft Office Word 2003 or higher version
session guide
B.  Presentation
Microsoft Office PowerPoint 2003 or higher version Improving the Sales Skills of Account Office
presentation
C.  Handouts
Microsoft Office Word 2003 or higher version
tools
Microsoft Office Word 2003 or higher version
exercise
Microsoft Office Word 2003 or higher version
exercise
Microsoft Office Word 2003 or higher version
exercise
Microsoft Office Word 2003 or higher version
exercise
Microsoft Office Word 2003 or higher version
exercise
Microsoft Office Word 2003 or higher version
exercise
Microsoft Office Word 2003 or higher version
exercise
Microsoft Office Word 2003 or higher version
exercise

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