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Wealth Management Series

Excel In Wealth Management Through CRM

Course Objective:

This course aims to deepen the skills in CRM, especially for wealth management business. The practicality of the contents is able to fuel up the front-line consultants in managing daily customer relationship and lead to better performance both in short run and long run.



6 hours

Course Content:

  • Recap the basics of CRM

  • Better positioning as a professional financial consultant

  • EQ enhancement and self effectiveness

  • Prospecting techniques

  • Intelligent dialogue and opportunity spotting

  • CRM in practice – one to one

  • CRM in practice – one to many

  • Service recovery and handling complaints

  • Continuing improvement


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