Qualities Of A Great Relationship Manager - Banking 101

So what qualities and skills do you need to be a great sales person or relationship manager in a bank?

Key Takeaways

A great sales person always has a great rapport with his or her clients. Service and not targets is their motto.

Keep your eyes and ears open and be aware, even anticipate consumer needs. 

Cross selling and up selling products, or bundling products is a great way to achieve targets.

Here's a little something on why confidentiality matters to bank employees.

Key Takeaways

Confidentiality is important to protect client and bankers both, from fraud.

KYC and other such measures to check consumer information and veracity ensure that there is no identity theft taking place, and everything is going fine.

Up Next 

In the next module, learn all about the insurance industry. In the next chapter, find out just what happens in the world of insurance.