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Day 2 - ICMA Skills agenda    
 
   

 

Successful Selling, One Day “Fast Track"

 

“Successful Sales” is a three day ICMA Skills Training Course specifically devised for anyone in capital market sales whether they be bond sales people or originators.

This specially devised sample one-day programme is drawn from the full “Successful Sales” Agenda. It will be presented free of charge for Latin American members as an introduction to the internationally acknowledged training programmes developed by ICMA.

The one-day Agenda will concentrate on developing and honing telephone sales skills specifically in the international debt markets.

The Agenda examines what selling is or is not – and infact it is really a buying process. We develop the importance of clear objective setting for sales calls to create successful outcomes. Who is the client, where is he in the buying process and what constitutes success?

We will role-play a capital markets sales call which will be recorded and then play it back for evaluation by participants

Post this experience we will examine a key questioning sales model for improving our sales success. There will then be a second role-play where participants will test out the newly acquired skills on each other.

With these second role-plays candidates should feel a sense of discernible progess from their original sales calls. We conclude with some key messages for participants to take away with them.

Because of the interactive nature of the programme, numbers will be strictly limited to ensure that participants gain personal value from their involvement.

 

Day 2 agenda

 

Session 1: Introductions

 

Skills to acquire

 

Problems to solve

 

Session 2: Know yourself

 

The Competitive Challenge- what can you deliver?

 

SWOT Analysis

 

The Belief System

 

Session 3: Selling or buying?

 

Push vs. Pull sales

 

The ‘Buying Process’

 

Differentiating Gaps and Needs

 

Motivating the client

 

Sales as a “counselling process”

 

Delivering benefits

 

Session 4: Who is the client?

 

Prospects, clients, advocates

 

Relationship vs. Transaction

 

Setting objectives and planning outcomes

 

Researching and planning the client telephone call

 

Session 5: The telephone call

 

The limitations of the telephone

 

Pre call planning – setting objectives

 

Advance vs. continuation

 

Case study preparation – GAP analysis and team discussion

 

What to ask?

 

The structure of the call – an established model structure

 

Session 6: Case Study One – the client phone call

 

Participants will undertake telephone role-plays based on detailed ‘real life’ capital market investor / sales case studies. These will be recorded and critically appraised by the group.

 

Evaluating the call

 

Session 7: New business development

 

Cold calls

 

Forensic research

 

Write ,phone, write

 

Gaining the appointment

 

Planning the face to face meeting

 

Session 8: Sales Skills Development

 

The persuasion process

 

Research questions

 

The counselling phase

 

Motivating action

 

Gaining commitment

 

Session 9: Case Study 2 – Pair role-play

 

Participants will undertake face-to-face sales role-plays based on detailed capital market scenarios now evaluating each other on the newly acquired techniques.

 

Evaluation of role-plays

 

Session 10: Summary

 



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