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Account Management
– the ‘what to do’ of the Account Manager role
Sales skills
– how to maximise engagement time with IFAs
Advanced sales skills
– developing high performing salespeople
Sales Management development
– developing high performing individuals and teams
>> Defining good management practice
>> High performing teams
>> Managing the different behavioural styles of Account Managers
>> Manager as coach
Customer Service training
– an attitude not a department
 

 

Management development

Defining Good Management Practice

The vast majority of Sales Managers have a good track record in intermediary sales; they are sales people at heart.  In a targeted environment this can create pressures between the short term:

  • Achieving target
  • Position in league tables
  • Maximising earnings

and the longer term:

  • Development of the team
  • Development of potential IFAs/RIs
  • Development of relationships with internal customers/stakeholders

Sales Managers need to have clarity about the key mandatory element of their role and the standards to which they should be performed.

 

Momenta b2b provide framework support and training, which includes:

  • Clarity of  (face to face and telephony) role requirement
  • A detailed understanding of the knowledge, skills, attitude and processes needed to successfully fulfil the role
  • A list of behaviours that the manager should demonstrate when undertaking the role successfully
  • Uncovering the barriers to success
  • A self coaching process
  • How to work with internal stakeholders

We will work in consultation with you to tailor these tools and skills to meet the exact requirements of your business.

 



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