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Relationship Selling for Banking and Insurance

Selling financial products across Africa depends on trust, because customers commit money over long periods and often distrust hard selling. This programme equips banking, insurance and financial services staff to build long term client relationships, uncover real financial needs, recommend suitable products responsibly and grow client value through cross selling done with integrity.

Ready to book? Secure your place on this programme.

Register for this course

What you will be able to do

  • Build client trust as the foundation of financial services selling.
  • Conduct needs based conversations that uncover real financial goals.
  • Match products responsibly to client circumstances and needs.
  • Explain financial products in plain, honest language.
  • Grow client value through appropriate cross selling and referrals.
  • Handle objections and manage clients through long decision cycles.

Course outline

  1. 01Trust as the foundation of financial selling
  2. 02Needs based financial conversations
  3. 03Understanding client goals and life stages
  4. 04Matching products responsibly to needs
  5. 05Explaining products in plain language
  6. 06Cross selling and referrals with integrity
  7. 07Handling objections and long decision cycles
  8. 08Building lasting client relationships

Who should attend

Relationship managers, bancassurance and insurance sales staff, financial advisers and branch consultants who sell banking, insurance and investment products.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
28 to 30 Sep 2026Cairo3US$1,500Closed
29 Sep to 1 Oct 2026Mauritius3US$1,500Register
30 Sep to 2 Oct 2026Dubai3US$1,500Register
5 to 7 Oct 2026Online3US$900Register
28 to 30 Oct 2026Johannesburg3R13,000Register
2 to 4 Nov 2026Cape Town3R13,000Register
3 to 5 Nov 2026Durban3R13,000Register
4 to 6 Nov 2026Pretoria3R13,000Register
9 to 11 Nov 2026Windhoek3US$1,500Register
10 to 12 Nov 2026Gaborone3US$1,500Register
11 to 13 Nov 2026Maseru3US$1,500Register
16 to 18 Nov 2026Mbabane3US$1,500Register
17 to 19 Nov 2026Lusaka3US$1,500Register
18 to 20 Nov 2026Harare3US$1,500Register
23 to 25 Nov 2026Lilongwe3US$1,500Register
24 to 26 Nov 2026Blantyre3US$1,500Register
25 to 27 Nov 2026Mozambique3US$1,500Register
30 Nov to 2 Dec 2026Nairobi3US$1,500Register
1 to 3 Dec 2026Dar es Salaam3US$1,500Register
2 to 4 Dec 2026Kigali3US$1,500Register
7 to 9 Dec 2026Kampala3US$1,500Register
8 to 10 Dec 2026Accra3US$1,500Register
9 to 11 Dec 2026Lagos3US$1,500Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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