Leading the Sales Process in the Asset Management Arena

In-person teaching Classroom
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In this Leading the Sales Process in the Asset Management Arena course you will be introduced to a typical relationship cycle.

You will be shown how to advance a deal through the pipeline, dealing with the typical barriers that present themselves.

Suitability

This course is for relationship managers, client relationship managers and business development managers.

Learning Outcomes

  • Effectively deal with complexity and long lead times in the investment management arena
  • Run effective sales meetings with both intermediate and institutional clients

Course Content

  • Apply the skills of hunting and farming within an introducer network
  • Effectively move clients from prospects into the relationship management cycle
  • Effectively profile clients into their activity status
  • Assess buyers and where they fit in the pipeline

Download

Download the course outline here.

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90%

of a cohort was promoted within 2 years after participating in an Alpha course.

96%

of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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