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Cover of Business Banking Officer - Practical Skills Workbook

Business Banking Officer - Practical Skills Workbook

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About this book

The Practical Skills Workbook for the QCTO Higher Occupational Certificate: Business Banking Officer (NQF Level 5, SAQA ID 121927). Seven chapters, one for each practical skill in the two practical modules (42 credits): understanding businesses and their environments; identifying and classifying risks; analysing financial data for profitability and sustainability; building relationships with business stakeholders; converting prospects and maintaining a pipeline; right-selling, cross-selling and up-selling; and retaining business clients. Case documents, role-play briefs, templates, competency checklists and an integrated task in the style of the external assessment for every skill.

What is inside

  1. About This Workbook
  2. Chapter 01: Understanding Businesses and Business Environments
  3. Chapter 02: Identifying and Classifying Business Risks
  4. Chapter 03: Analysing Financial Data for Profitability and Sustainability
  5. Chapter 04: Building Relationships with Business Stakeholders
  6. Chapter 05: Converting Prospects and Maintaining a Sales Pipeline
  7. Chapter 06: Right-Selling, Cross-Selling and Up-Selling to Business Clients
  8. Chapter 07: Implementing Strategies to Retain Business Clients

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