SBI Life - Financial Tools for Selling (FTS)

Date: 1st March 2012 – 9th March 2012

Objective of the training 

Everyone is just going after an investor with a sole idea of "product push" without assessing if his goals are being met or not

They wanted to empower their PAN INDIA advisors with "financial tools" which could be used by them to assess their client's goals & then devise a strategy that would help them increase the revenue of the advisors