Training for the Brokerage Industry

Training for the Brokerage Industry
12/10/02 Update


The aim of the training Line up Track Record Contact


Current situation of foreign-affiliated corporations in Japan

Amid the advance in the liberalization of financial services, brokerage industry has a pronounced tendency to add a new category of financial products. In addition, or rather, while it cannot anticipate high growth like today, it becomes indispensable to draw the client’s needs by treating a variety of products.
At Insource, we can dispatch a various instructors who are originally from financial background and have managerial experiences. If you consider this kind of training, please check the following lineup.

■Salesperson
・Knowledge about finance and securities
・Information Collecting and Analyzing Ability
・Customer Facing Skills
・Mental Toughness

■Managers
・Leadership
・Objectives Management Ability
・Business Improvement Ability
・Subordinate Coaching Ability
・Risk Management Ability


Training programs targeting all employees in foreign-affiliated companies

For Salesperson

In order to increase the company’s sales, sales person are required to have the knowledge about not only about their own duties and products, but to identify market trends and to be responsive to any of the client's needs. Specific is following:
①Knowledge about Brokerage Industry and Products
②Information Collecting and Analyzing Ability
③Information Organizing Ability
④Communication Skills
⑤Presentation Skills
⑥Complaints Handling Skills
⑦Mental Toughness

For Managers

When it comes to the volatile products like the financial commodity, it is very hard to develop a stable performance. Therefore, you need to be aware of not only the day-to-day trading, but of increasing the client assets while thinking proactively. Then, indeed, The leadership and management skills of brunch managers and sales managers have become to occupy a special place in having a lead in achievement between brunch offices.
①Objectives Management Ability
②Business Improvement Ability
③Subordinates Coaching Ability
④Risk Management Ability


Customers' reviews

Overall participants
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Evaluation

Content: Understood well,
Understood

97.2%
Trainer: Excellent・Good
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Comments from participants

    • I could understand that preparing and crafting a strategy is very important. By preparing, both our company and customer can get the picture on the strength and needs together. (Training on Sales)
    • In the case of communication, listening is more important than speaking. Since I am not good at communication, I always think about the next I have to say and tend to miss the important points in the conversation. So, I would like to put into practice what I has learned to the future. (Training on Communication)
    • It included the information what I knew already, but it helps me to review and remind and digest my understanding. I would like to get back to the basics and review my management, so that I can handle my department better. (Training on Management)

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