Module 2: Client Communication & Deal Management

Master the skills to communicate effectively and manage deals from start to finish

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Module Overview

Estimated completion time: 48 minutes

6 Lessons

This module focuses on the interpersonal and operational skills needed to succeed as a BANKTO agent. You'll learn how to communicate effectively with clients, manage the complete deal lifecycle, and handle challenges professionally.

Lessons

Effective Client Communication

Master communication strategies to build trust and close deals effectively.

8 min

Understanding Client Needs

Learn how to identify and address client requirements and concerns.

7 min

Deal Lifecycle Management

Navigate the complete deal process from initiation to settlement.

10 min

Contract Review and Negotiation

Key points in contract review and negotiation strategies.

9 min

Handling Disputes and Issues

Best practices for resolving conflicts and managing difficult situations.

8 min

Documentation and Record Keeping

Importance of accurate documentation and maintaining deal records.

6 min

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