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Module Overview
Estimated completion time: 48 minutes
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.
Understanding Client Needs
Learn how to identify and address client requirements and concerns.
Deal Lifecycle Management
Navigate the complete deal process from initiation to settlement.
Contract Review and Negotiation
Key points in contract review and negotiation strategies.
Handling Disputes and Issues
Best practices for resolving conflicts and managing difficult situations.
Documentation and Record Keeping
Importance of accurate documentation and maintaining deal records.