Relationship Management and Sales Training

MorganPeak provides both classroom and on-line training for your managers on requisite skills for understanding both your organization and your clients’ strategies. Our training workshop itself is critical and designed so participants can apply techniques learnt to unpacking and analyzing key opportunities in their pipeline. We help managers understand what it means to perform as a strategic partner, contributing to business strategy development and building business pipelines for their organization.

Our solutions help teams to efficiently and effectively understand customers’ businesses and identify opportunities; thereby, enhancing relationships, and developing compelling account positioning to acquire and retain customers. For this reason, our critical relationship and sales training emphasizes strong customer knowledge as its main foundation and path towards attaining financial institution service excellence.

The better trained your officers are, the better they will be able to perform their duties in ways that are authentic and sustainable with confidence. Our training techniques are focused around client management activities and behaviors which will aid your relationship managers in optimizing their time and efforts towards quick wins.

What Service Do You Need?

Relationship Management and Sales Training
Coaching
Consulting

OUR RELATIONSHIP AND SALES MANAGEMENT PROCESS

This is an effective, efficient and strategic approach to acquiring, retaining and growing customers

Made up of four key phases-
Identify, Engage, Convert and Nurture

IDENTIFY

Identifying the right type of customer for your organization is very important. This phase provides skills and tools for identifying and selecting clients with focus on which opportunities to explore. It also helps and ensure relationship managers use their time in the best possible way.

ENGAGE

Engaging the customer helps relationship managers to better understand their business strategy, deepen customer knowledge and business direction. This phase focuses on how to efficiently gather relevant information and data to help provide strategic insights and understand the best solution for the customer.

CONVERT

After going through the identifying and engaging stages, it is important that relationship managers are able to convert prospects to customers. This phase leverages on customer focused communications and presentations that are solution based, speaks to the customer needs and move the relationship forward.

NURTURE

It is no longer enough to sell your products to customers and deliver good customer service but ensuring customer satisfaction is a primary goal for customer retention. The phase is to empower relationship managers with tools required to nurture customers and influence them so they feel confident in their choices and have a meaningful experience.

TRUSTED BY

Our CEO has years of experience in assisting various financial institutions leaders and executives execute their strategies and achieve their business objectives through strong relationship building and excellent customer service offering.

“Business is all about relationships, how well you build them determines how well they build your business. ”

Brad Sugars

TESTIMONIALS

Jumoke is a subject matter expert in Relationship Management. She helped me improve my relationship management skills which resulted in a huge positive career advancement.

Clara OkekeHead, Investors, Insurance & Development Organizations - Standard Chartered Bank

Jumoke was our corporate relationship manager for several years during her time at a global bank. I personally found her relationship management skills as impeccable. Her understanding of financial markets and products as well as her top-notch knowledge of her clients' business meant that she always proactively anticipated our business needs and connected us to world-class financial services that supported our growth aspirations

Banji FehintolaSenior Director & Treasurer - Africa Finance Corporation

Jumoke is a versatile relationship management expert with over 18 years in the field, more of which were at the level of engaging with executives and also providing leadership for her team. In addition to her excellent relationship management skills, she was passionate about training and coaching relationship managers to attain greater height in the careers.

Babsola AlukoDirector - Whitesands Mining and Exploration Limited

Jumoke understands the importance of leveraging on relationship management to help clients achieve their business objectives. She had passion and a genuine interest in achieving the best result for our company. Her professionalism and knowledge of financial markets/products made it easy for her to discuss various strategies and solutions available to grow our business.

Funso OlusanyaExecutive Director - FSDH Merchant Bank

Jumoke is amongst the rare breed of professionals with deep understanding of relationship and personnel management skills. As a mentor in my chosen field, Jumoke implanted in me an unusual understanding of relationship management, leadership and people management skills which has not only helped advance my career but also my social life as well.

Deji AlaoGroup Head, FI - Keystone Bank

Jumoke is a seasoned executive coach with over 18 years of experience in corporate client coverage and customer relationship management. Leveraging on her past career as an international banker, Jumoke is able to bring to bear the privileged insights and sophistication required to win in a fast-paced and increasingly competitive market place.

Kobby Bentsi-EnchillHead, Debt Capital Markets - Stanbic IBTC Bank

Training ∙ Coaching ∙ Consulting

Relationship Management and Sales Training

What Service Do You Need?

OUR RELATIONSHIP AND SALES MANAGEMENT PROCESS

Made up of four key phases-
Identify, Engage, Convert and Nurture

IDENTIFY

ENGAGE

CONVERT

NURTURE

TRUSTED BY

“Business is all about relationships, how well you build them determines how well they build your business. ”

Brad Sugars

TESTIMONIALS

LET US KNOW
YOUR
REQUEST

Relationship Management and Sales Training

What Service Do You Need?

OUR RELATIONSHIP AND SALES MANAGEMENT PROCESS

Made up of four key phases- Identify, Engage, Convert and Nurture

IDENTIFY

ENGAGE

CONVERT

NURTURE

TRUSTED BY

“Business is all about relationships, how well you build them determines how well they build your business. ”

Brad Sugars

TESTIMONIALS

LET US KNOW YOUR REQUEST

Made up of four key phases-
Identify, Engage, Convert and Nurture

LET US KNOW
YOUR
REQUEST