Two days Transformational Workshop
on
Super Salesmanship and Achieving the best Sales Performance.
for
Existing & Aspiring Agents/Sales Manager, Relationship Officers from Insurance, Banking & Non-Banking Financial institutions.
Duration: 11-12 April, 2020
Time: 10.00 a.m. to 5.00 p.m.
Venue: Dilkusha Center (Level-9), Suite # 904
28 Dilkusha C/A, Dhaka-1000.
| Course Coordinator | Concerned Executives: |
| Md. Ehsanul Haque Marketing In-charge & Instructor Cell: 01711-528017 Email: ehsanoct26@gmail.com Phone: 880-2-9559112 | Mrs. Afsana Akter Business Promotion Officer Cell: 01927-715044 Email: dg@bipd.edu.org Phone: 880-2-9559112 |
RESOURCE PERSON
By Soimitra Chatterjee, Managing Director, Dhruvsatya Center for Personal Transformation Pvt. Ltd.
Corporate Office:
Dilkusha Center (Level-9), Suite # 904
28, Dilkusha C/A, Dhaka-1000.
Email: info@localhost, mortuzaalimd@yahoo.com
Web: www.bipdedu.org
Introduction:
The Bangladesh Institute for Professional Development (BIPD) is an IDRA accredited institute established in 2015.It is incorporated as a legal entity under the Companies Act. The general objective of the BIPD is to promote human capital development through conducting training, research, education and other professional activities.
About Dhruvsatya:
Dhruvsatya wish to introduce ourselves as a leading consulting and training organization in India headquartered in Kolkata. We work with over 400 leading all India companies and MNCs where we impart training and consulting services. Our programs are life changing with profound transformational impact. Our sales programs have triggered outstanding performances consistently in various organizations.
CONTEXT:
The current market scenario is competitive. In such a situation every salesman has to be “Sales Superstar” to become successful. While on one side they will need to build their attitude, their inner instinct, on the other side they need to plan, connect with their customers aggressively with customized solutions. To make this a reality they will need to possess supreme product knowledge, market knowledge and knowledge of the competitor’s products. Alongside they will need tremendous passion and motivation day after day. All this needs high quality learning process. This course has been designed for the salesman of insurance banking companies.
RESOURCE PERSON:
Mr. Soumitra Chatterjee
Mr. Soumitra Chatterjee, is India’s most sought after Motivational, Sales, Leadership and Performance Coach and is mentored by Mr. Anthony Robbins (World’s #1 Leadership and Motivational Coach) along with other internationally renowned coaches like Mr. Mac Attram, T. Harv Eker, J.T Foxx& Alex Mendossian. He has recently completed two decades as a seminar leader.
Soumitra is also a first class Mechanical Engineer from Jadavpur University who completed his Leadership Training from Landmark Education Corporation, USA. He has worked in India and overseas with distinction in very Senior Management positions with some major Indian companies and MNCs.
He is the founder and Managing Director of Dhruvsatya Center for Personal Transformation Pvt. Ltd. which is a leading training and consulting company headquartered in Kolkata. It is an ISO 9001:2015 Certified Organization. He has imparted over 2500 man days of training—having trained more than 5 lac Executives of all levels in over 400 all India companies including several Fortune 500 companies.
This special program has been designed to ensure outstanding performance turnarounds in your organizations. We have been able to motivate ordinary sales teams to extraordinary, passionate, champion outfits, resolved deep routed management conflicts and help blossom managers to game changing leaders.
MODULE HIGHLIGHTS:
Day -1
- Understand clearly why FAs are so very import to the insurance companies-what do they contribute
- The characteristics & attributes that makes a successful FA and how to develop them
- Develop the mind set – develop positive thinking/ positive attitude/killer instincts, etc.
- How to prepare as an FA – making your sales kit/develop your product knowledge/being thorough with your competitors knowledge/understanding clearly the different customer segments & their needs/ pitching your insurance as per your customers requirement
- Preparing your customer database
- Starting to call them through telephone-being able to make effective calls to get maximum appointments
- How to be effective during client meetings-proper grooming/being on time/doing client research/opening the call effectively/ listening effectively & handling customer objections truthfully & effectively/ posturing as a prosperity consultants/closing the call effectively and taking the order/ collecting the cheque
- Never bluff a customer & selling him/her a wrong policy-understanding the negative consequences
- Following up after the sales – giving your customer the best service
- Breaking through your fears and limiting beliefs
- Goal setting – making your monthly/weekly/ daily time
- Time & priority management
- How to pitch to high net worth customers
- From FA to an entrepreneur – experience the transformation
- What could be a career map of a good FA – profile of some super achievers/MDRT/TOT achievers
- Making the oath document
- Success visualization
Day -2
- Introduction, what is MDRT?
- Building the attitude of a MDRT Achiever
- Understanding and developing the characteristics and attributes of a MDRT Achiever – learning from some profiles
- Personal & Business Goal Setting
- Prospecting techniques
- Customer Engagement techniques
- How to Present plans fluently & flawlessly
- How to pitch to a HNI Client
- How to procure HNI Customers
- How to sell big ticket policies over Rs 1 Crore.
- How to counter share market v/s other insurance products
- How to give killer presentations
- How to position insurance products vis-a-vis Mutual Fund
- Learning the Sales Process that’ll certainly make you crack MDRT
- Learning how to get into a peak state & sustain it everyday
- Breaking your limiting beliefs
- How to enhance your health, fitness and energy
- MDRT success visualisation to Neurowire your brain
- Making the oath document
- Success visualization
PROPOSED OUTCOMES FROM THIS PROGRAM:
- At the end of this program each one will experience huge motivation and a new found enthusiasm and become more aspirational
- As a result they will be able to sell more number of policies and earn higher commissions.
- As a result of the above, the insurance companies will be immensely benefited.
- There will be higher number of high performing of sales and more aspiring youth who would want to take up salesmanship as an attractive career proposition.
Who Should Attend?
Existing & Aspiring Agents/Sales Manager, Relationship Officers from Insurance, Banking & Non-Banking Financial institutions.
Course fee:
We are offering a fee (excluding vat & tax) structure per participant as per following table:
| Details | Fee Per Participants (Tk.) Net |
| For 1 Day | Tk. 2,000/- net per participant |
| For 2 Days | Tk. 3,500/- net per participant |
Please make all cheques payable to:
Bangladesh Institute for Professional Development Limited
A/C: 0013100000798
Southeast Bank, Corporate Branch, Dhaka.
Last date of registration: 09 April, 2020
Award and certificate:
Upon completion of the course, the participants will be awarded with certificate.
BIPD & Dhruvsatya Center for Personal Transformation Pvt. Ltd. presents
For MDRT Aspirants
Course title: Becoming an MDRT Superstar Financial Advisor
| Time | Subject | Resource Persons |
| 09:30am-09:55 am | Registration | |
| 09:55am-10:00 am | Tilwat-ul Quran | |
| 09:30am-09:55 am | * Introduction, what is MDRT? * Building the attitude of a MDRT Achiever * Understanding and developing the characteristics and attributes of a MDRT * Achiever – learning from some profiles Personal & Business Goal Setting | Mr. Soumitra Chatterjee |
| 11:00am-11:15 am | Tea Break | |
| 11:15am-12:00 pm | * Prospecting techniques * Customer Engagement techniques * How to Present plans fluently & flawlessly | Mr. Soumitra Chatterjee |
| 12:00pm-01:15 pm | * How to pitch to a HNI Client * How to procure HNI Customers * How to sell big ticket policies over Rs. 1 Crore | Mr. Soumitra Chatterjee |
| 01:15 pm-02:00 pm | Prayer and Lunch break | |
| 02:00pm-03:00 pm | * How to counter share market v/s other insurance products * How to give killer presentations * How to position insurance products vis-a-vis Mutual Fund | Mr. Soumitra Chatterjee |
| 03:00pm-04:00 pm | * Learning the Sales Process that’ll certainly make you crack MDRT * Learning how to get into a peak state & sustain it everyday * Breaking your limiting beliefs | Mr. Soumitra Chatterjee |
| 04:00pm-04:10 pm | Salat-ulAsar & Tea | |
| 04:10pm-04:40 pm | * How to enhance your health, fitness and energy * MDRT success visualisation to Neurowire your brain | Mr. Soumitra Chatterjee |
| 04:40pm-05:20 pm | * Making the oath document * Success visualization * Conclusion & distribution of certificates | Mr. Soumitra Chatterjee |
BIPD Ltd. & Dhruvsatya Center for Personal Transformation Pvt. Ltd. India
Presents
For Aspiring and general Financial Advisors of all Insurance Companies
Course title: Developing into a Successful Financial Advisor
| Time | Subject | Resource Persons |
| 09:30am-09:55 am | Registration | |
| 09:55am-10:00 am | Tilwat-ul Quran | |
| 09:30am-09:55 am | * Understand clearly why FAs are so very import to the insurance companies-what do they contribute * The characteristics & attributes that makes a successful FA and how to develop them | Mr. Soumitra Chatterjee |
| 11:00am-11:15 am | Tea Break | |
| 11:15am-12:00 pm | * Develop the mind set – develop positive thinking/ positive attitude/killer instincts, etc. * How to prepare as an FA – making your sales kit/develop your product knowledge/being thorough with your competitors knowledge/understanding clearly the different customer segments & their needs/ pitching your insurance as per your customers requirement | Mr. Soumitra Chatterjee |
| 12:00pm-01:15 pm | * Preparing your customer database * Starting to call them through telephone-being able to make effective calls to get maximum appointments * How to be effective during client meetings-proper grooming/being on time/doing client research/opening the call effectively/ listening effectively & handling customer objections truthfully & effectively/ posturing as a prosperity consultants/closing the call effectively and taking the order/ collecting the cheque | Mr. Soumitra Chatterjee |
| 01:15 pm-02:00 pm | Prayer and Lunch break | |
| 02:00pm-03:00 pm | * Never bluff a customer & selling him/her a wrong policy-understanding the negative consequences. * Following up after the sales – giving your customer the best service | Mr. Soumitra Chatterjee |
| 03:00pm-04:00 pm | * Breaking through your fears and limiting beliefs * Goal setting – making your monthly/weekly/ daily plan * Time & priority management * How to pitch to high net worth customers | Mr. Soumitra Chatterjee |
| 04:00pm-04:10 pm | Salat-ulAsar & Tea | |
| 04:10pm-04:40 pm | * From FA to an entrepreneur – experience the transformation * What could be a career map of a good FA – profile of some super achievers/MDRT/TOT achievers | Mr. Soumitra Chatterjee |
| 04:40pm-05:20 pm | * Making the oath document * Success visualization * Conclusion & distribution of certificates | Mr. Soumitra Chatterjee |