analysis based selling techniques, either switches them from other financial institutions or to offer them a Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days B. Identify needs 1. Identify the potential client and the impact it is having on them 4. Should potential client not qualify, keep their details the correct credit criteria when assessing the file 4. Drafting motivations and explanations of any abnormalities
analysis based selling techniques, either switches them from other financial institutions or to offer them a Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days B. Identify needs 1. Identify the potential client and the impact it is having on them 4. Should potential client not qualify, keep their details the correct credit criteria when assessing the file 4. Drafting motivations and explanations of any abnormalities