corporate-training-programs-for-banks-insurance-financial-companies
Customer Case Study
BFSI
ICICI Bank
Axis Bank
SUCO Bank
South Indian Bank
IndusInd Bank
Chola MS
HDFC Bank LTD
SBI life
Sub - K
Star Health Insurance
Shakthi Finance
Weizmann Forex
BAJAJ
Tata AIG
YaMarkets
Paytm
Barclays LTD
Kotak Mahindra Bank
Union Bank Of India
Finnovate
Challenges Reported by L&D:
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Difficulty in selling complex financial products in a saturated market.
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Low success rates in cross-selling and upselling financial solutions.
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High drop-off rates during the sales funnel.
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Struggles in building trust with customers for long-term relationships.
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Inconsistent sales target achievement across teams.
Challenges discovered during our Assessment
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Weak probing and consultative skills to understand customer financial goals.
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Limited ability to handle objections related to fees and terms.
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Gaps in relationship-building for client retention.
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Inconsistent follow-up strategies affecting the sales pipeline.
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Challenges in goal setting and time management for daily task prioritization.
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Lack of productivity and discipline in achieving daily targets.
At Dishah, we understand that effective sales training is crucial for driving results. That's why we use Dishah's innovative 3P Model to create customized programs that address your team's specific needs and unlock their full potential.
Pre-training Assessment
Dishah conducts pre-training assessments, including field visits, virtual sessions, and mystery customer visits, to identify knowledge and skillset gaps.
Personalised Content
Based on identified knowledge and skillset gaps, Dishah creates customized training content, activities, case studies, videos, playbooks, and assessments for engaging training delivery.
Post Training Reviews
We conduct post-training follow-ups, reviews, assessments, and performance tracking to prevent regression, ensure implementation, and drive improvements through gap analysis, role plays, guidance, and performance tracking with leaders.
Appointment Generation
20 - 50% Increase
Sales Conversions
40 - 70% Increase
Order Value
Growth
10 - 40% Increase
Team
Productivity
100% Increase
Aman Verma, CEO
Entes
"It was all about engaging everyone, role play with regard to various aspects, whether it was order, whether it was negotiations or the delivery and the cash management. So I look forward for similar such program in the future with Disha consultant"
Kavita, HR Head
Sub K finance
"The training provided our team with very effective strategies I could use and now my team feels much more confident in dealing with behaviour in this way."
Subhanush Mahapatra, L&D- Head,
"When the trainees completed the training and joined on the field, we could see that they were full of enthusiasm, they were full of energy, they were highly motivated and they were actually delivering."
Dhiraj Gupta, CEO
Cosee Pillow
"Experience with Dishah was too good and they delivered what they have promised and looking forward to much more training sessions from Dishah Consultants, thank you."
Shailesh Kumar Singh, Export Business
Sub-K
"Me and my team has enjoyed this complete session a lot and they have learned a lot even though they are having a bundle of experience but you know every time it is a new learning."
Are you also struggling with these challenges and would like to get over it? Contact us today for the below corporate training services:
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Sales & Soft Skills Training
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Sales Management Training
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Leadership Training
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Business Communication Training
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First Time Managers Training
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College to Corporate Transformation Training
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Leadership Training and more…