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corporate-training-programs-for-banks-insurance-financial-companies

Customer Case Study

BFSI

our prominent BFSI clients

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

Client's Background

Challenges Reported by L&D:

  • Difficulty in selling complex financial products in a saturated market.

  • Low success rates in cross-selling and upselling financial solutions.

  • High drop-off rates during the sales funnel.

  • Struggles in building trust with customers for long-term relationships.

  • Inconsistent sales target achievement across teams.
     

Challenges discovered during our Assessment

  • Weak probing and consultative skills to understand customer financial goals.

  • Limited ability to handle objections related to fees and terms.

  • Gaps in relationship-building for client retention.

  • Inconsistent follow-up strategies affecting the sales pipeline.

  • Challenges in goal setting and time management for daily task prioritization.

  • Lack of productivity and discipline in achieving daily targets.

3p

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.

FMCG Sales Consultants
FMCG Sales Training Program in India
FMCG Sales Training Course

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.

Results Driven

Appointment Generation

20 - 50% Increase

Sales Conversions

40 - 70% Increase

Order Value

Growth

10 - 40% Increase

Team

Productivity

100% Increase

Customer Feedback

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."

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Contact

Are you also struggling with these challenges and would like to get over it? Contact us today for the below corporate training services: 
 

  • Sales & Soft Skills Training

  • Sales Management Training

  • Leadership Training

  • Business Communication Training

  • First Time Managers Training

  • College to Corporate Transformation Training

  • Leadership Training and more…
     

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