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9781118638989

Financial Sales in Asia

by
  • ISBN13:

    9781118638989

  • ISBN10:

    1118638980

  • Edition: 1st
  • Format: Hardcover
  • Copyright: 2014-02-03
  • Publisher: Wiley
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Summary

Ashu Dutt's practical and effective advice on selling financial products in Asian markets

In Financial Sales in Asia, Ashu Dutt—one of the best known and most respected figures in Asian finance—offers first-hand insights and practical guidance on selling financial products in Asian markets. Selling financial products and services in Asia presents a unique challenge solved by unique strategies. Traditional western styles of selling fail to the importance of personal relationships, trust, and value propositions for Asian buyers. Whereas western approaches create commoditized relationship managers offering clients commoditized financial products, a truly effective approach to Asian customers should rely much more heavily on face-to-face interaction and increased value for money.

  • Includes practical guidance on the unique challenge of effectively selling financial products in Asian markets
  • Features practical, first-hand insights, Asian case studies, and Asian wealth management cycles
  • Ideal for private bankers, wealth managers, commercial bankers, and sales professionals working in Asia

Table of Contents

THE CLIENT

 

Chapter 1 – ASIAN WEALTH MANAGEMENT – THE OPPORTUNITY

Chapter 2 – ASIAN WEALTH MANAGEMENT CYCLE

Chapter 3 - TYPES OF ASIAN WEALTH CLIENTS

Chapter 4 – ASAIN ENTREPRENEURS – EXPONENTIAL RISE IN WEALTH

Chapter 5 – ASIAN FAMILY WEALTH

Chapter 6 – ASIA'S WORKING WEALTHY

 

THE SALES CYCLE

 

Chapter 7 – WHAT IS YOUR 'EDGE' - ACQUIRING CLIENTS

Chapter 8- THE RELATIONSHIP MANAGER'S ROLE

Chapter 9 - THE RELATIONSHIP MANAGER'S CHALLENGE

Chapter 10 – DIFFERENTIATING CUSTOMERS

Chapter 11  – DO YOU KNOW THE NEED? – PRODUCTS MUST FIT NEEDS

Chapter 12 – DROPPING "REDUNDANT" CUSTOMERS

Chapter 13 – DIFFFERNTIATING FINANCIAL PRODUCTS – INVESTMENT, INCOME AND INSURANCE

Chapter 14– BALANCING CLIENTS AND POTENTIAL CLIENTS

Chapter 15 – INCREASING SALES TO EXISTING CLIENTS

Chapter 16 - REFERRALS FROM CLIENTS

Chapter  17 - CHOSING CLIENTS

Chapter  18 - CLIENT RETENTION

Chapter  19 - WHAT IS YOUR MARKET?

Chapter 20- WHAT YOUR CLIENTS DON'T NEED

Chapter  21 - CLIENT PERSONALITY

Chapter 22- FAMILY CLIENTS VS INDIVIDUAL CLIENTS

Chapter  23 - REFERRALS FROM NETWORKING

Chapter 24 - THINK LONG TERM

Chapter 25 - WHAT IS "SERVICE"?

 

PEFORMANCE ENHANCERS

 

Chapter 26– WHO MAKES THE DECISIONS?

Chapter 27– KNOWING YOUR CLIENT'S BUSINESS

Chapter  28 - "VALUE FOR MONEY" OR "SERVICE"

Chapter 29 - SALES STRATEGY

Chapter 30 - SALES PROCESS & MECHANICS

Chapter 31 – SALES  TOOLBOX

Chapter 32 - CORPORATE FINANCE OPTIONS

Chapter 33 – VALUATION

Chapter 34 – GOING BEYOND SALES – THE KNOWLEDGE BASE

 

THE KNOWLEDGE ADVANTAGE

 

Chapter 35 – VALUE INVESTING

Chapter 36– TRADING & TECHNICALS

Chapter 37– FUTURES & OPTIONS

Chapter 38– COMMODITIES

Chapter 39– MUTUAL FUNDS

Chapter 40– INCOME PRODUCTS

Chapter 41– INSURANCE

 

Supplemental Materials

What is included with this book?

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