Bullet Proof your Pitchbook (Financial and Consulting)
Thank you for enrolling in this short course. Selling and presentation skills are invaluable to any business person or front-office employee. In this course I will share some of the insights I gained during my years working at one of the largest investment banks in South Africa.
A pitch book is a sales presentation sent to a client with the objective of beginning the sales process. Investment banks and companies involved in the financial services sector provide a whole host of services to businesses and governments. In order to do so they need to communicate their expertise, capabilities and product offerings clearly and concisely. Pitch books allow them to do so by bridging the gap between their capabilities, and how those capabilities would be useful in providing solutions to their client’s problems. In this course I will discuss the ways to craft deal-winning sales presentations or pitch books.
Pitch books are usually prepared in the form of slides. They are usually accompanied by an in-person presentation, where a representative from a financial services company would present the slides to the prospective client, and provide the client the opportunity to ask questions to elaborate or clarify the content of the presentation. The sales presentations are usually done by client-facing or sales-focused employees. We typically refer to these types of employees as being front-office employees.
By the end of this course you will be able to:
- Put together your own sales presentation, using a tried and trusted format used by top global investment banks and advisory firms.
- Structure your sales presentation to go along with a verbal presentation that is relevant to your client, builds rapport, and opens up the selling discussion leaving you with the only step necessary afterwards: CLOSING THE DEAL!
Who this course is for:
- Beginner investment bankers, management consultants or professionals providing financial and advisory services