For Private & PSU Banks

Transform "Tellers" into

Trusted Sellers.

Your customers trust you with their money, but they buy their insurance and mutual funds elsewhere. We teach Branch Managers and RMs how to capture the full Share of Wallet (SOW) without aggressive pushing.

The "Service Trap" in Banking

Most banking staff view themselves as service providers, not revenue generators. This mindset leaves massive revenue on the table.

Fear of Cross-Selling

RMs hesitate to offer Third-Party Products (TPP) like Insurance or Wealth specifically because they fear damaging the relationship.

Dormant Accounts

You have thousands of CASA customers, but no system to activate them or identify their lifecycle needs.

Product Pushing

When sales happen, it's often miss-selling due to pressure, leading to complaints and attrition.

Relationship Banking Mastery

Lifecycle Selling

Teaching RMs to map products to customer life stages (e.g., Student Loan -> Credit Card -> Home Loan -> Wealth Management).

The "Service-to-Sales" Bridge

How to transition a conversation about a "Cheque Book Request" into a "Home Loan Inquiry" seamlessly.

Corporate Salary Account Hunting

B2B sales training for acquisition teams targeting corporate payroll accounts.

Branch Impact

“Our RMs were great at service but poor at sales. Sales Fundas introduced a ‘Needs Analysis’ framework. Within one quarter, our Third-Party Product revenue increased by 35%.”

— Zonal Head, Leading Private Bank

Activate Your Customer Base

Don't let your competitors monetize your customers. Equip your team to capture the full value.