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Erudite AfricaCenter of Excellence
← Sales and Negotiation Skills

Selling in a bank

Module 01 / 5 · 50 min · Free preview

Understand why a bank sells by advising, where consumer protection draws the line, and how the sales cycle runs from first contact to follow-up.

In this module you will learn to

  • Explain the difference between pushing a product and advising a customer
  • Apply the fair treatment, disclosure and suitability principles of consumer protection to everyday selling
  • Describe the seven stages of the bank sales cycle and measure conversion between them
  • Balance sales targets with conduct indicators such as dormancy and complaints

Built on

  • Erudite Africa course specification: 1.j Sales and Negotiation Skills, Level 1 Beginner (October 2026)
  • Erudite Africa: Training Module, Ethiopian Context, programme overview and regulatory register (October 2026)
  • NBE directives as listed in the lessons: NBE/INT/13/2026, FXD/01/2024, FXD/04/2026, SBB/88/2024; financial consumer protection directive reported as FCP/01/2020
  • National Bank of Ethiopia Proclamation No. 1359/2025

Examples and companies are fictional. Bank practices are shown as typical Ethiopian practice, not as any one bank's policy. Always apply your own institution's approved policy and the current NBE directives.