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Effective Communications & Presentations

Enhance verbal, non-verbal and written communication skills for banking and finance professionals. Explore how to clearly present complex financial information, adapt to various communication styles, and manage challenging conversations.

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A one-day Communication and Presentation Skills Course

Session 1: Introduction and Communication Fundamentals

  • Course overview and objectives
  • The importance of effective communication in banking and finance

Session 2: Verbal Communication Skills

  • This effective communication skills course covers how to articulate complex financial concepts clearly
  • Active listening techniques for client interactions

Session 3:  Non-Verbal Communication in Professional Settings

  • Body language and its impact on communication
  • Reading and interpreting non-verbal cues in financial meetings

Session 4: Written Communication in Finance

  • Crafting clear and concise financial reports and emails
  • Writing persuasive proposals and recommendations

Session 5: Presentation Skills for Financial Data

  • Structuring effective financial presentations
  • Data visualisation techniques for financial information

Session 5: Storytelling in Finance

  • Using narratives to make financial data more engaging
  • Case studies: Successful storytelling in financial presentations

Session 6: Adapting Communication Styles

  • Understanding different communication preferences
  • Tailoring your approach for various stakeholders is assessed in this communication and presentation skills course

  

Session 7: Technology in Financial Communication

  • Leveraging digital tools for effective communication
  • Best practices for virtual meetings and presentations

Session 8: Handling Difficult Conversations

  • Strategies for delivering bad news to clients or team members
  • Managing conflicts and negotiations in financial contexts

Session 9: Client Communication and Relationship Building

  • Effective client meetings and pitches
  • Building and maintaining trust through communication

Session 10: Cross-Cultural Communication in Global Finance

  • Navigating cultural differences in international finance
  • Avoiding miscommunication in global transactions

 Session 11: Practical Application and Role-Playing

  • Simulated scenarios for applying learned skills
  • Peer feedback and instructor evaluation

Session 12: Course Wrap-up and Action Planning

  • Summarising key takeaways
  • Developing personal communication improvement plans concludes this business communication training module.

Redcliffe's effective communication skills course trainer is a seasoned banking professional with a remarkable 37-year tenure in the financial services sector.

An astute and accomplished leader, she has an abundance of experience in commercial and corporate banking, strategy, credit, risk management, real estate, audit, financial crime compliance, and trade and receivables finance. Her broad and impressive resume highlights her expertise and contributions to the industry.

Recognising the importance of interpersonal dynamics, the trainer emphasises the critical role of soft skills in fostering strong connections. Her sincere, meticulous and encouraging approach to bolstering soft skills is a prominent feature in her training and development framework. Attendees of her effective communication and presentation skills training benefit considerably from her keen insights, engaging analysis and practical presentation techniques, all of which further enhance their ability to engage, connect and communicate with others more effectively.

Equipped with certifications from the Lumina Training Programmes, focusing on behavioural interaction and leadership skills, our studious and dedicated trainer wields an acute knowledge of interpersonal dynamics - an understanding informed by extensive industry experience and her commitment to learning and development at the highest level. Her diverse experiences across various industries, combined with her eloquent communication skills and dedication to empowering others, have made her transition to training, or more specifically business communication training, seamless and impactful.

With a professional footprint that spans multiple continents, the trainer could be considered a “globetrotter.” Nevertheless, the majority of the trainer's illustrious career unfolded at HSBC, where she held senior management positions within retail, commercial, and corporate banking in London. Recognised as a commercially astute leader, she’s played a pivotal role in driving key strategic initiatives, enhancing operational efficiencies, and fostering strong client relationships.

The trainer is a dedicated mentor and coach with a strong commitment to supporting talent from varied backgrounds. Her engaging training style reflects her focus on helping all participants develop their potential. Participants in her communication and presentation skills course benefit immensely from her clear, interactive, and tailored approach. This is a testament to her meticulous preparation and unwavering dedication to fostering growth and excellence within training spaces.

When the trainer is not dedicating her time to professional endeavours, she serves as the Chairperson for a sports and leisure organisation that hosted training for the London 2012 Olympics.

Upon completion of this effective communication and presentation skills training, participants will be better able to:
  • Enhance Verbal and Non-Verbal Communication: Develop the ability to articulate ideas clearly and confidently while effectively using body language to reinforce messages in professional settings.
  • Master Written Communication: Learn to create concise and impactful written documents, including reports, emails, and proposals, tailored to the specific needs of clients and stakeholders in the financial sector.
  • Utilise Presentation Techniques: Acquire skills in designing and delivering engaging presentations that effectively convey complex financial information to diverse audiences, ensuring clarity and retention.
  • Adapt to Different Communication Styles: Understand and identify various communication styles and preferences, enabling participants to tailor their approach for improved interactions with clients, colleagues, and management.
  • Implement Storytelling in Finance: Learn to incorporate storytelling techniques to make financial data more relatable and compelling, enhancing audience engagement and understanding.
  • Navigate Challenging Conversations: Gain strategies for managing difficult discussions, such as delivering bad news or addressing client concerns, while maintaining professionalism and fostering positive relationships.

Redcliffe's effective communication skills course is suitable for:
  • Banking and Finance Professionals: Individuals working in various roles within banks, investment firms, and financial institutions who need to communicate complex financial information clearly and effectively.
  • Managers and Team Leaders: Those in leadership positions who wish to enhance their communication skills to better motivate teams, manage conflicts, and foster a collaborative work environment.
  • Sales and Client Relationship Managers: Professionals responsible for client interactions who must present financial products and services persuasively while building strong client relationships.
  • Compliance and Regulatory Officers: Individuals who need to communicate regulatory requirements and compliance issues clearly to ensure understanding and adherence within their organisations.
  • Human Resources and Training Professionals: HR personnel looking to improve their communication strategies for business communication training, onboarding, and employee engagement initiatives.
  • Recent Graduates and Entry-Level Employees: New entrants to the banking and finance industry seeking to develop foundational communication skills that will aid their career advancement.

This communication and presentation skills training program comprehensively covers both general communication principles and specialised skills relevant to banking and finance professionals. Its primary objective is to equip participants with essential communication techniques tailored to meet the unique and ever-evolving demands of the financial sector.

Participants will develop verbal, non-verbal, and written communication skills for diverse and challenging situations. Through practical exercises and real-world scenarios, you will learn to convey complex financial information succinctly and persuasively. This robust training program aims to refine and enhance their ability to connect with others and effectively navigate interactions including client meetings, team collaborations, and stakeholder presentations.

The importance of effective communication and presentation skills training within a professional setting cannot be understated. Course participants will gain valuable insights into understanding and adapting to different communication styles, recognising non-verbal cues, and employing storytelling techniques to make financial data more engaging and accessible.

This course also addresses the specific communication challenges in the banking and finance industry, such as regulatory compliance, risk communication, and client confidentiality.

By the end of the training, participants will have honed their ability to present financial reports confidently, manage difficult conversations, and build rapport with clients and colleagues.
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