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Effective Clients Profiling and Needs Discovery
Paris
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Outcomes

By the end of this training course, trainees will be able to :

- Apply a structured approach to client profiling.

- Identify stated and unstated client needs.

- Use effective questioning and listening techniques

- Align client needs with appropriate recommendations.

- Reduce mis-selling risk through accurate diagnosis.


Target Group

- Relationship managers, sales and service advisors.


Contents

- Client profiling fundamentals.

- Profiling dimensions (financial, behavioral, life stage).

- Needs discovery techniques.

- Questioning and listening skills.

- Linking client needs to solutions.

- Practical role-play exercises.


Type of Traning

Short Course

Training Activity Rate
Training activity Hours
12
Training activity Date
2/02/2026 - 5/02/2026
Training Activity Days
Mon- Tue- Wed- Thu
Start and End Time
17:00 - 20:00
Break Time
18:20 - 18:40
Training Activity Classification
Market Research and Studies
Language
English
Methodology
In class
City
Amman
Deadline for registration
2/02/2026
Price For Jordanian
96 JOD
Price For Non Jordanian
180 US$

* Will be given discounts for groups
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