Assessor Resource
FNSICSAM301B
Identify opportunities for cross selling products and services
Assessment tool
Version 1.0
Issue Date: May 2024
This unit requires the application of comprehensive product knowledge and understanding of marketing trends to identification of products and services appropriate for a particular customer. The interaction is based on a sound understanding of the customers needs and the ability to find additional products and services provided by the organisation to satisfy those needs. It may be applied across all sectors of the financial services industry.
This unit requires the application of comprehensive product knowledge and understanding of marketing trends to identification of products and services appropriate for a particular customer. The interaction is based on a sound understanding of the customers needs and the ability to find additional products and services provided by the organisation to satisfy those needs. It may be applied across all sectors of the financial services industry.
This unit encompasses the competencies required to identify cross selling opportunities and sell the identified products or services to customers.
This unit encompasses the competencies required to identify cross selling opportunities and sell the identified products or services to customers.
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