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8. Sales and Relationship Management
QF Level ( 1234567 )
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8. Sales and Relationship Management
QF Level
Code
Name
QF Level:
Level 1
No Item
QF Level:
Level 2
No Item
QF Level:
Level 4
Code:
107516L4
Name:
Collect information to identify market trends and customer needs of different segments
QF Level:
Level 4
Code:
107517L4
Name:
Plan for implementation details of the marketing and promotional activities
QF Level:
Level 4
Code:
107518L4
Name:
Develop recommendations on bank products and services to customers
QF Level:
Level 4
Code:
107520L4
Name:
Explain recommendations on bank products and services to customers
QF Level:
Level 4
Code:
107521L4
Name:
Handle customer's objection on products and services recommendations
QF Level:
Level 4
Code:
107522L4
Name:
Gain customer commitment in buying products and services
QF Level:
Level 4
Code:
107523L4
Name:
Organise, review and analyse customer data to identify sales lead
QF Level:
Level 4
Code:
107538L4
Name:
Employ different approaches to disseminate latest product and market information
QF Level:
Level 4
Code:
107547L4
Name:
Manage customer relationship professionally in accordance to their rights and liabilities
QF Level:
Level 5
Code:
107513L5
Name:
Develop sales plan and implementation details for different teams
QF Level:
Level 5
Code:
107515L5
Name:
Develop guidelines in supporting online sales distribution and advisory platforms
QF Level:
Level 5
Code:
107525L5
Name:
Manage and coordinate the sales and promotional activities of different sales and service channels
QF Level:
Level 5
Code:
107534L5
Name:
Set sales target for sales team or individual sales staff
QF Level:
Level 5
Code:
107541L5
Name:
Develop programs or activities to maintain and intensify customer relationship
QF Level:
Level 5
Code:
107542L5
Name:
Design and implement customer profile and sales record analytics
QF Level:
Level 5
Code:
107543L5
Name:
Develop cross-border customer relationship through provision of market update information
QF Level:
Level 6
Code:
107511L6
Name:
Identify business opportunities to maximise the sales of products and services
QF Level:
Level 6
Code:
107540L6
Name:
Formulate strategies and action plans for the development of Customer Relationship Management (CRM) systems
QF Level:
Level 7
No Item
Note:
- The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
- The contents of all SCSs will be updated regularly.
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