Operations & Support
The Home Loan
Nikhil walked in with a comparison table and came back with his salary slips. The other bank is 0.15% cheaper. He needs someone who explains, not sells.
WHAT’S HARD
The brief is short. The conversation isn’t.
Nikhil walked in with a comparison table and came back with salary slips.
The other bank is 0.15% cheaper. He needs someone who explains, not sells.
HOW A SESSION WORKS
Four steps. About twenty minutes.
- 1°
Read the brief
The context, your role, and who you’re about to meet. No framework recap.
- 2°
Have the conversation
The other person pushes back, holds things back, and reacts to how you actually behave.
- 3°
Get the coaching debrief
What you did, what it cost you, and the specific move to change next time.
- 4°
Keep the evidence
Transcripts and cohort patterns your programme can actually show a sponsor.
BEFORE YOU START
Two things people ask.
Who am I in this conversation?
You're the Home Loan Advisor in branch. Nikhil Bhatt is comparing offers and wants clarity before he signs anywhere. You get the full brief after you sign in.
Do I need banking experience to practise this?
No. The brief has his numbers and the competing rate. You're practising advisory selling when the gap is tiny and trust is the product.
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