Certificate in Sales Account Planning: Client Portfolio Management

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The Certificate in Sales Account Planning: Client Portfolio Management is a crucial course for professionals aiming to excel in sales and client relationship management. This program focuses on developing the skills necessary to manage and grow a client portfolio effectively, emphasizing the importance of client-centric strategies and data-driven decision-making.

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About this course

In high demand across various industries, this certification equips learners with essential skills for career advancement. By gaining a deep understanding of client needs, preferences, and potential, learners will be able to create tailored sales plans that foster long-term, mutually beneficial relationships. Through this course, learners will master the art of opportunity identification, account prioritization, and resource allocation, empowering them to maximize revenue growth and client satisfaction. By demonstrating a commitment to professional development in sales account planning and client portfolio management, course participants will enhance their credibility and become sought-after professionals in their respective fields.

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Course Details


• Sales Account Planning
• Client Portfolio Management
• Understanding Client Needs
• Sales Strategy and Tactics
• Sales Forecasting and Analysis
• Sales Territory Planning
• Building and Managing Sales Teams
• Sales Performance Metrics
• Sales Technology and Tools
• Ethics in Sales and Business

Career Path

As a professional in the Sales Account Planning: Client Portfolio Management field, you will have a variety of exciting opportunities to explore in the UK job market. Sales Account Planners are in high demand, with their skills being utilized to create effective sales strategies for various industries. On average, a Sales Account Planner in the UK can expect to earn a salary ranging from £30,000 to £50,000 per year, depending on experience and location. Client Portfolio Managers, on the other hand, focus on developing and maintaining strong relationships with key clients. This role requires excellent communication skills and a keen understanding of the client's needs. In the UK, the average salary for a Client Portfolio Manager ranges from £40,000 to £70,000 per year, with opportunities for growth and advancement. Business Development Managers play a crucial role in driving growth and revenue for their organization. They are responsible for identifying new business opportunities and building strategic partnerships. In the UK, a Business Development Manager can expect to earn an average salary ranging from £35,000 to £80,000 per year, with significant potential for career progression. The Sales Account Planning: Client Portfolio Management field offers a wealth of opportunities for professionals who are eager to make an impact in the UK job market. By developing your skills and expertise in this area, you can position yourself for success and unlock exciting new career possibilities.

Entry Requirements

  • Basic understanding of the subject matter
  • Proficiency in English language
  • Computer and internet access
  • Basic computer skills
  • Dedication to complete the course

No prior formal qualifications required. Course designed for accessibility.

Course Status

This course provides practical knowledge and skills for professional development. It is:

  • Not accredited by a recognized body
  • Not regulated by an authorized institution
  • Complementary to formal qualifications

You'll receive a certificate of completion upon successfully finishing the course.

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Sample Certificate Background
CERTIFICATE IN SALES ACCOUNT PLANNING: CLIENT PORTFOLIO MANAGEMENT
is awarded to
Learner Name
who has completed a programme at
UK School of Management (UKSM)
Awarded on
05 May 2025
Blockchain Id: s-1-a-2-m-3-p-4-l-5-e
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