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Elements and Performance Criteria

1. Develop professional relationships
   • 1.1 Conduct dealings with clients, professionals, and other third parties professionally and in accordance with the organisation's policies and procedures and legislative, regulatory and professional codes of practice
   • Comply with organisation’s social, business and ethical standards to develop and maintain positive relationships
   • Deal with colleagues, clients and other parties in a competent manner and with regard to confidentiality
   • Adjust interpersonal styles and methods to the needs and situations of other parties
2. Build and maintain business networks and relationships
   • Develop and maintain business and professional networks and other relationships to benefit the organisation
   • Use business and professional networks to identify and cultivate relationships in order to promote and market the organisation
   • Collaborate with other professionals and third parties to expand and enhance the reputation of the organisation and to identify new and improved business practices
3. Nurture relationships and build on referral business for the long term
   • Follow up referral business through appropriate communication channels to find and secure new business relationships
   • Identify referral needs quickly and provide information about relevant products and services
   • Refer information and ideas about referral business to designated individuals with a view to nurturing ongoing business relationships