Elements and Performance Criteria
- Develop professional relationships
- 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
- 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
- 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