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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Identify and monitor client needs.
  2. Respond to complex client needs.
  3. Establish business contacts and networks.
  4. Work effectively with business contacts.
  5. Promote company.
  6. Communicate advice and pricing information.

Required Skills

Required skills

customer service skills to

establish rapport with clients

gain clients trust

interpret and meet client needs

interpersonal skills to

demonstrate empathy and tact

negotiate variations in client needs

relate to people from diverse backgrounds

language literacy and numeracy skills for

communicating clearly and concisely verbally and in writing

accessing synthesising and using information

completing and interpreting business documentation

presenting information on products and services

providing accurate pricing estimates and quotations

planning and organising skills to manage time

problemsolving skills to

assess client needs

identify appropriate service or product

technology skills to complete business documentation

Required knowledge

business contacts and networks including

identifying potential contacts and networks

establishing and maintaining networks

client confidentiality provisions

legislation regulations codes of practice and industry advisory standards that apply to client relationships

principles of time management

range of products services and commitments available to business contacts

relevance of client service good communication and own role in delivering customer service

role of designated personnel in client referrals

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

This unit of competency could be assessed by observing client management where a range of products and services are promoted and negotiated

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of the required skills and knowledge specified in this unit

In particular the person should demonstrate the ability to

build client relationships

explain features and benefits of products and services using knowledge of products and services

identify and use opportunities for establishing business contacts and networks

present information in a variety of formats to a range of business contacts

Context of and specific resources for assessment

Assessment of essential underpinning knowledge may be conducted in an offsite context It is to comply with relevant regulatory or Australian standards requirements

Resource implications for assessment include access to

assessment documentation forms and record books

products and information used in the provision of promoting company services

suitable work area or a simulated workplace environment that allows for observation of client and candidate interaction

Method of assessment

Assessment methods must

satisfy the endorsed Assessment Guidelines of the Property Services Training Package

include direct observation of tasks in real or simulated work conditions with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application

reinforce the integration of employability skills with workplace tasks and job roles

confirm that competency is verified and able to be transferred to other circumstances and environments

This unit could be assessed on its own or in combination with other units relevant to the job function

Guidance information for assessment

Reasonable adjustments for people with disabilities must be made to assessment processes where required This could include access to modified equipment and other physical resources and the provision of appropriate assessment support

Assessment processes and techniques should as far as is practical take into account the language literacy and numeracy capacity of the candidate in relation to the competency being assessed


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Client needs may relate to:

advice or general information

domestic, commercial or industrial interests

hours of operation

making complaints and suggestions

purchasing products and services

specific requests for information, including those relating to economic, social and environmental sustainability.

Clients may include:

people with routine or special requests

people from diverse social or cultural backgrounds

regular and new clients, including:

business enterprises

government agencies

suppliers.

Company requirements may include:

code of ethics

company image

legal and organisational policies and guidelines

legislative and regulatory requirements relevant to the work or service function, including:

anti-discrimination and equal employment opportunity

codes of conduct

consumer law

environmental law

harassment and other laws specific to local government

OHS

privacy legislation

OHS policies, procedures and programs

policies and procedures relating to own role, responsibility and delegation

quality and continuous improvement systems, standards and guidelines

staff appearance and presentation.

Communication may include:

communications book

company presentations

correspondence

email

exchange of reports and information

inspections by client

personal visits

site news sheet

telephone discussions.

Business contacts and networks may include the following groups and individuals:

community groups

departments or branches of the organisation

organisations with industry links

organisations with similar industry functions

potential and current clients

staff and employee organisations

suppliers and manufacturers

technicians.

Appropriate personnel may include:

colleagues

staff and employee representatives

supervisors and line managers

suppliers and manufacturers.

Information may be:

communicated electronically, such as by email

contained in:

company databases

manufacturer specifications and information

products or services available, including features and benefits

provided verbally

quotations or pricing estimates

provided in writing, such as product brochures.

Work group members may include:

colleagues

line managers

supervisors.

Written and verbal responses may include:

general advice

information on products or services available, including features and benefits

quotations or pricing estimates

standard industry disclaimers.

Products and services and information relating to their pricing may include:

introductory offers

value analysis, citing benefits provided

volume or repeat business pricing.