Customer Consultation On Risk Management - 1314 Words

FOCUS ON THE MAJOR ACTIVITIES RATING A. Provide customer consultation on risk management needs Xxx understands the importance of remote risk management consulting and the impact it can have on the retention of the business. She pays close attention to the needs and requests of the clients. Xxx has a strong service behavior that is very much appreciated by the clients she serves. The MRs and DMMs who have experienced working with Xxx have found her to be reliable and thorough. During the review period, Xxx had some challenges with requests coming from Field Risk Consultants, asking her to provide service to their clients. Moving forward, we want Xxx to provide service to anyone who requests her to do the type of work we do. B. Develop and maintain knowledge of Federated’s risk management programs Although Xxx is considered a relatively new Risk Consultant, she has developed a fair amount of knowledge on the programs available from Federated for risk management. Fortunately, in those areas where she either lacks expertise or wants to confirm her responses to a risk management scenario, we have available resources, or the other consultants she can visit with to finalize her approach. The team effort displayed in her territory is very good and provides the necessary consulting and the appropriate responses. Xxx went through a modified training plan upon her return to work that brought her up to speed on changes and new programs. C. Assist clients and affinity partnersShow MoreRelatedSample Resume : Restaurant Coffee Ville Essay1455 Words   |  6 PagesContents 1.About Restaurant Coffe Ville ..............................................................................................................1 1.1 Complaints of the Customer 1 1.2 How we react to customer complaints? 1 1.3 Telephone Courtesy .......................................... 2 1.4 Dress Code.................................................................................................................................... 2 2.Business Plan........................................Read Moremerill lynch1208 Words   |  5 Pagesï » ¿ merill lynch submitted by: INTRODUCTION About Merrill Lynch: The wealth management division of Bank of America is currently known as Merrill Lynch. It comprises of 15,000 financial advisors and $2.2  trillion in client assets; it is the worlds largest brokerage. 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