Domain - Financial Services - Relationship Management

Domain - Financial Services - Relationship Management

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All unit standards registered on the Directory of Assessment Standards may be accessed here. 

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Assessment Standards

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Level 4

Maintain customer relationships in the financial services industry
This standard has expired and is no longer available.

Version 2

24763 Unit Standard 3 Credits

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People credited with this unit standard are able to, in the financial services industry: . maintain records of customer interaction; . provide ongoing sales; . maintain regular communication with customers; and . offer additional benefits to customers.

Standard-setting body:

The Skills Organisation

Sell financial products and/or services in response to an enquiry in the financial services industry
This standard has expired and is no longer available.

Version 2

24767 Unit Standard 3 Credits

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This unit standard covers ethically selling an untailored financial product and/or service within the bounds of personal authority to meet customer needs. People credited with this unit standard are able to: . identify the nature of an enquiry in the financial services industry; . determine the suitability of a financial product and/or service for the customer, and the eligibility of the customer for the financial product and/or service in the financial services industry; . provide information about the financial product and/or service to the customer; and . confirm sale and process documentation in the financial services industry.

Standard-setting body:

The Skills Organisation

Implement a sales plan for financial products and/or services in the financial services industry
This standard has expired and is no longer available.

Version 2

24768 Unit Standard 5 Credits

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People credited with this unit standard are able to, in the financial services industry: . implement promotional strategy for financial products and/or services; . prepare distribution channels for financial products and/or services; and . monitor and review sales plan implementation for financial products and/or services.

Standard-setting body:

The Skills Organisation

Prospect for new customers for financial products and/or services in the financial services industry
This standard has expired and is no longer available.

Version 2

24769 Unit Standard 3 Credits

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People credited with this unit standard are able to, in the financial services industry: . establish relationship with the prospect; . identify the prospect's needs and goals; . secure commitment; and . manage prospect information.

Standard-setting body:

The Skills Organisation

Data as at 30 November 2021