Review door YG
Het adviesgesprek vond plaats in januari 2023.
De review is afkomstig van Advieskeuze.
De review is afkomstig van Advieskeuze.
YG | Hypotheek
De reviewgever heeft aangegeven dat verduurzaming is besproken door de medewerker van het advieskantoor.
17-01-2023
- Profound professional knowledge. Able to answer many questions using precious words.
- Work with clear structure. No over communication or over promising. Minimise risk both for the financial institution as well as for your client.
- Keep ‘customer centric value’ into practice. Make sure client fully understand clauses and underlying responsibilities.
- Shown exceptional patience and courage to work through complex and difficult case, without dropping the case halfway.
- Keep communication frequency on right level. Not too many not too less.
- Foster trust-worthy relation. This is demonstrated by the fact that you not only offer your client options, but also explain ‘WHY’ those options. You help your client truly understand the trade-offs, and think along from your client’s point of view. By doing so, you protect your client’s interest, and also create credit for your employer and company brand.
- Eventually result count. You help your organization as well as your client to reach the goal with clear deliverable.
- Work with clear structure. No over communication or over promising. Minimise risk both for the financial institution as well as for your client.
- Keep ‘customer centric value’ into practice. Make sure client fully understand clauses and underlying responsibilities.
- Shown exceptional patience and courage to work through complex and difficult case, without dropping the case halfway.
- Keep communication frequency on right level. Not too many not too less.
- Foster trust-worthy relation. This is demonstrated by the fact that you not only offer your client options, but also explain ‘WHY’ those options. You help your client truly understand the trade-offs, and think along from your client’s point of view. By doing so, you protect your client’s interest, and also create credit for your employer and company brand.
- Eventually result count. You help your organization as well as your client to reach the goal with clear deliverable.