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Ishan 5 steps to add value at RBC as an Insurance advisor
1. 5 Ways to Add Value at
5 Effective Ways
I Can Add Value
as an Insurance Advisor
at
RBC Royal Bank of Canada.
A Presentation by Ishan Dhingra
2. Here are the 5 ways
I can visualize
setting myself up
to deliver better service
at RBC Royal Bank of Canada
in my role
as an Insurance Advisor.
5 Ways to Add Value at
3. Step 1:
Effectively defining customer needs.
Find out which support services and solutions RBC clients
view as a value-add,
and provide these items consistently.
It's also important to define and set up
the right, individual customer expectations
from the beginning.
5 Ways to Add Value at
4. Step 2:
Setting SMART goals.
I can start small and set up goals both
for myself and for the project deliverables.
I'll make the goals S.M.A.R.T.
They will conform to the following criteria:
Specific, Measurable, Attainable , Relevant , Timely
5 Ways to Add Value at
5. Step 3:
Meeting and exceeding expectations
By applying Kaizen principles of constant improvements
and progressive positive differences each time.
I'll understand the difference between what I can do to meet
expectations and what I must do to exceed them.
I'll ask for feedback to see if I am meeting all objectives and
ask 'How can we do it better?' more often.
5 Ways to Add Value at
6. Step 4:
Creating a vision to constantly value-add
This self-propelled vision shall include
making decisions and taking actions
that are in the best interest
of the organization, both short-and long-term.
Putting this vision in writing, will help sharpen my focus.
5 Ways to Add Value at
7. Step 5:
Always being open to possibilities.
I see my Insurance Advisor role as an asset,
to the overall success of the RBC mission.
Be it internal or external associates, I'll look at everyone
as strategic partners on my mission.
And this will help in developing and maintaining
profitable relationships in the long term.
5 Ways to Add Value at
