Integrated Enneagram Questionnaire
• As I am a Helper, the following was learned in the process
Personal Strengths
• I am naturally drawn to other people and will be able to quickly establish intimacy with them.
• I sometimes get myself very involved in management of other people’s lives
• Always find it easy to see the potential and worth in others.
• This awareness will also inspire me to give more of myself.
• My strong heart will attract others due to my special qualities.
• I always express myself as loving, positive and generous.
• One of my strong qualities is to give people compliments and by doing this others feel very special and thus giving them a confidence boost
Potential Weaknesses
• I find it difficult to resist helping others,
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• Other people may sometimes experience me as quite manipulative and intrusive.
• People may also experience my flattery as manipulative if I take it too far.
The above is strengths and weaknesses were identified in my enneagram as well as Coaching cession.
The following is very important as a CA:
Communication:
• Is important in a trio team that include the RE, TB and CA.
• Clients must be kept up to date on the progress of applications.
• We also need to know what work is on each person’s table and how to finalise it.
• We need to communicate with all stakeholders and have a weekly update of what is happening what new products are on the market.
• Always be direct and honest to clients with outcome of any application or request submitted to credit.
• Always return a call back to the client if a message was left when you are busy or not in office.
• Clients appreciate that they are kept in the loop with any request from them.
• Always be professional when talking to clients and give constructive feedback.
• By not communicating with your clients you might stand a chance to lose them to another financial
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Taking ownership
• This is vital in the role of a RE, TB and CA
• Taking ownership of your work is of high integrity and you need to have pride of what you do.
• As a CA you need to present a good and quality proposal to Credit and in an understanding way.
• You as CA need to analyse the client financials and to determine the needs of the customer.
• CA needs to take also ownership of the RE’s portfolio and to mitigate the Risk of the groups linked to the RE.
• Between the RE and CA they can provide solutions to a client and structure a deal that is within the clients cash flow budget and have repayment ability.
• I am accountable for the quality of my work as well as the time frame of my work.
Being adaptable
• As a CA you need to adapt to any new changes in the application systems.
• You also need to adapt to any situations and engagements with clients.
• Adapting is all about how you will react and respond with relating to any changing in the environment and economy.
• It about being able to learn and adapt to new changes.
• In the banking sector you always have to be ready for any new Laws and policies of doing
Applying for a credit card or personal loan has never been easier or faster. A myriad of financial products are available for all types of clients and all kinds of purposes. Terms and conditions are even becoming more and more flexible. How to decide whether a credit card is needed? How to handle a card? How to settle a loan? How to spend a loan? How to spend a car loan on a car, whose price is relatively reasonable compared to one’s pay? Is a loan the good sourcing tool to purchase a very expensive? These are all questions, which require a minimal to reasonable level of financial literacy.
services that cater to the customer’s unique needs. They offer both their commercial and residential
In the lecture presentation by Dr Homes (Homes) he discussed how the strength-finder is a tool that he uses in his operations to help and identify strengths that both compliment and fill missing gaps. These assessments help identify compatibility. Compatibility includes your co-workers, superiors, subordinates and other in the work place but also in your personal life. He discussed the need to understand the strength of others so that we can relate to them better. And by relating better, we are able to manage, motivate and lead them better. He clearly articulated the value of the strength finder assessment for better leadership.
Personally I am certain my strongest personality trait is my support. I am a very supportive person, particularly toward those I care most about but also to people I know that have a goal
Identifying and understanding your own personal strengths is key to being a successful leader. Knowing your strengths means you can focus your efforts to maximize results, in yourself and in others. Strengths Finder 2.0 is designed to uncover your strengths and utilize these strengths to your advantage (Rath, 2007). Identifying and applying these strengths to your leadership style, will enhance your effectiveness as a transformational leader.
You need to be able to understand the situation you are trying to influence in order to pick out the best leadership style for the specific situation. In essence, you need the skills for identifying two core aspects:
Two-way communication is achieved through daily interaction via conference call and scheduled meetings to address areas of importance and interchange ideas to enhance organizational performance. Each supplier provides essential requirements to fulfill organizational objectives. Resource management is instrumental in allocating resources for operational demands. Training and professional development insure agency training requirements are met and to improve upon methods of instruction and specialized training to improve the workforce.
For this assignment I attended a credit card workshop. I decided to attend the “know your credit score” workshop for class because I wanted to get a better understanding of how credit works. Currently, I do not own a credit card and I am not too familiar with how the process of getting one and maintaining a good credit score works. Since I will be graduating this coming June and credit card companies will be contracting me soon after, I felt as though it would be to my best interest to start building a basic knowledge of how credit cards work. Additionally, I felt this workshop was important to attend because it would give me insight in how to maintain a good credit score and avoid some of the common mistake the people make with their credit cards. Lastly, since ones credit score is the basis of how they are judged of their reliability to payback loans and other general purchases I felt as though this would be a very informative and helpful workshop to attend.
However it is important to accentuate that factors influence each other and that the experience during the process of adaptation will vary.
1. Research your customer thoroughly before your meeting. People like to feel important and the best way to achieve this is by knowing enough about the client. This will also help you ask the right questions and align your offering with the needs of the client.
In a business, communication not only takes place between the business and their buying customers, but also with their suppliers, within themselves and all of the stakeholders involved in the business. This includes all of the internal and external customers.
Finally, follow up with the customer. Business and companies have an opportunity to make sure that the customers needs or issues were met and resolved. You can follow up with your customer by phone, email or even a letter to make sure that the issue or solution was solved to their satisfaction. If it wasn’t solved or resolved at that time that you will continue to find a workable solution and keep them informed. Sometimes going above and beyond will exceed the customers expectations and they will become loyal customers as well as customers that will share creating new customers.
Specifically, would it be able to provide guidance to development of its business processes and checking its interactions? That is, would the party be able to supply its part of a service engagement and determine what to require from its partners in that service engagement? The next and second challenge is how, during obtaining a service engagement, a party can examine and draft contracts in a manner that incorporates the general practices of the relevant
deal with those clients. You still have to deal with them, so do your best at what you can do.
and is considered by many as one the most important steps of the process. The entering and contracting step will be utilized to set the pace and lay the foundation for the practitioner client relationship. They involve a preliminary evaluation of the organization’s opportunities for development, while