Member Relationship Manager
Click on each part of the diagram to learn more:
MemberRelationship ManagerCareer DevelopmentPhysical WellbeingMental WellbeingWealth ManagementLife Milestones
Each DeltaPlan Premium Member is provided with a dedicated Relationship Manager. Member Relationship Managers provide the following services to Members:
- Being a single point of contact for all Member questions / requests for Expert services / feedback on Expert services.
- Advising Members on Expert services available that best meet the Member’s needs and objectives.
- Facilitating bookings for all Expert services as well as maintaining the Member's bookings schedule
- Developing a ‘Milestone DeltaPlan’ with the Member aimed at achieving a specific Member life milestone.
- Adding additional Expert Services to the DeltaTeam portfolio based on Member requirements. These additional services may be ‘one off’ to meet a particular Member milestone, or become a recurring part of the DeltaPlan Premium offering.
- Updating Members on any new Expert services added to the DeltaPlan Premium portfolio.
- Facilitating logistics for ‘milestones’ such as travel, accommodation and event entry.
