That's right.
Meeting with Alistair to find out more about the business expansion and asking if Carter Calls is exposed to any other currencies in running operations is the best way to go.
Other useful questions include:
1. Are the corporates that you service based in Australia or overseas?
2. Is the call centre in the Philippines run separately to the one in Australia, or are there any currencies that need to be exchanged between the two operations?
3. Do you have an exposure to any foreign currency as a result of running your call centres in the Philippines?
Not quite.
By assuming there is a foreign exchange risk and immediately referring to Global Markets, you are limiting your opportunity to gain a better understanding of the client’s needs.
Developing close customer relationships is at the heart of everything we do, and we want to ensure we are referring clients to Global Markets based on their foreign exchange needs.
Other useful questions include:
1. Are the corporates that you service based in Australia or overseas?
2. Is the call centre in the Philippines run separately to the one in Australia, or are there any currencies that need to be exchanged between the two operations?
3. Do you have an exposure to any foreign currency as a result of running your call centres in the Philippines?
Not quite.
By concluding there is no foreign exchange risk for Carter Calls and advising they have nothing to be concerned about, you may be missing an opportunity to help Carter Calls to manage their business more effectively.
Other useful questions include:
1. Are the corporates that you service based in Australia or overseas?
2. Is the call centre in the Philippines run separately to the one in Australia, or are there any currencies that need to be exchanged between the two operations?
3. Do you have an exposure to any foreign currency as a result of running your call centres in the Philippines?
