A qualified bank account manager is a stormtrooper in the bank marketing echelon, a death squad, a firefighter, and conversely, a bridge between customers and banks.
The work content of the account manager
Visit. Make fruitful visits and observations to customers. Segment customers. Identify target markets and potential customers. Risk management. Effectively monitor and control customer risks. Customer relationship management. Keep in touch with customers and mobilize their resources.
Customer analysis and evaluation. Conduct all-round analysis and evaluation of customers. Communication. Use effective communication means and communication strategies to maintain the relationship with customers. Negotiation. Negotiate business with customers, clinch a deal: guide customers to clinch a deal.