2. Ask, receive or record all kinds of visits, calls and faxes, so as to make the language clear, enthusiastic, polite and flexible, and distinguish the sources of information.
3. Receive the initiative and enthusiasm of customers, get customer information through communication, send orders fairly, and convey the information to designers timely and accurately.
4. Count the quantity, progress, paid deposit and signed contract.
5. Visit customers regularly, follow up the one-way progress in time, pay attention to the work of each designer, praise, criticize and urge them in time.
6. Be responsible for keeping receipts and issuing bills.
7. Be responsible for organizing storefront meetings, making meeting minutes and providing on-site services.
8. Be responsible for collecting, sealing, filling in blank contracts, writing serial numbers, sorting out relevant attachments of contracts, issuing and reviewing.
9. Responsible for store and monthly summary.
10. It is forbidden to introduce our rooms to other companies by taking advantage of work.
1 1. Complete other temporary work assigned by superiors.
Account Manager Job Responsibilities 2 Job Responsibilities:
(1) Responsible for customer development and marketing channel maintenance;
(2) Organizing and participating in various marketing activities;
(3) Guide and assist customers to handle account opening and other procedures, and do a good job in maintaining existing customers;
(4) Actively promote the company's wealth management products and services to customers and do a good job in the sales of wealth management products.
Job requirements:
(1) College degree or above recognized by the Ministry of Education, aged 20-40;
(2) Have a deep understanding of customer development and service;
(3) Love the financial industry, be able to accept new things quickly, have good communication, coordination and analysis skills, and be good at cooperating with others;
(4) Integrity, honesty, good mental outlook and determination to challenge;
(5) Those with securities business qualifications are preferred, and those with banking, securities, futures and fund investment experience are preferred;
(6) Customer resources are preferred.
Responsibilities of the account manager 3 1. According to the requirements of the leader, guide and lead the customer service staff to complete the work tasks;
2. Make departmental work plans and implement them;
3. Responsible for managing and coordinating the collection, tracking and handling of customer feedback/complaints, and solving major customer problems;
4. Do a good job in the management of customer files and regular return visits of customers;
5. Organize and coordinate all departments to do a good job in customer service, and have the right to execute customer complaints;
6. Constantly optimize the ways and methods of customer satisfaction survey, and make long-term plans for the general manager to improve customer satisfaction;
7. Do a good job in media public relations within the department and the company;
8. Responsible for organizing the personnel of this department to report the service quality table and other business reports regularly;
9, lead the department staff to do a good job of customer service;
10, complete other work assigned by superior leaders.
Responsibilities of the account manager 4 1. Engaged in customer development, maintenance, investment guidance, sales and marketing of financial investment products.
2. Proficient in relevant laws, regulations and knowledge of the financial industry, and able to communicate effectively;
3. According to the characteristics of the company's wealth management products, develop potential effective customers through various modes, channels and market activities, analyze customers' wealth management needs, help customers make asset allocation plans and provide financial advice;
4. Visit customers regularly, and do a good job in the maintenance and redevelopment of old customers;
5. Complete the sales target set by the sales manager, and be responsible for the comprehensive publicity, promotion and sales of the company's wealth management products.
Responsibilities of Account Manager 5. Job Title: Account Manager
2. Door: Sales Department
Third, direct supervisors: sales manager and sales director.
4. Job Description: Responsible for handling marketing activities such as regional development and customer maintenance, grasping market trends, and reporting regional business conditions to superiors in time.
Verb (abbreviation for verb) Job responsibilities:
1, contact the customer
The account manager is the "ambassador" who has full authority to contact customers on behalf of the company. Customers only need to find the account manager if they have product requirements. Account managers should actively and frequently keep in touch with customers, understand their needs, guide them and provide them with "one-stop" service in time.
2. Develop customers
For existing customers, account managers should keep in constant contact with them, while for potential customers, account managers should actively develop them. There are two meanings here,
First, customers are not customers of our company now and need to develop;
Second, although the customer is now a customer of our company, the customer has not found some needs and needs guidance urgently.
3. Marketing products
According to the company's business policy, business plan and job requirements for account managers, conduct in-depth research on the market and put forward their own marketing direction, work objectives and operation plan; In the interaction with customers, the account manager should actively prepare to promote the company's products. In addition, we should be good at discovering customers' business needs and actively suggest and recommend applicable products to customers. Customer's new demand should be reported to relevant departments in time.
4. Internal coordination
The account manager is the center of the company's external service, and every account manager is the company's friendly hand to customers. Therefore, every business that the account manager "grasps" is the wealth of the company and needs the full assistance of all relevant departments. Account managers have the responsibility to play the role of coordination center and guide customers to complete each business smoothly and accurately. Account managers do a good job of internal coordination mainly in the following four aspects:
(1) Coordination between front-office business and second-line business departments
(2) coordination between departments
(3) Coordination between superiors and subordinates
(4) the allocation and coordination of management resources
We can coordinate departments by setting up special working groups, improving the comprehensive service system and feeding back relevant information in time.
Work content of intransitive verbs
1, visit. Make fruitful visits and observations to customers.
2. segment customers. Establish target markets and potential customers, and establish customer files.
3. Customer relationship management. Keep in touch with customers and mobilize their resources.
4. Customer analysis and evaluation. Conduct all-round analysis and evaluation of customers.
5. communication. Use effective communication means and communication strategies to maintain the relationship with customers.
Seven, quality requirements:
(1) Quality of products. Should have a strong sense of responsibility and professionalism, and strictly observe the secrets of the company and customers.
(2) Marketing skills. Be able to comprehensively use market segmentation, market positioning and marketing means.
(3) comprehensive knowledge. Have a deep understanding of finance, marketing and law, and be familiar with all aspects of the company's business.
(4) analytical ability. Be able to understand all aspects of your work scope, be able to conduct a comprehensive analysis of customers, and have a strong foresight of customer needs.
(5) planning ability. The work objectives are clear and feasible, the plan is feasible, the budget arrangement is accurate and effective, and the work progress is orderly.
(6) coordination ability. I am good at expressing my views and opinions, maintaining a good working relationship with the management and business level of the company, and having a strong team spirit.
A qualified account manager must have good social communication and organization and coordination skills, modern management consciousness and team spirit of time management, warm and cheerful personality, a sense of responsibility, familiarity with product functions, and strong experience in market research and customer development management.
Responsibilities of Account Manager 6 I. Job Description
Make use of its own resources, external resources and internal resources of the company to expand customers for Poly International Plaza, fully cooperate with the customer expansion goals issued by the company and the planning department, and promote project sales and customer storage.
Second, work regularly every week.
1. Expand 3 or more units every week, and submit the photos of the expansion to the Planning Department;
? 2. Expand 16 batches of sincere customers every week and report to the Planning Department in advance;
? 3. Submit 100 sincere customer number every week and report it to the Planning Department in advance;
? 4. Other temporary tasks.
Three. Commission distribution
1. If the key account manager extends the door-to-door service to the customer, and it is successfully handed over to the sales staff of the team and a deal is reached, the commission shall be extracted according to the proportion of 50% of the commission of the sales staff. For example, the salesperson will get a commission of 4000 yuan for this suite, and the key account manager will draw 50% from it, that is, 20xx yuan as his commission;
2. If the key account manager only provides the sincere account number, the sales staff will follow up and pay a return visit to reach a deal, and the commission will be distributed according to 200 yuan/set.
Fourthly, the definition of customer ownership.
Customer attribution is based on data bits registered and archived by customers;
The list submitted by the key account manager or the customer who has extended the door must not overlap in the filing and registration data, that is, if the submitted data overlap with the customer registration and filing data, it will not be included in the list of key account managers who have extended the door or submitted the customer, and the key account manager shall not distribute the commission when the customer clinches the deal; "Key Account Manager" must visit customers for the first time, and it must be consistent with the customer information registered before coming and successfully handed over to the sales staff of the team.
Verb (short for verb) workflow
Sixth, the assessment system.
According to the weekly task completion of key account managers, the specific indicators are as follows:
1, 3 units will be expanded every week, and one unit will be expanded less, and the fine will be 100 yuan;
2. Expand sincere customers 16 batches every week, and expand a group of sincere customers less, and impose a fine of 10 yuan;
3. It is required to submit 100 honest customer numbers every week, and a fine of 1 yuan will be imposed for missing one number;
4. When the workload of the key account manager is appropriate, it is necessary to actively complete other tasks assigned by the company;
If the key account manager fails to complete the task for four consecutive weeks, the company will take dismissal or other measures according to the actual situation.
Seven, team positions and related responsibilities
Eight, preliminary work arrangements
Responsibilities of the account manager 7 1. Daily market analysis, timely understanding of financial market information, collection of customer suggestions, and delivery of company product and service information to customers.
2. Customer development and customer relationship maintenance, customer securities investment guidance and financial product promotion.
3. Help customers use the company's products, absorb and transform the relevant research results of the company's headquarters in time, and provide professional consulting services for customers.
4. Collect customer information, provide specific solutions according to customer needs, provide customers with all-round professional financial services, and help customers maintain and increase their assets.
5. Handle customer inquiries and complaints, realize customer satisfaction and improve the company's image.
Responsibilities of the account manager 8 1. Formulate the work objectives and plans of the customer complaint department, and break them down for implementation.
2. Be responsible for supervising and inspecting the implementation of various management functions of the Customer Complaints Department.
3. Be responsible for training the employees of Customer Complaints Department to improve their professional quality and service level.
4. Be responsible for arranging the scheduling, attendance and performance appraisal of employees in the Customer Complaints Department.
5. Be responsible for the training and learning of the customer complaint department.
6. Be responsible for the contact and cooperation between the customer complaint department and other departments.
7, responsible for collecting after-sales service laws and regulations and related policies.
8. Be responsible for formulating the prescribed standards for stores to accept customer complaints, and supervise the implementation.
9. According to relevant laws and regulations, be responsible for formulating after-sales service (return) standards for all kinds of goods in the store, and be responsible for supervising the implementation of the standards.
10, responsible for receiving and properly solving customers' complaints about our goods and services through various means (such as visiting, calling, writing letters, etc.).
1 1, responsible for coordinating and solving customer complaints conveyed by industry and commerce, consumer associations and other departments.
12. Be responsible for regularly analyzing and summarizing the acceptance of customer complaints in the store, and feeding them back to the superior leaders and departments, so as to find problems and solve them.
Responsibilities of Account Manager 9 I. Work Permit
Have the right to suggest the employment, deployment, rewards and punishments and dismissal of direct subordinates; The right to evaluate the daily assessment scores of direct subordinates; Key account manager sales price authority; Sales contract review; Examination and approval of leave arrangement and leave (within one day) of subordinate employees.
Second, the work summary
Responsible for the daily management of the key account department, maintain the relationship between government units and group customers, control the sales risk of key customers, assist the sales manager to manage and monitor the whole sales process, and ensure the completion of sales volume and various profit indicators.
Third, job responsibilities
1, fully responsible for the daily affairs management of the major customer department, and preparing the work plan and work summary of the department;
2. According to the company's strategic planning and market situation, assist the sales manager to formulate the annual budget plan of the department, and formulate and implement the monthly/weekly/daily sales and ordering plan of the major customer department according to the annual/monthly sales target of the sales store to ensure the achievement of the performance target;
3. Responsible for collecting, sorting out, keeping and tracking the information of customers purchased by the government, group buying and outsourcing, providing accurate information for the management of the store, and feeding back information according to the requirements of manufacturers;
4. Implement the manufacturer's standard sales process, especially the sales policy for big customers, participate in product introduction, test drive and sales contract negotiation, organize resources, organize new cars to be delivered to customers, avoid sales risks and deal with emergencies;
5. Track key customers, put forward corresponding countermeasures and solutions according to monthly customer satisfaction, guide and assist the customer service department to handle individual customer complaints to ensure customer satisfaction;
6. Coordinate the internal and external relations of various departments and groups, and contact and exchange information with personnel representing various units and organizations (such as manufacturers, trade associations, other distributors, media, etc.). );
7. Select, train and guide subordinates;
8. Complete other tasks assigned by the immediate superior.
Responsibilities of the account manager 10 1. According to the company's requirements, provide professional, personalized and differentiated securities consulting services at outlets;
2. Handle the securities account opening business for customers according to the procedures specified by the company, and maintain the follow-up customer relationship;
3. Visit customers regularly to understand the financial management needs and make relevant analysis and statistics;
4. Provide customers with sales consulting services of wealth management, funds and other products at channel outlets;
5. Implement the company's marketing plan and report to the regional manager regularly;
6. Collect the marketing situation of competitors and keep abreast of the new relevant information trends and customer needs in the industry.
Job responsibilities of account manager 1 1 1. Job responsibilities:
1. Manage the project progress of customers in the responsible area and organize regular reports;
2. Take the initiative to answer customers' questions and respond to phone calls or emails in time;
3. Understand the customers' needs and put forward relevant plans for customer maintenance and development in the region;
4, gradually responsible for the management of customer service team;
5. Participate in some daily administrative and marketing work.
Second, the job requirements:
1, bachelor degree or above, major in science and engineering is preferred.
2. Be good at learning and dare to challenge new difficulties.
3. Have some knowledge of academic research.
4. Strong compression resistance.
Responsibility of Account Manager 12 Job Description:
1. Share the company's market development work and break down the sales tasks;
2. Sales and operation management of the top 20 customers in the industry to maintain customer service satisfaction;
3, industry market research, fast learning, understand the law of the industry, development trend;
4. Through industry research, sort out customer complaints and industry development trends, and assist back-end optimization and iterative products;
5. Pay attention to market trends in combination with the company's positioning and cooperate with the company to complete market activities.
Requirements:
1, more than one year sales experience, familiar with the internet consumer finance industry is preferred, and those with legal and financial background are preferred;
2. Strong learning ability, continuous learning awareness, and more cross-industry knowledge involved in the work;
3, strong execution, can adapt to business trips.
Responsibility of Account Manager 13 Responsibility:
1, expand the "sunflower" customers;
2. Manage and maintain "Golden Sunflower" VIP customers;
3. Marketing various wealth management products;
4. Participate in the formulation and implementation of new product marketing plan;
5. Assist in organizing brand marketing such as Fortune Forum.
Job requirements:
1, under the age of 35, full-time bachelor degree or above;
2. Have more than 2 years working experience in relevant financial industry, and be familiar with retail banking and financial products;
3. Strong communication and coordination ability and market development ability;
4. Those with AFP and CFP qualifications are preferred.
Responsibilities of the account manager 14 1. Contact and screen high-net-worth VIP wealth management customers through various channels and company resources;
2. Give customers (private individuals and institutions) demand analysis and configuration suggestions for comprehensive wealth management, and provide professional consulting services for maintaining and increasing value through innovative products such as trust, asset management and limited partnership;
3. Organize and invite customers to participate in the financial salon and various customer experience service activities organized by the company to improve customer conversion rate and satisfaction;
4. Accomplish the predetermined sales target, continuously maintain customers, ask customers for professional consultation, market information and various product duration services, and dynamically manage customer information;
5. Ensure the integrity and accuracy of customer files according to compliance requirements, and abide by the procedures and norms of the signing process;
6. Complete other tasks assigned by the sales director.
Responsibilities of account manager: 15 1. Responsible for collecting and communicating new customer information and developing new customers;
2. Communicate effectively with customers by telephone, understand customer needs, find sales opportunities and complete sales performance;
3. Maintain the business of old customers and tap their greatest potential;
4. Communicate with cooperative customers regularly and establish good long-term cooperative relations.
5. Have strong learning ability and excellent communication skills;
6. Tough personality, quick thinking, good adaptability and pressure resistance;
7. Have keen market insight, strong professionalism, sense of responsibility and positive working attitude, and relevant telemarketing experience is preferred.