It reminds you that your assets in the bank have reached the standards of potential customers or VIP customers. If necessary, you can contact the exclusive account manager.
What is an exclusive account manager?
Account manager refers to changing the previous service mode of the bank, taking the market as the guide, taking the customer as the center, starting from customer demand, marketing bank products, providing customers with all-round financial services, and maximizing their own interests while maximizing customer value. Personal finance business is the new support of bank's operating efficiency.
1. The account manager of this bank is mainly engaged in the marketing of banking business, including the marketing of savings deposits of individual customers over the counter of banks, the marketing of corporate deposits of enterprises and institutions, and the handling of personal loans, companies, certificate-based government bonds, funds, agency insurance and other financial services.
The job content is the assistant's job, sorting out and filing the information and documents needed by the bank. The job of the account manager is not just to develop new customers. Have you learned the 28 rule? If you know, then I believe you have a full understanding of maintaining old customers and understand its importance.
2. As a financial institution, banks have a large number of customers. You need to find a suitable customer among the large number of customers and maintain it.
The work that needs to be done is quite huge. Undertake simple customer data archiving, customer data tracking investigation and service.
If you are ready, go ahead bravely. Learning must be learned. If you have the ability, then the future is limitless. Of course not, then the bank will soon hit your self-confidence and brush you off.