1, major:
Fund customer service is a highly professional service, which requires service personnel to have a deep understanding of various fund products in addition to financial knowledge.
2, normative:
In the process of fund sales, there are detailed business rules for fund subscription, subscription and redemption, and sales organizations must abide by laws, regulations and business rules when providing services.
3. Sustainability:
It is not a simple buying and selling behavior for customers to buy fund shares in sales organizations. Sales organizations should maintain long-term and continuous services to meet the needs of customers.
4. Timeliness:
The timeliness of fund products determines the timeliness of its customer service. The net value of open-end funds may change every working day, and the net value is directly related to the interests of investors. Any mistake will cause major problems, so the fund sales service requires high timeliness.
Basic principles of fund customer service
1, principle of giving priority to the interests of the employer:
Fund customer service must take safeguarding and promoting the interests of investors as the primary goal, abide by laws and regulations and the provisions of fund contracts, and ensure that the legitimate rights and interests of investors are fully protected.
2. The principle of effective communication:
Fund customer service must establish smooth and effective communication channels, respond to investors' needs and concerns in a timely manner, provide accurate and complete information and answers, and ensure that investors can fully understand the contents, risks and benefits of fund products and services.
3, safety first principle:
Fund customer service must protect investors' financial security and privacy, take strict risk management and internal control measures, prevent and resolve all kinds of risks, and ensure that investors' legitimate rights and interests are not harmed.
4, professional norms:
Fund customer service must abide by laws and regulations and fund contracts, follow industry standards and norms, ensure the compliance and professionalism of service processes, and provide investors with high-quality and professional services.
5, the principle of appropriateness management:
Fund customer service must provide appropriate fund products and investment suggestions according to investors' risk tolerance, investment needs and investment objectives, so as to avoid losses caused to investors by inappropriate products and strategies.