I. Core customers
Features:
Personalized service combination:
1, consulting services-provide expert-level timely consulting services, timely provide investment strategy reports and special studies selected by customers.
2. Special information services-information sharing with research and investment banking departments.
3. Special services of investment varieties-priority issuance or strategic investment opportunities such as government bonds, B shares, open-end funds and corporate bonds.
4. The position adjustment of financial services in major cities of China.
5. Other personalized services-various communication and gathering activities (with senior managers of securities companies and listed companies), emergency support services required by customers, etc.
Service focus: establish strategic partnership.
Second, maintain customers.
Features:
Personalized service combination:
1, consulting service-a special person will provide timely consulting service and give a brief explanation of macro and industry research to customers every month.
2. Information service-important information is conveyed orally by employees of the sales department, online service, telephone service, etc.
3. Investment service-specify investment plan or financial plan according to customer's requirements.
4. Other personalized services: praise, timely problem solving, small gifts, etc.
Service focus: keep close contact.
Third, dormant customers
Features:
Personalized service combination:
1, consulting services-actively provide various consulting services, actively teach investment knowledge and concepts, and teach the use of various tools (computers, networks, mobile phones, telephone commissions, etc.). ).
2. Information services-offering various value-added information services on their own initiative, and paying a return visit by telephone (especially for new customers who have just opened an account); network service
3. Emotional service-inviting to attend special investment reports, sending greeting cards, research reports, internal publications of the company, etc.
Service focus: activation
Fourth, precipitate customers.
Personalized service combination:
1, consulting services-through the network and telephone center, on-site stock evaluation of the sales department, and consulting the counter.
2. Information service-a popular information service of business departments.
3, emotional service-leaflets, SMS greeting service.