1. Accumulate customer resources. By serving customers, we have established long-term cooperative relations with natural person customers and corporate customer executives.
2. Understand customer needs, cooperate with other departments in marketing, provide customers with comprehensive services such as corporate credit business, financial consultancy and other intermediary business, project investment and other investment business, tap customer needs to the maximum extent, manage and collect customer funds, and maximize customer contributions.
Extended data
1. The main responsibility of the customer service manager is to serve customers, specifically to receive, divert and guide customers. According to their job responsibilities, some customers also provide financial planning, family trust, insurance and other services.
2, a qualified customer service manager in addition to the basic responsibilities, but also to exercise customer recognition ability, according to the customer's dress, conversation, hobbies, habits, etc. Judge the level and financial situation of customers, so as to analyze customer needs, plan and market corresponding products, meet customer needs, and enhance customer loyalty and contribution.