1. Develop customers and maintain customer channels, provide financial planning consultation for customers and sell various financial products.
2. Contact and screen effective customers through various channels.
3. Provide professional financial consultation and service to customers through continuous follow-up and service.
4. Maintain customer relationship, deliver company products and services to customers, collect market and customer information and feed it back to relevant departments of the company.
5. Maintain the relationship between new and old customers, and conduct daily questions and answers for new and old customers. Visit existing and potential customers regularly to provide quality services.