The bank insurance account manager is the manager who is responsible for dealing directly with bank customers in the securities finance industry. Responsible for developing and maintaining customer relationships. Sales and maintenance of designated bank agent outlets. At the bank outlets designated by the company, conduct marketing and maintenance work for customers who appear in the bank outlets, sell products to customers, or provide answers to customer questions and maintain customer relationships.
Use professional knowledge to assist bank personnel to provide financial solutions to customers. In some banks, companies have cooperated with banks. Bank-insurance account managers don't need to talk directly with customers who appear at bank outlets, but only need to assist relevant bank personnel to provide products for customers. The bank insurance account manager is mainly responsible for consulting and supervision.
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The significance of developing bank insurance business by the Bank Insurance Department;
1, which can promote the healthy development of bank insurance business. At present, with the increasing number of insurance companies, the disorderly competition among insurance companies has intensified, making the bank agency channel a scarce resource. Insurance companies pay higher and higher fees to banks in order to obtain outlets and scale. To a certain extent, it reduces its contribution to shareholders' income, and also reduces its funds for maintaining customers and providing customer services.
2. It can change the passive position of banks in bank-insurance cooperation. Grasping sufficient and accurate market information will enable banks to take the initiative in the market, serve customers together with insurance companies, give full play to their respective advantages and lay the foundation for equal cooperation.
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