Example:
1, Research and Implementation of Intelligent Information Management System for Account Managers.
Research and implementation of customer manager information intelligent management system.
2. Clerk: Please have a rest in the lobby first, and an account manager will help you soon.
Clerk: Please sit over there for a while. Our account manager will help you.
3. Whether the key account manager can work stably is to reassure the boss on the basis of qualified ability.
Whether an account manager can work and be stable depends on whether he can let the boss pass the test on the basis of peace of mind.
Responsibilities of the account manager of the company:
1. Integrate the financial resources of member enterprises or upstream and downstream enterprises, organize the implementation of enterprise credit, and ensure the operating capital requirements of enterprises.
2. Integrate and obtain products, credit, channels and information resources of cooperative banks to promote financial innovation and industrial development.
3. Introduce or develop innovative financial products (including products of the Finance Division), design value-added financial service schemes, and promote and market them to users.
4. Make use of financial resources, revitalize operating assets, create benefits, and organize the implementation of major financing projects of groups and enterprises.
5. User relationship maintenance, collaborative data management and analysis.
Extended data:
Matters needing attention in bank's corporate business:
1. Authenticity of this purpose: For the purpose of the loan provided by the customer, the bank should prove the authenticity of the customer's statement through concrete evidence. For example, if a customer says that the loan is for purchasing equipment, the bank should check its contract for purchasing equipment, or verify its existing business volume and orders, so as to measure whether its existing equipment really can't meet the business needs.
2. Risk of this purpose: On the basis of verifying the authenticity of the customer's loan purpose, the bank should judge the risk of this purpose. If the risk is high, it may lead to the loss of customers, further affecting their timely repayment and damaging the interests of the guarantee company.
3. Profitability and cycle of use: Even if it is a real and less risky use, if the profitability is small and the cycle is long, it will also affect the customer's repayment on time.
4. Check the relevant evidence. If the customer claims to use accounts receivable as the source of repayment, it is necessary to verify his proof of creditor's rights. If the customer claims to repay with operating income, it is necessary to check its relevant orders or purchase and sale contracts, and ensure that the amount of repayment source is greater than the amount guaranteed by the guarantee company.
5. Customers must be required to provide counter-guarantee, including material guarantee and personal guarantee. Among them, the counter-guarantee provided by customers is preferably real estate, so as to avoid customers hiding the counter-guarantee, and the liquidity of the counter-guarantee must be relatively strong, otherwise the guarantee company cannot realize the counter-guarantee in the shortest time in case of risk.
6. Wait at the entrance according to the type of business handled, and ask the staff about the required procedures and fill in the corresponding forms.
Baidu Encyclopedia-Corporate Account Manager Bank Training
Baidu Encyclopedia-Bank Account Manager
Baidu Encyclopedia-Bank Training on Improving Marketing Skills of Enterprise Account Managers
Baidu Encyclopedia-Corporate Customers
Baidu encyclopedia-enterprise business