1, responsible for exploring the target market and providing all-round financial services according to customer needs;
2. Be responsible for business contact and communication with customers and maintain customer relations;
3. Be responsible for analyzing the financial loopholes of customers and providing financial services;
4. Responsible for organizing customers to carry out systematic training on financial management knowledge;
5. Responsible for the organization, planning and implementation of public relations activities;
6. Communicate with customers, understand their financial needs and provide consulting services.