Nowadays, job responsibilities are more and more widely used in life, and formulating job responsibilities can effectively prevent job disputes caused by job overlap. So how to formulate job responsibilities to play its greatest role? The following are the job responsibilities of the account manager (IT) I collected, which are for reference only and I hope to help you.
Responsibilities of Account Manager (IT) 1 1. Represent the company's image, actively communicate with customers, expand and maintain the company's customer resources, and create the company's brand effect;
2。 Familiar with the customer industry and related market conditions, guide the team to conduct market analysis and strategic thinking, and actively provide high-value marketing strategy suggestions according to customer needs;
3。 Be responsible for putting forward plans to customers and explaining the contents of the copy, and have excellent expression skills for project plans;
4。 Distribute work reasonably, control project implementation, manage project cost, etc. ;
5。 Cooperate with all departments to control the progress and direction of team work and create a United, positive and efficient team work atmosphere.
Responsibilities of Account Manager (IT) 2 1. Develop new customers in the business circle under its jurisdiction;
2. Sell bank service products, cross-sell, and maintain and enhance customer relationships;
3. Collect credit information and information inquiry, and input relevant information into the company management system;
4. Handle the card opening business for customers to enhance customer loyalty and satisfaction;
5. Handle face-to-face signing of credit contracts for customers;
6. Pay a return visit to the customers who have already made loans to understand the situation. Collect overdue customers, collect corresponding risk information and give timely feedback.
Account Manager (IT) Job Responsibilities 3 i. Business Development
Customer demand survey and research;
The research department of a general bank is mainly responsible for market research, but the account manager can constantly provide industry dynamic information (such as the tricks of other banks to grab business and the new products launched, etc.). ) and reflect the actual needs of customers. Because sometimes a bank doesn't promote its new corporate business products for fear that other banks will learn from it (for example, a European bank didn't advertise in the newspaper when introducing the group's credit line, daily checking account and overdraft limit). Of course, to improve the enthusiasm of account managers to provide information, it is necessary to consider the achievements of account managers in this regard in the assessment.
Customer selection and analysis:
Existing customer recommendation. For example, French banks require existing customers to provide five customers a year (but they are not required).
Recommended by relatives, friends and colleagues. Especially personal banking business, such as credit card business.
Visit inactive customers again. The advantage of this is that you can develop customers faster.
Newspapers, magazines, advertisements and other media. Bank of Hong Kong requires account managers to read newspapers for half an hour every morning to find business from the news. Some banks require account managers to do newspaper clippings of their respective industries every day, so as not to waste time just watching entertainment columns. If you find that a company will go public in one year, you can call the company switchboard to ask the name and fax number of the chief financial officer, and then fax a short letter and a brief introduction of the relevant banking business. 1-2 hours later, call again to ask if you have received the fax, and then open the dialogue. Finally, you can ask for a meeting, which usually works well.
Directory of listed companies.
Directory of professional companies/professionals.
An exhibition/lecture/exchange activity. Mainly exchange business cards with each other, talk a few words to understand the situation and decide whether to follow up further.
Associations/community organizations and their activities.
Other channels. Such as notifying banks, customer suppliers and other business partners of existing customers.
COLDCALL is more suitable for novice account managers. There is an image saying in Hong Kong called "building washing", that is, first prepare a letter and business introduction to your company, and then visit one by one from the top floor of a building. Of course, the success rate is low, but if you stick to it and make experience, you will still gain a lot.
Second, specific financial services.
As an account manager, in addition to paying attention to the loan and deposit business, he must also have a comprehensive business development strategy to bring all kinds of income to the bank as much as possible.
The current trend is: cross-selling; Expand the proportion of fee-based business, especially the fee income of intermediary business of American banks is as high as 40%-50%, and that of local banks in Hong Kong is 65,438+00%-30%. Because the fee income is basically risk-free and not limited by the capital adequacy ratio, banks have tried their best to do agency charging business, which has become the development direction of the banking industry; "One-stop" services, including real estate loan business, industrial and commercial loans, trade financing, deposit business and enterprise consulting services, can also cooperate with the personal finance department to provide private banking and retail banking services for enterprise operators.
Third, strengthen relations.
First select large and key households and queue up for a visit.
Contact the customer's finance department/accounting department by phone more frequently.
Treat customers properly, especially large depositors. In Hong Kong, entertaining customers is accountable, but the amount should be controlled. After the banquet, the account manager should write a simple report, explaining who he had dinner with, what the relationship was, the purpose of the banquet and so on.
Actively assume the role of communication bridge, coordinate departmental relations, and solve business difficulties for customers.
Appropriate use of the right of accommodation. Each account manager has different accommodation rights. The higher the level, the greater the flexibility authority, but the customer can't know that the bank account manager has the flexibility authority, let alone how big the flexibility authority is. The account manager should also skillfully use the right of accommodation. For example, even if he can reply to the customer's accommodation right immediately, he can't agree immediately. It is best to make customers feel that the account manager has tried his best to solve the customer's accommodation requirements, otherwise the accommodation is of little value to customers. This is called a "beautiful lie". Generally speaking, in Hong Kong, 90% of customers' accommodation requirements can be solved at the head of the regional center of the account manager, with relatively little impact on the headquarters.
Introduce the business responsible colleagues of each department to customers.
Proactively provide practical and objective information to customers (pay attention to the principle of confidentiality).
Courtesy contact.
Small gift. If the customer starts a new company, the children get married, etc. You can give some small gifts to customers. But small gifts must be practical and of good quality, with the bank logo on them.
Four. Letter of credit application
The responsibility of the account manager is:
Data preparation+writing credit application+answering questions
Advantages: it is easier to reflect the real credit status of customers; Save time; Cultivate the analytical ability of account managers.
Disadvantages: possible analysis lacks objectivity (such as hiding evil and promoting good, deliberately not knowing); Dilute promotion time.
Data preparation+answer questions
Credit applications are written by the credit department, but apart from this function, the credit department cannot directly face customers. This model is adopted by Citibank, which is the development direction of the role of account manager at present.
Advantages: the content is objective; Account managers have more time to promote business.
Disadvantages: writers need more time to understand the actual situation of customers; The customer manager's analytical ability is slow to improve; It is not a one-stop service, and the relationship with customers is not close enough, and the whole processing time is long.
Verb (abbreviation for verb) loan monitoring
If the loan monitoring is poor or not in place, resulting in bad debts, the account manager needs to bear part of the responsibility. Among them, surprise visit is very important. If an account manager discovers through a surprise visit that no one is working in the office of a big customer discounted by a forward letter of credit, but someone answers the phone, it is speculated that there may be something wrong with the company. By issuing the bill of lading to the shipping company, it is confirmed that the bill of lading is false, so as to take preventive measures in time and avoid big losses.
Intransitive verbs provide information.
It is sometimes very important for the account manager to provide various information to customers from time to time. Including some industry information, bank product information and business analysis, providing some private information of business operators can often get twice the result with half the effort.
Account Manager (IT) Job Responsibilities 4 1, responsible for the company's product promotion;
2. Responsible for the collection and analysis of customer demand in brokerage and banking fields;
3. Promote the completion of the company's sales target through the channels of brokers and banks;
4. Manage and optimize existing channel resources and develop more high-quality resources;
5. Be responsible for customer consultation, answering difficult questions in the process of contract signing and customer maintenance after contract signing;
6. Be responsible for accompanying customers to sign and review contracts to ensure accuracy.
Account Manager (IT) Job Responsibilities 5 1, responsible for the collection and analysis of market information;
2. Provide personalized solutions for the business needs of key customers of the Group;
3. Responsible for data business promotion;
4. Study and analyze industries and their characteristics, and form industry analysis templates and regular industry analysis reports.
Responsibilities of account manager (IT) 6 1. Serve VIP customers of banks and assist bank wealth management managers to provide professional precious metal sales services for high-end customers of banks;
2. Assist the bank to organize, plan and implement marketing activities to achieve the sales target set by the company;
3. Organize demand investigation and product feasibility analysis according to product planning.
4. Make product demand development plan, write product functional demand specification, and be responsible for demand tracking and demand control.
5. Be familiar with the product business system, formulate product business specifications, and sort out and improve product documents, business processes and related contents.
6. Make the periodic work plan in the region and complete the report of sales report;
7. Responsible for the coordination between departments, the implementation and promotion of product projects, and the support and cooperation of product case design, product training and expansion.
8, complete other work assigned by the leadership;
Responsibilities of account manager (IT) 7. Account managers need to fully understand customer needs, market products and win business from them, and at the same time coordinate and organize relevant specialized departments and institutions of the whole bank to provide customers with all-round financial services, and establish and maintain long-term close contact with customers on the premise of actively preventing financial risks.
A qualified account manager must have good social communication and organization and coordination skills, modern management consciousness and team spirit of time management, warm and cheerful personality, a sense of responsibility, familiarity with the functions of various financial products and rich management experience in market research and customer development.
Job responsibilities:
1, responsible for introducing the company's products and providing services for industry customers and major customers;
2. Develop customers nationwide, collect, sort out and feed back market information, and provide basic data information needed for industry planning;
3. Sign the bill after the telephone/face-to-face interview to achieve the sales target set by the company;
4. Share and update market information with team members * * *;
5. Familiar with communication industry and Internet information products and services.
Work content:
(1) access. Make fruitful visits and observations to customers.
(2) subdivide customers. Identify target markets and potential customers.
(3) Risk management. Effectively monitor and control customer risks.
(4) Customer relationship management. Keep in touch with customers and mobilize their resources.
(5) Customer analysis and evaluation. Conduct all-round analysis and evaluation of customers.
(6) communication. Use effective communication means and communication strategies to maintain the relationship with customers.
(7) negotiation. Negotiate business with customers.
(8) Business transaction: guide customers to complete business transactions.
Responsibilities of marketing key account manager
1. Under the guidance of the sales manager, be responsible for making monthly and quarterly sales plans for key customers, and put forward corresponding promotion suggestions and schemes according to the characteristics of customers.
2. Be responsible for completing the marketing target issued by the sales manager and achieving the sales target of the responsible customer resources.
3. Responsible for regularly collecting and sorting out the market information of major customers, mastering their development trends, researching and analyzing the development strategy, operation mode and operation concept of major customers and forming reports.
4. Responsible for implementing the corresponding public relations strategy for key customers, and feedback the implementation effect of the strategy to the management in time, so as to adjust the strategy in time.
5. Under the guidance and assistance of the sales director, work as a project team, and be responsible for the establishment and development of multinational and cross-regional key customer relationships.
6. Under the guidance and assistance of the sales manager and the marketing manager, carry out multi-product line integrated sales, project bidding and follow up the final execution of orders.
7. Manage and maintain customer relationship, handle major customer complaints, track and handle complaint results, and improve customer satisfaction.
8. Achieve key account sales, maintain good relations with strategic partners and maintain sustainable development.
9. Accept the work assigned by the sales director.
Responsibilities of account manager (IT) 8. Responsibilities of mobile development of account manager in business hall
1, information collection. Collect mobile customer information in the region, determine the target mobile customer list, actively contact customers, and vigorously develop mobile customers.
2. Mobile signing. Review all mobile (company) joining applications in the region according to the regulations on the development of mobile customers, and sign mobile customer service agreements with qualified customers.
3. Customer analysis. Understand the basic needs of customers and choose the right mobile solution for them.
4. Commercial sales. Combined with the idea of service marketing integration, on the basis of ensuring customer execution, according to the marketing plan at that time, the account manager sold the business to the target customer group under his own name.
Second, the service hall account manager mobile maintenance responsibilities
1, business processing. Do a good job in the daily business of mobile customers, including account opening, card replacement, collection, international roaming, bill demand, credit management and so on. ;
2. Customer service. According to the level of mobile customers, we regularly provide care for customers by telephone, door-to-door, SMS, letter, email, etc., such as birthday care, credit care, activity invitation, preferential notice, etc.
3. Document and system data management. Do a good job in the management and file maintenance of mobile customer information, including document management and system management, and update customer information in time.
4. Complaint handling. Handle the complaints of mobile customers in a timely and proper manner, do a good job of calming customers' emotions, handle them in time according to complaints, and solve the problems raised by customers.
5. Assist in the promotion of customer data services in the region. Daily management of mobile data services, assist industry application teams to promote data services and realize the promotion of industry applications in the region;
6. Customer retention. Always pay attention to the customer dynamics under his name, do a good job in the early warning system of mobile network transfer and disconnection, and collect the information of competitors; For customers who tend to leave the network, the account manager should keep them in time, analyze the reasons why customers may leave through specific data and materials, try his best to keep customers, and report them through the reporting mechanism.
Responsibilities of Account Manager (IT) 9 1. Responsible for the expansion of new customers and the daily maintenance of family relationships of major customers.
2. Responsible for completing the direct sales task of major customers in the industry assigned by this department.
3. Responsible for the secondary excavation of existing customers, and provide practical industrial application solutions for customers.
4. Be responsible for specific sales work, including signing business forms or contracts, recovering debts and handling customer complaints.
5. Responsible for maintaining inventory business, including revenue retention and customer retention;
6. Responsible for maintaining customer relationship, handling customer complaints and recovering debts.
7. Undertake sales tasks and be responsible for the expansion of key customers in the industry;
8. Understand customer needs and provide customers with personalized communication service solutions;
9. Cooperate with departments to complete the decomposition, implementation and control of core indicators and the sales of key products;
10, responsible for accepting complaints from major customers, recovering arrears, tracking the settlement process, and replying to the processing results;
1 1. Be responsible for the development and maintenance of important mobile customers in this region, and track their trading trends.
12, Handling of various customer complaints.
Job responsibilities of account manager (IT) 10 1, responsible for sorting out and collecting all kinds of information related to the establishment of private banks;
2. Responsible for submitting all kinds of bank establishment materials to the CBRC;
3. Responsible for face-to-face communication with potential customers, fully understand the credit status of customers, and recommend appropriate financing schemes to customers;
4. Complete the communication with customers independently and reach an agreement, and cooperate with the bank background to fulfill the agreement;
5. Be responsible for guiding the communication between trainee financial advisers and customers, and training the professional knowledge and negotiation skills of trainee financial advisers;
6. Complete other tasks assigned by superior leaders.
Responsibilities of Account Manager (IT) 1 1 Description:
1, familiar with the company's projects;
2. Make use of the excellent customer resources provided by the company to communicate with customers by telephone and develop new customers;
3. Maintain the business of old customers and tap new customers;
4. Communicate with cooperative customers regularly and establish good long-term cooperative relations.
Requirements:
1, college degree or above, excellent students can be relaxed to technical secondary schools.
2. Love the sales industry, have pioneering spirit, and have a good sense of teamwork;
3. Enthusiasm, courage to challenge and pioneering spirit;
4. Experience in telemarketing and online sales is preferred.
Responsibilities of Account Manager (IT) 12 1. Introduce the basic situation of the company and the securities market to customers;
2. Introduce relevant laws, administrative regulations, rules of China Securities Regulatory Commission, self-discipline rules and relevant company regulations to customers;
3. Introduce the basic knowledge of securities investment and business processes such as account opening, trading and fund access to customers;
4. Deliver the research reports and information related to securities investment and comprehensive financial management provided by the company to customers;
5. Deliver the promotional materials and related information of securities wealth management products uniformly provided by the company to customers, and introduce the purchase process of wealth management products;
6. Financial managers with corresponding business qualifications can engage in corresponding businesses, such as: financial managers with investment consulting qualifications can engage in investment consulting business, and financial managers with fund sales qualifications can engage in fund sales business;
7. Other activities as stipulated by laws, administrative regulations and the China Securities Regulatory Commission;
8. Other work arranged by the sales department.
Responsibilities of Account Manager (IT) 13 1. Develop channels or potential customers according to the company's car loan product outline.
2. Visit channels or customers regularly, provide financial consulting services for channels or customers, and maintain relationships.
3. Lead the team to complete the sales target issued by the company and department manager, and report to the company and department manager.
4. Understand customer feedback and put forward suggestions for product and process optimization to the company.
5. Promote the sales of retail car loan financing products.
6. Promote the development of cooperative business and project progress of other departments of the company.
7. Complete the collection of loan customer qualification documents and the operation of loan process, keep in touch with customers, track the operation of the borrower's funds, and complete the audit work on a regular basis.
8. Establish good communication and cooperation with auto sales companies, communicate with customers who need loans, and provide good services to customers.
9. Complete other tasks assigned by superiors.
Account Manager (IT) Job Responsibilities 14 Job Description:
1. According to the company's strategy, select target market segments and customers and make sales plans.
2. Fully grasp the market changes and competitors, find and tap potential customers and conduct sales activities of products, services and solutions by expanding visits, market activities, industry summits, chambers of commerce and other forms and channels.
3. Communicate closely with customers, understand their actual needs and establish a customer network.
4. Solve customer needs, collect customer feedback information in time, feed it back to relevant teams, and coordinate and promote solutions.
5. Do a good job in customer maintenance, meet the development needs of customers to the maximum extent, and further enhance industry accumulation and reputation.
Requirements:
1, bachelor degree, major in science and engineering is preferred.
2. Accumulated more than 3 years sales or customer maintenance experience in IT industry.
3, business acumen and sense of smell, excellent ability to understand customer business needs.
4. Consciousness and ability to learn, think and summarize quickly.
5. Excellent communication and presentation skills
6. Be good at building relationships with strangers and influencing others.
7. English proficiency is preferred.
8. Skillfully use PowerPoint and Excel for data analysis and business presentation report.
Account Manager (IT) Job Responsibilities 15 Job Description:
1. Conduct business negotiation with customers by telephone, network, active visit and contact, etc., to achieve various sales targets;
2. Understand and explore customer needs and actively promote the company's products;
3. Develop new customers, maintain the business of old customers, and establish and maintain customer files;
4. Coordinate the company's internal resources to improve customer satisfaction;
5. Collect and analyze market data, and regularly feed back the latest information.
Requirements:
1, good image and temperament, preferably 20-28 years old;
2. Have affinity and be good at communicating with people;
3. Have a strong sense of teamwork and obedience, and have a grateful attitude;
4, love sales, have a strong initiative, can work under pressure.
5. Industry resources are preferred.
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