Responsibilities of the account manager

Responsibilities of the account manager (5 general rules)

With the gradual development of society, more and more places need to use job responsibilities. Any job responsibility is a synthesis of responsibility, power and obligation. How much responsibility should be borne by as much power as possible, and how much responsibility should be fulfilled by as much power as possible. Any separation will cause problems. So, have you mastered the format of job responsibilities? The following are the job responsibilities (5 general articles) of the account manager that I have compiled for you. You are welcome to refer to them and hope to help you.

Responsibilities of Account Manager 1 1. Responsibilities of Mobile Development of Account Manager in Service 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 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 them, and report them through the reporting mechanism.

Responsibility of account manager: 2 1. Responsible for providing comprehensive financial consulting and advice services for high-end individual customers and corporate customers, and formulating corresponding financial product portfolios and investment and financial management strategies.

2. Understand the customer's financial needs through communication with customers, measure and tailor the financial plan for customers, and achieve customer satisfaction.

3. According to the client's entrustment, help the client to execute and sign the purchase plan of financial products (trust, securities, bank and insurance), and complete and implement the financial needs of the client.

4. Be responsible for the comprehensive publicity, promotion and sales of the company's comprehensive wealth management products.

5. Be responsible for maintaining good relations with the original important VIP customers of the company, and timely understand customer needs through communication with customers, adjust customer financial arrangements, and reduce customer turnover rate.

6. Establish and expand the customer network and explore new business opportunities.

7. Continuously expand private banking customers in the financial market, expand the middle and high-end customer base, and at the same time safeguard customers and deeply tap customer value.

8. Strengthen customer service awareness, successfully develop customer introduction sources and expand customer channels.

9. Get new customers and expand new business through cross-selling, customer recommendation, active promotion and personal business relationship.

Responsibilities of the account manager 3 1. Organize and participate in various marketing and customer service activities, develop and accumulate customer numbers and customer assets;

2. Introduce the basic situation of the company and the securities market to customers, including relevant laws and regulations, rules of the CSRC, self-discipline rules and relevant regulations of the company, basic knowledge of securities investment and business processes such as account opening, trading and fund access;

3. Deliver the research reports and information related to securities investment and comprehensive financial management provided by the company to customers;

4. Deliver the financial product publicity materials and related information uniformly provided by the company to customers, introduce the purchase process of financial products, provide various investment and financial advice, allocate customer assets and products, and track and check customer assets;

5. Introduce and promote all kinds of innovative businesses and other activities stipulated by laws, administrative regulations and China Securities Regulatory Commission to customers;

6. Do a good job in the process management of daily work and participate in the business training organized by the company;

7. Complete the tasks assigned by the general manager of the sales department, heads of departments and team leaders, and strive to complete the assessment indicators of the team and individuals;

8. Other work arranged by the Development Management Committee, subsidiaries and business departments.

Responsibilities of the account manager 4 1. Develop and evaluate potential customers in key industries within their jurisdiction;

2. Make sales plans for key customers, assign sales tasks and evaluate sales performance;

3. Make a feasible customer maintenance and development plan to improve customer satisfaction and ensure the completion of the team's set goals;

4. Participate in the development of key customers and maintain customer relationships;

5. Support the marketing activities organized by the Marketing Department in this region;

6, guidance, training, supervision, assessment of subordinate employees, to stimulate team efficiency.

Responsibilities of the account manager 5 1. Contact customers

The account manager is the "ambassador" who has full authority to contact customers on behalf of the company. Customers only need to find the account manager if they have product requirements. Account managers should actively and frequently keep in touch with customers, understand their needs, guide them and provide them with "one-stop" service in time.

2. Develop customers

For existing customers, account managers should keep in constant contact with them, while for potential customers, account managers should actively develop them. There are two meanings here. First, customers are not customers of our company now and need to develop. Second, although the customer is now a customer of our company, the customer has not found some needs and needs guidance urgently.

3. Marketing products

According to the company's business policy, business plan and job requirements for account managers, conduct in-depth research on the market and put forward their own marketing direction, work objectives and operation plan; In the interaction with customers, the account manager should actively prepare to promote the company's products. In addition, we should be good at discovering customers' business needs and actively suggest and recommend applicable products to customers. Customer's new demand should be reported to relevant departments in time.

4. Internal coordination

The account manager is the center of the company's external service, and every account manager is the company's friendly hand to customers. Therefore, every business that the account manager "grasps" is the wealth of the company and needs the full assistance of all relevant departments. Account managers have the responsibility to play the role of coordination center and guide customers to complete each business smoothly and accurately. Account managers do a good job of internal coordination mainly in the following four aspects:

(1) Coordination between front-office business and second-line business departments

(2) coordination between departments

(3) Coordination between superiors and subordinates

(4) the allocation and coordination of management resources

We can coordinate departments by setting up special working groups, improving the comprehensive service system and feeding back relevant information in time.

Work content:

1. Make fruitful visits and observations to customers.

2. segment customers. Establish target markets and potential customers, and establish customer files.

3. Customer relationship management. Keep in touch with customers and mobilize their resources.

4. Customer analysis and evaluation. Conduct all-round analysis and evaluation of customers.

5. communication. Use effective communication means and communication strategies to maintain the relationship with customers.

Quality requirements:

(1) Quality of products. Should have a strong sense of responsibility and professionalism, and strictly observe the secrets of the company and customers.

(2) Marketing skills. Be able to comprehensively use market segmentation, market positioning and marketing means.

(3) comprehensive knowledge. Have a deep understanding of finance, marketing and law, and be familiar with all aspects of the company's business.

(4) analytical ability. Be able to understand all aspects of your work scope, be able to conduct a comprehensive analysis of customers, and have a strong foresight of customer needs.

(5) planning ability. The work objectives are clear and feasible, the plan is feasible, the budget arrangement is accurate and effective, and the work progress is orderly.

(6) coordination ability. I am good at expressing my views and opinions, maintaining a good working relationship with the management and business level of the company, and having a strong team spirit.

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 product functions, and strong experience in market research and customer development management.

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