What Does a Sales Account Executive Do?

The account manager is not only the representative of the relationship between the bank and the customer, but also the representative of the bank's external business. (Take the bank as an example) The duties of the account manager include: comprehensively understanding customer needs and marketing products and soliciting business from them; at the same time, coordinating and organizing all relevant specialized departments and institutions throughout the bank to provide customers with comprehensive financial services and proactively prevent Under the premise of financial risks, establish and maintain long-term close contact with customers.

account Manager

Account managers are both banks and

A qualified account manager must have good social communication and

(1) Visit. Productive visits and observations of customers.

(2) Segment customers. Identify target markets and potential customers.

(3) Risk management. Effectively monitor and control customer risks.

(4)

(1) Compared with field staff, the account manager is very comprehensive

Comprehensiveness is mainly reflected in service objects, customer financial needs, professional skills and marketing methods. As a commercial bank's financial product marketer, the account manager is responsible for expanding customer markets, accepting and collecting customer needs, marketing financial products, coordinating and organizing relevant institutions or departments within the bank to provide customers with comprehensive, multifunctional, and multi-level high-quality financial services. .

(2) Compared with field staff, the account manager has stronger service

The stronger serviceability is mainly reflected in the new customer service concept, comprehensive customer service content and modern service methods. Commercial banks demonstrate the business philosophy and market charm of commercial banks through the services of account managers. Serviceability is one of the important characteristics of commercial bank account managers.

(3) Compared with field staff, the account manager has a strong sense of pioneering

Pioneering is mainly reflected in the development of customer markets and the development of financial product marketing.

(4) Compared with field staff, the account manager has a greater proportion of knowledge

Commercial bank account managers should master and be able to use modern management scientific theories and knowledge to understand and analyze customers. They must master relevant knowledge of different industries and customers, and knowledge of customers according to marketing and customer needs. management.