Minsheng Bank Provides Personalized Financial Services To Customers
"Today, my insurance agent called to say that the premium was due and I would like to go to the bank to renew it. Tomorrow, my stockbroker called again to give me a new stock proposal.
I've got a lot of trouble.
Conduct financial pactions
This is not my original intention.
Su, who works in a IT company, has no choice but to tell his financial experience.
In fact, if
Financial institution
From the point of view of customers, we need to provide specialized financial services such as family financial analysis, financial planning, product portfolio, investment and financial advice, to give financial comprehensive information services such as exchange rate, stock market, insurance, securities, gold, futures, real estate, art investment and so on. Only one investment consultant can help customers cope with all financial problems calmly, and will win the respect and trust of customers.
China
Minsheng Bank
"Extraordinary wealth - your wealth solution" insight into customer needs, customers want to provide customers with one to one, professional and unique personalized financial services, to seize the financial opportunities information.
It is understood that the bank's wealth solution in October, the main product is 200 thousand yuan from the financial products, the term of 2 years, the annual yield of 7.5%; if you buy 1 million, you can also enjoy 8% of the proceeds, the product has not started sales, has already made an appointment in Chengdu area 100 million yuan scale.
Customers with needs can also be consulted in the bank.
"We strictly regulate the sales behavior guidelines of financial managers in the process of serving customers, and standardized consultative sales can help customers enjoy more professional financial services."
People's Bank of China wealth management center official told reporters, "extraordinary wealth - your wealth solutions" sales behavior guidelines include "research customers", "understanding products", "sales products", "perfect service" four parts.
Every link is the promise of extraordinary wealth to VIP customers, and is also a required course for financial managers.
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