Commercial bank customer manager

Author: Liu Xudong
Publisher:
Publish Date: 2006-08-01
Features: This textbook focuses on how to cultivate a customer manager who adapts to the development of banks and customer needs, providing a comprehensive and systematic introduction to the operational practices of customer managers in commercial banks. First, it briefly outlines the connotation, functions, role, and basic qualities of customer managers in commercial banks, and then introduces the characteristics and marketing methods for both individual and corporate customers. Next, it elaborates on the selection criteria and methods for target customers, the customer development process, product pricing, and marketing. It separately discusses the methods and content of customer risk management, customer relationship maintenance, and target customer value assessment. Finally, from the perspective of commercial banks, it introduces relevant knowledge on customer manager management, training, and team building. Each chapter begins with learning objectives and ends with a chapter summary, case studies, classroom discussions, practical training, and reflection and exercises. With diverse formats and rich content, this textbook is suitable for vocational and technical college students majoring in finance and for training employees in financial institutions.