(外资银行代聘） 银行 客户经理(职位编号：101)
北京众诚京华企业管理咨询有限公司
- 公司规模：150-500人
- 公司性质：外资(非欧美)
- 公司行业：专业服务(咨询、人力资源、财会) 广告
职位信息
- 发布日期：2012-11-09
- 工作地点：北京
- 招聘人数：若干
- 工作经验：一年以上
- 学历要求：本科
- 语言要求：英语良好
- 职位类别：客户主管/专员 综合业务专员
职位描述
工作范畴：
了解客户对贷款、现金和投资等相关产品的需求，开发及维护客户关系，完成销售目标；为实现长期的可持续发展的增长，识别机会并致力于提供增值解决方案。
主要工作职责/挑战：
*以周全、创新的方法使客户满意，提升竞争优势及业绩表现。
*积极主动的管理现有和潜在的客户，提供业务帮助，跟进各类关系。
*根据所制定的业务目标，达到放款指标。
*进行广泛和系统的促销活动，如电话营销。如果需要，对指定产品和服务进行营销。
*主动销售银行其它产品和服务，确保达到年度销售业绩指标。
*提供高质量、高效的售前和售后服务。
*编写和维护有关销售活动的准确报告。
*遵守所有相关的反洗钱程序，对于所有可疑事件，及时向部门反洗钱主管和直线经理汇报。
职位要求：
*全日制本科及以上学历，或具有同等学历的相关工作经验。
*有相关银行、跨国企业销售经验者优先。
*了解银行产品、政策及经营策略。
*良好的信用评价与营销技能，对金融市场有敏锐触角。
*积极乐观，愿意承受工作压力。
*良好的沟通，表达及学习能力。
*优良的个性品质，勇于销售及解决业务过程中的问题。
Scope of the Role:
To market and manage the relationship with customers and prospects with a solution-based approach by understanding the customers’ business needs for lending; cash and investment related products with the aim of enhancing revenue, identifying opportunity and providing value added solutions, therefore achieving long term sustainable growth.
Key Responsibilities/Challenges:
*A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance.
*Proactively manage existing and prospective clients, accounts and follow up of relations
*Direct impact on sales performance in terms of the loan drawdown amount. As per agreed business targets.
*To conduct extensive and systematic Telemarketing call, if needed, and account management activities in promoting designated products and services.
*Actively cross-sell the bank other products/services and ensure annual financial budget is met
*To provide quality and efficiency before and after sales services.
*To prepare and consolidate accurate reports on sales activities
*To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
*Based on a “shared sense” of purpose and approach within CB
*Based on a clear division of roles （and no duplication of effort）within MD
*Other the above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.
Selection Criteria:
*Possess at least a College/University degree and above ; or have relevant working experience
*Relevant experience in banking, foreign banks/multinational corporate experience is preferred
*Good knowledge of bank products, policies, and business strategy.
*Good credit appraisal and marketing skills with the ability to interpret financial information.
*General understanding of the economic, commercial, political and business environment of the region.
*Optimistic, willing to work under high pressure.
*Quick learner
*Good communication and presentation skills.
*Presentable, good personality with good business etiquette.
了解客户对贷款、现金和投资等相关产品的需求，开发及维护客户关系，完成销售目标；为实现长期的可持续发展的增长，识别机会并致力于提供增值解决方案。
主要工作职责/挑战：
*以周全、创新的方法使客户满意，提升竞争优势及业绩表现。
*积极主动的管理现有和潜在的客户，提供业务帮助，跟进各类关系。
*根据所制定的业务目标，达到放款指标。
*进行广泛和系统的促销活动，如电话营销。如果需要，对指定产品和服务进行营销。
*主动销售银行其它产品和服务，确保达到年度销售业绩指标。
*提供高质量、高效的售前和售后服务。
*编写和维护有关销售活动的准确报告。
*遵守所有相关的反洗钱程序，对于所有可疑事件，及时向部门反洗钱主管和直线经理汇报。
职位要求：
*全日制本科及以上学历，或具有同等学历的相关工作经验。
*有相关银行、跨国企业销售经验者优先。
*了解银行产品、政策及经营策略。
*良好的信用评价与营销技能，对金融市场有敏锐触角。
*积极乐观，愿意承受工作压力。
*良好的沟通，表达及学习能力。
*优良的个性品质，勇于销售及解决业务过程中的问题。
Scope of the Role:
To market and manage the relationship with customers and prospects with a solution-based approach by understanding the customers’ business needs for lending; cash and investment related products with the aim of enhancing revenue, identifying opportunity and providing value added solutions, therefore achieving long term sustainable growth.
Key Responsibilities/Challenges:
*A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance.
*Proactively manage existing and prospective clients, accounts and follow up of relations
*Direct impact on sales performance in terms of the loan drawdown amount. As per agreed business targets.
*To conduct extensive and systematic Telemarketing call, if needed, and account management activities in promoting designated products and services.
*Actively cross-sell the bank other products/services and ensure annual financial budget is met
*To provide quality and efficiency before and after sales services.
*To prepare and consolidate accurate reports on sales activities
*To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
*Based on a “shared sense” of purpose and approach within CB
*Based on a clear division of roles （and no duplication of effort）within MD
*Other the above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.
Selection Criteria:
*Possess at least a College/University degree and above ; or have relevant working experience
*Relevant experience in banking, foreign banks/multinational corporate experience is preferred
*Good knowledge of bank products, policies, and business strategy.
*Good credit appraisal and marketing skills with the ability to interpret financial information.
*General understanding of the economic, commercial, political and business environment of the region.
*Optimistic, willing to work under high pressure.
*Quick learner
*Good communication and presentation skills.
*Presentable, good personality with good business etiquette.
公司介绍
北京众诚京华企业管理咨询有限公司1995创立于台湾至今已有16年时间，众诚京华企业管理咨询有限公司成立的目的是有感于国内企业快速成长对教育训练的期待与成效更趋向多元化、专业化，故USM公司除加强培训项外特引进英国RtCatch兰卡威管理系统，以整体服务的方式使企业全心投入本业，而培训的内容及规划项目则交由USM公司做专业服务。现公司总部设立北京，现有北京分公司及全国70家代理商一起为企业提供专业服务。地点分布：北京、上海、深圳、广州、海南、珠海、厦门、苏州、杭州、温州、福州、南宁、成都、无锡、长沙、郑州、济南、天津、太原、西安、南京、洛阳、常熟、潮州、武汉、青岛、大连等近30个全国重点经济城市。
公司目前员工总人数达1000人，集团年营业额已达1.5亿元在咨询培训产业在全中国居前十名之内，每年服务的企业约1500家培训人数约50000万人
公司目前员工总人数达1000人，集团年营业额已达1.5亿元在咨询培训产业在全中国居前十名之内，每年服务的企业约1500家培训人数约50000万人