The exclusive account manager refers to the targeted service personnel, which is generally enjoyed by the company's major customers. Account manager: Account manager is not only the representative of the relationship between the bank and its customers, but also the representative of the bank's external business. (Take the bank as an example) The responsibilities of the account manager include: fully understanding the needs of customers, selling products to them and soliciting business; At the same time, coordinate and organize all relevant professional departments and institutions of the Bank to provide all-round financial services to customers, and establish and maintain long-term close contact with customers on the premise of actively preventing financial risks.
In a narrow sense, whether it is an account manager, a securities broker, or some other names, such as a customer consultant, are actually the same thing, referring to a kind of personnel in a securities company who contact customers and provide services to customers. Broadly speaking, the current account manager refers to the management talents who deal with customers.