I. Introduction
Main contents: Introduce the customer's industry status and CCB's past performance in this industry and field, so that both banks and enterprises can understand each other and express their intention of cooperation.
2. Understanding and suggestions on the financial service demand of your company (group)
(A) the understanding of the demand for financial services
Content: including general demand and special demand.
(2) Financial service suggestions
Make suggestions as needed
Third, a comprehensive financial service plan.
(A) financial services program design ideas
(2) service plan
Content: Three or more schemes should be provided for customers to choose from. Each scheme should calculate the financing cost, advantages and disadvantages. The planned product portfolio should include products that customers often use and banks focus on promoting, such as loans, banking, factoring, price consultation and investment banking products.
(3) Cash management services
The cash management plan should be designed according to the actual situation of customers.
Personal financial services
The financial and electronic banking departments assist in providing
(5) Other services (if the customer is an enterprise legal person, please include enterprise annuity products).
Fourth, the advantages of CCB's services.
(A) corporate culture with team spirit, professionalism and innovative spirit
Describe my behavior. The customer set up a professional team.
(2) Strong fund settlement network and electronic means.
Introduce our service outlets and other basic information.
(III) Rich experience in serving XX industry
Introduce our experience in serving this industry and give a typical case.
(d) Fully cooperate with XX customers.
Introduce past cooperation experience with customers. If it is a new customer, it can be omitted.
Verb (abbreviation of verb) guarantees and promises for your service.
(1) service team
(B) Linkage service mechanism
(3) Service commitment
(D) Communication mechanism
Establish a long-term and regular communication mechanism with customers
Conclusion of intransitive verbs
Once again, I would like to express my willingness to cooperate and wish.