First, the target positioning is accurate:

According to the positioning of the banking market, determine the customers you serve. What industry is the marketing target, it requires the account manager to be familiar with the rules of the industry. Only by mastering the basic information of this industry can we find customers suitable for the development of banks and accumulate better customer resources. Set clear development goals for yourself, don't be greedy. Only by becoming an "expert" in a certain industry can we get more customers.

Second, do your own performance well.

An excellent account manager must have more credit resources if he wants to expand his business. At present, the effective means to attract customers is mainly loans. Under the same conditions, you are required to strive for more loan indicators. With limited credit resources, time is the key to success. Doing the same business, some account managers spent two days, and some didn't finish it in a week, which widened the gap in business volume.

Third, improve work efficiency and quality.

For customers, the last thing they want to encounter is the delay and triviality of the account manager. At present, the market positioning for customers is very clear, mainly small and medium-sized enterprises. These customers are characterized by small scale and fast capital turnover. It is often the time to "wait for the rice to be cooked". Who doesn't want a fast account manager when handling loan procedures? This requires our account managers to pay attention to work efficiency and quality. In the case of controllable risks, solving customers' difficulties as soon as possible will win customers' trust and customers' return to the bank will be higher.

Fourth, be the staff of enterprise operation.

For customers, maximizing economic benefits is always their concern. A successful account manager must solve problems for enterprises and market financial products suitable for enterprise development. Make customers trust you. Only in this way can customers feel at ease to handle business in our bank and improve our business performance.

Five, handle all aspects of the relationship.

It is to grasp the principle of being an account manager while serving well. There must be not only "temperature" but also "rules" in dealing with work. Only by adhering to principles and serving customers to the maximum can we win the greatest value in life.