1 thought on “How much do you know about bank customer base service level?”

  1. With the development of informatization and the popularity of smartphones, while bringing smooth communication, it also brings a lot of trouble. For example, most of us in daily life often receive various strange contacts, and harassment from different communication tools such as telephones, text messages, and WeChat is annoying. The authenticity is difficult to identify, and it is inevitable that the risk of information leakage is inevitable. Among them, it is even more scared to claim to be bank marketing services. After all, this is a problem that is directly related to money. So will all bank customers have such problems? How exactly does bank marketing service operate?

    The first thing to say is that banks are definitely not equal to all customers, and it is naturally impossible for marketing services to manage so extensively. In terms of customer management, most banks can basically achieve refined management after years of exploration or absorbing his experience, and this is based on the contribution of customer assets and customer potential.

    Whether it is the six elders or the twelve protection laws, even if it is a city commercial bank or a rural commercial bank, its customer resources are very different. Just as the state claims that there are nearly 600 million people’s average monthly income of less than 1,000 yuan, this is just a relative concept, but as far as individuals are concerned, there must be many people with a monthly income of less than 100 yuan, and naturally there are people with hundreds of thousands of monthly income. The same is true in the banking industry. There are many moonlights in the deposit, and the financial liberals who can live on interest are not a small number. Such a different value contribution must not be treated with the same treatment. As far as the level of bank marketing service is concerned, it can be divided into the following.

    The general first level. Such customers are low or even negative for banks, such as general card -level customers with average monthly or average daily assets below 50,000. It should be explained here that the division of this amount of specific banks is different. Generally, the strength of the six olds may be relatively strong or some banks in the twelve protection methods may be relatively high. And the definition of assets is different, some banks will incorporate loans into the asset category according to a certain proportion, and some banks will eliminate loan factors. Since it is the lowest level, the marketing service is naturally popular. Generally, SMS and telephones that lack special personnel services are bombarded.

    It is a slightly better warmth reminder level, that is, the gold card level, which is generally the value of assets between 50,000 and 500,000. Some banks will further subdivide customers into ordinary secondary and gold card levels in this interval. These customers have a large number of bank pyramid customers, and their contributions are also available. The focus is on the potential. Therefore, banks have also worked hard on this level of customer marketing services, and generally do not harass too much. It may appear more that the exclusive financial manager provides a pair of multiple services, that is, a wealth management manager to one or several clients consisting of multiple customers. The number of each customer group customer is generally between thirty and two hundred and two hundred. Provide wealth management recommendations, key marketing activities, birthdays or major holiday gift condolences, etc.

    If your asset value reaches between 500,000 and 3 million, then congratulations on you have reached the platinum level. Some banks will also subdivide them into gold card secondary and platinum levels. The right to speak at this level of customers has been very obvious. This part of the customer base is also the focus of banks to maintain stability. Therefore, refined management will be provided in marketing services. Generally, a professional financial manager on the marketing business will be Correspondingly, green channels are opened in terms of customer service, and a single -exclusive customer service personnel correspond to dozens of customers. In the platinum level, general banks will provide more personalized services and marketing, respect personal choices, and initially establish a relatively systematic cooperation network. It should be noted that exclusive and majors are different concepts. The focus is on the level of knowledge, while the exclusive is mainly based on belonging.

    The next level can generally become a quasi -private bank customer level, or it can also be called a diamond grade. The corresponding asset value is generally standard at three million to private banks. The standards of private banks in each bank are not the same. Some banks may start with five million thresholds, and some banks start with tens of millions. This is mainly based on different positioning of private banks for each bank. Since it is a customer -level customer level, marketing services are almost not much different from private bank customer standards. Generally, professional financial managers with a very awareness of service provide multi -dimensional diversified investment and financial services, and the customers corresponding to this wealth management manager will have stricter quantitative requirements. At the same time Activities have been achieved in marketing services.

    The private banking customers, that is, black diamond grade, some banks will be further divided into black diamond grade and platinum diamond grade. It belongs to the top of the bank customer base pyramid. Although the number of customers is small, the value of assets is high and the social circle has great influence. Therefore, banks are all their thoughts and urgent customers. Its services and marketing no longer be responsible for the outlets and branches. Generally, the full process of service from the special private banking center will follow up the entire process of service. treatment.

    For customers, he may not just open an account in a certain bank. Similarly, its assets may not be distributed in each bank on average, so it is inevitable to appear in the diamond level in line A. In line B, it was scratched in the gold card level. Choosing and not choosing is often the result of comprehensive consideration of customers. In addition, banks are also dynamic about customer management. There is a room for rise from ordinary to VIPs, and naturally, it is inevitable that the possibility of slipping from the top of the tower is inevitable.

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