The 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.

The account manager is an "ambassador" who has full authority to contact customers on behalf of the bank. Customers who need funds only need to contact the account manager. Account managers should actively and frequently keep in touch with customers, understand their needs, guide them and provide them with "one-stop" service in time.

Extended data

"AE" is responsible for: negotiating, contacting, proposing and collecting money with customers; Internally, formulate strategies, coordinate resources, allocate work, supervise the process, etc.

Therefore, a real "AE" is not as simple as a salesman who "pulls business". He should be familiar with sales, marketing, planning, design, production, media and other professional knowledge, but also have certain interpersonal skills. The work of general AE includes three parts: customer communication, strategy formulation and implementation, and financial objectives.

Baidu Encyclopedia-Account Manager