中信银行客户经理的主要职责和工作流程是什么？

Customer development and maintenance, product sales, market expansion, identification of high-quality customer resources, providing business consultation and related services to maintain good relationships with clients. The main responsibilities of CITIC Bank's customer managers include:

- Conducting market research and identifying potential client opportunities.

- Providing comprehensive support for new project introductions, ensuring *** ooth operations.

- Actively promoting and expanding the company's products and services through various channels.

- Offering professional advice on financing options tailored to individual needs.

Depending on their specialization, customers can be categorized into different types such as:

1. Company Client Managers: Focus on corporate financial solutions.

2. Retail Client Managers: Specialize in personal banking and wealth management services.

3. Individual Loan Client Managers: Handle personal loans and other *** all business financing.

4. Corporate Client Managers: Offer customized finance solutions for businesses.

Each role requires specific skills and qualifications to effectively manage and serve diverse customer segments efficiently.