云南商业银行实施客户经理制初探

A Discussion of the Introduction of Customer ManagerSystem into the Commercial Banks in Yunnan

针对云南商业银行引入客户经理制以后 ,在客户经理的责权利匹配、客户经理素质、客户市场营销的总体规划等方面出现的一些问题 ,从云南省商业银行所处环境、市场出发 ,就其企业观念、机制 ,及对客户经理的选拔、培训、考核、激励等作了初步的探讨 ,并提出了完善客户经理制的建议与措施。

After the introduction of customer management system into the commercial banks in Yunnan, there appear some problems concerning the matching of duty, right and interest, the quality of the customer managers, and the plan of customer market promotion. The paper, in light of the environment and the market of commercial banks in Yunnan, probes into their business concepts, mechanism and the selection, training, assessment and inspiration of customer managers and puts forth some suggestions and measures to perfect the current customer manager system.