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Rich in bank wealth center construction planning research
Author: YangZuo
Tutor: LongChao
School: Yunnan University of Finance
Course: Business Administration
Keywords: Fudian-Bank Fortune Management Centre Construction Plan
CLC: F832.33
Type: Master's thesis
Year: 2013
Downloads: 9
Quote: 0
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Abstract
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Fortune Management Centre is accompanied by commercial banks or privatebanking wealth management business development came into being. As wealthmanagement or private banking professional services platform，" Fortune Center" hasgradually become a palestra to attract and contest top customers, FortuneManagement Centre building has become the inevitable trend of the development ofmodern retail business in commercial banks and choice.Based on the reality of Fudian Bank, building Fortune Management Centre isrequired for strategic positioning,transforming the mode of development and creatinga retail bank and process-oriented commercial bank. Through the creation of FortuneManagement Centre, directed for VIP clients, customers and credit quality customersfor top customer service. Fudian Bank is committing to fine-grained management ofthe customer, introducting of personalized products, enhancing the contribution ofcustomer value, driving the development of a wide variety of business,such as accountsettlement business, credit operations and so on, so as to achieve the objectives.At the present time,it is a blank of Fortune Management Centre building toFudian Bank. Fudian bank should be established Fortune Center as soon as possibleand campaigns specifically designed for top customers in professional services.Developing an accurate positioning,a scientific and rational functions andresponsibilities.Building a combat-worthy team. Establishing and improving theincentive examination mechanism. Explore a unique, differentiated and specializedFortune Center building road.
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CLC: > Economic > Fiscal, monetary > Finance, banking > China's financial,banking > Financial organizations, banks > Commercial banks ( specialized banks )
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