私人银行专属服务流程简介
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私人银行产品专属服务--目录
1.专属服务特征 2.专属服务内容 3.新单流程 4.通用规则 5.特定流程
2
Confidential unpublished property of CIGNA&CMC. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. @ 2011 CIGNA&CMC
新单流程
5
Confidential unpublished property of CIGNA&CMC. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. @ 2011 CIGNA&CMC
Q&A
8
Confidential unpublished property of CIGNA&CMC. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. @ 2011 CIGNA&CMC
通用规则
6
Confidential unpublished property of CIGNA&CMC. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. @ 2011 CIGNA&CMC
专属服务特征
私密保障
品牌形象
专属通道
尊贵体验
私人银行 客户
专人服务
品质 高效 私密
3
Confidential unpublished property of CIGNA&CMC. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. @ 2011 CIGNA&CMC
特定流程
7
Confidential unpublished property of CIGNA&CMC. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. @ 2011 CIGNA&CMC
Thank You!
9
Confidential unpublished property of CIGNA&CMC. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. @ 2011 CIGNA&CMC
私人银行产品专属服务
1
Confidential unpublished property of CIGNA&CMC. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. @ 2011 CIGNA&CMC
4
Confidential unpublished property of CIGNA&CMC. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. @ 2011 CIGNA&CMC
Leabharlann Baidu
专属服务内容
新增服务
1. 资深专业的客户经理 2. 专家团队咨询 3. 专属销售资料及保险合同 4. 专用资料袋传递,确保私密安全性 5. 如需体检, 专人陪同至VIP体检中心 6. 分公司银保经理亲送保险合同 7. 特定回访流程 8. 增设私人银行客户专线,专人热线服务 9. 保单流程各环节享有最高优先级处理 10.由各部门经理组成私人银行项目委员会