私人財富規劃主管的崗位職責是什么?
[崗位職責]
???解決者:熱心網友
問 公司的私(si)人(ren)財富規劃主(zhu)管的工作內(nei)容(rong)(rong)是什么?每個(ge)公司的工作內(nei)容(rong)(rong)都差不多(duo)嗎?
答 1、完(wan)成(cheng)新契約業務(wu)的運營相(xiang)(xiang)(xiang)關工(gong)(gong)作(zuo),包(bao)括(kuo)但不限于保單(dan)報(bao)備(bei)、照會處理(li)、保單(dan)流轉等工(gong)(gong)作(zuo); 2、完(wan)成(cheng)續(xu)期相(xiang)(xiang)(xiang)關工(gong)(gong)作(zuo),包(bao)括(kuo)但不限于續(xu)期催繳、孤兒單(dan)分配等工(gong)(gong)作(zuo); 3、完(wan)成(cheng)博(bo)誠(cheng)業務(wu)相(xiang)(xiang)(xiang)關數(shu)據統計工(gong)(gong)作(zuo); 4、臨時交辦的其他博(bo)誠(cheng)業務(wu)相(xiang)(xiang)(xiang)關工(gong)(gong)作(zuo)。