Research On Customer Service Management Strategy Of Big Whale Wealth Management Company

Since the reform and opening up,with the rise of China's economy,the level of China's residents' income has been rising.In the past,the traditional single way of bank savings financing has become increasingly unable to meet people's needs.In this context,the financial industry began to rise,and the scale is also expanding.And has experienced the initial stage of disordered development,and now gradually into the industry baptism and change process,I believe that through the continuous washing and precipitation of the market,the future will also slowly move towards formal,mature and orderly.The wealth management company with responsibility,specialization and humanity will be recognized and favored by more investors.Therefore,it is more and more urgent to study the customer service management of wealth company.Hangzhou Jujing Wealth Management Co.,Ltd.is a wealth management organization with the background of state-owned enterprise,employee equity participation and mixed ownership,which provides comprehensive asset allocation and financial services for high net worth individual and institutional customers.Customer is an important asset of wealth management company,and customer value is an important source of enterprise profit.Whalebone wealth management company focuses on "high net worth customers",but with more and more wealth management companies,customer demand is also increasingly diversified and personalized,which brings unprecedented challenges to wealth management enterprises.This paper focuses on the strategy of customer service management,Taking Hangzhou Jujing Wealth Management Co.,Ltd.as the research object and taking wealth management as the forerunner.Only by finding out the customer service management strategy suitable for its own development,can it have the opportunity to develop steadily in the fierce market competition,and constantly radiate new vitality and vitality.This paper first introduces some research background,current situation and main research methods of wealth company customer management at home and abroad,and then expounds the related concepts and theoretical basis of wealth company customer management,including the overview of customer service management,customer information collection and management,customer classification management of wealth management" customer satisfaction and customer loyalty of wealth management,etc?Then,it makes a systematic research on the current situation,existing problems and solutions of customer management in the development of giant whale wealth.Combined with the theoretical method,this paper analyzes the customer service management situation of Jusheng wealth company,and puts forward the customer service management strategies from three aspects:service brand construction,key customer management strategy,product system and service innovation,and finally puts forward the corresponding implementation scheme guarantee measures.This paper analyzes the internal and external environmental factors faced by the future development of China's wealth management companies in customer service management,and analyzes the customer service management strategy of Jusheng wealth management company.It is concluded that wealth management organizations should find their own positioning,define service needs,build clear differentiated competition mode and corresponding core capabilities,and avoid blind pursuit Seek a large and comprehensive "full coverage" strategy.The growth momentum of China's private wealth market is strong,while the high net worth people are more familiar with digital means and gradually accept it.We should deeply integrate financial technology into private banking services and wealth management.Only by following the trend,starting from the core needs of customers,actively building differentiated competition mode and core capabilities,strengthening the integrated financial service platform of domestic and foreign linkage,improving the product system,deepening the management and service system before,during and after investment,and effectively improving customer satisfaction,can we win customers' long-term trust and stand out in the fierce market competition.