私人银行专属服务流程简介.ppt

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1、Confidential unpublished property of CIGNA&CMC.Do not duplicate or distribute.Use and distribution limited solely to authorized personnel.2011 CIGNA&CMC 1私人银行产品专属服务Confidential unpublished property of CIGNA&CMC.Do not duplicate or distribute.Use and distribution limited solely to authorized personne

2、l.2011 CIGNA&CMC 私人银行产品专属服务-目录21.1.专属服务特征专属服务特征2.2.专属服务内容专属服务内容3.3.新单流程新单流程4.4.通用规则通用规则5.5.特定流程特定流程Confidential unpublished property of CIGNA&CMC.Do not duplicate or distribute.Use and distribution limited solely to authorized personnel.2011 CIGNA&CMC 3 品质 高效 私密 私密保障私密保障品牌形象品牌形象 专属通道专属通道尊贵体验尊贵体验专人服务

3、专人服务私人银行私人银行 客户客户专属服务特征Confidential unpublished property of CIGNA&CMC.Do not duplicate or distribute.Use and distribution limited solely to authorized personnel.2011 CIGNA&CMC 4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

4、单流程各环节享有最高优先级处理10.由各部门经理组成私人银行项目委员会Confidential unpublished property of CIGNA&CMC.Do not duplicate or distribute.Use and distribution limited solely to authorized personnel.2011 CIGNA&CMC 5新单流程Confidential unpublished property of CIGNA&CMC.Do not duplicate or distribute.Use and distribution limited

5、solely to authorized personnel.2011 CIGNA&CMC 6通用规则Confidential unpublished property of CIGNA&CMC.Do not duplicate or distribute.Use and distribution limited solely to authorized personnel.2011 CIGNA&CMC 7特定流程Confidential unpublished property of CIGNA&CMC.Do not duplicate or distribute.Use and distribution limited solely to authorized personnel.2011 CIGNA&CMC 8Q&AConfidential unpublished property of CIGNA&CMC.Do not duplicate or distribute.Use and distribution limited solely to authorized personnel.2011 CIGNA&CMC 9Thank You!