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(gong)司的私人財富規(gui)劃主管的工(gong)作內容(rong)是什么?每個公(gong)司的工(gong)作內容(rong)都差不(bu)多(duo)嗎?
答(da) 1、完成(cheng)(cheng)新契約(yue)業(ye)務(wu)的運營相關(guan)(guan)(guan)工(gong)(gong)(gong)作(zuo)(zuo),包括但不(bu)限于(yu)保(bao)單報(bao)備、照會處理、保(bao)單流轉等(deng)工(gong)(gong)(gong)作(zuo)(zuo); 2、完成(cheng)(cheng)續期相關(guan)(guan)(guan)工(gong)(gong)(gong)作(zuo)(zuo),包括但不(bu)限于(yu)續期催繳、孤兒單分配等(deng)工(gong)(gong)(gong)作(zuo)(zuo); 3、完成(cheng)(cheng)博誠業(ye)務(wu)相關(guan)(guan)(guan)數(shu)據(ju)統計工(gong)(gong)(gong)作(zuo)(zuo); 4、臨時交辦的其他博誠業(ye)務(wu)相關(guan)(guan)(guan)工(gong)(gong)(gong)作(zuo)(zuo)。