Analytical Skills. When I just began to work in HSBC China as a Customer Relationship Officer, I had about 300 customers. Everyone had different background,

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Presentation transcript:

Analytical Skills

When I just began to work in HSBC China as a Customer Relationship Officer, I had about 300 customers. Everyone had different background, needs, and personality. I wanted them to buy investment from me. But nobody will pay money on a stranger. I had to make good relationship with them.

I made an excel putting everything I know about the customer into it. Such as name, age, marriage status, hobbits, investment history, and every call log. Before I had an appointment with a customer, I memorized all the information about him/her.

My customers all liked to buy investment products from me, because they thought I knew them very well about what they need, and I put a lot of attention on them. They trusted me. And I became the top seller in HSBC China.