Handle Request for Windfall Investment
sd Handle Request for Windfall Investment
:Session Dialogue
:Customer Relationship
Management
Prepare Customer Advice
:Party Lifecycle
Management
:Customer Products and
Services
:Customer Position
:Product Expert Sales
Support
:Market Information
Management
:Market Data Switch
Operation
:Investment Portfolio
Planning
:Investment Portfolio
Management
:Investment Account
:Securities Position
Keeping
:Current Account
:Position Keeping
Record Request for Investment Service
Verify Private Banking Customer
Get Customer Position
Get Investments
If Existing Customer
Assign Expertise
Get Customer Requirements
Get Applicable Products from Market
Get Market Updates
Discuss with Customer and Get Approval
Update Investment Plan
Open Investment Account
Set Up New Account
Open Investment Cash Account
Set Up New Account
Get Current Products of This Customer
:Financial Accounting
Set Up Securities Account
Set Up New Account