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