3 thoughts on “What is the career planning and development direction of the project manager of the financial leasing company?”
Lowell
1. Feng Gong's law, courage to be responsible, and have a strong spirit of unity and cooperation and risk. 2. Professional skills are comprehensive, highly comprehensive quality, and have a unique survey ability, analytical ability, judgment ability and execution ability, including the ability to use modern high -tech machinery, public relations coordination capabilities, language expression capabilities, response capabilities, etc. 3. In principle, the project manager should have a higher education at the same time. For more than 5 years of bank credit or the customer manager of the customer manager of a lease company for more than 3 years, familiar with and master the country's economy, trade, taxation, financial policy, policies, and regions in the region Economic development dynamics, financial analysis ability. 4. The work attitude is rigorous and meticulous, and has high professional literacy. The main functions of the three project managers 1. Actively develop and expand lease projects. The project manager should in -depth understanding and mastering the company's business philosophy, and actively publicize the company's business variety, service content and business scope to the company's business goals, and increase the company's social awareness. 2. Strictly perform work responsibilities, play a bridge between the company and customers, and provide customers with multi -level, multifunctional and comprehensive leasing services. 3. Dynamic management of leasing customers and leasing projects, responsible for the management of all aspects of all aspects of the leasing projects under its jurisdiction. 4. Visit customers regularly and implement post -project management work. 5. The project manager of a leasing company is divided into three levels: that is, the company leaders in charge of the company's leasing business are the highest level, the person in charge of the leasing business department and the backbone of the business are intermediate, and the general personnel of the leasing business department are primary. Among them, each level of project managers are responsible for the tasks of the project manager's work mission, assessment, management, guidance and business training, and complete other tasks assigned by the superior functional departments and superiors.
The basic conditions of the project manager 1. Feng Gong's law, courage to be responsible, have a strong unity and cooperation and risk spirit. 2. Professional skills are comprehensive, highly comprehensive quality, and have a unique survey ability, analytical ability, judgment ability and execution ability, including the ability to use modern high -tech machinery, public relations coordination capabilities, language expression capabilities, response capabilities, etc. 3. In principle, the project manager should have a higher education at the same time. For more than 5 years of bank credit or the customer manager of the customer manager of a lease company for more than 3 years, familiar with and master the country's economy, trade, taxation, financial policy, policies, and regions in the region Economic development dynamics, financial analysis ability. 4. The work attitude is rigorous and meticulous, and has high professional literacy. The main functions of the three project managers 1. Actively develop and expand lease projects. The project manager should in -depth understanding and mastering the company's business philosophy, and actively publicize the company's business variety, service content and business scope to the company's business goals, and increase the company's social awareness. 2. Strictly perform work responsibilities, play a bridge between the company and customers, and provide customers with multi -level, multifunctional and comprehensive leasing services. 3. Dynamic management of leasing customers and leasing projects, responsible for the management of all aspects of all aspects of the leasing projects under its jurisdiction. 4. Visit customers regularly and implement post -project management. 5. The project manager of a leasing company is divided into 3 levels: that is, the company leaders in charge of the company's leasing business are the highest level, the person in charge of the leasing business department and the backbone of the business are intermediate, and the general staff of the leasing business department is the general personnel of the leasing business department. primary. Among them, each level of project managers are responsible for the tasks of the project manager's work mission, assessment, management, guidance and business training, and complete other tasks assigned by the superior functional departments and superiors. 6. The project manager must strengthen unity and collaboration between each other. We must consult the opinions of the other project managers of the other projects in charge of the business of their own. The basic skills of the fourth project manager 1. Proficient in the operation process of the leasing business, strictly implement the company's leasing business management measures, and conscientiously responsible for the project under its own business acceptance to field investigation, plan design, project assessment, reporting, reporting The implementation and improvement of the project, implementation, implementation and supervision, later management, project archiving, etc. 2. Investigate the basic situation of customers. Including customers' shareholders, capital status, and the situation and financial credit status with other financial institutions, and organize the daily data of the customer to improve the customer's file. According to its financial conditions, the industries, the size of the enterprise, the business volume, and other indicators divide the customer group classification and the collected materials, and the statements are classified and sorted in time. 3. Formulate a customer development plan. Analyze, evaluate, predict the operation, predict, formulate customer development plans and adjustment opinions, including expanding goals, expansion strategies and methods, and put forward opinions and suggestions for customer support, development, elimination. 4. Establish a visitor report system. The project manager conducts a monthly visit to the customers under its jurisdiction, and the small and medium -sized projects conduct a visit at least once a quarter, and each visitor situation with the obtaining information is compiled. 5. Project manager's industry development trend, policy support changes, changes in customer operations must be analyzed in a timely manner. And form a written material to report to the company in time. Establish a project manager's handbook to fully grasp the situation of customers, including customer enterprise names, addresses, contacts, industry status and development prospects, business risks, monthly business volume, records of various debt returns, main management personnel changes and other related information information , Do a series of tasks such as risk prevention, risk warning, and resolving emergencies in the projects under the jurisdiction. At the same time, the information of the file box that meets the company's "Archives Administration" should be transferred to the company's archives department in a timely manner and improved the transfer procedures. I believe that if you have the above conditions, you will definitely not worry about it.
Far East, your ban on business agreement is hardly done by peace. At present, it is difficult to avoid business on business trips, but because the revenue of the Far East is more reliable, it is still a compensation. Judging from the current industry trend, job -jump is basically jumping to the leasing company. People in the Far East prefer the financial department and the background of large state -owned enterprises. The agreement is said to be avoided, and there are currently no examples on hand. In addition, it depends on which business department is. In the past two years, packaging and education have done a good job. If it is construction, I am afraid that it is king to take the time to test the certificate. Of course, you must not forget that the medical treatment of the Far East is really successful. In addition, the overall temperament of the project manager in the Far East is that the ground gas should be more affected by the customer manager of the bank, so I wonder if I can take the CFA in this environment. Mix a little, consider transferring to the representative office, is a functional department.
1. Feng Gong's law, courage to be responsible, and have a strong spirit of unity and cooperation and risk.
2. Professional skills are comprehensive, highly comprehensive quality, and have a unique survey ability, analytical ability, judgment ability and execution ability, including the ability to use modern high -tech machinery, public relations coordination capabilities, language expression capabilities, response capabilities, etc.
3. In principle, the project manager should have a higher education at the same time. For more than 5 years of bank credit or the customer manager of the customer manager of a lease company for more than 3 years, familiar with and master the country's economy, trade, taxation, financial policy, policies, and regions in the region Economic development dynamics, financial analysis ability.
4. The work attitude is rigorous and meticulous, and has high professional literacy. The main functions of the three project managers
1. Actively develop and expand lease projects. The project manager should in -depth understanding and mastering the company's business philosophy, and actively publicize the company's business variety, service content and business scope to the company's business goals, and increase the company's social awareness.
2. Strictly perform work responsibilities, play a bridge between the company and customers, and provide customers with multi -level, multifunctional and comprehensive leasing services.
3. Dynamic management of leasing customers and leasing projects, responsible for the management of all aspects of all aspects of the leasing projects under its jurisdiction. 4. Visit customers regularly and implement post -project management work.
5. The project manager of a leasing company is divided into three levels: that is, the company leaders in charge of the company's leasing business are the highest level, the person in charge of the leasing business department and the backbone of the business are intermediate, and the general personnel of the leasing business department are primary. Among them, each level of project managers are responsible for the tasks of the project manager's work mission, assessment, management, guidance and business training, and complete other tasks assigned by the superior functional departments and superiors.
The basic conditions of the project manager
1. Feng Gong's law, courage to be responsible, have a strong unity and cooperation and risk spirit.
2. Professional skills are comprehensive, highly comprehensive quality, and have a unique survey ability, analytical ability, judgment ability and execution ability, including the ability to use modern high -tech machinery, public relations coordination capabilities, language expression capabilities, response capabilities, etc.
3. In principle, the project manager should have a higher education at the same time. For more than 5 years of bank credit or the customer manager of the customer manager of a lease company for more than 3 years, familiar with and master the country's economy, trade, taxation, financial policy, policies, and regions in the region Economic development dynamics, financial analysis ability.
4. The work attitude is rigorous and meticulous, and has high professional literacy.
The main functions of the three project managers
1. Actively develop and expand lease projects. The project manager should in -depth understanding and mastering the company's business philosophy, and actively publicize the company's business variety, service content and business scope to the company's business goals, and increase the company's social awareness.
2. Strictly perform work responsibilities, play a bridge between the company and customers, and provide customers with multi -level, multifunctional and comprehensive leasing services.
3. Dynamic management of leasing customers and leasing projects, responsible for the management of all aspects of all aspects of the leasing projects under its jurisdiction.
4. Visit customers regularly and implement post -project management.
5. The project manager of a leasing company is divided into 3 levels:
that is, the company leaders in charge of the company's leasing business are the highest level, the person in charge of the leasing business department and the backbone of the business are intermediate, and the general staff of the leasing business department is the general personnel of the leasing business department. primary. Among them, each level of project managers are responsible for the tasks of the project manager's work mission, assessment, management, guidance and business training, and complete other tasks assigned by the superior functional departments and superiors.
6. The project manager must strengthen unity and collaboration between each other. We must consult the opinions of the other project managers of the other projects in charge of the business of their own.
The basic skills of the fourth project manager
1. Proficient in the operation process of the leasing business, strictly implement the company's leasing business management measures, and conscientiously responsible for the project under its own business acceptance to field investigation, plan design, project assessment, reporting, reporting The implementation and improvement of the project, implementation, implementation and supervision, later management, project archiving, etc.
2. Investigate the basic situation of customers. Including customers' shareholders, capital status, and the situation and financial credit status with other financial institutions, and organize the daily data of the customer to improve the customer's file. According to its financial conditions, the industries, the size of the enterprise, the business volume, and other indicators divide the customer group classification and the collected materials, and the statements are classified and sorted in time.
3. Formulate a customer development plan. Analyze, evaluate, predict the operation, predict, formulate customer development plans and adjustment opinions, including expanding goals, expansion strategies and methods, and put forward opinions and suggestions for customer support, development, elimination.
4. Establish a visitor report system. The project manager conducts a monthly visit to the customers under its jurisdiction, and the small and medium -sized projects conduct a visit at least once a quarter, and each visitor situation with the obtaining information is compiled.
5. Project manager's industry development trend, policy support changes, changes in customer operations must be analyzed in a timely manner. And form a written material to report to the company in time. Establish a project manager's handbook to fully grasp the situation of customers, including customer enterprise names, addresses, contacts, industry status and development prospects, business risks, monthly business volume, records of various debt returns, main management personnel changes and other related information information , Do a series of tasks such as risk prevention, risk warning, and resolving emergencies in the projects under the jurisdiction. At the same time, the information of the file box that meets the company's "Archives Administration" should be transferred to the company's archives department in a timely manner and improved the transfer procedures. I believe that if you have the above conditions, you will definitely not worry about it.
Far East, your ban on business agreement is hardly done by peace. At present, it is difficult to avoid business on business trips, but because the revenue of the Far East is more reliable, it is still a compensation. Judging from the current industry trend, job -jump is basically jumping to the leasing company. People in the Far East prefer the financial department and the background of large state -owned enterprises. The agreement is said to be avoided, and there are currently no examples on hand. In addition, it depends on which business department is. In the past two years, packaging and education have done a good job. If it is construction, I am afraid that it is king to take the time to test the certificate. Of course, you must not forget that the medical treatment of the Far East is really successful. In addition, the overall temperament of the project manager in the Far East is that the ground gas should be more affected by the customer manager of the bank, so I wonder if I can take the CFA in this environment. Mix a little, consider transferring to the representative office, is a functional department.