我被理專fire - 銀行
By Elvira
at 2013-10-26T16:38
at 2013-10-26T16:38
Table of Contents
當X打的優先理財客戶快三年了,幾個月前呢,收到銀行通知,
寫著:我的客戶關係經理XXX因個人生涯規劃,不能再替我服務云
云,我毫不在意,我在裡面的資金都在2.2%台幣定存,澳幣高利定存
,這位理專每次都打來推銷我不需要的東西,如世界卡,什麼各大機
場貴賓室使用,但是我因家務多年踏不出國門;還有收益率不到6%
的債券,但手續費要收我3%,我都說不需要,每次不誇張,他都用
如喪考妣的語氣說「你真的不買?真的嗎?不買嗎?拜託啦....」
搞得我十分有罪惡感,每隔一陣子呢,X打銀行又會派人打電話給我,
要我評鑑我的理專,我忍不住跟評鑑的人說:很抱歉,目前的資金規
劃比較沒辦法讓他服務到。
因此總總,理專離職對我來說完全沒有影響,反而少了製造我愧疚
都不買的機會,我那時也沒想到離職的話沒指派下一個理專給我的問
題。
收到信後一兩個月去銀行辦事,奇怪,怎麼看到理專笑臉迎人的在
服務一位歐巴桑,我當場在想我是不是該躲起來不讓他看到?又過了
三四個月,我去銀行辦事,忍不住問櫃臺小姐,請問XXX還有在做嗎?
櫃臺小姐說「有啊!」
也就是說呢,我被我的理專fire了,我覺得一百萬個莫名其妙,你們
又沒有規定理財貴賓不能只定存卻不買產品,我知道我沒讓你們銀行賺
到錢是我不好,但我介意的是為什麼要用「欺騙」的方式來對待客戶?
這樣讓人感覺很差很差很差,我討厭被騙的感覺啊!
我在想他們銀行算理專的業績可能不是看這個月幾千萬,而是要看名下
所有客戶資產總和的投資金額比率?不然幹嘛把我踢掉?
--
寫著:我的客戶關係經理XXX因個人生涯規劃,不能再替我服務云
云,我毫不在意,我在裡面的資金都在2.2%台幣定存,澳幣高利定存
,這位理專每次都打來推銷我不需要的東西,如世界卡,什麼各大機
場貴賓室使用,但是我因家務多年踏不出國門;還有收益率不到6%
的債券,但手續費要收我3%,我都說不需要,每次不誇張,他都用
如喪考妣的語氣說「你真的不買?真的嗎?不買嗎?拜託啦....」
搞得我十分有罪惡感,每隔一陣子呢,X打銀行又會派人打電話給我,
要我評鑑我的理專,我忍不住跟評鑑的人說:很抱歉,目前的資金規
劃比較沒辦法讓他服務到。
因此總總,理專離職對我來說完全沒有影響,反而少了製造我愧疚
都不買的機會,我那時也沒想到離職的話沒指派下一個理專給我的問
題。
收到信後一兩個月去銀行辦事,奇怪,怎麼看到理專笑臉迎人的在
服務一位歐巴桑,我當場在想我是不是該躲起來不讓他看到?又過了
三四個月,我去銀行辦事,忍不住問櫃臺小姐,請問XXX還有在做嗎?
櫃臺小姐說「有啊!」
也就是說呢,我被我的理專fire了,我覺得一百萬個莫名其妙,你們
又沒有規定理財貴賓不能只定存卻不買產品,我知道我沒讓你們銀行賺
到錢是我不好,但我介意的是為什麼要用「欺騙」的方式來對待客戶?
這樣讓人感覺很差很差很差,我討厭被騙的感覺啊!
我在想他們銀行算理專的業績可能不是看這個月幾千萬,而是要看名下
所有客戶資產總和的投資金額比率?不然幹嘛把我踢掉?
--
Tags:
銀行
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