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本文借鉴平衡计分卡和积分制的设计思路,提出了客户经理绩效指标体系。该体系遵循全面反映、定性与定量相结合、突出重点、系统考核等原则,考核指标的选取涉及经营绩效、客户服务、内部事务、学习发展等维度。经实践检验,该方法具有可推广的价值,为解决“客户经理激励难”这一问题提供了有效的参考。
This article draws lessons from the balanced scorecard and the integral system design mentality, proposed the customer manager performance index system. The system follows the principles of comprehensive reflection, combination of qualitative and quantitative, emphasis on key points and systematic examination. The selection of assessment indicators involves the dimensions of business performance, customer service, internal affairs and learning development. The practice test shows that the method has the value of popularization, which provides an effective reference for solving the problem of difficult incentive for the client manager.