Summary of bank marketing report 1

It has been a year since I was transferred to the sales department unconsciously. With the care and help of leaders and colleagues, my work has gradually moved from the adaptation stage to the competent stage. I have really done a lot of work in the past year. The work of one year is summarized as follows:

First, work hard.

From October to May this year, I was mainly responsible for credit work, including manual and electronic accounts of loans, management of loan text files, five-level classification of loans, inspection after loan issuance, preparation and submission of credit statements, and registration and custody of important projects (collateral). Starting from May, be responsible for the creation and modification of the customer credit line of the whole flag. In June, the director proposed that the teller rotate the cabinet, and I started to be a first-class teller at the front desk. During the period, I consulted modestly in my work and explored in practice. After a month, although my business skills have indeed improved, there is still a big gap between me and my colleagues in terms of business efficiency and service efficiency. In July, on the basis of the original work, I began to be responsible for the binding of subpoenas. Until the credit management system went online, due to work needs, I was no longer responsible for binding subpoenas and recording the electronic and manual account books of loans in September and June of 5438+ 10 respectively. After the credit management system went online, I was set as an account manager in the system, responsible for the input of customer information, credit granting and loan lending. Since the system went online, I have created 400 pieces of new customer information (no data migration) and issued loans. Now it can be said that the operation is free.

Second, actively participate in learning and training.

Over the past year, the Associated Press has organized business study and training for many times, and I have been able to actively participate. During the training, I have been studying hard and asking for advice modestly. No matter in financial laws and regulations, business knowledge or operational skills, it has been improved to varying degrees, and has achieved good results in the test of learning and training. More importantly, every time I accept new knowledge, I have a deeper understanding of the importance of learning, which gives me a sense of "being prepared for danger in times of peace" and enhances my initiative in learning.

Looking back on the work of the past year, I feel that I have passed without doing anything. However, from the data that I have to keep a loan account once a day, check an important project once a day, submit a credit report once a month, check about 120 loans on average every month, and identify nearly 650 loan risks in five categories every quarter, I have done a lot of work and achieved certain results. However, there are still many shortcomings and unsatisfactory places: First, we need to find ways and channels to complete the tasks assigned by the Institute in organizing deposits; Second, business skills need to be further improved. Only in this way can we better provide convenient and efficient services to customers at work; Thirdly, in the service, we still need to improve our attitude and methods to shape the good social image of our organization and our sales department.

In a word, in 20 years' work, I can be strict with myself and complete all the tasks assigned by society. In my future work, I will continue to strengthen my study, combine theoretical knowledge with practical experience, develop my advantages, overcome my shortcomings, change in my work and improve in the process of change.

Summary of bank marketing report II

After working for a period of time, the basic process is familiar, but there are also many minor problems. For example, when checking orders, some dealers don't send money orders, even if some do, they don't indicate the company name, because many of them are inconsistent with the orders, so it is difficult to tell whose company the remittance is. When you encounter problems, you must learn to solve them with your own thinking. In this regard, my first thought is to understand the situation of such problems clearly, and then according to. So, I sent a notice in the QQ group for several days. The reason why it has been posted for several days is because not every dealer accesses the Internet every day. The content of the notice is written in the format of multiple-choice math questions, which I think will help the dealer to see clearly what I want to achieve. Later, considering that not all dealers are online, I have to remind them of what problems when similar problems occur.

Everything is improved on the original basis. At first, I recorded the daily orders according to their recording method, but later I found that there were many inconveniences. I made some changes according to my own understanding of my work, which reduced unnecessary troubles in my work.

Whenever there are too many orders, I must keep a clear head, because there have been cases in which the orders were not signed in time because of too many orders, which should attract my attention, that is, pay attention to the details, find out the reasons and make corrections.

There are many things that need to be done in this work.

Discover for yourself, discover and change constantly.

Communication skills:

Communication is a skill, and being good at communication is an art. From a psychological point of view, thinking from the other side's point of view may lead to unexpected results, but when communicating with customers, we ignore our own starting point, fail to notice that we are relaxed, and fail to notice that the content should be concise at first. After a while, I found my own shortcomings in this respect. Now that you have found your own shortcomings, you must find ways to correct them.

Tone is a very important part of communication. Communicate with others with a smile, and others will feel your smile and sunshine.

Summary report of bank marketing work 3

Looking back on the past year, all the experiences have turned into beautiful memories. Combined with my own work, I have made some achievements in the past year, but there are still some shortcomings. Transform our outlets, improve service quality and strengthen outlet marketing. Our sub-branch has partially adjusted its staffing, arranged low-counter sales staff, made initial progress in personal financing business, and began to try to provide professional comprehensive personal investment and financing services to middle and high-end customers. I also transferred from the low cabinet to the financial office to engage in personal financial business. Although I encountered many difficulties and problems in my work.

I. Summary of Specific Work in 20 10

Customer maintenance, mining, management and personal product sales.

1. Grasp the basic work, make a good sales plan and tap the wealth management customer base; Through the front desk counter, using the silver shopkeeper crm system, focus on developing vip customers and adding vip customers;

2. Further collect and improve the basic information of customers, integrate customer relationship management, fund management and portfolio management by using the bank shopkeeper crm system, and establish some customer information. While understanding the basic information of customers, we have carried out a variety of product sales and achieved certain results in active marketing.

3. Strengthen publicity and transmit information through newspapers, SMS, display boards and led banners. , and achieved some results;

4. Further promote the listing of new products such as RMB weekend wealth management, steady return series, aggressive wealth management of BOC and precious metal sales according to the investment and wealth management needs of market customers and the work arrangements of the superior bank.

Self-training and learning

Under the great attention of provincial branches, in March this year, after the selection and internal assessment of individual account managers in the province, we participated in the formal training of XXX AFP qualification. With my own efforts, I passed the national afp financial planner qualification examination in one month this year and got the qualification certificate in one month; Through the standardized training of afp system, I have improved my quality after studying at this stage.

At work, as a bank employee, when making investment and financial planning for customers, I properly configure various financial products according to different customers, and take the return on investment created for customers as my work goal. I can turn what I have learned into the ability to serve customers, attend it blueprint training according to the actual situation of the bank, and constantly improve my business ability.

Second, the shortcomings

Although the Bank's wealth management business has developed initially, due to its late start and low starting point, the development scale of wealth management business is relatively small, and there is a big gap compared with peers, and there are problems such as insufficient personnel, low quality and inadequate management. At present, it is far from enough for our bank to expand its intermediary business income by developing agency insurance and consignment funds. Products need to be more abundant and financing channels need to be expanded. Many of our characteristic wealth management products, such as Huijubao, Waihuibao, paper gold and RMB games, have not been fully promoted (limited by the marketing staff and professional quality) and lack of professional wealth management.

disadvantage?

1. There are few basic wealth management customers (middle and high-end customers), they don't fully understand customer information (address, number of people, hobbies), and they lack customer maintenance;

2. The marketing is weak, which requires teamwork to strengthen marketing and fails to give full play to individual abilities;

3. Business processes need to be combed and integrated, services need to be optimized to improve service quality, and customer information needs to be transmitted from the front desk to the financial office through multiple channels;

Iii. Work plan for the coming year

1. On the basis of consolidating achievements, understand and master the personal wealth management business market, cope with the competition in the same industry, and develop the wealth management business of the Bank rapidly.

2. Constantly strengthen quality training, self-study and participate in training; Further improve the business level

3. Increase marketing efforts, promote the realization of various goals, and effectively pay attention to the growth of customer volume.

4. Strengthen study according to the actual work of the Bank, do a good job in launching the new it blueprint system, and do a good job in personal work planning for 20-20 10.

Summary report of bank marketing work 4

2008 is a very busy and fulfilling year for me personally. I have made great progress in thinking, work, study and life, especially in sales. The achievement can not be achieved without one's own efforts and initiative, the close cooperation of the team, and the care and strong support of leaders at all levels. The work in the past year is summarized as follows, and the work in the coming year is reported.

Keep pace with the times ideologically, update marketing ideas in a timely manner, offer suggestions for the marketing development of sub-branches, and make marketing work keep up with the deployment of superior banks. At the beginning of 20-2008, during the peak season marketing activities, all kinds of business volume were counted and credit cards were submitted in time, which ensured the timely consolidation of the results of peak season marketing activities. In March, he participated in the "Jin Feng Qilu" training class organized by provincial banks and insurance companies, gave full play to party member's leading role, postponed the rest time, worked continuously for 14 days, contacted customers in many ways, dialed Bai Tong, invited 9 customers successfully by telephone, and finally signed the bill for 560,000, accounting for 3 10000 on the last day of closing, accounting for the whole team. In addition, actively write manuscript news, so that all the businesses carried out by the sub-branches can be communicated to the higher authorities in time.

At work, work hard and accomplish all tasks actively and efficiently. In the second half of the year, individuals sold 1 10,000 single funds, accounting for more than 50% of the total sales of branches. Annual marketing of wealth management products140,000. In addition, we actively explored potential customers, put forward good suggestions to branch leaders, and successfully marketed more than 40 million wealth management products of the branch, laying a good foundation for the branch to achieve new breakthroughs in wealth management products. While doing a good job in marketing, we should also carefully manage the follow-up work of marketing. From 20 to 2008, more than 500 credit card inquiries 1.500 were audited and registered, and more than 300 reports 1.300 were compiled; Especially in the arrangement and submission of batch cards, in order to ensure the timely submission of all customer information, overtime is worked. In addition, we signed six diamond-level customers and added 1 diamond-level customers to fully maintain customer relationships, thus ensuring the service experience of high-end customers and the continuity of customer relationships.

In learning, I am in a learning organization, actively learning and updating all kinds of business knowledge, taking all kinds of training seriously and taking all kinds of exams, thus maintaining the smooth flow of business knowledge and a good knowledge form. During my school days, I actively participated in various business knowledge competitions, organized and participated in the creation and editing of the branch's own publication Home, participated in and passed various examinations organized by the superior bank, and obtained the general certificate of banking qualification. Through continuous learning, I have enriched my understanding and knowledge of banking policies and regulations, and laid a good foundation for better serving our bank and customers.

In life, as a party member, I am diligent and thrifty. Put forward reasonable suggestions on the savings plan of the branch, such as saving paper for copying ID cards every day, collecting waste paper printed on weekends in time and giving it to the front desk staff for use. The vouchers filled in by customers who collect cards in batches are designed reasonably, which makes full use of the discarded stationery of branches and saves a lot of paper.

The above achievements can not be achieved without the strong support of leaders and the close cooperation of colleagues. In the usual work, the leaders of the sub-branches help each other in the allocation of business resources, and colleagues also actively recommend customers to me, ensuring the richness and continuity of customer resources when marketing various wealth management products. Achievements can only explain the past, and more efforts are needed in the future. As a member of the sub-branch, I will take advantage of the east wind in 20-2000, and strive to make the sales work better, more precise and stronger while continuing to do all the work well.

Summary report on bank marketing work 5

From 20 to 2000, there are many things worth remembering for the bank employees who are at the center of the reform wave, especially the comrades who work in the position of account manager. At the beginning of the year, I competed for the post. In my own words, "This is the first time I have officially stepped onto the podium for many years and won a job." Besides, I almost lost the election unexpectedly. The competition made me feel the pressure from the beginning, that is, since then, I have more vitality in my heart, so I must work hard and live up to my mission. He thinks so and does so. Over the past year, I have closely followed the pace of the leadership of the sub-branch in my work and completed all the work well around the work focus of the sub-branch. With wisdom and sweat, with actions and effects, the spirit of dedication and selfless dedication was demonstrated.

Up to now, I have completed the task of increasing deposit-10,000 yuan, which is-%of the planned amount, discounting acceptance bills-10,000 yuan, completing intermediary business income-10,000 yuan, and personal deposit-10,000 yuan. At the same time, I also successfully completed fund sales, credit cards and credit card marketing, and completed the CCB network of power supply companies.

First, customers are the first, and deposits are the center.

In my work, I always set up the concept of customer first, taking the customer's affairs as my own business, worrying about the customer's urgency and thinking about the customer's thoughts. In terms of working methods, I always achieve "three diligence", diligent in moving my legs, diligent in hands-on and diligent in thinking, so as to win the support of customers for our business. I can be a serious and responsible person in my work. He captured information from a humble remark by a company's financial staff, gave timely feedback and tracked it, and finally made nearly 10,000 yuan of funds arrive at the beginning of the year, realizing a "good start" and laying a good foundation for the bank's deposit increase work.

In the process of serving customers, I am careful and inject brotherhood and friendship into my work, which makes the simple and boring service work colorful and truly embodies the concept of customer first. When a customer receives flowers from him on his birthday, he will be moved by this surprise. If the customer receives his short message when he is upset, he will definitely put his unhappiness behind him for a while and hold a little gratitude; And when the customer is unfortunately lying in the hospital bed, he will see him running up and down after he is busy ... Although everything is normal and simple, there are not many meticulous people like Chen Gang.

Second, the needs of customers are my job.

I have been engaged in credit and deposit work in banks for more than ten years, and I have a comprehensive ability to work independently. With the needs of bank reform, my working ability and comprehensive quality have been greatly improved, and my business level and professional skills have also been updated and improved with the reform of CCB at various stages. In order to fulfill my mission and complete the tasks assigned by my superiors, as the account manager in charge of several key customers, with the help of branch leaders and department colleagues, I boldly explored ideas, established the concept of customer first, recruited different customers, adopted different working methods, and strived to provide customers with the best financial services. In his own understanding of work, it is "the needs of customers are my work".

Third, open up new ideas, be brave in innovation and work creatively.

With the reform of China's economic system and financial system, the trend of customers choosing banks has been formed, and the competition among banks is becoming increasingly fierce. In terms of business development, you have me and I have you. In order to survive and develop in the competition, how to serve key customers plays a decisive role in our business development.

I think, as an excellent account manager, we should always pay attention to market research and market dynamics. Studying the market is to analyze the marketing environment, study the customers on the premise of grasping the objective environment, understand the operating rules of customers' funds through the research on customers, and strive to track the downstream funds from customers to our bank, so as to realize the "monopoly control" of funds from the source, realize the internal circulation of funds and consolidate our financial strength. This year, in one of his clients, the capital flow is relatively large. In order to make his own funds circulate in the body, he started from scratch, won the trust of the unit with high-quality service, and gradually found out the downstream units of the unit. Through many door-to-door contacts, all the infrastructure funds allocated by the unit have been opened in our bank. In addition, in July this year, when the municipal government asked the national treasury to collect and pay the account of the budget unit and transfer the funds to the commercial bank, he took the initiative to contact the door and successfully retained a customer to open an account in our bank.

For example, taking health and fitness activities as a clue, carrying out table tennis and badminton activities with customers not only pushed the communication with customers to a deeper level, but also broke the traditional public relations model and received very good results in the work. This year, in the friendly skill exchange with the relevant personnel of a real estate company, he learned that the customer wanted to auction some of his properties, and he worked actively and successfully transferred the auction money of RMB 10000 to our bank.

I have a strong sense of professionalism and responsibility in my work. I work hard and actively. I never pick and choose, and I don't pick heavy ones. I can try my best to finish every job on time and with good quality. In his daily work, he always insists on high standards and strict demands on himself, taking the overall situation into account, regardless of gains and losses. In order to complete various tasks, he sacrificed his spare time, gave up weekends and holidays, and used all the time and opportunities to serve customers, make friends with customers and be friends that customers would like to associate with. Through unremitting efforts, I have handed in a satisfactory answer sheet for myself in 20 years of work.

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