Responsibilities of the sales business department

Responsibilities of Sales Department (6 selected articles)

With the continuous progress of society, people gradually realize the importance of post responsibility, which refers to the work content that a post needs to complete and the scope of responsibility that it should undertake. How are the general job responsibilities formulated? The following are the job responsibilities of the sales business department I have compiled for you (selected 6 articles), hoping to help you.

Job Responsibilities of Sales Business Department 1 Job Description:

1. According to the overall development plan of the bank, formulate departmental development plans and business objectives, and take overall responsibility for the performance of subordinate departments and teams.

2. Responsible for department personnel recruitment and team building, and organize the implementation around the department development plan.

3. Lead marketing, product development and business promotion departments, integrate online and offline retail and consumer finance business channels, build and continuously optimize business processes such as customer acquisition, application and approval, and provide customers with efficient and intelligent financial services.

4. Coordinate internal and external resources, promote departmental project implementation and business development, and ensure that business risks are controllable.

5. Promote business innovation, integrate consumption, payment, lending and operation scenarios, and build a retail business scenario platform and an ecological platform.

6. Complete other tasks assigned by superior leaders.

Requirements:

1, bachelor degree or above. At least 10 years working experience in retail, consumer finance, Wechat business and other financial related businesses, familiar with relevant policies, products and market conditions.

2. Have working experience in national joint-stock commercial banks, national consumer finance companies and large-scale Internet financial platforms, and hold senior management positions.

3. Have a macro development vision, embrace financial technology, and have in-depth understanding and business experience in online financial business.

4. Have a keen market awareness, rich experience in product innovation and business promotion management, and good communication and analysis skills.

5, strong subjective initiative, able to withstand greater work intensity and pressure.

6. Strong learning ability and strong awareness of risk control.

Responsibilities of the sales and business department. The responsibilities of this department

1. According to the company's business development strategy and plan, study and formulate the market positioning and development plan of the company's business, draw up the corresponding implementation plan and organize its implementation;

2. Implement relevant national laws and regulations and company rules and regulations, formulate and improve the company's financial line management norms, strengthen various supervision and inspection mechanisms, and ensure the steady development of business compliance;

3. Decompose, issue and implement annual or phased business indicators, organize assessment, and promote the marketing team to complete various business indicators and promote business development;

4. Build the information channel network of the company's financial business, contact and communicate with the relevant government management departments and regulatory authorities, collect, analyze and dig the information of large enterprises and industries, investigate the development of the same industry, and keep abreast of the changes in macroeconomic development and regulatory policies;

5. Formulate the operating specifications of the company's business, and organize the standardized inspection and guidance of the financial business of the company within its jurisdiction;

6. Provide professional technical support and guarantee for marketers, and cooperate with peers, intermediaries, insurance, securities and other institutions. Publicity, planning and promotion of new business and new products, including cross-cooperation with other business departments within the company, to achieve overall marketing and joint marketing;

7. Carry out the secondary development of customer resources, tap the potential needs of existing customers, and improve the marketing level and effect through personalized product and service scheme design;

8. Organize customer relationship management, build, operate and maintain customer relationship management system, and formulate unified standards and norms;

9, according to the needs of business development, with the company's marketing strategy, organize phased marketing activities;

10, coordinate and solve all kinds of difficulties and problems encountered by front-line marketing departments in the marketing process;

1 1. Conduct business statistics and business analysis of the company, and be responsible for the statistics, submission and business analysis of various statements of the company channels and banks;

12. Organize and carry out various trainings for employees of the company's financial business, assist employees in qualification identification, and summarize and promote various successful cases of the company's marketing lines;

13, managing the marketing activities of the company's financial business, ensuring that all kinds of marketing activities are carried out in an orderly manner and putting an end to unfair competition;

14, responsible for the operation, operation and maintenance of the corporate financial account manager assessment system.

(A) the responsibilities of the marketing department (team)

1, according to the company's financial business development strategy and work deployment, formulate specific marketing plans and organize their implementation;

2. Responsible for the marketing, cooperation and customer relationship management of target customers, implement cross-selling, improve customer penetration, continuously expand market share and expand various high-quality customer groups;

3. Abide by national laws and regulations and company management regulations, operate in compliance, standardize operations, compete fairly and optimize services;

4. Be responsible for the risk management of credit customers in this department, formulate corresponding risk control plans for different customers, and earnestly implement them to ensure the steady development of the business;

5. Understand and collect relevant customer information, tap the potential needs of customers, cooperate with the company to promote products, rely on background innovation business, strive to create value, and achieve win-win cooperation between the company and customers;

6. Actively organize to participate in market competition, rely on technology, services and advanced concepts to carry out fair competition, take "serving customers, creating value and creating brands" as the goal, and take "customer-centered, market-oriented, anxious about customers' urgent needs, thinking about customers' thoughts and helping customers' needs" as the action principle of customer marketing;

7. According to the company's development plan, adapt to the development trend of the banking industry, optimize the customer structure and business structure, and ensure the sustained and rapid growth of various businesses.

Second, the job responsibilities

(a) the person in charge of the company's business department

1. Organize the formulation and implementation of the company-wide financial business development plan and work plan, and coordinate the overall marketing plan and activities of the company's financial business;

2. Implement relevant financial laws, regulations and policies, implement various rules and regulations of the company's financial business, do a good job in internal control management and risk prevention, strengthen supervision and inspection of business processes and operational norms, and ensure the healthy and compliant development of the company's financial business;

3. According to the work deployment of the company's financial business, formulate annual, quarterly and monthly work plans and phased marketing plans and programs, and organize the decomposition, implementation, assessment and evaluation of the company's financial business tasks and objectives;

4. Organize research on the company's financial business, understand the direction of macro-control policies, grasp the development of the industry, pay attention to the analysis of business dynamics and customer structure, timely reflect the development of the company's financial business and problems encountered to leaders and relevant departments, and put forward reasonable suggestions;

5. Develop, establish and maintain communication with comprehensive economic departments, commercial organizations, news media, financial peers and social intermediaries, build a marketing information platform, promote the overall market share growth, and ensure the completion of the company's financial business objectives and tasks;

6. Organize on-the-job training for the company's financial staff to improve the overall quality of the professional team;

7. Be responsible for the daily affairs and personnel management of the department to ensure the normal and orderly work of the department;

8. Complete other tasks and tasks assigned by the leaders.

(2) Product manager position

1. Promote and implement corporate financial products, organize product explanation and training, improve the bank's awareness, familiarity and grasp of products, and help customers apply products;

2. Respond to customers' requirements, pay attention to the development trend of the company's financial business, provide appropriate solutions for key customers, meet customers' various loan, financing and innovative business needs, support marketing departments and account managers to sell products, track business progress and provide professional services in time;

3. Seek a win-win situation with customers through joint service and innovation with local counterparts in investment banking, enterprise wealth management and supply chain financing;

4. Track, collect and investigate information about macroeconomics, policies, markets and peers, determine the market, customers, industries and regions of products, formulate annual and medium-and long-term plans for products, conduct dynamic analysis of products, provide research reports, propose marketing strategies and formulate marketing plans;

5. According to the characteristics of regional economy, be responsible for the localized development and innovation of the company's financial products, conduct product demand investigation and feasibility analysis, determine development objectives and elements, conduct product process design and market testing, implement product project development, improve and optimize products, improve functions and promote personalized improvement, and continuously improve the market adaptability of products;

6, responsible for product marketing and promotion, around the brand strategy to develop the overall product promotion plan, take the lead in market planning and promotion;

7. Take the initiative to carry out the secondary development of customer resources, promote cross-selling and combined marketing of various financial products, and strive to improve product sales performance and market image;

8. Be responsible for the daily management of the company's financial products, track and evaluate the product marketing effect and customer feedback, formulate and adjust business standards, management methods and operational procedures, implement product revenue management and pricing management, conduct product consultation and business guidance, carry out inspection and monitoring of product standardized operation, prevent business risks and promote product compliance;

9. Responsible for collecting and sorting out all kinds of successful marketing cases, writing product manuals, regularly organizing case explanations and analysis, and helping marketers improve their marketing skills from the perspective of product application and innovation;

10, responsible for the evaluation and identification of various large loan projects and the organization and implementation of post-loan tracking management of large loan projects;

1 1. Complete other tasks assigned by the leaders.

(III) Comprehensive positions in the business department of the company

1, responsible for document management of all business lines of the company and secretarial work of all business departments of the company;

2. Be responsible for the statistics, collation, analysis and reporting of financial business data of each company, and timely notify relevant banking departments of the analysis results to ensure the truthfulness, completeness, effectiveness and legality of all statistical data;

3. Be responsible for the operation and maintenance of the performance appraisal system for marketers and teams, as well as the analysis and reporting of relevant data, and establish the company's business marketing performance account;

4. Responsible for keeping and collecting all kinds of information texts (including all kinds of standard contract texts, product or business publicity materials, business operation rules and regulations, etc.). ) in the marketing process of the company's financial business;

5. Organize and undertake all kinds of comprehensive meetings and training services;

6. Be responsible for the comprehensive establishment of the company's customer core data system, including the industry data of key industries, the list of major customers and the relevant information of important related personnel.

7, complete other tasks assigned by the leadership.

(4) the post of head of the marketing department (team)

1, according to the issued business indicators and unified deployment, formulate the marketing plan of the department and organize its implementation to ensure the completion of the team's marketing objectives;

2. Be responsible for the business risk control of this department, and achieve the four understandings of "knowing employees, customers, customers' business and business documents". According to the different situations of different customers, formulate corresponding risk prevention plans and implement them;

3. Lead and guide the account manager of the department to carry out customer marketing, actively maintain customer relationships, organize investigations and studies on various customers of the department, improve the business level and market share of the bank by tapping the potential needs of customers, and promote product marketing and product innovation;

4. Actively carry out marketing competition activities in accordance with the relevant provisions of marketing order management to promote the harmony and coordination of customer marketing throughout the bank;

5. Strictly abide by the rules and regulations, operate in accordance with the law, and urge the account managers of this department to carry out compliance development in accordance with the established marketing code of conduct to effectively prevent risks;

6. Organize employees of this department to participate in business training, obtain corresponding job qualifications according to the company's job qualifications, and continuously improve the comprehensive business quality of team members;

7, complete other tasks assigned by the leadership.

(5) Account manager position

1. Carry out marketing according to the business development plan, focus on the target customer groups determined by the company, and complete all marketing tasks on time with good quality and quantity;

2. Investigate and study the target customers, understand their business types, scope, scale, business model, capital flow, profit points and other comprehensive dynamic information, and provide them with targeted products and solutions through in-depth research on customer needs;

3. Promote the existing corporate financial products, provide innovative financial services to customers as needed, do in-depth marketing and cross-marketing, and improve the total business volume, comprehensive return and asset quality of our customers;

4. Actively maintain customer relationships, do a good job of bridge communication among customers, companies and banks, ensure that customers' reasonable needs can be fully met in time, and improve customer loyalty and business contribution;

5. Responsible for conducting credit investigation on customers with credit demand, operating and managing specific credit business, and actively preventing and resolving various risks that may occur;

6. Collect and analyze all kinds of information of target customers, establish and regularly update customer files, and do a good job in daily information maintenance of customers;

7. Actively collect and study the marketing information of the same industry, formulate corresponding work plans, and actively participate in the competition;

8. In the marketing process, abide by national laws and regulations, implement company rules and regulations, and ensure compliance management, fair competition and sustainable development.

Sales Business Department 3 Job Responsibilities Job Description:

1. According to the company's strategy and plan, be responsible for developing the trust business in the region and establishing and managing the trust business team;

2. Organize team members to undertake all kinds of trust business, and build a sustainable development model of departmental business in a planned way;

3. Implement the company's rules and regulations and actively expand innovative business;

4. Comprehensive management of departments.

Requirements:

1, full-time bachelor degree or above, major in economics, finance, management and marketing, 985/2 1 1 graduates from top 500 overseas universities are preferred;

2. 3-5 years of team management experience in the business team of large banks or large trust companies, 5-8 years of experience in financial institutions, and those with high-quality project resources are preferred;

3. Honesty and trustworthiness, good teamwork spirit, love of financial business and strong market development ability, communication ability and team management ability;

4. (Extra points) Have CFA, trust/securities/banking and other industry qualification certificates.

Responsibilities of Sales Business Department 4 I. Overview of Department Responsibilities

Responsible for sales market research, product planning and promotion, sales team building and training, marketing plan planning, market expansion, product sales, payment collection, customer maintenance and management, and achieve the company's main business objectives.

Second, the specific responsibilities of the department

(A) product sales management

1. Draw up the overall marketing strategy planning, implementation and improvement of the company.

2. Prepare and implement the trial production development plan and product sales plan.

3. Establishment and perfection of marketing network system.

4. Establishment, implementation and perfection of sales management system.

5. Formulation and implementation of sales incentives.

6. Standardize sales behavior and manage its process.

7. Coordinate with other departments of the company from product production to delivery to customers.

8. Budget and control of marketing funds.

9. Responsible for the construction, training and cultivation of sales team and the maintenance and management of sales channels.

10, market research, market analysis, advertising planning and delivery, and advertising budget and monitoring.

1 1. Provide dynamic market information for the company's R&D project decision.

12. Establish the credit ratings of customers and sales staff.

(2) Sales channels and customer relationship management

1, sales channel planning, construction and management.

2. Customer development, maintenance and management.

3. Filing and archiving of customer data.

(3) Sales contract management

1. Organization review of sales contracts.

2. Drafting, signing and keeping of sales contracts.

(D) brand building and marketing management

1, build brand awareness.

2. Formulate and implement brand communication strategies and plans.

3, responsible for the collection, collation, analysis and release of market information.

4. Feedback customers' suggestions on products and other demand information in time.

5. Collect and analyze the consultation of customers and competitors, and submit the analysis report.

Job responsibilities of sales business department 5 Job responsibilities:

1, market and policy research;

2. Establish and maintain investment expansion channels;

3. Project expansion and demonstration;

4. Procedures for land use of the project.

Qualifications:

1, major in law, economy, land management, real estate management, etc., bachelor degree or above;

2. Have more than 3 years working experience in real estate project investment and development;

3. Familiar with relevant policies and processes such as real estate project investment, land transfer and real estate development in Suzhou and surrounding areas;

4. Have a strong ability to analyze and solve problems, and have a certain ability to withstand pressure.

Sales Department 6 Job Responsibilities Job Description:

1. Use professional project management methods to ensure the successful implementation of various projects.

2. Help the business department to make the income calculation model, complete the input-output analysis required for the project, and get the approval of the project.

3. Responsible for managing the relevant departments of the company's internal projects or external suppliers to ensure the overall progress of the project and the timely delivery of all deliverables of the project, and ensure the quality within the planned budget and project scope.

4. Establish a smooth communication mechanism, cooperate with various business departments, actively promote the project, and ensure the realization of the project objectives.

5. Monitor the project process, identify and manage the risk/problem/dependence/change process of the project, and formulate corresponding mitigation plans and solutions.

6. Provide project status reports to relevant business departments on a regular basis, including the immediate upward reporting mechanism in case of serious risks or problems in the project.

7. Manage and monitor the progress of each subproject under the project team as a whole, as well as various resources including personnel planning.

Requirements:

1, bachelor degree or above in regular institutions of higher learning; Insurance, finance, computer, information management, mathematics and related majors.

At least 2.8 years working experience and at least 6 years project management experience, with background in financial industry, especially insurance industry.

3. Skillful use of Microsoft Office, MS Project, Xmind and other management tools. Project management certificate (PMI, PMP, Six Sigma, etc.) is preferred. ), strong execution ability, able to withstand certain pressure and overtime needs.

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