Bank account manager's work plan [3]

Article 1 (1) Marketing Management System:

1, daily management:

① Group management system: At work, the team is divided into three groups, and the team leader manages them by grouping the number of people to improve their team development. And through the communication with the team leader, we can have a deeper understanding of the work and life of each member of the team and have a healthy competition in the work.

② Daily one-on-one management: At work, communicate with team members more, understand the problems encountered in the exhibition industry and publicity, and give timely guidance, encouragement and support.

③ Work efficiency system: At work, salespeople should be familiar with their job responsibilities;

1, do everything possible to complete the regional sales task;

2. Strive to complete all requirements in sales;

3. Be responsible for strictly implementing customer account opening procedures;

4. Actively and extensively collect market information and report it in time;

5. Strictly abide by the company's rules and regulations;

6. Have a high degree of professionalism and a high sense of ownership;

7, complete other work assigned by the leadership.

Establish a team's high-efficiency work spirit, and the team will finish the work of the month before 15 every month, and influence new employees through an efficient mode, which is convenient for team management in the later period.

2. Meeting management

Team meeting is an important part of team development, and meeting is an important means of modern management. If the sales staff don't understand the company's instruction spirit enough, the sales mentality will be unstable, and the customer will not be developed strictly according to the terminal idea, and the work efficiency will be greatly reduced.

① Work content: Through reviewing and summarizing yesterday's work in the meeting, we can understand its shortcomings, criticize and communicate together, find good ways and means to solve the problems left over by the market, restore the market body and improve work efficiency. (Content: new assets, number of accounts opened, customer problems)

② Meeting spirit: A day's plan lies in the morning, and Monday is the key day of the week. The way to criticize and correct the lack of work last week through Monday's meeting determines its main significance. The main successful method of marketing is no different from spiritual support and encouragement, which makes people more motivated. On Monday, we encouraged everyone to work, aroused everyone's enthusiasm and made the work complete smoothly.

(3) Conference culture: talent display is added to the conference to show the excellent side of the individual, his self-confidence and personality charm, boost his team morale and enhance his team centripetal force and cohesion.

(2) Personnel recruitment

The formation of sales team and personnel recruitment are important parts. Only by constantly adding new strength can the team develop better. Recruitment is divided into three aspects:

Website recruitment: Recruit outstanding members through Zhilian's assistant.

(2) Talent market recruitment: combined with talent market recruitment.

③ School-enterprise cooperation: This is a new way of innovative recruitment, which has not been successful yet. Through communication with the school leaders, we will cooperate with the graduates during the start-up period, train them before graduation, get to know their outstanding members, and recruit them to the company (in progress with shenzhen polytechnic).

Work plan of bank account manager

(1) Fully understand the arduousness of achieving the asset quantity target this year.

Last year, our team's performance was far from the target, and we encountered many problems in implementing the marketing plan. In marketing promotion, the team can't get the corresponding gifts and imitations, and can't make a better promotion plan; In the maintenance of bank outlets, due to the competition in the banking industry, the requirements for account managers of securities companies are too high, and the tasks of credit, funds and deposits are heavier every month. As a result, our account manager's promotion of network maintenance is slow. Although teams and individuals cooperate to improve the maintenance of bank outlets, it is still difficult to deposit; We are at a disadvantage in the development of bank outlets, and we can't achieve the goal of providing deposits for banks and better win-win "marketing plan". Without a good channel development, it is more difficult to implement the marketing plan.

(B) fully understand the importance of promoting optimal management.

When team management enters the growth stage, some deep-seated problems may be highlighted. It is particularly important to establish a sound team management plan. The comprehensive program reform has entered the substantive implementation stage this year. Through some problems existing in the present situation of team members, such as cohesion, centripetal force, execution and work enthusiasm, new optimization schemes are formulated to solve their problems in time and improve team management.

(3) Fully understand the importance of developing membership.

New members are the fresh blood of the team and an important part of team development. Without the addition of new members, it is impossible to form a big family. The company optimizes the recruitment plan and refines it through team recruitment. Joint implementation, good at marketing objectives.

the second

Xx's work in the first half of the year will soon be over. Faced with the tight macroeconomic situation and the current situation of sub-branches this year, the account manager of the business department of the company should give full play to his role, put forward the work plan for the second half of the year and strive to achieve it.

First, take the initiative to learn and improve your skills.

As an account manager who has been employed for one year, his working hours are not long and he has no cabinet experience, which is really a shortcoming in his work. Their own skills, marketing ability and experience have a certain distance from the performance of the account manager. Therefore, in the second half of the year, we should continue to strengthen our study, improve our personal quality, strive to improve our business skills and strengthen our awareness of risk management. Constantly sum up, learn and accumulate, and strive to calmly deal with various problems in daily work.

Second, maintain customers and expand the market.

Actively contact customers, care about customer needs, and introduce our new business products to customers in time. For the upstream and downstream enterprises of existing customers, it is necessary to dig deep and carefully and carry out marketing work for all links of the customer trade chain. We should actively and frequently keep in touch with customers, discover their needs, guide their needs, give them timely satisfaction, and provide customers with "one-stop" service. For existing customers, we should keep regular contact, and for potential customers, we should actively develop. The main purpose of development is to market products and strive to achieve "win-win".

First of all, based on the principle of "win-win between banks and enterprises", we should calculate the input-output accounts of banks, calculate the accounts for customers and design the most suitable financial product portfolio for customers;

Secondly, subdivide customers, establish target markets and potential customers, and conduct all-round analysis and evaluation of customers. Keep in touch with customers at all times and mobilize customer resources, use effective communication means and communication strategies to keep in touch with customers, and conduct fruitful visits and observations on customers.

Third, in the interaction with customers, we should actively promote bank products. Be good at discovering customers' business needs, and actively suggest and recommend applicable products to customers. Report to relevant departments in time if necessary, and actively explore the possibility of developing special products for them. Fourth, strengthen risk management and effectively monitor customer risks. Pay close attention to the changes in all aspects of customer production, operation and management and the flow of large amounts of funds. No matter what problems occur, they should be considered in connection with asset safety and measures should be taken in time.

Third, divergent thinking and innovation.

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 business development, how to serve big customers well plays a decisive role in our business development. In the second half of the year, we should always pay attention to market research and market dynamics. Studying the market is to analyze the marketing environment, study customers under the premise of grasping the objective environment, so as to understand the operation law of customers' funds, try to track customers' downstream funds to banks, realize the "monopoly control" of funds from the source, realize the internal circulation of funds and consolidate the financial strength of banks.

Article

In xxx years, there are many memorable events for the bank employees who are at the center of the reform wave, especially the comrades who work in the position of account manager.

In my own words, at the beginning of the year, "this is the first time in my years of work that I have officially embarked on the platform of work." Moreover, unexpectedly, I almost fell behind in the competition, which made me feel pressure from the beginning, that is, from then on, I was more energetic in my heart. 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, we have completed the task of increasing deposits by 24 1.5 million yuan, completed 24 1.5% of the plan, discounted three acceptance bills with an amount of 4.6 million yuan, completed intermediary business income of 1.00 million yuan, and completed personal deposits of 601.00 million yuan, which was also successfully completed.

Customer first, deposit as 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 put the mouse on a company's secretarial writing website to see more information according to the prompts. The financial staff captured the information with a humble sentence, gave timely feedback and tracked it, and finally made nearly 27 million yuan of funds arrive at the beginning of the year, realizing a "good start" and laying a good foundation for the bank to increase deposits.

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 even see him running up and down after he is busy ... Although things are normal and simple, there are not many people as meticulous as Chen Gang. 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 banking reform, my working ability and

The comprehensive quality has been greatly improved, and the business level and professional skills have been updated and improved with the reform of CCB at all 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 the leaders and colleagues of the branch, I boldly explored ideas, established the concept of customer first, recruited different customers, adopted different working methods, and strived to provide quality financial services to customers. In his own understanding of work, it is "the needs of customers are my work". 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 circulate his own funds in the body, he started from scratch.