7 customer day work plans

Customer holiday work plan 1

In xxx years, there are many memorable events for the bank employees who are at the center of the reform wave, especially the comrade

Customer holiday work plan 1

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 grabbed information from a company's own information, put the mouse on it, checked the words of the financial personnel according to the prompts, and gave timely feedback and tracking. Finally, nearly 27 million yuan of funds arrived at the beginning of the year, which achieved a "good start" and laid 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 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". 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.

Customer's Daily Work Plan Part 2

One: First visit to a doctor

1, psychological preparation

In view of this situation, as a business person in our company, first of all, don't be intimidated by the boredom and behavior of potential customers to salespeople. We should believe in the high popularity and reputation of our officemate brand in the office stationery industry, the market share we have gained in Chengdu industry market, the good cooperative relationship between existing customers and companies, the trust in our products and services, and the loyalty we have formed. I believe that through my attitude towards work, full confidence in products, sincere, modest and enthusiastic personality and good service consciousness, I can impress my customers, win their goodwill and trust, and finally reach the intention of cooperation.

2. Opening remarks

In the development of specific work, because the customer's boredom will always exist to some extent, it is necessary to sort out and formulate a unified set of short and clear opening remarks (opening remarks) before the first visit.

For example, "Hello, I am a staff member of Chengdu officemate, an office partner company. At present, the company operates more than 65,438+00,000 kinds of office stationery. With the strategic cooperative relationship we have established with many well-known office stationery brands at home and abroad, and the strong advantages of centralized joint procurement and oem nationwide, I believe we can meet the diversified and different levels of office needs of your company. " By analogy, through repeated simulation drills during training, the effect of clarity, clarity and conciseness (unified use of Putonghua to express norms) is achieved, and the opening time is controlled within 1 minute.

3, office environment, personnel observation, and look for opportunities to visit.

Before entering the customer's office, look for the position of the company's receptionist or daily administrative or secretarial staff, and feel whether it is the above three types of personnel by experience, and then see if it is free. Don't rush forward if they are answering the phone, talking to people or burying their heads in sorting out documents; When he has a little spare time, he will come forward, hand in his business card, make an opening speech, and ask for his business card or telephone contact information, so as to facilitate telephone and email contact and follow-up after his first visit. After establishing a good relationship with such staff, they will introduce themselves to the logistics or purchasing department of their own company.

4. Application of preliminary interview tools (product catalogue, business card, etc.). )

Before the first visit, the company should make a unified product catalogue, which should indicate some basic information such as prices, specifications, models and batch discounts of commonly used products. On the one hand, it embodies the standardization of company management (beautiful and concise catalogue), which is different from ordinary salesmen. On the other hand, it is convenient for the other party to search their own needs, and it is also an effective tool to attract the attention of the other party. While browsing the product catalogue, the other party also made opening remarks and introductions to our sales staff.

5, etiquette, dress, etc.

Dress neatly, smile, be calm and confident when dealing with cold reception and scolding, and reflect your good professional quality, thus reflecting a good company image and personnel management level.

Personality emphasizes that as an account manager, you should take the lead in setting an example and lead your sales staff to visit potential customers at the first time, so as to gain direct experience of visiting customers, set an example for business personnel, and also help to make correct evaluation, evaluation and supervision of business personnel's work performance, give guidance and suggestions on their shortcomings, and commend and encourage their achievements.

Second, the summary of the first visit and the institutionalization of regular meetings.

1, summary data:

The summary information should include: the size of the customer's office, the number of office workers, and the use of office supplies (including brand and quantity, etc.). ), etc. All these need to be obtained through conscious observation and inquiry during the first visit and in the friendly state of the other party.

Step 2 hold regular meetings

Work summary should constitute a daily meeting system (before work in the afternoon). The regular meeting shall be presided over by the account manager, and a self-summary shall be made first. Next, the salesperson must explain the process of visiting each potential customer for the first time at the end of the day, and make a self-assessment of his working conditions, such as:

(1) Whether the customer information obtained is more or less, and whether the cooperation intention is reached;

(2) During the visit, which links are in place and which need to be improved;

(3) What problems have been found in the unified working methods and tools (such as opening remarks and texts, product catalogues, etc.)? ) What needs to be corrected, improved or enhanced through the work practice of the day;

(4) Whether it is necessary to adopt new working methods.

Speak freely about the problems and challenges encountered during the visit, sum up experience and learn lessons, form a written work summary, which will be filed by the company and submitted to the relevant leaders of the company for review and instruction.

Customer Day Work Plan Chapter 3

In 20xx, as account managers, we need to constantly strengthen customer management and optimize service processes. The work plan of 20xx is as follows:

First, visit customers institutionalized, strengthen communication, and promote * * * to win.

The purpose of establishing the system of visiting customers is to further strengthen exchanges and communication with customers, provide better services for customers, and show the brand-new image and high-level service level of the department to the society. In order to make the visit work practical and not a mere formality, this work will be included in the service specification as a system next year. When visiting a customer, the visitor should fill in the customer visit log in detail, and submit it to the person in charge at the end of each month to verify the handling situation and fill in the comments. During the visit, we should pay attention to face-to-face communication with customers, actively listen to customers' opinions and suggestions, grasp the new orientation of customers' needs, collect materials and improve the basis of services for the next marketing work, and obtain first-hand information, so as to enhance the pertinence of marketing and improve the marketing effect.

Two, actively promote the account manager system, standardize the development and management process of key customers.

In the past year, I encountered some problems in the process of visiting customers. For example, due to the lack of communication and exchange between visitors, the overlapping of interviewees, the handling of customers' difficult problems and suggestions has not been well supervised, and so on. To this end, the visiting supervision system is implemented, that is, the principle of "whoever visits is supervised" is followed. If there are questions that cannot be answered on the spot due to objective reasons, or questions that do not fall within the scope of the department's responsibilities, they should explain the reasons to customers, and record in detail the information of visiting users, the difficulties in using emails and the opinions and suggestions put forward by the other party, and send them to relevant professional bureaus for handling, coordination and supervision, and then inform customers of the handling results afterwards; Responsible for collecting and sorting out record forms, reporting the results of visits to relevant leaders in the form of reports every quarter, sorting out recent visits, and analyzing and commenting on the results of customer suggestions.

Three, the implementation of hierarchical management of major customers, the development of a unified version of the customer relationship management system.

In order to continuously deepen and optimize the service quality, the key customer center will improve and improve the service quality from all aspects to meet the requirements of key customers. First of all, the account manager responsibility system is implemented, and the hierarchical management system is implemented for large customers, emphasizing the timeliness and timeliness of service, and ensuring the smooth progress of customer service through institutionalization. At the same time, develop a unified version of the customer relationship management system, pay attention to the enterprise and customer dynamics when visiting customers, understand the new trends in the new year, collect information, ensure that the files of major customers are updated from time to time, and obtain first-hand information for the next marketing step, so as to enhance marketing pertinence, improve marketing effect, help improve operating efficiency, reduce operating costs, minimize internal friction, and realize the enjoyment of customer resources.

In 20xx, I will continue to strive to improve my performance and create better profits.

Customer's Daily Work Plan Chapter 4

The 20xx New Year is a year full of vitality. It is necessary to sum up the shortcomings in last year's work, consolidate the management of the team this year, vigorously improve the cohesion, centripetal force and execution of the team, and promote the feelings among team members. With full youthful fighting spirit, improve this year's performance, further optimize the management plan, spiritual and cultural construction and marketing plan, further promote Tianqi's team building, strengthen confidence, unite as one, and solidly improve this year. It is of great significance to do a good job this year. Fully understand the situation, problems and task objectives, improve the team's new look, changes and ability to complete various tasks since 20xx, and do the following work well:

I. Daily management

① Grouping management system: At work, the team is divided into X groups, and the number of people is managed by the team leader after grouping, so as to improve their team development. And through the communication with the team leader, I have a deeper understanding of the work and life scenes of each member of the team, and I have a healthy competition in my work.

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

(3) Work efficiency system: At work, salespeople should be familiar with their 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 timely sort out and report it;

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

6. Have a high sense of professionalism and ownership;

7, complete other work assigned by the leadership.

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

Second, the 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 materials: After reviewing and summarizing yesterday's work in the meeting, analyze the performance, recognize its shortcomings, criticize, find good ways and means to solve the problems left over by the market, restore the market body and improve work efficiency. (Information: 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. After Monday's meeting, we criticized and corrected the shortcomings of last week's work, and the way of correction determined 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 and aroused their enthusiasm, which led to the smooth completion of the work.

(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.

Third, 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 excellent members through Zhilian.com's assistant recruitment.

(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. After communicating with school leaders, graduates will cooperate with the school during the start-up period. Before graduation, we will train and know our outstanding members and recruit them to the company (in progress with xxx College).

Four. Regional training

Under the training organized by the company, the team will conduct intensive training for new employees to open accounts.

① New employee account opening process and corporate culture training;

② Sales skills and oral skills training (swot analysis teaching materials, customer face-to-face communication skills, development and maintenance of bank outlets);

(3) Qualification examination training (basic knowledge of securities and knowledge of securities trading).

Verb (abbreviation of verb) network development and maintenance

At present, there are xx banks and outlets and xx community outlets. After the inspection, the branch and the bank president can understand the work of their account managers and strengthen maintenance and performance improvement.

After completing the above work, I realize that an excellent team should have excellent management skills, constantly strengthen the sense of team service, develop personal empathy, good coordination and communication skills, find and solve problems in time, accurately analyze, judge and predict the market, insist on timely and symmetrical management information, good language expression skills and strong manager innovation ability. To improve the efficiency and quality of team work as the standard, so as to continuously enhance the appeal, cohesion and combat effectiveness of team work.

Customer Day Work Plan Chapter 5

The implementation of exit management is an important way to adjust the "three structures" and an important embodiment of the bank's active risk management, which promotes the optimal allocation of bank credit resources and strongly supports the improvement of comprehensive profitability. From a long-term perspective, effective exit management is also an important measure to ensure the balanced and high-quality development of the Bank's credit business and achieve a sustained and stable improvement in operating performance under the macro-control background.

I. Complete the withdrawal of 20xx annual stock customers.

By the end of 20xx65438+February, the banks under its jurisdiction had recovered 2.764 billion yuan of credit in 2007. Among them, for the existing customers in the exit list issued by the Head Office, the accumulated normal loans were11700,000 yuan, accounting for 0.92% of the company's normal loan balance at the beginning of the year, accounting for 1 18.87% of the annual exit target amount, and completing 306% of the exit target required by the Head Office. Exit management has achieved remarkable results.

Second, the idea of implementing exit management in 20xx

According to the exit management requirements of the Head Office, we followed the strategic plan of "three modernizations" adjustment of provincial banks, adhered to the working principles of overall planning, active implementation and strict enforcement in the adjustment of the existing customer structure in 20xx, defined the exit criteria of customers according to the credit guidelines of industries and regions within our jurisdiction, formulated the classification criteria of existing customers, and divided the existing customers into four categories: new compulsory insurance customers, stock maintenance, gradual compression and deadline withdrawal, and included the latter two types of customers in the exit plan. Apply the customer classification results to the credit approval process and front-end credit management process, standardize the exit process management, strictly implement the exit plan, and strengthen the implementation effect of exit management.

Three, clear stock customer selection and classification criteria

According to the credit guidelines of the industries and regions within its jurisdiction, the existing customers are divided into four categories: new secured customers, stock maintenance customers, gradually compressed customers and repayment customers within a time limit. The specific criteria are as follows:

(This part is supplemented by the provincial policy system team) ...

Fourth, make an orderly exit plan for existing customers.

1, exit the planning method

The combination of bottom-up and top-down is adopted between the provincial bank and the branch, that is, the branch screens and combs according to the classification standard, actively formulates the exit list of customers with memory ability under its jurisdiction, and submits it to the provincial bank for review; After communication and feedback between the provincial bank and the branch, the classification list is finally determined, and the target customer list and implementation plan are withdrawn at the whole jurisdiction level.

2. Classify existing customers.

In principle, the balance of new customers must be controlled within 25% of the total balance of stock, and the balance of stock maintenance customers should be controlled between 40% and 50%. The sum of the balance of the latter two types of customers should not be less than 25% of the total balance of customers with stocks.

3. Clarify the implementation time limit and structural withdrawal ratio of the exit plan.

(1) For the non-performing credit customers included in the exit plan, in principle, the customer exit should be completed within three years, and the annual exit plan should be clearly formulated. 1 The annual withdrawal amount shall not be less than 40% of the stock balance, and the accumulated withdrawal amount in the previous two years shall not be less than 80% of the stock balance.

(2) Strengthen the risk screening of normal customers and increase the withdrawal of high-risk customers. For normal and concerned customers who are required to be included in the voluntary withdrawal plan, the annual withdrawal amount of 20xx is not less than 5% of the company's normal loans at the beginning of the year, and the withdrawal amount of concerned customers is not less than 60% of the annual withdrawal amount of the above two types of customers.

Five, strengthen the evaluation and assessment of the implementation of the exit plan.

1, strengthen the evaluation of the implementation of the exit plan.

Strengthen the monitoring of the implementation of the exit plan of all banks, timely inform the whole jurisdiction of the implementation progress of the exit plan through monthly monitoring and quarterly notification, and conduct a comprehensive evaluation and ranking of the implementation of the exit plan of all banks under the jurisdiction every six months. For branches whose implementation progress of the exit plan obviously lags behind the expected progress, the provincial bank will strengthen directional supervision.

2, the exit plan implementation responsibility system.

In order to strengthen the centralized and effective management of the branches under its jurisdiction, the exit plan is implemented with a directional responsibility system, that is, the leaders in charge of the risk branches of the Bank take the lead in implementing the exit plan of the secondary branches, the Risk Management Department assists in the supervision, and the corporate banking department implements it in detail; Hangzhou Branch is led by the bank leader in charge of risks.

3, increase the exit plan implementation assessment.

Combined with the Head Office's assessment method for the implementation of the exit plan of tier-one branches, the assessment criteria and scoring composition of the exit plan implementation dimension in the risk management capability evaluation system are refined, and the assessment weight and scoring ratio of the exit plan implementation are increased (the plan is increased from the current 8% to 20%), so as to guide branches within their jurisdiction to strengthen the formulation and implementation effect of the exit plan.

4. Strengthen the application of the implementation results of the exit plan.

According to the implementation of the exit plan of each bank, actively use the exit plan implementation results to implement classified management.

(1) For the branch whose implementation progress of the semi-annual assessment exit plan is obviously lagging behind, the provincial bank requires the branch to clarify the subsequent targeted implementation measures through directional work tips, increasing inspection frequency, direct interviews, etc., and report the implementation progress regularly to ensure the high-quality completion of the annual exit plan.

(2) comprehensively balance and link the implementation of the exit plan with the overall control of the loan scale of provincial banks and the approval of credit projects. For branches with passive exit plans, insufficient coverage and lagging implementation progress, the provincial bank will balance the optimal allocation of credit resources and appropriately control the approval process of new credit projects throughout the bank.

Customer Day Work Plan Chapter 6

As an account manager, if there is no work plan and basic goals, it is never possible to reach the other side of victory. Everyone and every career should have basic goals, work plans and winning beliefs, while many people often spend a lot of time talking, and the goals are vague. Now it is necessary to make a specific work plan for the work in 20xx years.

A successful salesperson introduced his experience and said: My secret is to stick the target list on the bedside. When you get up and go to bed every day, you should record today's achievements and tomorrow's goals and remind yourself to work hard for them. This shows that "where there is a will, there is a way". As long as you are willing to work hard, any account manager's plans and goals can be achieved through hard work.

In 20xx, I made the following plans:

1, more than 2 new customers are added every week, and there are 2 to 4 potential customers.

2, weekly summary, big knot once a month, see what mistakes in the work, timely correct next time.

Before meeting the customer, you should know more about the customer's status and needs, and then make full preparations, so that you may not lose this customer.

There should be no concealment and deception from customers, so there will be no loyal customers. On some issues, you have been communicating with customers.

We should constantly strengthen our business study, read more books, consult relevant information on the Internet, communicate with our peers and learn better methods and means from them.

6. Work attitude towards all customers should be the same, but don't be too modest. Make a good impression on customers and establish a better image for the company.

7. When customers encounter problems, they must try their best to help them solve them. In doing business, we must be a man first, and let customers believe in our work strength, so as to better complete the task.

8. Self-confidence is very important. Always say to yourself, you are, you are unique. Only by having a healthy, optimistic and positive work attitude can we complete the task better.

9, and other employees of the company should have good communication, team consciousness, more exchanges and discussions, in order to continuously improve business skills.

The above is my work plan for this year. There will always be all kinds of difficulties in work. I will ask for instructions from the leaders and discuss with my colleagues to work together to overcome it. Make your own contribution to the company. But in reality, I still have many shortcomings to solve. I believe I can have a better development, but the prospect is the most important thing. I believe I can do it, which is what I should do. In the future, I will go further, because my life journey has just begun, and I believe I will do better!

Customer Day Work Plan Chapter 7

The job of a securities account manager is not a one-off event, but a long-term job, which requires enough patience, careful work at ordinary times and frank communication with customers. In order to work purposefully, purposefully and effectively in 20__ years and achieve better results, the following plans are formulated:

First, go to work with love.

1, work with a love. Keep good manners, from the perspective of serving others, let customers feel that you really care about him, shorten the distance between brokers and customers, and form a correct guide to customers' thoughts.

2. Do a good job in publicity, strictly implement the company's service standards, and do a good job in telephone consultation and account opening for new customers. Contact customers regularly and do a good job in customer maintenance.

3. Do a good job of communication and reporting. There are no small things at work. Record important matters and convey them to the relevant responsible personnel of the company to avoid omission or delay.

Second, their own quality.

While working hard, I will also try to improve my quality. Constantly improve professional ethics, master securities business rules, expand securities knowledge and improve their own securities business level.

1. Learn more advanced securities business theory, learn valuable experience from company colleagues and learn professional knowledge.

2. Think more to build a good customer relationship. Only by having a good relationship with customers can securities brokers complete their tasks better and deeper!

3. Reflect more and summarize more. Self-reflection is the basic way to improve professional quality. We should sum up the success or failure of China's securities industry in time and accumulate experience for future work. So as to make continuous progress and surpass ourselves.

In the days to come. I will forge ahead and innovate, strive to complete the work and tasks assigned by the company and strive for greater progress! I hope the company leaders and colleagues will help and correct me a lot.

I think the most important point is the incentive system:

It is also a family business, and it is also a system for itself. Why do some do well and some do poorly? Guo Fansheng believes that the family business system mainly includes two aspects. One is the incentive system, which embodies the distribution rules of wealth. In economics, this is a question of who to do it for. If the incentive system is done well, people will be willing to work hard. The second is the management system, which mainly solves the problems of what to produce and how to produce it, and embodies the efficiency rules of wealth production.

The core of incentive system is to mobilize people's enthusiasm, and the core of management system is to make the motivation of incentive system mobilization scientific and efficient. Without a reasonable incentive system, no matter how good the management system is, it is meaningless. Only with a good incentive system and an unscientific management system, it is difficult for an enterprise to succeed. The incentive system encourages people to work hard and arouse good things in people's hearts, mainly for good people. It makes excellent people work harder, more creatively and more independently.

The management system assumes that people are selfish. From the perspective of managing bad people, bad people can't do bad things and are forced to keep doing good things. In the long run, they turn bad people into good people.

While controlling the bad guys, let the good guys not do bad things under the temptation of interests and become better people. Therefore, the incentive system increases the number of good people, and the management system reduces the number of bad people.

If everything is like the above, I believe there is nothing wrong with the job. There are no unfinished tasks.