Summary of the work of the investment manager

Investment promotion supervisor work summary template

Investment promotion means soliciting merchants. It means that the contracting party publishes its services and products to a certain range in order to recruit merchants for joint development. . As investment managers, how should we write our work summary? The following is a summary of the work of the investment manager that I carefully prepared. You can refer to the following content!

Year-end personal work summary of the Investment Promotion Department 1

A new year has unknowingly arrived in the busy work. Looking back on this year’s work history, I want to say thank you. move. I would like to thank the company for giving me a platform to fully express myself and realize my self-worth. I would like to thank my leaders for teaching me dedication and care, and I would like to thank my colleagues for their care and help. As a member of Hangzhou Xingaoce Investment Management Co., Ltd., I deeply feel the enthusiasm for the vigorous development of the enterprise and the fighting spirit of everyone.

As a member of the investment department, when I first arrived at the company, I didn’t know much about real estate and was unfamiliar with the new environment and new things. With the help of the company's leaders, I quickly learned about the nature of the company and the real estate market. I quickly recognized the company's corporate culture and business philosophy and quickly got into work. From getting familiar with the project information to visiting the construction site, doing market research, and solving specific problems, we all work with a learning attitude and work seriously and rigorously. Actively learn business knowledge from colleagues and realize the importance of investment recruitment in the entire project. With an optimistic and hard-working attitude towards life and a rigorous and scientific work spirit, we combined theory with practice, and happily started the first wonderful journey of my life. Work summary

1. Learning and training

During the internship, I continued to add knowledge related to real estate and learn about investment promotion. During this period, I conducted market research on surrounding new real estate projects and made relevant survey reports. When doing market research, you must understand what information you want to obtain, try to understand the project advantages and relevant information of competitors, carefully consider the investment ideas of our project, and better allocate the business location of our project so that buyers can get the best results. interests while maximizing our profits. At the same time, we will formulate a more complete investment plan, and then go to various places to attract investment to attract merchants to settle in as early as possible and collect funds. I believe that our team has enough strength to build Qianxi Old Street into the first street in New Sheng.

2. Personal investment promotion situation of Qianxi Old Street

In the work plan, I mainly focus on investment in catering, entertainment, and living facilities. Individuals have completed one investment and catering business with an area of ??295㎡; one photography studio with an area of ??284㎡; one for education and training with an area of ??609㎡; and eight living facilities with an area of ??600㎡. A total of more than 400 merchants have been negotiated.

3. Problems existing in the work and ways to improve

①Problem: Although some progress has been made in the company's work, there are still shortcomings. The main situations are as follows: 1. Through this period of work, I found that my professional skills and knowledge are still lacking. The main manifestations are: lack of deep understanding of big brands; poor negotiation methods with merchants; inability to grasp the psychology of merchants; various types of brand merchants settling in The required conditions are not understood in depth enough. In the process of negotiating with customers, I can clearly feel that I am not very effective in attracting investment, such as how to assess the situation and observe the mood when negotiating with senior customers, how to advance when encountering more difficult customers, etc.

②Improvement methods: In the follow-up work, I will increase my efforts to learn all aspects of professional skills and knowledge, and constantly enrich myself to enhance my actual work ability and strengthen the relationship with company leaders and colleagues. Communication will not only improve work efficiency, but also learn more knowledge and methods, and promote the rapid improvement of one's abilities.

IV. Work Plan for 2015

Although the Ministry of Commerce has achieved some results in its work in 2014, there are still some tasks that have not been fully completed. In the upcoming 2015, our work tasks are also very heavy and quite stressful.

In order to ensure the smooth progress and perfect conclusion of our department's work tasks in 2015, my work plan is roughly as follows:

1. Continue to follow up on customers with strong intentions in various items, and strive to complete the work in April The opening rate reaches more than 90%

2. Find new intentional customers, enhance customer resource reserves, and reserve business network water for the subsequent continued investment work;

3. Adjust your mentality according to the annual plan and devote more enthusiasm and energy to investment operations to improve your ability to maintain quality and quantity, and complete various tasks assigned by the company and leaders on time.

V. Acknowledgments

Here I would like to once again thank the group company for providing me with such a platform for self-realization, and once again thank the leaders of the company for their cultivation and guidance. , thank all my colleagues for their help and trust in me this year. In my future work, I will devote myself to this job with higher passion and do my best to complete more business projects of the company. Summary of the work of investment promotion staff 2

At the beginning of this year, I was fortunate to join the first team of investment promotion and become one of them. Over the past six months, with the training and help of department leaders and the care and support of colleagues, we have focused on investment promotion work, worked hard to learn investment promotion knowledge, continuously improved working methods, improved work efficiency, and completed various tasks well. The work and study situation in the past six months is now briefly reported as follows:

First, participate in project approval. The first thing I participated in was the approval application for Suzhou Weiyi New Materials Company. From the pre-approval of the company name to the collection of business license; from the transfer of land and real estate to the actual settlement of the company. By participating in this series of processes, I gained a perceptual understanding of the entire settlement process of investment projects, and also gained a better understanding of the approval center, land bureau, real estate bureau, power company and other relevant departments in the approval process. At the same time, we also realize that we need to be fully prepared before applying for approval. Any small mistakes will lead to delays in the application for approval; during the application for approval process, we need to strengthen communication with the approval department. Good interpersonal relationships will greatly shorten the time for application for approval; after the application for approval is completed, the information should be archived in a timely manner. Start well and finish well.

2. Participate in the production of investment materials. Give full play to your own drawing advantages and mainly complete the drawing of project site planning drawings. For example, the Pilkington float glass project draws project reference drawings including transportation, electricity, natural gas, and sewage. For example, for the CSSC project, draw a project site selection plan.

3. Assist department leaders to complete daily work.

The main tasks are as follows: 1. Production of investment materials PPT, speech drafts and visa processing for group investment in South Korea; 2. Contact and communicate with relevant companies. Through the "Enter the Foreign Enterprise Service Month" activity, I visited foreign enterprises in the park and became familiar with the company's location, which added a lot of convenience to my future work.

At the same time, I also have some shortcomings in half a year of work. 1. The ability to complete work independently is not strong enough, and the business knowledge is not sufficient. For example, in the production of investment materials, comprehensive considerations cannot be considered, and sometimes the expression is not accurate enough; 2. Insufficient interpersonal relationships.

I am a newcomer and have not been able to establish an effective interpersonal relationship chain. When communicating with relevant departments and related enterprises, sometimes I need leaders to communicate before I can carry out my work. In addition, there are still some aspects that are far from what the leaders expect, such as insufficient awareness of investment promotion and sometimes not careful enough in work.

2011 is the "year of performance competition", a year of competition between work performance and ability. In the work in the second half of the year, I will take improving performance as the starting point, taking "learning from Yangshe" as the work motivation, and thinking about how to effectively and quickly carry out future investment work. The work plan for the second half of the year is as follows:

First, we must strengthen the learning and updating of investment knowledge. As an investment recruiter, you need to master project investment and settlement procedures, park preferential policies, social negotiation etiquette, and related operational practices.

Second, we must innovate work ideas. Innovating work ideas is a shortcut to improving work ability, and finding some effective investment methods can get twice the result with half the effort. In terms of collecting project information, online investment promotion can be carried out. By searching investment information websites, investment intermediary websites, etc. on the Internet, you can gradually accumulate certain effective project information.

Third, we must formulate a work plan. Developing a work plan can effectively improve work efficiency.

Long-term work in the second half of the year: 1. Collect preferential policies for various projects, including various preferential policies from the country, province, city, and park; 2. Organize and archive the site selection for various projects. Formulating monthly work plans and weekly work plans in actual work can effectively track and understand the progress of investment projects; formulate daily work plans, arrange time reasonably, and carry out work quickly and effectively. Investment Recruitment Department Work Summary Report 3

With the start of the company’s new 1#2# factory building project and the completion of the positioning of the XXX Industrial Park, the park’s investment promotion is in full swing. In June of XXXX, the company made a major adjustment in its investment promotion work, and derived the concept of agency investment promotion. The investment promotion scope expanded from the park investment promotion to the entire vacant factory buildings in Linping. With the continuous expansion of investment areas, investment work has entered a new stage. The company established a special investment department in early July to be responsible for park investment and agency investment. After a long investment recruitment process of more than one year, the company completed its first leasing agreement in August 2009. Investment promotion results in the second half of the year were more significant.

1. Main achievements:

Investment promotion in the park:

1. In June of XXXXX, XXX㎡ investment promotion for the 1# factory building was completed;

2. In the month of XXXXX, the investment invitation for the 1# factory building XXXX㎡ was completed;

3. In the month XXXXX, the investment invitation for the 1# factory XXXX㎡ was completed;

4. In the year XXXXX Month by month, investment promotion for 1# factory building XXXX㎡ has been completed.

A total of XXXXX square meters of investment in the park have been completed.

Agent investment promotion:

XXX months to XX months***, XX agency investment agreements were signed, and the agency factory area reached more than XXX million square meters.

1. In June of XXX year, the agency investment of XXXX㎡ for the factory was completed;

2. In the month of XXXX, the agency investment of XXXXX㎡ for the factory was completed.

A total of 10,248 square meters of agency investment were completed.

2. Existing shortcomings:

1. Insufficient information on vacant factories: At present, there are many vacant factories in XX, but only some of them are advertised for rent. Now, we only learn about factory rental information through on-the-spot searches and introductions from friends. This amount of information seems very small. How to get information about factories that are vacant but not advertised? How can I successfully represent the factory after knowing the factory information from outside? We need to find a suitable method.

2. Insufficient efforts to expand the source of rent-seeking customers: The company now advertises investment on the XX factory website and on the exterior wall of the park, but the results are not obvious, and it is a wait-and-see investment style. How to expand more customer sources and how to expand the brand effect of XXX? agent investment?

3. The internal system construction of the Investment Promotion Department is not perfect: At present, the division of responsibilities of the Investment Promotion Department has not yet been implemented. They are each responsible for investment promotion, and there is no team cooperation in investment promotion. As a result, more problems are prone to occur during the investment promotion process. Mistakes. Therefore, we urgently need to subdivide responsibilities and establish a small team cooperation model.

3. XXX year plan:

The XXXX year work plan is summarized as: establishing a system, expanding two platforms, strengthening tripartite cooperation, using four media, and doing a good job in the XX region The factory agent investment promotion work establishes a "Linping" model.

1. Segment the market and establish a division of labor system for investment promotion:

Our agency investment promotion is still in a state of disordered investment promotion. Each order is taken and made, and whoever takes the responsibility is responsible. The customer source aggregation and redistribution work was not done well. In fact, customers seeking rent can be roughly divided into several categories: home textiles, mechanical hardware, furniture, printing and packaging, etc. We can divide investment groups according to several hot rental industries. Each group has a person in charge and 1-2 staff members. One group is responsible for 1-2 industries, and scattered industries are all under the responsibility of one group. For parks with an area of ??XXX square meters or more, they can be considered as special parks for investment. The responsible team will prepare a feasibility report on park positioning, which will be approved by the company for implementation. Through professional investment agency services, we provide agency companies with services that exceed their expectations, thereby establishing the brand of "XXX" professional investment agency.

2. Expand the online investment platform and property management platform:

Online investment platform: The influence of online marketing is becoming increasingly obvious. As a company with pioneering and innovative corporate culture, it should Pay attention to online marketing. The company has reached cooperation with Alibaba and established a promotional platform for factory agent investment on Alibaba's website. In XXX, the Investment Promotion Department will build this online platform to maximize its promotional role.

Logistics hosting platform: At present, the company's agent investment promotion is still in the state of taking one order and completing one order after another. After completing the agent investment promotion for a factory, no follow-up services are provided. We should establish a property management platform to provide one-stop services in investment promotion and logistics management for agency parks. By charging an escrow fee that is a certain percentage of the rent every year, we can achieve long-term income from agency investment.

3. Strengthen exchanges and cooperation with government departments and relevant associations:

Many renting customers come to XX to look for factories, and most of them will find relevant government departments or relevant industry associations. Because they trust the government. Relevant government departments are also paying more and more attention to the problem of high vacancy rates caused by excess factory buildings, and have done a lot of statistical classification of vacant factories in their jurisdictions. However, the updated information after statistics is very slow, resulting in the need to recommend many companies to find factories for customers. It reduces the government's efficiency and wastes customers' valuable time. As a professional factory agency, we are more sensitive to information about vacant factories than the government. Since the government and associations have a rich source of customers, and we have the latest information on vacant factories, if the three parties strengthen cooperation, it will not only improve the government's The efficiency of work also left a good impression on customers. Therefore, it is very necessary and urgent to strengthen exchanges and cooperation with government departments and relevant associations.

4. Increase advertising efforts and make good use of outdoor advertising, online advertising, print advertising and old customer recommendations.

Publicity channels:

The size of the popularity determines In order to enhance customers' trust in us and our influence on customers, outdoor advertising, online advertising, and print advertising, as traditional publicity channels, are the three major ways for customers to find factory information. Through these three channels, we advertise "Find a factory for you for free" to let customers know that if you want to find a factory, you don't have to look for it anymore, just come to us directly. Recommendations from old customers and word of mouth are the best channels to gain the trust of new customers. Through professional and considerate services, we satisfy our customers who have cooperated with us, and then recommend their friends to come to us and let us find them for free. Factory building.

I hope that through the above work, we can establish the brand of XXX as a professional factory agent and achieve good results in the new year.

Summary of the work of the Investment Promotion Department 4

Reporter: Yuan Yuan from the Investment Promotion Department came to Kaibang Real Estate in August 2014. After getting familiar with the Liangjiang City project, he took over the work of the Investment Promotion Department. Under the supervision of Mr. Gan and Mr. Jiang Under the leadership of Mr. and Mr. Xu respectively, the work of the investment promotion department has been carried out in an orderly manner. Summarizing the work of the past few months, there is hard work but there are also shortcomings. The following is an overall review of recent work and hope for the coming year. The work serves as a reminder:

1. Main work done since August:

1. Connection with investment agency: successively with Jianzheng Weiye and Haiji Planning In view of the neglect of "Jianzheng Weiye" during the work process, the cooperation was temporarily postponed and the cooperation was docked with "Haiji Planning" company to carry out the overall planning and business positioning of "Kaibang. Liangjiang Tianjie". Under the leadership of With the instructions and approval, the overall leasing and sales plan was finally determined;

2. Connecting with the General Engineering Office and the Design Institute: Because the architectural design standards of the commercial part need to be repeatedly connected with the General Engineering Office and the Design Institute , the architectural design requirements for the commercial part have been determined through meetings and interviews, and different requirements have been put forward for hotels, kindergartens, main merchants and sales parts. We are now waiting for the design institute to issue complete construction drawings;

3. Several main stores were determined: Through the hotel management company’s bid evaluation meeting, it was determined that the management of the self-operated hotel in Building 2 would be assumed by the French Ouyun Hotel Group Management Company, and a preliminary consultation and post-operation contract was signed. Management contract; through the docking with Zhuhai Dadi Kindergarten, the preliminary intention of cooperation has been completed, and is now in the stage of modifying the contract details, striving to complete the signing of the lease contract in January 2015; through the introduction of BGI Cinema, we received Chongqing Film in September However, due to the slow speed of state-owned enterprises and the busy liquidation work of state-owned enterprises at the end of the year, the current follow-up result is to try to follow up repeatedly in January and try to sign a letter of intent or a lease contract before the year;

4. The establishment of the investment department: In the early stage, the staff of this department only consisted of Hu Yong (director of the investment department) and me. The recruitment of personnel was completed in a few months

. Investment consultant Huang Jie and back-office staff Xiao Chunrong have been added. As the investment work gradually unfolds, we will continue to recruit professional investment personnel to coordinate with the completion of the project; we have formulated a department management system, as well as the overall investment process and contracts related to investment. and basic information, and conduct regular work inspections and training for department personnel, striving to lead a professional, standardized, and professional investment promotion team;

5. Formulating investment promotion policies: through the compilation of basic information and local business After market research, we prepared the investment plan and sales and lease-back plan of "Kaibang Liangjiang City" for the leaders to review and make decisions, which detailed the project background, project investment principles, project format planning, project investment policies and how to attract investment. etc. The above information is to be submitted in mid-January 2015;

6. Matters related to commercial publicity: Participated in the preparation of the investment manual for 1977 Advertising Company to connect with "Kaibang. Liangjiang Tianjie" and the provision of information, *** has produced 2 versions, the new version will be completed in January 2015; and cooperates with the opening and autumn Pengshui house sales department activities to produce relevant T-shaped signs, DM orders, picture albums, etc.; cooperates with Cancer Company Provide information to complete the production of the commercial promotional video. This short film will be delivered at the end of January 2015, but the advance payment has not yet been paid;

7. Exploration of local business resources: Under the leadership of Mr. Xu, together with Peng Chairman He of the Water Chamber of Commerce established frequent contacts and understood the needs of members of various local chambers of commerce. In early November, he convened more than 40 members of the Building Materials Chamber of Commerce to promote and explain the project. In early December, the Building Materials Chamber of Commerce held a meeting in Liangjiang Plaza. held an anniversary concert, which raised the general public's attention to the Liangjiang City project. In the following time, we will try to work with Chairman He to explore customers in the local clothing industry, building materials industry, and catering industry, and work on commercial sales and leasing. It plays a very good role in resource integration;

8. Negotiation and maintenance of other merchants: Other merchants in Chongqing, Qianjiang, and Pengshui, and department personnel are in the process of discovering, negotiating, and maintaining.... ..Especially for customers in supermarkets and department stores, continue to follow up and make re-invitations and follow-up appointments when the business has a certain image progress;

9. Complete other tasks assigned by leaders: Cooperate with Mr. Gan Connect with the Commercial Committee and other departments to strive to create a better environment for “Kaibang. Liangjiang Street”

Investment policies and conditions; cooperate with the financial department to calculate the rent-back and provide leaders with more detailed and professional rent-back plans; cooperate with the marketing department to link residential sales and commercial promotion; the rest is to complete the temporary tasks assigned by the leaders.

2. Summarize the shortcomings and propose areas worthy of improvement in the future:

Summary: First of all, I would like to thank the company leaders for giving me such a platform to continue to learn and improve myself. In these few During the months of management work in the investment promotion department, the leaders in charge also imparted a lot of professional knowledge. I learned to learn with an open mind, communicate patiently with department personnel, obey the leadership's arrangements, and hope to make some due contributions to the company and projects. , the advantage is that I have enthusiasm for work and respect for colleagues, and I also have my own ideas and organization for work, but there are still shortcomings. I hope to continue to explore and improve in future work, such as the coordination of some things, and occasionally I will still be irritable, emotionally unstable, not necessarily thoughtful, and express myself too directly, which may result in incorrect expression of some opinions and ideas. Therefore, in future work, I will adjust myself and guard against arrogance and impatience. Make yourself more professional and professional, and work with department personnel to truly build "Kaibang. Liangjiang Tianjie" into Pengshui's premier business district! ;