Summary of bank outbound call work

Summary is a written material to review and analyze the study, work, life or its completion in a certain period, including achievements, existing problems, experiences and lessons. It can help us sum up our previous thoughts and carry forward our achievements, so we should write a summary. So what is the format of the summary? The following is a summary of the bank outbound work I collected for you. Welcome to share.

Leadership:

First of all, I would like to thank the center for providing me with this opportunity to compete for employment. I came to work in the center on 1 1 August and have been working for more than half a year. Half a year's outbound work has experienced a variety of projects and has rich work experience in outbound posts. After the training of our company and leaders, as well as the study in daily work, I feel that my ability has also been significantly improved. I think I have the ability to be a foreman. If I am lucky enough to succeed, I will repay the expectations and trust of the leaders with practical actions.

Let me talk about my understanding of the position of foreman and one of my management methods and measures:

First of all, I think the foreman position is an indispensable part of the unit leadership framework, a link and bridge between leaders and employees, and plays a connecting role, that is, executors and managers. From the executive's point of view, the foreman should seriously convey some instructions and tasks of the leader to each employee and feed back the information to the leader. As a grass-roots manager, he should use his personal ability to solve detailed problems, so that employees can better complete tasks for the company.

Management methods and measures:

First, considering that being a new foreman will inevitably lead a new team, first of all, I will set a goal for my team (for example, we will get the third place in the team within three months), so that every team member can make clear the goal in our group, work together and make progress together!

Second, we will accurately convey the company's rules and regulations and the performance of each project to employees, and we will ask for peace and supervise each employee to do it in strict accordance with the company's regulations!

Third, communicate and understand with each team member to pay attention to their mentality, because everyone comes from different places, and their work experience, background and future work goals are different. Only by knowing each team member can we carry out diversified management according to each person's own different situation, because some people are not sales geniuses, and some people don't know anything. These just depend on our attitude towards work, which we often encounter in telemarketing. Or we don't listen to the introduction. If we have a positive attitude, we will let the telemarketers face this situation calmly and make the voice sound full of vitality. If we have a negative attitude, we will feel more and more heavy work pressure. What's more, most of the people we are recruiting now are fresh graduates, so maybe telemarketing is totally out of line with their major. What's more, most people now look down on sales because of conceptual problems. So either I don't work hard, or I want to change my job and look for a job for three or two days, which also wastes our company's financial resources and manpower. Because training also costs money, I will focus on the mentality of new employees when they first join the group, so that everyone can face their future work with a good attitude!

Fourth, their daily work.

There are roughly three points in the working data:

1, the daily online call duration, this data is the most basic, it can reflect the working attitude of employees, because no matter what their working ability is, as long as they work hard, there will be no big gap with large teams.

2. The number of effective outgoing calls per day, that is, the number of customers contacted. This data shows the efficiency of employees and fully reflects whether the language is incisive and concise.

3. The number of successful bookings per day. This data can show the marketing skills of employees. In the training course, I also learned to observe the work of employees through the team performance analysis chart, which is based on the above three aspects. However, the factors most likely to affect employees' job performance are employees' work attitude, work status and work skills. The foreman needs to know which part of the team members has problems in time through some data, and guide them to solve them, so that his team can finish the work better.

2) I will monitor the real-time recording when the project is called out, record the highlights and problems, and share the recording during the afternoon meeting, so that everyone can absorb the highlights in the recording and apply them to practical work, point out the problems, discuss and analyze them together, and give effective solutions. And follow up!

3) Report the work of the day at the party, summarize the difficult problems encountered in online outbound calls all day and the reasons for customers' refusal, and analyze them one by one. If the customer refuses because of wrong knowledge points or lack of marketing skills, then the knowledge points, marketing skills and dialogue skills of this project will be trained. If it is because our products are not attractive to customers, we will dig up customer needs and record them, and feed them back to the higher authorities, which will lay the foundation for the matching of project data and customer base in the future, and also help the later marketing.

4) Diversified management mode, because each team member's problems will be different. Common problems are solved together, and individual problems need to be treated differently, and targeted help and management are needed.

1, I have established a work record form, the contents of which are not only normal work records, but also clearly written when recording the main work contents, which will enable the person filling out the form to make a rational analysis of the day's work. In this process, most people can have a correct understanding of failure, thus reducing the sense of pressure and making everyone feel easier to work.

2。 Conduct a log exchange once a week, and the participants will be grouped. There are now 12 people in our group, and a group of four people discuss it collectively. In addition to daily work experience, we should also discuss whether everyone's work diary is correct in attitude and understanding, which is positive and which is negative and should be eliminated. And the team with the most correct attitude will be announced at the end of each month, and our tour fee will be rewarded accordingly. The purpose is to tell everyone that if the work attitude is correct, the enterprise will reward it.

3。 Establish a mutual aid award. In each group discussion, the group members should take notes and grade the colleagues who participated in the discussion and actively put forward their ideas and opinions. This result can be published and it is also an important basis for improving management. Because the most important idea of managers is to make their teams better.

4。 At the end of each month, each sales team will adjust their mentality according to their own logs. The benefits are mainly concentrated in two aspects. One is to train salespeople's language skills. First, let colleagues express their views on a certain issue in public, which can easily make everyone more determined about their good behaviors and good ideas, and thus can also exercise our language expression ability in the marketing process.

Five, the cohesion of the team

At present, employees often leave their jobs in some groups. The loss of employees will affect the stability of the group and the interests of the company, because it takes time, manpower and material resources to recruit employees. Financial resources for training cannot make our company a free training school. We keep recruiting people, but we keep walking, sending the poor and lacking people. In a big way, this is a great loss for our company. From small to large, the loss of people in our group will shake others' confidence in their work and affect the normal work progress of our group. I think this also reflects the reason why cohesion is not strong, so what we need to do as foreman is

1, spending more time communicating with team members can greatly improve employees' satisfaction and professionalism.

2. Respect and care for employees. Learn more about the needs of employees, try to meet them and create a good and harmonious communication atmosphere.

3. In communication with employees, we should fully affirm their achievements in time and express our appreciation for their work. This not only expresses our affirmation of employees' achievements, but also expresses our love for employees, and unconsciously satisfies employees' self-esteem and strengthens their confidence in their work.

4. Let employees understand the goals in the group. Let them know what expectations the group will achieve in a certain period of time, and let employees understand the purpose and significance of their work.

5. Provide training and promotion opportunities for employees. Because no one wants to call it a lifetime, everyone is pursuing self-improvement and transcendence, and realizing value-added in the flow. Therefore, establishing a reasonable and effective training and promotion mechanism to cater to the psychology of these employees and meet their development requirements can not only let them see their own development space, but also reduce the possibility of employee turnover and enhance the cohesion of the team.

Six, knowledge reserve, skills upgrading

With the continuous expansion of the company and the increasing number of employees, what we need now is not only a foreman, but also an all-round foreman. We not only need to have a strong professional level to help and guide our team members, but also need to write effective project words and design rich objection handling like speech artists. When we receive a new project, we can fully explain and analyze the content of the project like a training specialist, solve the difficult problems of the project, and identify the risk points and quality inspection standards of the project like a quality inspector.

Sales performance is the lifeblood of an enterprise, and the team that can create excellent sales performance is what the company expects. If you want to improve your performance, you must be results-oriented and truly create value profits for the company. First of all, we need to improve our business knowledge. If the business knowledge is not skilled, it will be very difficult in the marketing process, and it will also bring pressure to yourself. Therefore, as a foreman, we should help employees.

1, you can assign some homework to employees every day and use three meetings to conduct spot checks.

2. Hold some knowledge contests in the group appropriately and formulate some reward and punishment systems. In order to arouse the enthusiasm of employees.

3. In the daily dialing process, people in the group encounter excellent recordings, which can be recorded and know each other's meeting time. Good Germans can learn from each other, their shortcomings can be eliminated, and their sales skills can be improved at one time.

4. Do more training in marketing skills. Only by constantly enriching business knowledge and marketing skills can we make continuous progress and improve.

Seven, team building

1, according to each employee's psychological state, from work to family situation, always understand and care.

2. Team leisure activities once a month to promote good interpersonal relationships within the team.

Knowing the life details and birthdays of the players will make them feel warm and satisfied. These are my personal views on foreman's work and management methods. To do this job well, I need to constantly learn and enrich myself and hone myself in practical work. I really hope to get this job, because it is an affirmation of my previous work and a leap in personal value. thank you

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