This year is the second year that the business department has implemented the new performance appraisal method, and it is also a year when the branch business development is facing severe challenges. For this reason, the sub-office earnestly summed up the work of last year, deeply understood the current situation, pinpointed the pulse of the market, developed strengths and circumvented weaknesses, focused on improving the level of operation and management, and accelerated business development. . The work plan is now formulated as follows.
1. Focus on giving full play to the advantages of outlets and promote the rapid development of advantageous businesses
First of all, the so-called entry means that we must vigorously explore deposit resources, dig out deposits from other banks and market circulating funds and deposit them in our bank, so that deposits at outlets can grow rapidly. First, mobilize all employees of the firm to actively provide deposit marketing clues. As long as valuable marketing clues are found, account managers and relevant marketing personnel will act immediately, contact customers in various ways, and try to dig out funds. Secondly, by taking advantage of the opportunity of a large amount of funds withdrawn during the Spring Festival, timely discover and track the flow of customers' funds, and turn short-term floating funds into long-term deposits. Again, make full use of the existing publicity methods of our branch office, such as SMS marketing, promotional slogans, etc. to convey the information of the deposits I have absorbed, and attract customers to take the initiative to come to the door.
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Secondly, to be stable, the key to being stable is to firmly retain the existing deposits of the firm. The first quarter is the peak season for banks to dig out deposits. The competition among major banks must be extremely fierce. The existing deposits in our branch are also facing the risk of being poached by other banks. According to the current statistical data, in the first quarter, a total of millions of time deposits in our branch will expire. Whether we can keep this part of the funds is very important to us.
Thirdly, capital-guaranteed wealth management is a product of two-way calculation of deposits and wealth management. It has a short period of time, fast turnover and high interest rate, which can attract some customers who have high requirements for capital liquidity. Marketing personnel at counters and outlets can increase the sales of principal-guaranteed wealth management products as a beneficial supplement to deposits, and can also serve the purpose of promoting the growth of outlet deposits.
2. Combining the characteristics of outlets to drive the overall development of business
The branch office is located in the bustling area of the urban area, with convenient transportation and many merchants. Each merchant is a potential customer of the business friend card that can be tapped. With the new merchant card as a medium, it can attract merchants to increase their deposits at outlets, drive small and medium-sized merchants to transfer POS new work, and at the same time promote credit cards to merchants.
3. The daily operating indicators of the outlets are constantly grasped
While intensively carrying out deposit marketing and merchant card expansion, other daily operating indicators of the outlets cannot be slack. Such as key funds, insurance, precious metal sales and so on. At the same time, strengthen and improve the assessment and incentive mechanism to enhance the enthusiasm and coordination of employees. By subdividing the market, highlighting the key points of business development, formulating specific work objectives and task plans, making full use of the powerful platform of the performance salary assessment plan, further increasing the intensity of rewards and punishments, praising the advanced and motivating the less advanced, forming the formation of each performing his duties and doing his best A good atmosphere of ability and common development to promote business development.
4. Improve service levels, standardize services, and strive to create first-class service outlets
Standardize the service, according to the requirements of the civilized service of the head office, do a good job of three-tone service, think about what customers think, be anxious about what customers are anxious about, and improve service quality from details. Strengthen and expand the service functions of outlets, focus on expanding liability business, personal business, intermediary business, and wealth management business, focus on the person in charge of outlets, account managers, and lobby managers as the main force for expansion, improve the VIP database, integrate products, and implement bundled All staff marketing strategy.
Strengthen the training and learning of employees to improve the comprehensive business quality. Use pre-class learning, special training, exchange learning, etc. to create a good learning atmosphere and improve the cohesion and combat effectiveness of employees. With the help of our bank's advanced online banking and self-service equipment, low-end customers are shunted, counter pressure is reduced, and the service environment is further optimized.
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