Product sales manager work plan ppt sample

I have been engaged in sales for many years and sell products to customers. First of all, ensure the quality of products and good service attitude to win long-term cooperation from customers. In a blink of an eye, the work in the first half of 20xx has ended. While doing a good job in the first half of 20xx, we will also do a good job in the second half of the 20xx year sales plan:

    work planRecommended ppt template:

    2021 blue sea sailing theme work plan ppt template

    2021 Youth Dream theme work summary and work plan ppt template span>

    Small fresh blue second half year work plan PPT template

    Black and white color contrasting flat wind early year work plan summary report ppt template span>

    2021 clock business red work plan general ppt template

    New start new future new journey theme work plan general ppt template span>

    Year-end summary and new year work plan PPT template

(1) Subdivide the target market and vigorously carry out multi-level and three-dimensional marketing and promotion activities.

The customers that the XX department is responsible for can be roughly divided into four categories, namely cash management customers, company non-loan customers and electronic banking customer customers. Combined with the development goals for the whole year, adhere to the market-oriented, customer-centered, account-based, grasp the large and not let go of the small, adopt the strategy of "ensure the stability of large customers, strive to transform small customers, and expand new customers with heart", Formulate a detailed marketing plan, carry out a series of media publicity, outlet sales, large-scale product promotion meetings, door-to-door promotions for key customers, organize bidding and centralized marketing activities throughout the company, forming a continuous marketing offensive.

Consolidate the leading position in the cash management market. Continue to promote cash management services in a layered and in-depth manner, and strive to improve the customer value of products. It is necessary to expand the market influence by focusing on key customers and enhance the brand effect of cash management. All banking departments should conduct investigations on key customers, large industry players and group customers within their jurisdictions, deeply analyze their operating characteristics and models, design practical cash management plans, and actively carry out marketing. Excavate the deep-seated needs of existing cash management customers, solve existing problems, and increase customer contribution. This year, we will strive to add 185,200 new cash management customers.

In-depth development of the company's non-loan customer market. Small and medium-sized enterprises do not have borrow door, this also is the basic client of our bank, bring important for development of asset business, intermediary business. In 2009, on the basis of the theme marketing activity of "Hongye Settlement" for small and medium-sized enterprises last year, we summed up experience, deepened marketing, and enhanced marketing effects. It is necessary to continue the growth of the company's non-loan customer marketing in terms of quantity and focus on improving quality; it is necessary to optimize the structure, increase the proportion of high-quality customers, reduce the cost of financing, and increase the sales of high value-added products. It is necessary to focus on the account opening marketing of the company's non-loan customers, and strive to expand the market share. It is necessary to strengthen the maintenance and management of the company's non-loan households, analyze its settlement characteristics in depth, carry out full-product marketing, and expand the settlement market share of our bank.

In 2009, efforts should be made to open 358,001 new corporate settlement accounts and a net increase of 272,430 settlement accounts. Do a good job in the marketing and maintenance of major system users. In view of the fact that there are still some township financial offices in the city that have not opened accounts in our bank, we will strive for full bloom by mobilizing various resources for marketing. And take advantage of the opportunity to launch a marketing offensive to other government branches in various towns and districts to strive for a larger share of deposits. At the same time, more than 10 key customers, such as large and medium-sized enterprises, famous brand enterprises, top 10 in the world, top 8,000 taxpayers, and top 7,334 import and export companies, etc., listed and subscribed, locked target customers of other banks, and carried out key research. The best and most complete free official documents,

(2) Strengthen the management of service channels, and carry out the activity of "Quality Settlement Service Year" in depth.

Customer resources are vital resources for the entire company, and corporate customers are high-quality customers and potential customers of the entire company. It is necessary to use the corporate unified view system to further reflect personalized and diversified services on the basis of comprehensively providing high-quality services. Service. To build three channels:

First, according to the requirements of the head office, "the settlement and cash management department of the second-level branch shall have at least three account managers; each corporate business outlet (including comprehensive business outlets) shall be equipped with at least one account manager according to the business development status. The abundant outlets should be appropriately added," and a high-quality marketing team should be built.

The second is to strengthen the construction of physical outlets. At present, due to the variety of corporate settlement business methods and the differences in company management models, the counter service channel is still the most commonly used by corporate customers. Our bank should strengthen the construction of outlets, and fully consider the business needs of corporate customers in the transformation of the VIP wealth management center to meet the needs of customers. Each bank department should formulate detailed marketing guidelines for outlets' corporate business, and provide guidance on service materials, service requirements, service behavior norms, and service processes for corporate business of different outlets.

The third is to expand e-banking business channels and increase the proportion of off-the-counter business. This year, while the e-banking business continues to "enclose land" to expand its market share, it also needs to "intensive cultivation" to expand its target customers. All departments should pay full attention to and utilize the list of target customers issued by the branches, carry out marketing work in a focused and targeted manner, and occupy an absolute advantage in the high-quality customer market. At the same time, do a good job in customer service and in-depth marketing. Through the establishment of electronic banking ledgers for corporate customers, and use this as an important basis for customer support and services, timely solve the problems encountered by customers in the process of using our bank's electronic banking products, and recommend new electronic banking products to customers in a timely manner , improve the "moving account rate" and customer utilization rate

The "Settlement Quality Service Year" campaign was carried out in depth. It is necessary to establish a customer-centric modern financial service concept, sort out systems, integrate processes, and be oriented by the needs of target customers. Accelerate product innovation, improve service efficiency, deal with problems in a timely manner, strengthen service management, improve customer satisfaction, and build a customer-centric service model. Improve the service quality of the XX department in an all-round way, and achieve the goal of sound and rapid development of the whole company.

(3) Accelerate the pace of product innovation and increase the promotion and application of new products

As a product department, the Settlement and Cash Management Department undertakes the responsibilities of product innovation, maintenance and management, and strengthens the construction of the marketing support system. Do a good job in the promotion of the three core systems of the corporate customer marketing of the head office, the enterprise-level customer information management of the unit and the bank settlement account management of the unit, and provide technical means for the implementation of scientific marketing management.

Improve settlement product innovation mechanism. One is to implement the product manager system, and each line is equipped with a product manager. The product manager should become the main undertaker of collecting and developing products. The second is to establish an information feedback mechanism. Each bank department summarizes customer needs and submits it to the settlement and cash management department of the branch. Branches regularly organize contact banks and key banks to hold product innovation business seminars to focus on solving problems that customers care about.

Improve the market awareness of the Caizhi account brand. This year, we will continue to implement the settlement and cash management brand strategy, focus on "financial wisdom account", expand the brand connotation under the unified brand, and enhance the brand value. It is necessary to carry out brand design for the newly developed settlement and cash management products in a timely manner, formulate appropriate brand strategies, and incorporate them into the unified brand system. Strengthen the promotion of the Caizhi account brand, do a good job in brand maintenance, and maintain brand influence.

Develop third-party depository business. Seize the opportunity of multi-bank third-party depository business, expand the proportion of bank-securities business, take advantage of the convenience and speed of our bank's electronic banking, and increase the promotion and application of new products. All business departments should strengthen the collection of product demand and the organization and management of new product promotion and application, clarify responsibilities, strengthen assessment, form a market demand feedback network with wide reach and responsiveness, and a new product promotion mechanism with specific tasks and effective incentives to enhance the rapid development of the market. Respond to the potential, and truly enable the new products launched to occupy the market and make profits as soon as possible. This year, new products such as domestic and foreign currency integrated fund pools, corporate customer information notifications, financial service certificates, and national automatic liquidation systems will be launched.

(4) Do a good job in the construction of customer managers and product managers, and step up the training of talents in the XX department

It is necessary to strengthen personnel management, implement daily work norms, formulate codes of conduct, establish and improve the work log system, customer file system, customer visit system and information feedback system. Strengthen business training. This year the branch will continue to organize various settlement and cash management services, e-banking business training and marketing skills training, try more diversified training methods, expand the scope of trainees through in-depth grassroots training, and strive to improve the quality of business personnel to adapt to Competitive needs of the modern commercial banking market.