Securities company marketing 2019 year-end work summary
XX years have passed, looking back, XX is a year of persistence, everything has passed, only the persistence of the heart has not wavered, no change, adhere to the industry, adhere to marketing, adhere to the team ... insist on everything that needs to be adhered to.
All along, telephone marketing is what I insist on. I remember that everyone at the beginning of the year has moved to the xx road sales department. Only our team is still struggling in the youth square. After a cold winter, the environment is very Hard work, but there is no excuse, we all work together, take the strange phone to collect potential customers, track customers to meet customers, we have plans to do what we should do, although the weather is cold, but our heart is very hot The newcomers are also in the same way as ours. We are really doing the same under hard conditions. We are destined to get what we want and achieve our goals. With the move to the 8th floor of Qingchun Road in March, we will not It will be cold, and the environment is much better. At that time, I experienced the establishment of the telephone marketing department. I have had more time since then. At that time, I was put down by telephone marketing. The newly formed telephone marketing department has experienced more than half a year of running-in. Although the results were not satisfactory, but the scale was large, the two members of the team became the team leader of the telephone marketing department, and also got a certain forging. chain.
Since the management of the telemarketing team, I have also faced my own repositioning. At that time, it was also vague for me. Through communication with the leaders, I began to plan more things: bank cooperation, community cooperation, Hangtu activities. , internal management of the team, etc., when it comes to considering the future development of the team, the bank has always been our team's biggest weakness, because in the past three years, the banking channel has basically not won, give up more, in April our team The team of nearly 15 people only has two bank outlets. When they say that they are sharing with the regional managers of other sales departments, how can they not believe that such a team will have any achievements? From then on, I began to pay attention to the banking channel, the first one started. The emphasis is on the Agricultural Bank of China Qiutao Road Branch. This network has the longest cooperation time and the best relationship management, but the contribution to them has not been basically the same in the past three years. When I first visited the money governor, I did not ask for any request. First of all, they met their three-party mission requirements. After that cooperation, the bank began to pay attention to us and the relationship went deeper. Since then, we have continued to develop new channels, and finally developed the banking channels of the Agricultural Bank of China's Shangyu Sub-branch and the Agricultural Bank of China's Fusha Sub-branch. In addition, Minsheng Bank and Shenzhen Development Bank also began to contact, communicate and cooperate, and once gave themselves a task: an average of two Individuals must have at least one banking channel that must be completed at the end of the year. The goal is still not completed, but in the fund sales process at the end of the year, the bank has always been our weakness, but the task done through the bank is indeed good, through the exchange of resources, the majority of the team Re-recognizing the significance of channel cooperation, more people chose to go out and conduct joint marketing, and the first cooperation between the ABC Sub-branch and the branch in the transfer area reached our expectations, although the result was not Very good, but opened the situation, everyone is full of hope and expectation for the later cooperation. Both the bank leader and the golf leader have seen the prospect of multi-party cooperation. In the future, they may be able to do more experiments. There are also four banks that are not bad: the Agricultural Bank of China Qiu Tao Road Sub-branch, the Agricultural Bank of China’s Fusha Sub-branch, the Agricultural Bank’s Shangyu Sub-branch and the ICBC Fengqi Road Sub-branch.
From the internal management of the team, we have been insisting on the early stage of the year, and have been recognized by everyone after reform and innovation. The participation has been greatly improved. The contents of the morning meeting include information interpretation, market analysis, performance delivery, and experience. Sharing and slogan, through the interpretation of the message, newcomers can master the skills and abilities of message interpretation more and faster, improve their ability to express themselves, and through continuous reinforcement, they can communicate with customers when the weather is cold, often Some people are late, through certain punishments, mainly by penalizing a book, telling that this is wrong, deliberately often late to control the phenomenon, a large number of people can be on time to develop good habits; another team original meeting More, after the reform, the team only left a weekly meeting, usually the group does not meet, meet once a week, let everyone know the situation of all members of the team, and understand their role in the team, will be arranged after the end of the weekly meeting One person shares his own experience, and he is more inspiring to newcomers. It is also an opportunity to learn to improve, because the weekly meetings are arranged after the end of the team leader meeting, often open until 6 or 7 o'clock in the evening, because the advance pass, Monday's regular meeting is no time limit, all things are over After the end, the persistence of the week, everyone knows that Monday will have a meeting, and sometimes we will meet until 5 o'clock, and everyone is still waiting, this state is really good; except for the weekly meeting, every month There will also be a monthly meeting to reward the team for excellence. Although there is not much money for this kind of reward, this honor must be given. This is a kind of recognition of the team. After all the rules are fixed, they will not be too Tired, even until August of this year, our team expanded to more than 20 people, all of which can be controlled. Through daily and weekly contact, everyone can come together every day, the relationship is gradually familiar, and the feelings are gradually deepening. This may be the team's cohesiveness.
In terms of team activities, a combative team must have regular group activities. Thanks to Mr. Luo for teaching me. The team must have at least one group activity every month, singing, eating, watching movies and singing as usual. Traveling, etc., the intense work does give us a lot of pressure. We must also know how to adjust and rest properly, because we achieved outstanding results in April. In June, we arranged a collective drift with the Anji business department. It was a very enjoyable experience. Although I spent a lot of money, it was very good for everyone to participate in such activities. Good things are always memorable, and I would like to have such one or two outdoor activities every year.
In terms of personnel introduction, the team made a recruitment at the beginning of the year. In total, there were 8 people participating in the training. At the time, there were 5 contractors. The retention rate was still relatively high. At that time, the team signed more than 10, and the internship had four or five. Nearly 20 people, from April, the team basically suspended recruitment, mainly school graduates, until November, the market has been sluggish, the team has lost personnel, of course, I have always believed that leaving There are reasons, but as everyone brought in, I did not let everyone make money. I am responsible. The maximum number of teams is 22. In August and September, it was the biggest time. At that time, it basically stopped. The introduction of newcomers, from the beginning when someone proposed to leave, I think that as a team without recruitment long-term survival will become a problem, there is progress, this is a healthy marketing team, the requirements of the team in 2019 will be more strict .
For its own development, XX year is more inclined to team management, personal performance is not good, once remembered that XX set a customer assets of 50 million at the beginning of XX, and finally reached at the beginning of XX, in XX year 12 On the 31st of the month, the loss of assets of the customer was nearly 1/3. In the second half of the year, the personal development was basically suspended. I don’t know if I would find a reason for myself, but the performance of each month is really not ideal, although the sales department I have no assessment for me, but as a securities practitioner, everyone knows that it is really difficult to survive without customers. Not only does it relax a lot in customer development, but customer service is also lacking in sustainability. It is only for some customers with good relationship. More contacts, a large number of customers have basically forgotten the contact, the customer relationship has not been so careful, because the customer is not so concerned about the past, the number of referrals is greatly reduced, insist on the insistence, this may be the biggest deficiency this year. .
If there is any regret in XX, it should be the same as I do in Caitong, the brothers and sisters in the securities industry, hard work for a whole year, did not make money, did not live a quality life, the end of the year Going home and even shy, but I firmly believe that our efforts will pay off, all regrets, as long as we persist, our 2012, do not be as embarrassed as last year, we must achieve our financial freedom.
All along, telephone marketing is what I insist on. I remember that everyone at the beginning of the year has moved to the xx road sales department. Only our team is still struggling in the youth square. After a cold winter, the environment is very Hard work, but there is no excuse, we all work together, take the strange phone to collect potential customers, track customers to meet customers, we have plans to do what we should do, although the weather is cold, but our heart is very hot The newcomers are also in the same way as ours. We are really doing the same under hard conditions. We are destined to get what we want and achieve our goals. With the move to the 8th floor of Qingchun Road in March, we will not It will be cold, and the environment is much better. At that time, I experienced the establishment of the telephone marketing department. I have had more time since then. At that time, I was put down by telephone marketing. The newly formed telephone marketing department has experienced more than half a year of running-in. Although the results were not satisfactory, but the scale was large, the two members of the team became the team leader of the telephone marketing department, and also got a certain forging. chain.
Since the management of the telemarketing team, I have also faced my own repositioning. At that time, it was also vague for me. Through communication with the leaders, I began to plan more things: bank cooperation, community cooperation, Hangtu activities. , internal management of the team, etc., when it comes to considering the future development of the team, the bank has always been our team's biggest weakness, because in the past three years, the banking channel has basically not won, give up more, in April our team The team of nearly 15 people only has two bank outlets. When they say that they are sharing with the regional managers of other sales departments, how can they not believe that such a team will have any achievements? From then on, I began to pay attention to the banking channel, the first one started. The emphasis is on the Agricultural Bank of China Qiutao Road Branch. This network has the longest cooperation time and the best relationship management, but the contribution to them has not been basically the same in the past three years. When I first visited the money governor, I did not ask for any request. First of all, they met their three-party mission requirements. After that cooperation, the bank began to pay attention to us and the relationship went deeper. Since then, we have continued to develop new channels, and finally developed the banking channels of the Agricultural Bank of China's Shangyu Sub-branch and the Agricultural Bank of China's Fusha Sub-branch. In addition, Minsheng Bank and Shenzhen Development Bank also began to contact, communicate and cooperate, and once gave themselves a task: an average of two Individuals must have at least one banking channel that must be completed at the end of the year. The goal is still not completed, but in the fund sales process at the end of the year, the bank has always been our weakness, but the task done through the bank is indeed good, through the exchange of resources, the majority of the team Re-recognizing the significance of channel cooperation, more people chose to go out and conduct joint marketing, and the first cooperation between the ABC Sub-branch and the branch in the transfer area reached our expectations, although the result was not Very good, but opened the situation, everyone is full of hope and expectation for the later cooperation. Both the bank leader and the golf leader have seen the prospect of multi-party cooperation. In the future, they may be able to do more experiments. There are also four banks that are not bad: the Agricultural Bank of China Qiu Tao Road Sub-branch, the Agricultural Bank of China’s Fusha Sub-branch, the Agricultural Bank’s Shangyu Sub-branch and the ICBC Fengqi Road Sub-branch.
From the internal management of the team, we have been insisting on the early stage of the year, and have been recognized by everyone after reform and innovation. The participation has been greatly improved. The contents of the morning meeting include information interpretation, market analysis, performance delivery, and experience. Sharing and slogan, through the interpretation of the message, newcomers can master the skills and abilities of message interpretation more and faster, improve their ability to express themselves, and through continuous reinforcement, they can communicate with customers when the weather is cold, often Some people are late, through certain punishments, mainly by penalizing a book, telling that this is wrong, deliberately often late to control the phenomenon, a large number of people can be on time to develop good habits; another team original meeting More, after the reform, the team only left a weekly meeting, usually the group does not meet, meet once a week, let everyone know the situation of all members of the team, and understand their role in the team, will be arranged after the end of the weekly meeting One person shares his own experience, and he is more inspiring to newcomers. It is also an opportunity to learn to improve, because the weekly meetings are arranged after the end of the team leader meeting, often open until 6 or 7 o'clock in the evening, because the advance pass, Monday's regular meeting is no time limit, all things are over After the end, the persistence of the week, everyone knows that Monday will have a meeting, and sometimes we will meet until 5 o'clock, and everyone is still waiting, this state is really good; except for the weekly meeting, every month There will also be a monthly meeting to reward the team for excellence. Although there is not much money for this kind of reward, this honor must be given. This is a kind of recognition of the team. After all the rules are fixed, they will not be too Tired, even until August of this year, our team expanded to more than 20 people, all of which can be controlled. Through daily and weekly contact, everyone can come together every day, the relationship is gradually familiar, and the feelings are gradually deepening. This may be the team's cohesiveness.
In terms of team activities, a combative team must have regular group activities. Thanks to Mr. Luo for teaching me. The team must have at least one group activity every month, singing, eating, watching movies and singing as usual. Traveling, etc., the intense work does give us a lot of pressure. We must also know how to adjust and rest properly, because we achieved outstanding results in April. In June, we arranged a collective drift with the Anji business department. It was a very enjoyable experience. Although I spent a lot of money, it was very good for everyone to participate in such activities. Good things are always memorable, and I would like to have such one or two outdoor activities every year.
In terms of personnel introduction, the team made a recruitment at the beginning of the year. In total, there were 8 people participating in the training. At the time, there were 5 contractors. The retention rate was still relatively high. At that time, the team signed more than 10, and the internship had four or five. Nearly 20 people, from April, the team basically suspended recruitment, mainly school graduates, until November, the market has been sluggish, the team has lost personnel, of course, I have always believed that leaving There are reasons, but as everyone brought in, I did not let everyone make money. I am responsible. The maximum number of teams is 22. In August and September, it was the biggest time. At that time, it basically stopped. The introduction of newcomers, from the beginning when someone proposed to leave, I think that as a team without recruitment long-term survival will become a problem, there is progress, this is a healthy marketing team, the requirements of the team in 2019 will be more strict .
For its own development, XX year is more inclined to team management, personal performance is not good, once remembered that XX set a customer assets of 50 million at the beginning of XX, and finally reached at the beginning of XX, in XX year 12 On the 31st of the month, the loss of assets of the customer was nearly 1/3. In the second half of the year, the personal development was basically suspended. I don’t know if I would find a reason for myself, but the performance of each month is really not ideal, although the sales department I have no assessment for me, but as a securities practitioner, everyone knows that it is really difficult to survive without customers. Not only does it relax a lot in customer development, but customer service is also lacking in sustainability. It is only for some customers with good relationship. More contacts, a large number of customers have basically forgotten the contact, the customer relationship has not been so careful, because the customer is not so concerned about the past, the number of referrals is greatly reduced, insist on the insistence, this may be the biggest deficiency this year. .
If there is any regret in XX, it should be the same as I do in Caitong, the brothers and sisters in the securities industry, hard work for a whole year, did not make money, did not live a quality life, the end of the year Going home and even shy, but I firmly believe that our efforts will pay off, all regrets, as long as we persist, our 2012, do not be as embarrassed as last year, we must achieve our financial freedom.
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