Marketing department sales work summary

October is a challenge and opportunity under the leadership and unified deployment of the sales department. In response to the volatile market changes, the marketing department correctly understands, takes it seriously, implements it thoroughly, and actively implements it. From "changing strain" to "changing with change", all business developments maintained a good development trend. According to the implementation of the work and grasping the current situation, the work arrangements for June were timely deployed. The summary report is as follows:

Development indicators completed:

First, the overall situation of team development:

1. Spread, build and consolidate the overall strength of the marketing team

Up to now, a total of 9 business units have been formed. At present, Xinyang Normal University has become the talent transportation base of our sales department. At the same time, it has continuously carried out social recruitment channels, and expects to achieve the goal of having 30 business department employees by the end of the year through continuous development. The current completion rate is 63%, and further efforts are needed in the later period.

2. Developed and established a relatively stable marketing team that is familiar with the business process

At present, there are 28 business personnel in the marketing department, including 19 employees and 12 interns. The passing rate of employment is 78%. They have only entered the company for a minimum of five months. After many systematic trainings, they have been familiar with the relevant processes of business operations.

Second, performance development:

In May, the business department opened a total of 131 accounts, of which 35 were effective households, accounting for 27%, 96 were invalid households, accounting for 73%, and newly added assets were 1,962,300. The fund sales income was 2,487 yuan. Bonds and other types of income of 0 yuan.

Third, May marketing activities

Although the market in May was not very optimistic, in the overall market downturn, the marketing department still carried out a series of marketing activities with great enthusiasm and morale, including:

1. A cooperation agreement with the Agricultural Bank Xinyang Branch

Conduct large-scale joint tripartite depository marketing activities throughout the city. The marketing department adheres to the bank outlets by means of resident personnel. The number of account holders has reached about 300. Through this activity, a good relationship has been established with the Agricultural Bank. The potential for subsequent development is huge.

2. Community marketing.

Starting from the purpose of expanding marketing channels, the Marketing Department is actively raising funds for activities, recruiting and concentrating employees, and holding community publicity activities in various high-end communities in the urban area. In May, a total of 79 person-times and 13 community activities were held, but the results were not good. In the later period, we need to continue to work hard to improve each link.

3. Through the channel of the Industrial and Commercial Bank of Yangshan Branch, the marketing activities of the First People's Hospital of Xinyang City were jointly developed. The project development client is 200-500 households. The event is currently progressing well and is expected to bring some effective customers to the sales department.

Fourth, staff training

In May, a total of 6 staff trainings were held, covering all aspects: technical analysis, three-board market, fund management, marketing case analysis and so on. And several basic knowledge trainings were conducted for the internship staff, and basically passed the securities qualification examination. Satisfactory results have been achieved.

V. Other business developments

Improvement and establishment of compensation system

In order to ensure that the income of each employee is clarified, the sales department specially takes time to make collective training and explain in detail the contents of the payroll system, which is truly transparent, fair and just. The marketing management post special production compensation accounting table. At present, each employee can grasp the performance of their own performance through this form, which greatly improves the work efficiency.

Establishment of a personalized system

The marketing department relies on the strong back-office support of the municipal sales department to timely change the channel business ideas, to serve the management, to support the inspection, and to develop a series of daily work systems, which greatly simplifies the work flow and improves the enthusiasm of employees.

1. Cultivate employees' positive attitude and strive to build first-class service

Adhere to and improve the morning meeting system. Make work goals, work plans, prepare everything, sum up every day, and improve every day. Encourage employees to think more and change from passive marketing to active service.

2. Adhere to business knowledge training and create a good learning atmosphere

The Marketing Department adheres to the "weekly training" learning system, learns business theory knowledge, and promotes the improvement of service quality. At present, a good learning atmosphere of “comparation, learning, catching up, and super” has been formed in the marketing department, and the employees' business level and service awareness have been continuously improved.

3. Innovative ideas, positive development

In order to effectively protect the interests of employees, the survival of the fittest, the rewards and punishments are clear, and effectively promote the smooth development of the compensation management work, the Marketing Department has developed a "evaluation" system. According to the overall assessment of the employee's overall work, the plan selects the monthly, quarterly, and annual sales champions, and implements certain material rewards.

In addition, in terms of expanding the county market, the marketing department has taken measures to reimburse customers for round-trip to reduce the economic burden of business managers, and fully mobilized the enthusiasm of employees. It laid a good foundation for the vigorous development of the county market in the later period.

June and June work plans

Follow-up development of team building

There are only 9 teams in the current team, but the number is not full. There is still a long way to go before the gap between other excellent brokers. The marketing department now publicly selects outstanding talents through the regular recruitment of colleges and universities, the promotion of social channels, and the media channels such as the Internet and TV newspapers. And encourage existing employees to introduce talents who are interested in the securities industry to join the Central Plains. It is planned to recruit more than 30 qualified business personnel this year. This month, the project will hold a job fair 2-3 times, bringing 3-5 new formal employees to the department to provide a guarantee for the business team to become bigger and stronger.

Perfect training

Continue to adhere to regular training, training from professional knowledge, marketing methods, innovation models, practical technical analysis, etc., to improve the overall quality of employees. Encourage employees to participate in a variety of self-study exams, including futures qualifications, securities investment analysts and other professional qualifications. The current training system of the business has just been established. Everyone has any good opinions. Please feel free to communicate. Any new reasonable needs are also welcome. This month, a new employee pre-service training and 2-4 practice follow-up training will be launched.

Marketing organization

The current business team's market development is mainly based on bank outlets and community propaganda. In June, community propaganda and marketing will continue. Fully launch the brand strategy, so that the words "Central Plains Securities" go deep into every corner. It plans to hold corporate image publicity in large communities, building materials markets, major trade markets, shopping centers and other areas with large population flows.

As the department organizes community activities is currently in its infancy, the current effect is not obvious, and the links need to be optimized and improved. If you have any good methods, you are welcome to actively communicate and create a community marketing model suitable for marketing in Xinyang. The plan is to convene a team leader this month to discuss the improvement of community activities and to carry out community activities more than 8 times.

Expansion of township business market in counties and districts

The current county market development is mainly dominated by part-time account managers. Most of the business employees are mainly adhering to the urban market. In the face of an increasingly fierce competitive environment, there is a huge room for development in county-level marketing. Here, everyone is encouraged to go out of the house, vigorously expand the surrounding market, and make greater efforts for better performance. It is planned to continue to increase efforts in June to build three existing business teams in the county to improve the overall combat effectiveness.

Continue to use the banking channel to jointly carry out joint marketing activities. The cooperation intentions this month are mainly Agricultural Bank of China and Bank of China. The current marketing activities of ABC are continuing and have certain effects. The cooperation between the Bank and the Bank is currently actively communicating. If the market is coordinated, it can be launched in the near future. Activities, I hope that everyone can actively prepare for the Bank of China activities, familiar with the existing Bank of China outlets and related staff, paving the way for the work of the latter marketing activities.

Internally grasping management, externalizing the image, enhancing the staff's active service awareness, and firmly establishing "pursuing customer satisfaction is our first goal." I would like to thank all the leaders of the sales department for their support of the work of this department. I hope that in the future, the marketing work of Zhongyang Xinyang will have a better tomorrow under the joint efforts of all of you, and I also wish that the salary of the business colleagues in the front desk will be high. More than one month in January is a summary of the work of the marketing department in May. thank you all.