Summary of sales work in the first quarter of 2019

I. Summary of work in the first quarter of 2019

1. The work of "Kizhi Group"

Under the guidance of Teacher Fei, the fund sales reform work in the first quarter has made substantial progress. Quarterly key fund investment strategy report, monthly fund phrase evaluation, fund statement, quarterly fixed investment fund investment strategy report, weekly fund newsletter transmission, fund issuance information transmission and other work are carried out in an orderly manner.

In March, in the sales process of “Yinhua 90 Fund”, we achieved early arrangements, unified learning, and competition. In the fund sales , we achieved more than 5 million results and ranked fifth in the company.

2. Think about the problems in the work and properly solve them.

I go home from work every day, arrange my own fifteen minutes, review the gains and losses in my work, find the weak points in my work, think about the problems, try to propose a feasible plan, and solve the problem in the next day.

Second, the second quarter of 2019 work plan

1. Enhance the service work of fund customers

At present, the sales department needs to fundamentally change its business model and change the excessive dependence of the traditional brokerage business. It needs to transform the sales department into a real marketing customer center. Then, our service is crucial.

The sales of funds in our sales department have been going through eight years, and we have accumulated more than a thousand fund customers and hundreds of millions of fund assets. How can we better serve these customers, tap their potential from these customers, and revitalize their fund assets?

A special fund investment club is held every quarter, and each meeting arranges a theme to attract customers to participate. During the meeting, we will use the example of fund investment to analyze and solve the customer's questions about our own stock fund, and issue a fund phrase review, so that customers can understand the funds in their accounts in a timely manner and take necessary redemption measures in due course.

A targeted questionnaire must be designed before each meeting. After the meeting, the questionnaire must be sorted out in time to understand the customer's internal needs, register and resolve the customer's needs.

At present, the fund sales work of the sales department encounters bottlenecks. We must change our thinking, turn the crisis into an opportunity, and do our best to do what we can do well. Through their own efforts, the sales of funds in the sales department are led out of the bottleneck.

2. Organize the list of fund clients and improve the fund service model

For individuals, service fund clients must refine their customer list. All customers in the hands are divided into key customers, core customers, and ordinary customers. For key customers, it is necessary to print the fund position details before each communication, and maintain a two-week telephone communication with the customer according to the fund phrase comments of the sales department; for the core customers, keep a phone call every month according to the fund phrase comments of the sales department. Communication; for ordinary customers, send monthly fund phrase comments to customers, and maintain communication with some customers every month.

3. Focus on business learning of margin financing and securities lending, and develop customers of margin financing and securities lending

As the competition pattern of brokerages becomes increasingly fierce, it is imperative to develop a profit model for new businesses. Therefore, this year's new business of financing and securities lending has also been one of the targets of the key assessment of the sales department.

After the closing every afternoon, take half an hour to learn about the margin financing and securities business and the counter operation process. When encountering the need to open a bank account, you should master the actual account opening process and share the account opening pressure of the account opening staff as soon as possible. Before June 30, the opening quotas of the two margin financing clients will be completed.

As a member of the sales department, you must learn the margin financing and securities lending business, develop margin financing and securities lending customers, and make your own contribution to the development of the business department.

4. Team members support each other and work together to create success.

The ideal working environment in the heart is the group where the team members live in harmony, each business is led by the members to learn and answer the difficult questions raised by the employees, the mutual support between the departments, and the enthusiasm for learning growth.

As a "screw" of the sales department, although it is small, it can also exert its strengths. In the fund business study, grasp the characteristics of the fund, find out the selling points of the fund, arrange for the members of the "Kizhi Group" to take turns to conduct the study, and improve the research ability, organizational ability and speech ability of each member.

Through the media, such as books, Weibo, to absorb positive energy, and then to spread the positive power conductor between the staff of the department and the staff of the sales department.

5, completed the June investment analysis exam, do have plans, have arrangements

On June 11, another test for securities practitioners. I will use the two months from now to divide the study chapters and learning points according to the "week", highlight the learning focus every week, grasp every knowledge point in the book, complete the chapter exercises, and strive to complete in June. Investment analysis exam.

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