Telemarketing of bank deposits

How to write the telemarketing of bank deposits? The following is my telemarketing speech on bank deposits, welcome to read!

preface

Hello, Mr./Ms. XX! I am Xiao X, the account manager of XX Sub-branch of Agricultural Bank of China. Is it convenient to answer the phone now?

Well, we have noticed that you have a sum of money/funds circulating recently. Is it of any great use? (Wait for feedback, and judge whether it is true according to the information fed back by customers).

real

The customer explicitly told him to buy his bank's' wealth management'

Thank you very much for trusting me and telling me such important news.

Are you particularly concerned about the benefits of a single product, or have you considered healthy asset allocation?

If we don't have a reasonable plan and only pursue the income of a certain product, we will become fund porters, and the time cost of moving assets between banks, the income loss of product collection period and arrival time are also relatively large, don't you think?

Since you trust me so much, we might as well make a short-term and medium-term financial plan. Short-term quick overflow, step by step, medium-term golden key financial management, long-term fixed investment funds or precious metals are all very good configurations.

Which time do you think is more convenient, tomorrow morning or afternoon? Come to the outlet and we will make a plan. (Waiting for feedback)

It's not true.

The customer obviously prevaricated.

I'm very sorry, is it because I didn't do my work well and didn't let you feel our sincerity and professionalism? I sincerely apologize for this.

You might as well give me some suggestions on my work, and we will seriously improve it. (Waiting for feedback)

For the loss of deposits, most of them were pried away by other banks, so we should deeply reflect on whether the usual customer maintenance work is in place.

Class A customers are contacted once a week, class B is maintained once every half month or once a month, and class C is maintained once every two to three months. Telephone is one of the best ways. Daily system reminders, especially fund, birthday and financial maturity, should be handled in time.

skill

Perseverance, caring for customers and enough trust will make the loss of deposits rise instead of falling.