I am a new financial manager. How to write the work plan?

Just entering the company, I will adapt to the change of this role as soon as possible, correct my mentality, devote myself wholeheartedly to my work, and strive to complete the performance indicators by the end of this year. Get familiar with the bank as soon as possible in the first half of the year, and complete the specified performance indicators as required every month. In the second half of the year, on the basis of completing the basic performance indicators, we will consciously develop and maintain important customers and pay more attention to asset indicators. In addition, in the process of work, through getting along with colleagues, you can find a suitable partner, so as to cooperate better and work more efficiently.

In order to carry out my work more effectively and achieve better results, I have the following plans for myself and my work arrangement:

1. Strengthen the improvement of my own quality and ability, especially for me whose major is not right. Mainly including securities professional knowledge and marketing knowledge, reading related books, including securities, psychology, marketing and so on. Such as "being a winner in the stock market", "the wisdom of speculating in stocks", "selling to get people", "networking", "influencing others' psychology" and "the power of positive attitude". So that you can keep learning and be positive. Usually think more about what you see and hear, ask more actively, reflect more, summarize more, ask for advice and learn more. Specifically, you should be familiar with the use of related software and be able to deal with the problems raised by customers; Understand simple stock analysis and learn from colleagues to write short messages to customers; Call potential customers at least three times a day. Understand telemarketing and Weibo marketing. Summarize what you have learned every day, and solve doubts, especially at the daily summary meeting, listen carefully to the experience of colleagues, foster strengths and avoid weaknesses, and take fewer detours.

2. Make full use of the network, let my relatives and friends around me know about my work, contact me when necessary, and try to attract relatives and friends who are trading stocks. Introduce relatives and friends through relatives and friends, so that customers who want to stock can choose to open an account with us. In addition, for customers who have been in other securities companies, introduce our service concept and competitive advantage to customers and strive for customers.

3. Do a good job in banking, get familiar with banking business as soon as possible and establish good relations with relevant personnel to win more and better customers. For me who just got the qualification certificate, in the first stage, I will learn from my predecessors, get familiar with them at the bank outlets and see how they do it. Then ask questions in time, ask everyone for advice and do better.

It's a long way, and it's in Xiu Yuan, so I will bump up and down. In the days to come, I will continue to study, be proactive and strive for greater progress. Since we have chosen a distant place, we must share joys and sorrows! Along the way, with you, the pace of progress is more determined!