How to write the bank marketing work plan report?

(3) Formulate assessment methods and establish incentive mechanism, so that the goal of deposit marketing is clear, and the responsibility is implemented to people. The growth of deposit tasks is linked to the performance pay of all employees and marketing personnel of secondary banks. And implement the task decomposition of the secondary bank and marketing department to each employee, and timely issue deposit marketing notices to encourage the advanced and urge the backward. Every ten days, the comprehensive business department will evaluate the effect of this activity, such as how the planning scheme of the activity is implemented, whether the activity has achieved the expected purpose, and how the customers specifically reflect the activity.

How to write a report on bank marketing work plan

I. Guiding ideology

Earnestly study Deng Xiaoping Theory, Theory of Three Represents and Scientific Outlook on Development, take the spirit of the 10th National Congress of the Communist Party of China and the 10th Plenary Session of the 10th Central Committee as the guidance, implement the requirements of the 20xx annual work plan of the municipal branch, establish all customer-centered ideas, strengthen the construction of soft power, create value with quality services and actively serve customers. Do everything possible to solve problems for customers, optimize the development environment of banks, enhance work confidence and determination, promote the steady and rapid development of various banking businesses and improve economic benefits.

Second, the overall goal

Focusing on the marketing plan of wealth management products and funds for the whole year of 20xx, efforts will be made to solve the shortcomings and outstanding problems in service work, further improve the service level and ability, enhance the service image, reflect the service value, achieve the goals of good service, good quality and customer satisfaction, become the first choice bank for customer satisfaction, boost the steady and rapid development of various wealth management products and fund marketing business, and create good economic benefits.

Third, specific work measures

1, through publicity, form the momentum of marketing activities.

The Bank should publicize the marketing activities of wealth management products and funds by means of electronic screens, banners, newspaper pages, columns and materials, so as to form the momentum and competitive atmosphere of marketing activities, improve the enthusiastic atmosphere of all staff actively participating in and striving to achieve quality services, and create excellent work performance with quality services. During the activity, the bank uniformly hung the publicity slogans related to marketing activities in a conspicuous position, and the bank staff wore badges to work. Window units should set up publicity columns for marketing activities, arrange guides wearing belts to guide services and explain, establish a good image of window units' quality services, and effectively promote the in-depth development of marketing activities.

2, seize the opportunity to effectively carry out marketing work.

It is necessary to seize all favorable opportunities to do centralized marketing, and all outlets should put new leaflets in a conspicuous position to create a strong atmosphere for wealth management products and fund marketing around customers. Network staff should consult with customers, actively promote wealth management products and funds, and introduce the functional characteristics and handling requirements of wealth management products and funds to customers in detail. At the same time, it is necessary to strengthen the maintenance and re-marketing of existing customers, screen existing high-quality customers and conduct active marketing according to the actual situation of the bank and the work plan tasks issued. Optimize the process, strengthen the service quality, introduce attractive service measures to existing high-quality loan customers, expand the marketing depth, and expand the business scope and high-quality customer groups of the Bank.

3. Take a targeted marketing approach.

Enhance the brand image of wealth management products and funds. Banks should choose favorable areas developed by real estate developers, such as mortgage buildings, automobile dealers' business premises and individual industrial and commercial households, conduct on-site marketing, cooperate with leaflets and other displays, create an atmosphere close to customers, organize on-site marketing consultation activities of wealth management products and funds, distribute business publicity materials, attract customers to visit and consult, expand the social influence of wealth management products and fund brands, and promote the sales of wealth management products and funds.

4, strengthen work discipline, to ensure the completion of the task.

In the marketing activities of wealth management products and funds, banks should strengthen work discipline. All bank staff must go to work on time and are not allowed to leave their posts casually. In principle, you should not take personal leave, and put yourself into marketing activities with full spirit and high fighting spirit. It is necessary to decompose the task indicators of marketing activities into people, so that everyone has the burden and responsibility, and try their best to complete the task indicators. In order to improve the efficiency and comprehensive competitiveness of marketing activities, all employees of the Bank, in accordance with the requirements of their post responsibilities, carried out joint marketing from top to bottom, strived to overfulfill the work plan and tasks assigned by the Municipal Branch, and reported to the Municipal Branch with excellent results.

How to write a report on bank marketing work plan

First, raise awareness, define goals, and strive to complete the task of guaranteeing the bottom. Taking the steady and continuous growth of savings deposits as our daily work, we will focus on the business idea of developing high-end customers, strive to expand customer scale, optimize customer structure, improve the penetration rate of key business customers, promote the steady growth of individual customer assets, and do a good job in the steady growth of deposits on the basis of ensuring the balance of savings deposits at the end of the first quarter.

The second is to increase the expansion of private banking customers and fully implement the work requirements of one bank and one household in the first quarter. First, earnestly implement the development plan for high-end customers, make full use of the special incentive mechanism and policies for maintaining and expanding high-end customers, and promote the rapid development of high-end customers throughout the Bank. The second is to do a good job in the service and maintenance of existing customers. At present, the bank has basically completed the signing of existing private banking customers, requiring all branches to strengthen communication with customers, fully understand customer needs, timely understand information such as product release and customer activities, and at the same time strengthen the allocation of exclusive products of private banks to stabilize customers through products and prevent the decline of customer assets. Third, actively capture market information and do a good job in expanding the scale of private bank customers. Focus on the integration of coal resources, executives of listed and proposed listed enterprises, small and medium-sized business owners and private owners, third-party depository and real estate developers, implement list management and maintenance, and increase the expansion of high-net-worth customers.

Third, maintain and develop wealth customers, and strive to complete the annual goals and tasks. First, take the opportunity of big learning, big linkage and big marketing activities carried out by the whole bank to continuously and rapidly promote the development of high-quality salary services for enterprises and institutions, and drive the growth of wealth customers and assets. Second, dig deep into potential customers, set development goals, and strive to cultivate and develop them into wealth customers and private banking customers of the Bank. The third is to strengthen the customer recommendation docking between the front desk teller and the account manager, and adopt the way of persuasion and pairing. The target customers found by the front desk teller should be recommended to the account manager for marketing and follow-up maintenance in a timely and effective manner to ensure that the customer resources are not lost.

Fourth, give play to the interactive role of wealth management products and savings deposits, and realize the synchronous and coordinated development of the two. First, vigorously market capital preservation wealth management products, and make full efforts to market them as the top priority of wealth management products, and increase the balance of savings deposits while increasing the balance of wealth management products, so as to realize the simultaneous development of the two. Second, we should do a good job in the connection and deposit conversion of wealth management products at the end of the month, quarter and year. Third, while fully marketing wealth management products, actively tap customers and assets of other banks, stabilize the balance of savings deposits of the Bank, and avoid the situation of one increase and one decrease.

Fifth, give full play to the role of the marketing team and do a good job in hierarchical maintenance of customers. First, the heads of branches and presidents in charge of personal financial services should personally participate in the maintenance of private banking customers and wealth customers of the Bank, and regularly contact and visit customers. Organize targeted marketing activities for wealth customers once every quarter and organize large-scale marketing activities once a year. Second, individual account managers of branches should do a good job in the daily maintenance of high-end customers. Make arrangements for customers' large cash withdrawal and reservation service, parking, financial planning, etc. Ensure the quality of service; Understand the daily financial needs of customers, establish long-term and stable relationships with customers, and improve customer satisfaction and loyalty. The third is to establish a two-line contact and hierarchical maintenance mechanism for personal high-end customer maintenance. Strengthen the contact with the wealth management post of city branch and Taiyuan branch of private banking department, and keep consistent from different levels.

Six, earnestly implement the relevant incentive measures, strengthen monitoring and notification management, the implementation of large funds reporting system. Branches should implement incentive measures related to savings deposits of municipal branches, strengthen dynamic monitoring, especially for high-end customers and large capital flows, and instruct special personnel to pay attention, and the president and the president in charge should personally ask questions. If a large sum of money is exchanged with another bank at the counter of the business outlet, the handling bank shall inform the bank before handling the business, and the bank shall actively maintain the customer relationship to ensure that the funds do not flow out.

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