How to do financial work well and sort out the new deployment

The ways to sort out the new deployment of financial work are as follows:

1, grasp the basic work, make a good sales plan, and tap the wealth management customer base; Through the front desk counter, using the silver shopkeeper crm system, we will focus on developing vip customers and increasing vip customers.

2. Further collect and improve customer basic information, integrate customer relationship management, fund management and portfolio management by using crm system of bank treasurer, establish some customer information, classify and maintain customers while understanding customer basic information, and actively sell various products, which has achieved certain results.

3. Intensify publicity, and transmit information through newspapers, mobile phone short messages, display boards, led banners, etc., and achieved certain results.

4. Further promote the listing of new products such as RMB weekend wealth management, steady return series, aggressive wealth management of BOC and precious metal sales according to the investment and wealth management needs of market customers and the work arrangement of the superior bank.

Financial work responsibilities

1, responsible for exploring new target customers, tapping large-scale industry customers and high-end customers in the market, maintaining good customer relations and establishing good strategic cooperation relations.

2. Investigate and contact potential customers and cooperative organizations, and give timely feedback to superior leaders.

3, combined with the characteristics of the company's products, cooperate with the company to do the overall marketing and promotion work.

4. Communicate, negotiate and contact with customers in all directions to reach cooperation matters.

5. Grasp customer needs in time, collect customer information, and form timely and accurate information feedback after summary.

6. Responsible for maintaining the developed customers and improving their loyalty to the company's products.

7. Cooperate in planning and organizing market activities, such as industry forums, theme salons, marketing exhibitions and other activities.