2020 Business Manager's Annual Work Summary

How do you know your job after working as a business manager for a year? Make a work summary and have a look. The following is the Annual Work Summary of Enterprise Managers in 2020 compiled by me, for your reference only. Welcome to reading.

2020 Annual Work Summary of Enterprise Managers (1) Time flies, and 2020 has passed in a blink of an eye. During my year as the business manager of xx Branch, I worked hard and made continuous progress. At the same time, my professional level has been greatly improved, and my thoughts have also made great progress. The work in 2020 is now reported as follows:

I. Summary of work

Since I became a business manager, I have deeply understood and felt the responsibility and mission of this position. The account manager is a business card for our bank to serve the public and a hub for customers to contact our bank.

The way and manner of communication with customers represent the image of our bank. I always learn communication skills, master communication methods, and treat work with the attitude of "work is my career" and the way of running forward.

Collect high-quality customer information from all aspects, keep abreast of customer trends, visit the bridge between customers, go down to enterprises and institutions, go deep into customers, take the bus when there is no bus, and carry out daily maintenance for different customers as always, even if it is a blessing and greeting from a short message, it represents our bank's yearning for customers. Answering questions for customers with enthusiasm and patience, facing customers calmly with a relaxed attitude and a kind smile, conveying the information I want to know to customers quickly and clearly, communicating well with customers and achieving good results, and winning the general recognition of customers for my work.

In the credit business, do a good job in pre-loan investigation, post-loan inspection and follow-up investigation, and submit the examination and filing materials in time. In 2020, accumulated loans of more than RMB xxx were issued, and loans of RMB xxx million were collected on time, among which none of the non-performing loans and non-performing credit occurred. At the same time, high-quality operating profits were obtained, personal compliance work was realized, and the safety of credit funds was ensured.

Second, the existing problems

In the past year, although I made some achievements in various aspects, I also clearly saw my own shortcomings.

1, lack of study, facing the deepening of financial reform and the diversification of market economy, how to master the latest financial information and the development of our city sometimes can't keep up with the pace.

2. It is necessary to tap the existing customer resources, select the best customers, improve the quantity and quality of customers, and enhance customers' greater contribution and loyalty to banks.

3, further customer service is young and impetuous, down-to-earth, improve work initiative, do more and talk less, and improve yourself in practice. I am trying to correct the above shortcomings.

Third, the direction of future efforts

In the new year, I will make persistent efforts, pay more attention to the study and research of new laws and regulations, new businesses and new knowledge, improve my working methods, work hard actively, enhance my sense of service purpose, show great courage, show pioneering spirit, consolidate my business foundation, work hard in a higher and further direction, and meet all kinds of difficulties in practical work with "new" work.

Annual Work Summary of Business Managers in 2020 (II) Over the past year, under the correct leadership of provincial and municipal companies and the unremitting efforts of all employees of our company, xx Insurance Company has made breakthroughs in its business, taking the lead in breaking through the premium income of10 million yuan in the province. This year, our company completed the annual marketing task assigned by the provincial company two months ahead of schedule, and all the work developed healthily and smoothly. Let's talk about my achievements and shortcomings in the past year in combination with my specific responsibilities.

First, the working ideas

Actively implement a series of important instructions from provincial and municipal companies on the company's development, keep pace with the times, work diligently, be pragmatic and seek efficiency, strive for first-class, lead employees in various departments to further change their concepts, reform and innovate, face increasingly fierce competition in the insurance market, strengthen their core competitiveness, and carry out diversified operations. Through hard work and struggle, the company has maintained a good development trend.

Strengthen all aspects of learning and strive to improve their professional quality and management level. As a leading cadre, I shoulder the important responsibilities and missions entrusted by the superior leaders and all employees, and the company's operating principles and policies need me to implement. So I attach great importance to the study of insurance theory and the cultivation of management ability. Pay attention to guiding work with scientific methods, standardize your words and deeds, establish a strong sense of responsibility and dedication, and constantly improve your business and management capabilities.

Continuously improve the overall quality level of the company's business personnel. Over the past year, I have always regarded the cultivation of the professional quality of personnel in the exhibition industry as an important part of team building, implemented targeted training plans with the manager's office, and strengthened the construction of leading bodies and staff.

Second, enterprise management.

"Without rules, there would be no Fiona Fang". In order to make a company develop steadily, it is necessary to formulate norms and strengthen management. Management is an input, and this input will certainly produce benefits. I am in charge of business work and need to ask for benefits from management. Only by constantly improving various management systems and methods and truly putting them into action can we achieve results and see benefits. I have mainly done the following work in enterprise management.

1. Make weekly, monthly, quarterly and annual sales plans for all departments according to the annual sales tasks assigned by the municipal company. When making plans, we should seek truth from facts and determine the reasonable and achievable goals of each office according to the characteristics of each insurance, customers and the situation of each office. After the target is determined, I will strengthen the process management and monitoring according to the principle of "everything is implemented and everything is supervised" to ensure the smooth completion of the target plan of each department and office.

As the manager in charge of business, I attach great importance to the team building of each exhibition department. Always pay attention to the ideological and professional quality education of department managers and department members. Over the past year, I have organized mobilization meetings and business seminars for many times, carried out business training activities, organized everyone to learn knowledge and seek experience, and improved the overall quality of employees. The training focuses on learning insurance theory and exhibition skills, emphasizing the cultivation of team spirit. Learning has promoted the continuous improvement of the quality of each team and laid a solid foundation for the company's sustained and stable development.

3. Help the manager's office to comprehensively promote the innovation of salary system and constantly consolidate the basic management of the company. Establish a salary system reform linked to posts and performance. This year, I comprehensively promoted the reform of enterprise salary system, focusing on the "four modernizations" of job clarity, salary socialization, bonus performance and welfare diversification. The employment mechanism has been initially established, which can fully stimulate the enthusiasm and creativity of employees.

Third, the department is responsible for the work.

In addition to business management, I also served as the manager of the first marketing department. There is only one salesman in a marketing department, and my business is mainly big customers. My major client business mainly comes from the capital company. According to the characteristics of the fleet of Shengzi Company, on the basis of the original vehicle insurance, I first opened the freight insurance for commercial trucks in the city. The opening of freight insurance not only provides protection for customers, but also increases the company's premium income, which really kills two birds with one stone. Through unremitting efforts, our department completed the premium income of xxxxx yuan in the whole year, including the auto insurance premium of xxxxx yuan, the non-auto insurance business of xxxxx yuan, and the maturity of payout ratio xx yuan. Become an important guarantee for the company's development.

Fourth, shortcomings in the work.

Due to a lot of work and many business responsibilities, sometimes it is inevitable to make mistakes in a busy schedule. For example, sometimes the service is not timely and the statistics are biased. Sometimes you are impatient in your work, and sometimes you are eager for success, which affects the progress and quality of your work; I can't handle some work relationships well.

In a word, over the past year, I have been strict with myself, self-denial and dedication, using my own leading role to improve employees' understanding in thought and strict system norms in action. Under my leadership, the company's employees take continuous development and construction as their own responsibility, take "honesty first, steady operation, value first, and serve the society" as their business purpose, and have made great achievements in reform, continuous innovation, and standardized operation.

The new year is coming, and the competition in the insurance market will be more intense. In order to maintain a good development trend, the company must further emancipate its mind, renew its ideas, break through itself and gradually increase its marketing efforts. In the new year, I will meet the challenges of the future with full passion and confidence, so that my work will reach a new level. I believe that under the correct leadership of the superior company and the joint efforts of all the staff, our company will be able to work hard with one heart and one mind to create more brilliant achievements.

Annual Work Summary of Business Manager in 2020 (III) In X, 2020, I was appointed as the manager of personal business department. In the past two years, under the correct leadership of the provincial party Committee and the general manager's office, and with the strong support of various offices and municipal branches, I have successfully completed various tasks. Some achievements have been made in business development, team management, education and training. The following is a brief summary of the main work done in the past two years. If there is anything wrong, please criticize and correct me.

First, study hard political and business theories, and constantly improve management level and job skills.

In the past two years, no matter how busy I am at work, I have never relaxed my study of political and business theory. On the one hand, I actively participated in various political learning activities organized by provincial companies, and at the same time actively studied several important speeches by General Secretary Jiang and the learning materials for building a clean government issued by the discipline inspection department, so as to cultivate my political acumen and awareness of clean government. I always make unremitting efforts to learn professional theories. Due to the increasingly fierce and complicated competition in the insurance market, I feel a great responsibility. In addition to actively participating in various trainings, I also use a lot of spare time to learn professional theories, laws and regulations, marketing fringe theories and financial professional knowledge. In the past two years, I have written X articles with business guidance in my spare time, which have been used in different publications of general provincial companies and played a certain guiding role.

The second is to pay close attention to business development and achieve remarkable results.

I want to be the main person in charge of the business department. Grasping business development is my central task and I can't relax at any time. In the past two years, I have focused on several specific tasks around this center:

1, science plan. In the past two years, the business development plan has been formulated on the basis of a large number of investigations and studies, according to the guiding ideology of the party committees of the head office and provincial companies, and combined with the opinions of relevant departments of the organs.

2. Do a good job. Whether the business plan can be realized depends on promotion. In the past two years, we have organized and implemented eight major business promotion activities, all of which have achieved good business promotion results. From X to X in 2020, because dividend insurance has just been listed, the market is still affected by high-interest capital allocation, and the situation of dividend insurance listed for three months is not very good. In order to reverse the situation as soon as possible, we led the working group to carefully plan and prepare, and took the product promotion meeting with the characteristics of this province as a breakthrough, which set off the climax of dividend insurance sales, with the highest promotion meeting reaching10 million yuan. In the "extraordinary action" labor competition with dividend insurance sales as the main content in X and X months of 2020, the premium income of xx days was xx billion, exceeding xx and xx at that time. The planning activities of "Hongtai Cup" are very rapid in planning, deployment and action. The premium income for one and a half months is xx billion yuan, surpassing Shanghai and Guangdong again. In the past two years, the scale and speed of individual insurance business in our province have been in the forefront of inland provinces.

3. Make a good summary. Business planning, business promotion, good summary and policy implementation are the keys to improve productivity. In the past two years, we have adhered to the principle of good faith, and after each activity, we have timely summarized and arranged the implementation of relevant policies, especially the commitments in the competition activities, and have not let a salesman down. When they visited the sales staff in the grass-roots company, they said, "We didn't do this for anything else. We have been invoicing for more than ten days, just to see if the people in the provincial company are trustworthy. " During a lecture tour, I promised that I would visit anyone who can make a bill for ten days in a row this month. This makes me feel the importance of honesty and the powerful energy generated from it. Based on this, people who have kept their promises and never broken their promises in the past two years have established a good reputation among 40 thousand salesmen and formed a relatively strong cohesion and centripetal force.

Third, focus on team management and make every effort to build a new force for business development.

Team management is another central task of personal business. Mr. Zhang once pointed out that grasping the team means grasping the business. In the past two years, I have spent a lot of time on team management. In 2020, the team was established when the business scale expanded rapidly in previous years. Because the People's Bank of China cut interest rates seven times, the insurance clauses quickly changed from savings type to guarantee type, and the salesmen and customers were unprepared, and the salesmen's performance and income dropped sharply, and the team became very unstable. At that time, I felt a lot of pressure, so I did the following work in the face of the current situation: First, I fully understood the situation. On the third day of his arrival, he led the working group to go deep into the grassroots and the front line, and talked face to face with the business support personnel. After dozens of days of investigation and study, we have basically found out six factors that affect the stability of the team, namely, policy scaffolding, administrative intervention, single terms, poor publicity, indiscriminate rewards and punishments, and lax system. The second is the right medicine. In view of the above problems, with the consent of the general manager's office, the agent management meeting was held quickly to inform the situation and study countermeasures. Companies at all levels have formulated targeted solutions according to their different problems, and pointed out that the marketing team should be institutionalized in strict accordance with the Basic Law. In X, 2020, according to the work situation of cities and regions and the preparation and maturity of unifying thoughts and systems for more than a year, the provincial company issued a document to resolutely abolish the "Basic Law" of cities and regions. By the end of xx, the "Basic Law" was completely unified, laying a solid foundation for the implementation of the new "Basic Law". At the same time, provincial companies have issued relevant documents on the relevant treatment and rewards of salesmen, and our department has formed a working group to conduct two rounds of cross-inspection. During this period, with the help of the implementation of the "two norms", the amount of activities was increased, and then new insurance products went on the market, the performance climbed, the income increased, the team was stable, and the work was effectively solved.

1, code of conduct, clear rewards and punishments: the stability of the team should not blindly accommodate tolerance, on the one hand, it should correctly guide and introduce the code of conduct of salesmen and punishment measures for violations of discipline; On the one hand, resolutely deal with bad behavior. Especially in the second half of 2020, when the competition was fiercest, some people wavered and left Germany, and timely put forward the coping strategy of "clarifying interests, sincerely retaining, sending them off enthusiastically and not accepting them again", which played a certain stabilizing role. Later, someone came to the same company for a while and wanted to come back. According to the change of the situation, they put forward "acceptable" and insisted on refusing to accept it. In this way, the strategy of differential treatment played an important role in the most intense period of talent competition.

2. Family management. In the past two years, I have used various opportunities and conditions to meet and communicate directly with more than half of the salesmen in the whole system. At any time, we treat the salespeople with brotherly identity and affection, and convey the company's culture, ideas and development prospects to them most widely, forming a deep friendship and establishing a good company image. All these also play a very important role in team management.

3. Pay special attention to three teams, namely, lecturer team, supervisor team and elite team. Through effective work, we have trained more than xxx trainees, xx lecturers, xx senior supervisors, xxx intermediate supervisors and nearly a thousand sales elites.

Fourth, pay close attention to education and training to create an effective guarantee system for business development and team management.

In the past two years, education and training have always been at the forefront of business development, supporting business development and team management. The first is the training of the training team. What can't be forgotten so far is that in X, 2020, the first phase of self-reliance education in our province lasted for xx days and xxx people participated. Due to adequate preparation, strict training, substantial content and full tracking, the training has achieved remarkable results. At present, this team is the backbone of teams at all levels, supporting the management of the team. At present, the strength of group training has reached nearly xxx. The second is supervisor training. In the past two years, the supervisor team has been trained to the maximum extent, and nearly a thousand people have received different degrees of training. The third is lecturer training. In order to institutionalize, systematize and standardize the training and save the training cost, after two years' efforts, a team of full-time and part-time lecturers with xx lecturers and xx trainee lecturers has been established, which is at the forefront of the whole system. Fourth, the training of managers. In cooperation with the Ministry of Personnel, the Ministry of Education and Training and the Ministry of Information, different types of training courses for managers were held, which effectively improved the overall quality of marketing managers in the province.

Five, do a good job in several major basic work.

In order to make the personal business work in our province have a long-term development, we have done several major basic work. The first is personal agent file management. Through inspection and appraisal, the team of nearly 50,000 people established standardized personal files according to the requirements of the head office and the China Insurance Regulatory Commission. The second is information reporting. Since X founded the "Marketing Express" in 2020, there have been nearly 100 issues, which inform the situation in time, exchange information, accelerate information inheritance and mutual promotion, especially the "information through train" opened this year, which has been widely welcomed by grassroots companies in the whole system. The third is to establish an agent mass organization. The agent business development research association was established one after another, and the first annual meeting was held in X month of xx year. Established the agent elite club, which was officially unveiled in X this year; The establishment of the agent "Love Society" enabled the agent to have its own organization, which supplemented and improved the company's corporate culture. Fourthly, a perfect reporting system is established to ensure the scientific effectiveness of business data analysis. Fifth, the implementation of the "two standards" provides an effective tool for the rapid development of business and the improvement of production capacity.

Sixth, the success of the pilot work of the new basic law.

To lay a solid foundation for the standardization and scientificity of agent management.

Seven, held two meetings.

First, the "Double Half" in 2020 and the successful convening of the first summit of X this year set an example for business development and team management. The influence of the two sessions will constantly inspire the morale and confidence of the team and managers, and then promote the continuous improvement of productivity.

Eight, pay special attention to the construction of departments.

With the improvement of comprehensive quality, we will strive to make the staff in the department and office have the ability to control the increasingly fierce competition. At present, all comrades unite and cooperate, observe discipline and have high morale. Everyone can give lectures on stage and work independently.

In a word, we have done some work in the past two years and received some achievements, but we especially want to thank the general manager's office and the offices of the government. Without their support, this situation is impossible. I would also like to thank my deputy for his strong support and selfless dedication to my work, and all the comrades in the office for their understanding and support to my work. Thank them again.

I still have many shortcomings in my work, such as not thinking deeply and carefully enough, not going deep into the grassroots, spending half my time outside for two years and having little time to communicate with comrades. Please criticize me more. On the other hand, I also want to constantly improve myself. Facing the increasingly fierce market situation, the task of team management and business development is very arduous. We are willing to work together with comrades to push the all-round construction of our system to a higher level.