Credit card list customer invitation

Telephone is the most convenient communication method at present, which has the advantages of saving time, effort and rapid communication. Therefore, it is obviously more cost-effective and convenient to send a telephone invitation to potential customers compared with the credit card marketing model of leaving the mall to sweep the floor. The following are the customer invitations on the credit card list I collected for you. Welcome to learn from it.

Preparatory preparation

Before the telephone invitation, make a customer invitation list through screening, which mainly focuses on customers who have signed and purchased wealth management contracts and have balances in the wealth management manager and low-counter system.

When the financial manager and the low cabinet make a phone call in the system, first check the system and recall the last visit of the customer; Lobby managers and tellers can use qualified CRM systems or ledgers to check customer information before contacting.

For this part of customers, you can use the method of networking first and then marketing, and credit card is not the only marketing purpose. After all, most of them are degraded and lost, and the possibility of saving success is greater than the possibility of successfully marketing new customers.

Reference speech

Customers with large balances may also have wealth management, deposit or loan business in our bank. I still trust our bank for a long time. You can sell credit cards to strengthen your relationship.

(1) strange customers

? Hello, are you Mr./Ms. XX? This is XX Bank on XX Road, and I am your financial manager XX. Is it convenient for you to answer now?

Breakthrough point: Well, you have been very supportive of us for so many years. Thank you very much. I want to ask, have you always been satisfied with our products and services? Oh, okay. Have you been there? Buy our wealth management products/do business with us? You can apply for our credit card.

We have ten yuan movie viewing and Pizza Hut weekend XXX minus XX activities, which is also a good choice to enjoy discounts. This is also a gift that we give back to our old customers. Next time you come over, please get one for you. As long as you have your ID card, it's convenient not to fill out the form, and you can catch eggs.

Are you free this week or next week? I am here from Monday to Friday. If you can tell me, I can better adapt to your time. Ok, thank you, thank you for your support, and wish you good health and a happy life! ?

② Familiar with customers

Change the entry point to:

? Well, there is a feedback activity to tell you. Now we can offer you a weekly discount of 10 yuan and a discount of XXX minus XX at Pizza Hut on weekends. Please show us our credit card at UME Studios/Pizza Hut for details.

Oh, you haven't done it yet, have you? You are a recognized quality customer in our system. When are you free? Bring your ID card. You don't need to fill out the form. Very convenient. ?

Low/zero balance customers

Perhaps because of product yield, insufficient maintenance and other reasons, the customer's main business is no longer in our bank, or even has not been to our bank for a long time, which can be used as a starting point. The customer has signed up for financial management, and the previous financial management experience/recent investment situation can be used as a turning point. For this kind of customers, we should gradually get involved in the marketing topic.

? Hello, are you Mr./Ms. XX? This is XX Bank on XX Road. Do you remember? I am the financial manager XX.

Cut-in point: Well, you are the first customer of our bank since its establishment. First of all, I want to thank you sincerely. Besides, we haven't greeted you for such a long time, but our service needs to be improved. I hope you won't be stingy to give us advice.

Have you ever bought wealth management before? Will you buy it at another home now? How long and how much income do you usually expect? Our products are much richer than before, not only exclusive financial management, but also current financial management. You are welcome to have a look when it expires. Our VIP room has been renovated, which will definitely make your eyes shine.

Hey, when are you due? I'll call you first before it expires or when we launch a new high-yield product. Ok, thank you for your support!

In addition, you can get a credit card for free, and enjoy the weekly 10 yuan movie viewing and the discount of XXX minus XX at Pizza Hut weekend, which is also a gift for our old customers.

Do you live far away? How often do you come here? Our specific address is, I will send you the address and what I need to bring. Thank you very much. I wish you a happy life and smooth work!

FREQUENTLY ASKED QUESTIONS

1. Credit limit: You are a VIP customer of our bank. If the credit card is in good condition, the credit limit is basically not less than X million yuan; If you can provide other supporting materials such as income and financial resources, you may get a higher quota, which is subject to the approval of the head office.

2. Issuance time: Generally speaking, the processing time of our credit card is about XX working days. We will see if it has passed the preliminary examination the next day, and we will tell you in time.

3. The customer's ID address is not local. Can you handle it? You can handle it.

4. The customer doesn't have a work unit, can it be handled? You can handle it.

5. The customer doesn't want to handle it in the company. Can it be handled at the address specified by the customer? Of course.