Five selected 15-word bank marketing work plans

In order to make the work plan go smoothly and make rapid achievements in our posts, we need to plan our work plan quickly. Making a detailed work plan can reduce mistakes in our work. How to plan a comprehensive and qualified work plan? Please stay for a while and read the bank marketing work plan I compiled for you. I believe you can find what you need from this article. The bank marketing work plan is 1

×× year, which is the second year that the business department implements the new performance appraisal method, and it is also a year that the branch business development faces severe challenges. Therefore, on the basis of earnestly summing up the work in ×× years, the branch office has a profound understanding of the current situation, pinpointed the pulse of the market, fostered strengths and avoided weaknesses, and made great efforts to achieve healthy and rapid development of various businesses with one heart and one mind around "improving the management level and accelerating business development".

first, pay attention to the advantages of outlets, seize development opportunities, and promote the rapid development of advantageous businesses.

savings deposit is the foundation of the bank's survival, and it is also one of the important indicators of the president's target assessment. The completion of the time point and daily average index of savings deposits in the branch office in XX is relatively good. As a strong index of outlets, we must also firmly grasp the savings deposit business next year, steadily and steadily, and promote the benign development of outlets. The first quarter of ×× is the marketing peak season of the year, and the competition for deposits among banks will be fierce. How to seize the opportunity to win in peak season marketing is the main task of next year's work. The basic idea of deposit marketing in branch offices is "coming in and staying steady".

first of all, the so-called "access" means to vigorously explore deposit resources, dig up deposits from other banks and deposit market circulating funds in our bank, so as to make deposits at outlets grow rapidly. First, mobilize the staff of the whole institute to actively provide deposit marketing clues. As long as valuable marketing clues are found, account managers and relevant marketers will act immediately and contact customers in various ways to try to dig up funds. Secondly, take advantage of the opportunity of a large number of funds returning from the Spring Festival to find and track the flow of customers' funds in time and turn short-term hot money into long-term deposits. Thirdly, make full use of the existing publicity methods of our branch office, such as SMS marketing and publicity slogans, to convey the information of the deposits I have absorbed and attract customers to take the initiative to come to the door.

Secondly, the key to "stability" is to firmly retain the existing deposits of our firm. The first quarter is the peak season for banks to divert deposits, and the competition among major banks is bound to be extremely fierce. The existing deposits of our branch are also at risk of being diverted by other banks. According to the current statistics, millions of time deposits in our branch will expire in the first quarter, and it is very important for us to keep this part of the funds. Therefore, we learn from the successful experience of marketing in XX years, and take the initiative to contact customers who are about to expire and present marketing gifts to customers to stabilize at least 5% of the funds. Bank marketing work plan 2

(1) subdivide the target market and vigorously carry out multi-level and three-dimensional marketing promotion activities.

customers in charge of XXX department can be divided into four categories, namely cash management customers, corporate non-loan customers and e-banking customers. Combined with the development goal of the whole year, we will adhere to the market-oriented, customer-centered, account-based, grasp the big and not let go of the small, adopt the strategy of "ensuring to stabilize the big customers, strive to change the small customers and actively expand new customers", formulate detailed marketing plans, and carry out a series of media publicity, network sales, large-scale product promotion meetings, door-to-door promotion of key customers, organize bidding and centralized marketing activities throughout the company to form a continuous marketing offensive.

consolidate the market position of cash management. Continue to promote cash management services at different levels and in depth, and strive to improve the customer value of products. It is necessary to expand the market influence by grasping key customers and enhance the brand effect of cash management. All branches and departments should investigate key customers, large industry households and group customers within their jurisdiction, deeply analyze their operating characteristics and modes, design practical cash management schemes, and actively carry out marketing. Explore the deep-seated needs of cash management stock customers, solve existing problems and improve customer contribution. This year, we will strive to add 185,2 cash management customers.

further develop the company's non-loan market. Small and medium-sized enterprises have no loan customers, which are also our basic customers and provide an important source for the development of asset business and intermediary business. On the basis of carrying out the theme marketing activity of "Hongye Settlement" for small and medium-sized enterprises last year, XX summed up experience, deepened marketing and enhanced marketing effect. It is necessary to keep the company's non-loan marketing growing in quantity and pay attention to improving quality; It is necessary to optimize the structure, increase the proportion of high-quality customers, reduce the financing cost rate and increase the sales of high value-added products. It is necessary to focus on the account opening marketing of the company's non-loan households and strive to expand the market share. It is necessary to strengthen the maintenance and management of the company's non-loan customers, deeply analyze their settlement characteristics, carry out product marketing, and expand our settlement market share. In xx years, we will strive to open 358,1 new corporate settlement accounts, with a net increase of 272,43 settlement accounts.

do a good job in marketing and maintenance of large system users. In view of the fact that some township finance offices in the city have not opened accounts in our bank, we will call on various resources for marketing and strive for full bloom. And take advantage of the situation to launch a marketing offensive to other government branches in various towns and districts to strive for a larger share of deposits. At the same time, more than 1 key customers, such as large and medium-sized enterprises, enterprises, the top 1 in the world, 8, before tax payment and 7,334 before import and export, were listed for subscription, so as to lock in the target customers of other banks and carry out key research. Bank marketing work plan 3

(1) Fully understand the arduousness of achieving the target of this year's assets.

last year, our team's performance was too far from the target, and we encountered many problems in the implementation of the marketing plan. In the marketing promotion, the team can't get the corresponding gifts and imitations, and can't make a better promotion plan; In the maintenance of bank outlets, due to the competition in the banking industry, the requirements for account managers of securities companies are too high, and the monthly tasks for credit, funds and deposits are heavier. As a result, our account managers are slow in promoting the maintenance of outlets. Although the team cooperates with individuals to improve the maintenance of bank outlets, it is still difficult to deposit; We are at a disadvantage in the development of bank outlets, and we can't achieve the purpose of cooperation between the two sides in providing deposits for banks and better win-win "marketing programs". Without a good channel development, it is more difficult to carry out the marketing plan.

(2) fully understand the importance of promoting optimal management.

Team management has entered the growth stage, and some deep-seated problems may be highlighted. It is particularly important to build a sound team management plan. The comprehensive plan reform has entered the substantive implementation stage this year. Through some problems existing in the status quo of team members, such as cohesion, centripetal force, execution and enthusiasm for work, new optimization plans are made to solve their problems in time and improve team management.

(3) fully understand the importance of recruiting members.

New members are the fresh blood of the team and an important part of team development. Without the increase of new members, it is impossible to form a large family. The company makes a good optimization plan for recruitment and refines it by team recruitment. Implement them together and be good at marketing objectives.

fully understand the situation, problems and task objectives, improve the 2XX years, the team's new scene and new changes, complete various tasks, and do a good job in the following six aspects.

(1) Marketing management system:

1. Daily management:

① Grouping management system: At work, the team is divided into three groups, and the team leader manages the number of people in the groups to improve its team development. And through communication with the team leader, we can get a deeper understanding of the work and life of each member of the team and have a healthy competition at work.

② daily one-to-one management: at work, communicate with team members more, understand the exhibition situation of the members and the problems encountered in publicity, give timely guidance, and give them encouragement and support.

③ Work efficiency system: At work, salespeople should be familiar with their job responsibilities:

1. Do everything possible to complete regional sales tasks;

2. Strive to fulfill all requirements in sales;

3. Be responsible for strictly implementing the customer account opening procedures;

4. actively and extensively collect market information and timely sort it out and report it;

5. Strictly abide by the company's rules and regulations;

6. Have high professionalism and a high sense of ownership;

7. Complete other tasks assigned by the leaders.

Establish a team spirit of high efficiency. The team will finish the work of the month before 15th of each month, and influence the new employees through the high efficiency mode, which is convenient for team management in the later period. Bank marketing work plan 4

First, mobilize all employees of the bank to actively provide deposit marketing clues. As long as valuable marketing clues are found, account managers and relevant marketers will act immediately and contact customers in various ways to try to dig up funds.

Secondly, take advantage of the opportunity of the massive withdrawal of funds during the Spring Festival to find and track the flow of customers' funds in time and turn short-term hot money into long-term deposits.

Thirdly, make full use of the existing publicity methods of our branch office, such as SMS marketing and publicity slogans, to convey the information of the deposits I have absorbed and attract customers to take the initiative to come to our door.

second, according to the characteristics of outlets, vigorously expand the business friend card and increase the number of cards issued. Take point and area, use card to attract deposits, and drive the all-round development of business.

the branch office is located in the downtown area, and there are many merchants with convenient transportation. Every merchant is a potential customer of the business card that can be tapped. Taking the new business friend card as the medium, it can attract merchants to pay for goods, increase deposits at outlets, and drive small and medium-sized merchants to transfer money to pos to create new jobs. At the same time, it can also sell credit cards to merchants, so as to achieve multiple goals. At present, the main follow-up project of our outlet is the merchant development of Shangyou Card. The specific work began in August to conduct a thorough publicity of merchants. In September, it was an important customer base for the new issuance of Shangyou Card in our outlet. In January, the person in charge of the outlet took the lead and the account manager was responsible for further follow-up, changing the previous situation of single and passive business development.

third, the daily operation indicators of outlets are constantly grasped.

While the deposit marketing and business friend card expansion are in full swing, other daily business indicators of outlets cannot be relaxed. For example, key funds, insurance, precious metal sales and so on. At the same time, strengthen and improve the assessment and incentive mechanism to enhance the enthusiasm and coordination of employees. By subdividing the market, highlighting the key points of business development, formulating specific work objectives and task plans, making full use of the powerful platform of performance pay assessment scheme, further increasing the intensity of rewards and punishments, praising the advanced and encouraging the backward, forming a good atmosphere of doing their jobs, doing their best and developing together to promote business development.

fourth, improve service level, standardize service and strive for first-class service outlets.

first of all, standardize the service, do a good job of three-tone service according to the requirements of civilized service of the head office, think about what customers think and worry about their urgent needs, and improve the service products in detail. Strengthen and expand the service function of outlets, focus on expanding debt business, personal business, intermediary business and wealth management business, focus on the person in charge of outlets, account managers and lobby managers, improve vip, integrate products and implement "bundled" all-staff marketing strategy.

secondly, strengthen the training and study of employees and improve their comprehensive professional quality. Use pre-class study, special training and exchange study to create a good learning atmosphere and improve the cohesion and combat effectiveness of employees.

Thirdly, with the help of our advanced online banking and self-service equipment, we can divert low-end customers, reduce the pressure on the counter and further optimize the service environment. Bank marketing work plan 5

1. Activity theme: Autumn marketing

This activity takes Autumn marketing as the theme, aiming to express the sincere desire of the bank to share the fruits of hard work and create a better future with high school and mass customers, and to spread the business philosophy that the bank's personal banking business is customer-centered and committed to achieving a win-win situation for both banks and customers. On this basis, according to the characteristics of the bank's activities, each bank can refine the main selling points of the activities as sub-topics.

second, the activity time: 2xx from September 26th to October 31st.

III. Purpose of the activity:

Taking Mid-Autumn Festival and National Day as the tipping points, focusing on individual high-school customers and cardholders, focusing on consolidating and developing customers, promoting the use of savings cards, and increasing the fee of express service, we will focus on expanding the shopping, tourism, catering and entertainment markets and related markets, at the same time expanding the product coverage, promoting the multi-frequency and multi-variety use of customers, and driving personal banks. At the same time, through the launch of the Golden Autumn Marketing Publicity Campaign, the Bank's brand social image will be established, customers' knowledge and feelings of the Bank's three-level personal financial services (VIP service, community service and self-service) will be enhanced, the distribution efficiency of electronic channels will be improved, and the business performance will be effectively improved.

IV. Contents of activities

The activities mainly include the following contents:

(1) Golden Autumn Marketing Products Happy Offer Promotion Gift Activities

In order to encourage cardholders to spend by credit card and pay without paper, promote the rapid growth of various business volumes of bank cards and self-service equipment, and at the same time maintain and enhance the competitive advantage of Express Express business and promote the sustained and rapid development of remittance business, The following preferential promotion and gift-giving activities are specially carried out:

1. Golden Autumn Marketing. Self-service Gifts

(1) During the activities, customers who pay twice on self-service equipment in the whole province with our savings card can exchange a gift with the payment voucher and deposit and withdrawal voucher at their local business outlets with a value of * * *. First come, first served, until it is delivered. The voucher must be the payment voucher of the same savings card. After the gift is exchanged, our bank will take back the payment voucher.

(2) Any customer who signs the payment agreement during the activity can get a gift worth * * * yuan. Send it as soon as you sign the contract, one for each household, on a first-come-first-served basis, until it is delivered.

event gifts are purchased by banks themselves.

2. Golden Autumn Marketing. Kaqing Double Festival

(1) During the activity, the annual fee for applying for a card is exempted.

(2) If the spending by credit card reaches a certain standard, you can collect the gifts of corresponding standard at the designated place of the local CCB with the POS documents and bank cards of consumer transactions until they are collected.

spending more than RMB * * * (inclusive) by swiping the card, and giving gifts worth RMB * * *;

if the spending on credit card is more than * * * * yuan (inclusive), a gift with a value of * * * yuan will be given;

if the credit card spending reaches * * * * yuan (inclusive), a gift with a value of * * * yuan will be given;

if the credit card spending reaches * * * * yuan (inclusive), a gift with a value of * * * yuan will be given;

gifts should fully cater to customers' psychology of leisure shopping during festivals. suggestions for spending less than RMB * * * * by credit card are zoo tickets, park tickets, package tickets for fast food institutions with elegant dining environment such as McDonald's around shopping malls, etc., which are determined by banks themselves.

banks should actively select 3-4 according to local actual conditions.