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Summary of bank's spring action work

Summary of bank's spring action work

Summary is a written material that analyzes and studies the relevant situation at a certain stage and makes instructive experience, methods and conclusions. It helps us to find the laws of the development of work and things, so as to master and apply these laws. So, we need to go back and summarize and write a summary. How should I write a summary? The following is my summary of the bank's spring action work for reference only. Welcome to reading.

Summary of Bank's Spring Action 1 In order to effectively promote the spring action of "Happy Spring, Set Sail" in 20xx and promote the sound and rapid development of various businesses, China Agricultural Bank opened the marketing prelude of Golden Key Spring Action in front of the business hall and branches on June 5438+05, 20xx. Since the launch of marketing activities, the bank's deposits have increased by xx million yuan compared with the beginning of the year, including savings deposits and corporate deposits. The opening of debit cards, the registration of xx households by online banking and the opening of xx households by SMS have made a good start for the comprehensive marketing of "Spring Action" retail business.

The first is to make an activity plan to ensure the activities. In 20xx, the Bank formulated the Comprehensive Marketing Plan for Retail Business of xx County Sub-branch of Agricultural Bank of China, which defined the activity time, main marketing objectives, marketing points, marketing activities content, marketing activities management requirements and marketing activities evaluation. At the same time, a leading group of "Big Bank Deguang Your Key to Growth Spring Action" was established, with the president as the team leader, the vice president as the deputy team leader, and the heads of various departments, business organizations and account managers as members, which was responsible for the overall planning, departmental coordination and deployment and implementation of "Spring Action", providing organizational guarantee for the activities.

The second is to change the way of publicity to ensure that the activities are informal. Focusing on giving gifts to customers who handle business, the bank has carried out on-site gift promotion activities for several days in a row to narrow the distance with customers. In front of the business offices and Qingxi Branch, the bank set up a spring action propaganda point of "Sailing for a Happy Spring". From 65438+ 10 to 65438+March 2, more than two account managers market personal business products and distribute gifts to customers who handle business on site every day. The advertisement of "Comparison Table of Gifts for Customers Handling Business" was printed and set up on the spot, so that customers can see at a glance the gifts they should receive when handling business.

The third is to decompose the objectives and tasks, and implement the post to the people. In order to ensure the mobilization and marketing of all staff in the spring action, the bank broke down the main index 1 in combination with the actual situation, and implemented it from post to person, so that all cadres and employees of the bank knew their goals and tasks.

The fourth is to formulate incentive measures to fully mobilize the initiative and enthusiasm of cadres and employees throughout the bank. After the "Spring Action" in 20xx, according to the marketing performance of various businesses in the first quarter, the bank selected the advanced individuals of the whole bank, selected three "deposit stars", three "insurance marketing stars" and three "intermediary business marketing stars", commended the employees who made outstanding achievements in deposit organization, insurance marketing and intermediary business marketing in the first quarter, and awarded the top three winners with benefit salary/kloc-

Summary of Bank-wide Spring Action Since 2 20xx, highway sub-branches have comprehensively planned "Spring Action" according to actual conditions and local conditions, and achieved initial results. As of March 3 1, all the indicators of the bank's spring action have been well completed! XX refers to the standard first! The fund sold millions of tasks and actually sold millions, completing xx%! Credit card, actual card issuance, completion of% wealth management product sales task of million, actual sales of million, completion of xx%! Transfer telephone installation department, actual installation department. Complete xx%, POS 1, actual installation department, complete xx%!

First, create momentum to promote marketing. Since the end of last year, in view of the increasingly tight market cash flow and fierce competition in the financial industry at the end of the year, the municipal bank has taken the lead and quickly launched the marketing activity of "Spring Action with Your Growth" according to the requirements of the head office and branches.

The second is to refine the marketing plan. Sub-branches timely issued the comprehensive marketing implementation plan of "Spring Action, Your Golden Key to Growth", detailing the action time, action objectives, marketing strategies, assessment indicators, evaluation and rewards of "Spring Action". By establishing a marketing team, building a comprehensive marketing platform, enriching financial products, optimizing the customer structure and improving the guarantee mechanism, we will strive to build a five-in-one comprehensive marketing system and realize the scientific, professional, standardized and systematic promotion of marketing work. Make the marketing plan have strong guidance for the marketing work of the whole bank.

The third is to decompose the objectives and tasks, and implement the post to the people. In order to ensure the mobilization and marketing of all staff in the spring action, the bank broke down the main indicators of the activity 10 in combination with the actual situation, and implemented them from posts to people, so that everyone in the bank could understand their goals and tasks. The main person in charge of the unit stands in the front line of marketing, takes the lead in commanding and sets an example. Windows are fully opened, and all-weather full-load operation is implemented. Go out to the market and grab quality customers from other banks. Implement measures to quickly set off the climax of "Spring Action".

Fourth, publicize the incentive measures formulated by the sub-branches to fully mobilize the initiative and enthusiasm of all employees in marketing. In the process of "Spring Action" in 20xx, our employees devoted themselves to their daily work with enthusiasm, self-confidence and positive attitude, worked hard, often worked overtime and gave up rest, thus handing over the perfect answer sheet of "Spring Action" performance! If you meet the requirements for the selection of excellent banks, we will actively recommend and report, and encourage you to surpass my marketing activities materially and spiritually. The fifth is to optimize services and promote marketing. In the promotion and marketing, our bank adheres to the service concept of "customer first, consistency", seizes the market with high-quality services, and achieves the goal of strengthening family services without losing traditional services. The business hall adheres to the duty system of the lobby manager every day, gives full play to the function of the information desk to guide the warehousing, and acts as a financial consultant and business guide for customers, which not only facilitates customers, but also reduces the pressure on the counter. Our bank has not yet equipped a lobby manager, but the branch president is in charge personally, and the account manager shoulders this burden! Insist on extending business hours. During the Spring Festival, in order to facilitate our customers, we adopted different ways such as opening the door early and closing the door late, which improved the utilization rate of self-service equipment such as atm and pos, facilitated customers' access at any time, and reduced the waiting time of customers, which was well received by the general public. Optimize the environmental sanitation of outlets. In order to make the Golden Key spring activities colorful, our bank carried out a weekly cleaning of the business outlets according to the requirements of the city branch, which improved the hardware environment and software environment of the business hall to varying degrees, enhanced the comprehensive competitiveness and enhanced the image of ABC in the eyes of customers.

Through the formulation and implementation of the above policies, as well as the hard work of all the staff in the outlets, the Bank achieved excellent results of 18 in the "Spring Action". Our "Spring Action" marketing campaign has been vigorously carried out with a warm momentum, laying the foundation for winning a good start.

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