The telephone is currently the most convenient way of communication, with the advantages of saving time, effort, and fast communication. Therefore, compared with the credit card marketing model of stationing in shopping malls and sweeping floors to promote, it is obviously more cost-effective and convenient to make phone calls to potential customers. Below is a collection of credit card list customer invitations that I have collected for everyone. Welcome to refer to them.
Preliminary preparation
Before making a phone invitation, formulate a customer invitation list through screening. The list must have experience in financial management signing and purchasing, and have worked as a financial management manager. Mainly customers who still have balance in the low cabinet system.
When making calls within the system, financial managers and counters should first check the system and recall the last time the customer came to the bank; lobby managers and tellers can use the supervisor's CRM system or ledger to check before contacting them. Customer information.
For this group of customers, you can adopt the method of getting familiar with them first and then marketing. Credit cards are not the only marketing purpose. After all, most of them are lost due to downgrade, and the possibility of successful recovery is greater than the successful marketing of new customers.
Reference words
Customers with larger balances may have financial management, deposits or loans in our bank. I have always trusted our bank for a long time. You can market your credit card and consolidate your relationship.
① Unknown customer
?Hello, are you Mr./Ms. XX? This is XX Bank, XX Road, and I am your financial manager XX. Is it convenient for you to answer now?
Entry point: That’s right, you have been very supportive of us over the years, thank you very much. I would like to ask, are you still satisfied with our products and services? Oh, okay. You have also been "purchasing financial management from our bank/doing business with us", and you can apply for a credit card from our bank.
We have a 10-yuan movie-going and XX-off Pizza Hut weekend promotion, which is a good choice to enjoy the discounts. This is also our way of giving back to our old customers. I'll give you one when you come over next time. You just need to bring your ID card. It's very convenient and you don't have to fill out a form. You can also grab eggs.
Are you free this week or next week? I will be there from Monday to Friday. If you can tell me, I can better accommodate your time. OK, thank you, thank you for your support, I wish you good health and a happy life!?
② Get familiar with the customer
When contacting, change the entry point to:
? Well, there is a feedback activity that I would like to tell you. Our bank can now provide you with a free 10 yuan per week movie viewing and XX discount at Pizza Hut on weekends. For details, you can go to UME Cinemas/Pizza Hut and show your bank account to us. Just a credit card.
Oh, you haven’t done it yet, have you? You are a high-quality customer recognized by our bank system. When are you free? Bring your ID card and you don’t need to fill in the form. It’s very convenient.
Low balance/zero balance customers
Perhaps due to product profitability, inadequate maintenance, etc., the customer’s main business is no longer in our bank, or has not even been to our bank for a long time. OK, you can use this as an entry point. If the customer has signed a financial management contract, the previous financial management experience/recent investment situation, etc. can be used as a turning point. For this type of customers, we should slowly get involved in marketing topics.
Hello, are you Mr./Ms. XX? This is XX Bank on XX Road. Do you still remember it? I am financial manager XX.
Entry point: This is it. You are the first batch of customers since the establishment of our bank. First of all, I would like to sincerely thank you. In addition, the fact that I have not greeted you for such a long time means that our service needs to be improved. , and we hope you won’t hesitate to give us suggestions.
Have you come here to buy financial management before? Will you buy it from other stores now? How long do you usually expect and how much profit do you expect? Our bank’s products are now much richer than before, not only exclusive Financial management, and current financial management. You are welcome to come and take a look when you are free after the expiration date. Our VIP room has been renovated and will definitely make your eyes shine.
Hey, when is your expiration date? Before expiration or when we launch new high-yield products, I will give you a priority call to tell you how it goes. Okay, thank you for your support!
In addition, you can also apply for a free credit card and enjoy the 10-yuan movie-watching discount every week and the XX discount at Pizza Hut when you spend XXX on weekends. This is also our way of giving back to our old customers.
Do you live far away? How often do you come here? What is our specific address? I will send you the address and what you need to bring via text message later. Thank you very much, I wish you a happy life and a smooth work!
Frequently Asked Questions
1. Limit issue: You are a VIP customer of our bank. If the credit card is in good condition, the limit is basically not less than X Ten thousand yuan; if you can provide other supporting materials such as income and financial resources, you may get a higher amount, which is subject to the approval results of the head office.
2. Card issuance time: Our bank’s credit card processing time is generally about XX working days. You can see whether the pre-approval has been passed the next day, and we will tell you in time.
3. The address of the customer’s ID card is not local. Can it be applied for? It can be applied for.
4. The customer does not have an employer, can he apply for it? Yes.
5. If the customer is not willing to handle the matter within the company, can it be handled at the address specified by the customer? Yes.