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Annual work summary Report on Credit Card Promotion and Marketing (Collection of 5 Articles)

? Time flies, and a year will soon pass. We need to start sorting out annual work summary materials for credit card promotion and marketing. We might as well fully review the gains and losses of the year through the year-end summary, so how to write annual work summary for credit card promotion? The following is my report on credit card promotion and marketing in annual work summary (a collection of 5 articles), which is for reference only. Let's have a look. Annual work summary Report on Credit Card Promotion and Marketing (a collection of 5 articles) Part 1

? ETC publicity activities of XX branch

? In order to effectively seize the market share of ETC, optimize the customer's card environment, enrich the product system of rural commercial banks, expand and enhance the financial service function, further increase the customer's viscosity, seize the favorable opportunity of the wide-scale application of ETC, set off a new upsurge of comprehensive ETC marketing and promotion, and fully complete the objectives and tasks assigned by the Provincial Association. According to the spirit of the provincial government's Implementation Plan for Vigorously Promoting the Development and Application of Expressway ETC and the Provincial Association's Notice on Doing a Good Job of ETC Distribution Resource Reserve, this plan is specially formulated:

? 1. Promoters of marketing activities

? Group

? Length: XXX

? Deputy leader: XX

? Into

? Clerk: all employees of XX Branch

? Ii. campaign objectives and specific marketing campaign publicity

? The front desk staff actively publicize and explain ETC to customers who come to handle business, while other employees go out to market, break employees into multiple outreach groups and implement group outreach marketing. The outreach team actively visited corporate customers and non-stock customers around the outlets to publicize our ETC products.

? Our sub-branch uses electronic screens, multimedia devices, publicity leaflets, etc. for business promotion, and employees use social networks, WeChat friends circle and other means to promote, and use information advantages to speed up publicity.

? The president attached great importance to opening ETC business, led employees to door-to-door marketing, and visited water affairs bureau, high-tech property, Moma property, Hanxu property, Chebaihui, Huaye automobile and car rental company.

? Iii. existing problems

? 1. Whether the deposit requirement can be cancelled is not required by other commercial banks, and our bank has no competitive advantage compared with it.

? 2. The system is unstable, and the network is often disconnected and Bluetooth connection fails, which causes customers to wait too long or come to handle it many times, which affects the service quality of our bank.

? 3, the marketing channel is too single, only on-site installation and door-to-door installation in two forms, and door-to-door installation can not be fully covered. Whether we can develop WeChat applet, the customer can scan the QR code to apply online, and the customer can install and activate the device after it is mailed home, which can meet the customer's needs in many ways.

? Iv. the next work plan

? 1. the leader of this activity is the branch president, who is responsible for the implementation of this activity.

? Carry out and divide responsibilities, assign tasks to each person, and ensure that this activity achieves tangible results through external forces.

? 2. The information of this activity is mainly publicized in the early stage through indoor TV and outdoor 24-hour scrolling electronic screen, and the lobby manager and front desk teller should also do a good job in answering and publicizing the customer's consultation on this activity. The account manager distributed leaflets to past residents at the ETC designated place, explained the functions of ETC devices, patiently and meticulously answered the questions raised by residents, and handled ETC for car owners free of charge on site, which saved time and really delivered the service to the door.

? 3. In the future, our branch will actively develop ETC business and do a good job in customer maintenance, increase the role of promoting ETC business, make customers recognize our ETC business services, actively plan new ideas for ETC business development, innovate marketing methods, formulate ETC business development plans, actively do marketing activities, and go all out to ensure the completion of ETC tasks. Annual work summary Report on Credit Card Promotion and Marketing (5 articles) Part II < P >? As a marketing employee who has been engaged in credit card marketing in Guangfa Bank for nearly one year, I have always thought that in marketing products, I should have: sensitive reaction ability, knowing how to guess the psychological changes of customers, cognition and interpretation of products, language expression skills and good psychological quality.

? After a year and a half of hard work and struggle, there were joys, sorrows, laughter, tears, successes and failures in this one-year marketing work. However, in a short time, I deeply realized that no matter what I do, I must have confidence in myself.

? In addition to having enough confidence and experience in yourself, what is more important is your own mentality. I am a marketing clerk who has just been promoted to the head of a small group. I feel very honored to have just been promoted, but invisible pressure is also coming at me, but appropriate pressure can give me impetus. I also want to share it with you here. I believe many colleagues working in the company also have unique insights. Learn from others and use it, so as to open up a world for yourself!

? Lesson 1: Have confidence in yourself.

? When I first started my marketing work, I hesitated and dared not enter the door when I wanted to visit customers. I finally got up the courage to enter the door, but I was so nervous that I didn't know what to say. I just started to introduce my products and was sent out by customers in a few words. Repeated visits failed, and I began to make excuses and complain for myself. But I never intended to make excuses for myself, and at the same time, I have become quite negative. Negative emotions have a great impact on my work. Later, when the leader learned about this, he talked to me a lot. He told me that a qualified salesman must first have full confidence. Only when he is full of confidence in himself can he eliminate his fear of facing customers and give himself a clear idea to introduce products to customers through fluent language. These words are deeply engraved in my mind. Whenever I feel depressed, I will secretly cheer myself up. I am convinced that as long as I have confidence in myself and the products, I have succeeded half way.

? Lesson 2: Set yourself a goal that you can do at different times < P >? Everyone should arrange their daily work fairly, and they should be planned and purposeful. In order to be blind and positive, they can also be said to have no direction. This kind of situation is often half the effort and not worth the candle. Now, as a new marketing team leader, I have to lead the team members in addition to myself. Since I have led a small team, I have to have a thorough work plan, fair time arrangement, full deployment of staff, good team spirit and so on. Set a goal for yourself and your team members!

? Lesson 3: win the trust of customers instantly

? When marketing products, we should make friends with customers and let them have a good impression and trust on themselves. What you say when you meet a customer for the first time is very important, and a good opening speech is often half the battle. Of course, gaining customers' goodwill and trust in an instant is not only the first time we meet, but also the customer may be indifferent to the salesperson for a long time during the conversation, but changes in some details may win customers' hearts.

? Lesson 4: learn new knowledge in marketing failure

? As the saying goes, failure is the mother of success! In the process of marketing, many times we will meet all kinds of customers. Maybe you are honored to meet customers who are easy to talk about, but there are also unlucky days when customers are particularly difficult for you. So many times you fail, don't be discouraged. We should find the reason from the root of the matter, why it failed, whether the professional knowledge is not in place or the marketing skills are not as good as others. I hope we won't make the same mistake often next time.

? The above points are some of my experiences from being a marketer to being the head of a small marketing group. If we can do it, we can control the present, learn from the past and start to create the future. Imagine a bright future, make a practical plan and do something today to make it come true. Annual work summary Report on Credit Card Promotion and Marketing (5 articles) Part III < P >? At the beginning of the year, * CCB assessed the situation, carefully analyzed and studied the local business situation, made clear the objectives, and seized the favorable opportunity. In the just-concluded peak season marketing activities, the sales department of CCB * Sub-branch made remarkable achievements in credit card issuance and account sales. By the end of March, 446 credit cards had been issued, completing 186% of the planned tasks and 95% of the annual tasks, and the account gold transaction amount reached 49.64 million yuan, ranking second in the region.

? -Carefully organize and improve execution. Faced with numerous task indicators and complicated and numerous businesses in peak season marketing, the bank acted as early as possible, and set out to formulate the marketing plan for the first quarter from December, determined the marketing objectives, went deep into enterprises and institutions, and understood the customers' situation and needs, thus establishing the administrative institutions that mainly paid the salaries by the bank, taking the measures of giving exquisite gifts to the bank card business during the two major festivals of New Year's Day and Spring Festival, and formulated the marketing activity plan for the first quarter with the bank card as a link to bundle marketing deposits and other products.

? Second, decompose the task indicators and mobilize the enthusiasm of all employees. Combined with the tasks assigned by the superior bank and the incentive policy of credit cards, the bank formulated the target task, decomposed the credit cards into each employee, and required employees to apply for five credit cards every month during the activity. The leaders of the branch went out for door-to-door marketing, which played an exemplary role, motivated all employees and made everyone take action. In order to improve the execution, the notification was intensified, and the daily morning meeting was used to regularly report the completion of tasks, creating a good atmosphere of scrambling to do business every day, mobilizing the enthusiasm of all employees, and most of them exceeded the target tasks during the activities, ensuring the smooth completion of the overall tasks of the sub-branch.

? Third, do a good job in publicity, so that customers can recognize the products. At present, some customers are overwhelmed by the numerous products launched by various banks, and lack sufficient understanding of the characteristics and functions of various products. The bank has intensified its publicity on credit cards, and its sub-branches have printed leaflets, briefly introducing the functions, opening conditions and charging standards of credit cards, which is convenient for customers to understand and read. Explain to customers one-on-one. Through publicity, customers have a further understanding of credit cards and changed their concepts, which has greatly improved the success rate of credit card marketing.

? Four, make full use of the system, do a good job in pre-trial wholesale card. The launch of the credit card pre-approval system has given the bank more marketing opportunities. The sub-branch seized this business opportunity, attached great importance to the use of the pre-approval system, appointed an account manager to take charge of this work, and worked out the operation procedures and defined the responsibilities of each process. And fully mobilize the enthusiasm of tellers, lobby managers and account managers with incentive mechanism, and use the strength of the team to organize marketing. The average success rate of marketing in three months during the activity reached a high rate, which reversed the situation that pre-approval marketing was zero.

? It is understood that in this marketing activity, the sales department of the former branch of CCB pays attention to tapping customers, mastering customer information and discovering customer needs in gold marketing. Seize the favorable opportunity and launch a tough battle for individual products. Through the unity of the whole bank and the concerted efforts of * * *, the transaction volume of account gold reached 23.6 million yuan in February. As a marketer who has been engaged in credit card marketing in China Guangfa Bank for more than one year, I have always thought that in marketing products, I should have: sensitive reaction ability, knowing how to guess the psychological changes of customers, understanding and interpreting products, language expression skills and good psychological quality.

? After a year and a half of hard work and struggle, there were joys, sorrows, laughter, tears, successes and failures in this one-year marketing work. However, in a short time, I deeply realized that no matter what I do, I must be full of confidence in myself.

? In addition to having enough confidence and experience in yourself, what is more important is your own mentality. I am a marketer who has just been promoted to the head of a small group. I feel very honored to have just been promoted, but invisible pressure is also coming at me, but appropriate pressure can give me impetus. I also want to share it with you here. I believe many colleagues working in the company also have unique insights. Learn from others and use it, so as to open up a world for yourself!

? In the usual work, the leaders of the sub-branches help each other in the allocation of business resources, and the majority of colleagues also actively recommend customers to me, ensuring the richness and continuity of customer resources in marketing various wealth management products. Achievements can only explain the past, and more efforts are needed in the future. As a member of the sub-branch, I will take advantage of the east wind in 2 years and strive to make the sales work better, finer and stronger while continuing to do all the work well. Annual work summary Report on Credit Card Promotion and Marketing (a collection of 5 articles) Part 4 < P >? Credit card marketing is actually a job that needs time, physical strength and comprehensive psychological endurance. As front-line employees of credit card marketing, we must have a clear understanding of these issues. How can we create infinite value with limited time and limited physical strength? ! Then we should pay attention to the ways and means of doing business: there are only three ways to do credit card marketing now

? 1. Unfamiliar visits (such as sweeping the building);

? 2. Set up marketing (such as setting up stalls in supermarkets);

? 3. Group card handling (such as handling cards for an enterprise as a whole). Knowing that there are three modes of operation, you should also know the advantages and disadvantages of each mode, so that you can choose which mode of operation to achieve success.

? First, strange visits: advantages: low cost; Easy to implement; Low threshold; Exercise yourself

? Disadvantages: customers are scattered; The effect is not good; Waste people and money

? Second, set up point marketing: advantages: easy to implement; Easy to produce

? Disadvantages: there is a certain cost; Decentralized customers; The effect is average; Unstable quality customers

? Third, the group card: advantages: generally high-quality customers; Easy to produce

? Disadvantages: high entry threshold; Will there be a certain cost

? Actually, I personally think that the best way to work is to combine the above three, and they can be transformed into each other. When a credit card salesman has a group card activity, he should do this activity and spare his energy to prepare for the next activity. Or when you are making a strange visit, you should also set aside some time and energy to prepare for the activities. After all, group cards can produce a large number of high-quality customers.

? For banks, credit card sales need a good plan. For a salesman, credit card sales skills are the key to success. Jintou Credit Card will bring you more credit card marketing case knowledge. Annual work summary Report on Credit Card Promotion and Marketing (a collection of 5 articles) Part 5 < P >? First, the first thing is to grasp the products, be familiar with the functions of credit cards, analyze from the customer's point of view, and fully understand and grasp the professional knowledge of credit cards, so that you can have the confidence to go to the market.

? Second, face-to-face marketing with customers: At this time, we need certain marketing skills, which are constantly summarized and perfected by us at work. First of all, when visiting customers, you need an attractive and attractive person.