How to write bank deposit telemarketing words? Below are the bank deposit telemarketing techniques I compiled. You are welcome to read them!
Opening remarks
Mr./Ms. XX, hello! I am Xiao X, your account manager at XX branch of the Agricultural Bank of China. Is it convenient to answer the phone now?
That’s it. We noticed that one/several funds of yours have been flowing recently. Is there any big use for it? (Waiting for feedback and judging whether it is true based on the information fed back by the customer).
It’s true
The customer clearly informed me that he has managed his finances by buying from other banks.
Thank you very much for your trust in me and telling me such important news.
Are you particularly concerned about the returns of a single product, or have you considered making a healthy allocation of assets?
If we don’t have a reasonable plan and just pursue the income of a certain product, we will become a fund porter, and the time cost of moving assets between banks, the income loss during the product fundraising period and the time of arrival will also be It's relatively big, don't you think?
Since you trust me so much, we might as well make a short, medium and long-term combined financial plan. Short-term Kuaiyibao and Bubugao, medium-term Golden Key financial management, long-term fund fixed investment or precious metal fixed investment are all very good configuration.
Which time is more convenient for you tomorrow morning or afternoon? Come to the branch and we will make a plan. (Waiting for feedback)
Untrue
The customer was obviously prevaricating
I’m very sorry, is it because I didn’t do my job well enough and didn’t let you feel that we are We sincerely apologize for our sincerity and professionalism.
You may wish to give me suggestions on my work, and we will seriously improve it. (Waiting for feedback)
Regarding the loss of deposits, most of them are due to being pried away by other banks. It is necessary to deeply reflect on whether the usual customer maintenance work is in place.
Category A customers need to be contacted every week, category B customers need to be maintained every half month or every month, and category C customers need to be maintained every two to three months. The phone is one of the best ways. For daily system Reminders, especially funds, birthdays, financial management expirations, etc., must be handled in a timely manner.
Tips
If you persevere, treat your customers with care, and have a sense of trust, the loss of deposits will stop falling and rebound.