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Brief report on bank marketing outreach activities

Briefing on Bank Marketing Outreach Activities

Briefing on Bank Marketing Outreach Activities, when we are in the workplace, we will find that some bank staff can do marketing. In order to reach out to customers, let me take a look at the relevant materials of Bank Marketing Outreach Activities Briefing with you. Briefing on bank marketing outreach activities 1

On the afternoon of June 19th, the summary meeting of the outreach marketing training camp of XXXX Bank XXXX Branch was held in Wanxi Hotel. The five-day outreach marketing campaign ended successfully. The leading group of XXXX Branch, the training teacher of Dean Bank Research Institute, all the outreach personnel in the city who participated in the training, and all the staff of the headquarters of XXXX Branch attended the meeting.

The summary meeting started with a video, which reviewed the whole process of this outreach marketing activity. From the teacher's concentrated theoretical training on the first day to the practice of team grouping and outreach; From the shy opening of the students on the first day to the skilled marketing of natural response in the later period; From the unfamiliar cooperation of each team on the first day to the precise division of labor, unity and cooperation in the later period; As well as the guidance, comments and summary of the teachers of Dean Bank Research Institute. The video connects the ups and downs of five days with a little memory, which verifies the step-by-step growth of our marketing team.

In the experience introduction session, Li Zhikun and Yu Juan from Shucheng County Branch shared their marketing stories and insights respectively. "My response to the customer's first sentence was three words of indifference:' Go! Don't!' At that time, my face was burning and I turned back without saying a word. ""Later, I took the initiative to help customers park their cars, narrowed the distance with customers, naturally chatted with customers to cut into their needs and explained our financial services, and everything began to come naturally. " The students used their own stories to show the step-by-step psychological process and mentality change of "going out", and concluded that going out boldly means that marketing is to dare to speak, not afraid of suffering and calm down; Unity and cooperation, rich experience, your persistence.

Teacher Liu, the main lecturer of this outreach marketing activity, then made comments. He said that through this activity, the biggest feeling is that XXXX Bank is a dedicated team, and the students' hard work is in their hearts and admired by their teachers. First of all, there are four highlights: full participation, leadership attention, creating a good atmosphere for you to chase after me; The marketing covers a wide range, realizing the "two sweeps and five advances", trying non-acquaintance marketing and achieving the real purpose of outreach; All the outreach workers have a correct attitude and high spirits, and the positive spirit of participation reflects the practical and enterprising spirit of the whole team; The team encourages each other, cooperates effectively, and can unite strength and work together. Cha Xuanjun, president of the branch, made a concluding speech. First of all, he thanked the three teachers of Dean Bank Research Institute for their hard work, guidance and help throughout the activity, and the relevant departments of the branch for their careful organization of the activity. Secondly, I hope to take this outreach activity as an opportunity to open a window for all employees, find a way to expand marketing channels, enhance marketing confidence, constantly break through themselves and realize the greatest value of life.

At the end of the event, there was an award-giving session. With warm applause, the leaders of the branch successively took the stage to present awards to all the outreach marketing teams. On the stage, the awards were presented to all the outreach marketing teams. Briefing on Bank Marketing Outreach Activities 2

Recently, the four-day outreach marketing activities of XXXX Rural Commercial Bank came to a successful conclusion. The bank held a summary meeting to summarize the event, and awarded and commended the team that won the first, second and third prizes and the most potential for expansion.

during this outreach marketing activity, more than 11 employees of the bank were divided into 33 groups. Under the guidance of the outreach teacher, they braved the scorching sun to go to the streets, deeply understand the customer's needs, communicate with customers, promote the bank's financial products, and solicit customers' opinions, which was affirmed by customers. During the expansion period, * * * established 1,38 customer files, 165 marketing POS machines, 2 mobile banking companies, handled 229 Jinyan cards, and added 1,659 employees to pay salaries, paying attention to 3,96 people in WeChat official account, and absorbed 49.78 million yuan in deposits, including 16.73 million yuan in fixed deposits and 33.5 million yuan in current deposits.

There are four highlights of this activity: the participation of all staff and the attention of leaders have created a good atmosphere for you to catch up with each other; The marketing covers a wide range, realizing the "one sweep and five advances", trying non-acquaintance marketing, and achieving the real purpose of outreach; The active participation spirit of all outreach workers reflects the mental state of the whole team; Team members encourage each other, and the cooperation is strong and the effect is obvious.

In his speech, the Chairman of the Bank thanked the three teachers of Dean Bank Research Institute for their careful organization, follow-up guidance and help throughout the activity, and hoped that the employees of the Bank would take this activity as an opportunity to truly go out, tear their faces, find ways, throw off their arms, take a step forward, break out of the way, make a difference, accelerate the pace of transformation and promote the rapid development of rural commercial banks. Briefing on Bank Marketing Outreach Activities 3

In order to effectively enhance the overall service quality of business outlets and expand our customer base, Renmin Road Sub-branch XXXX International held this outreach activity on August 9th.

The target of this activity is mainly the residents near Kaitong International. In order to ensure the smooth completion of the activity, Pan Erxuan, the account manager, served as the team leader, and Liu Tingting, the financial manager, and other staff of the sub-branch * * * attended the activity, and all the staff cooperated with each other to decorate the activity site.

At the beginning, Pan Erxuan, the account manager, introduced the benefits and conveniences of opening savings cards and credit cards in detail, such as free SMS notification, free annual fee for savings cards, free mobile banking transfer and so on. In order to let every customer really understand the bank card system, all the outreach staff are actively marketing, and the wealth management manager has also recommended a variety of wealth management products to customers, many customers are very interested, and the atmosphere at the whole event is very warm. The following is a picture of the day's activity, from which we can see everyone's enthusiasm.

afterwards, with the rising temperature, there were more and more customers, and everyone's work passion became more and more intense. Although the sun was burning the earth like fire, our staff turned a deaf ear and gave back to our customers with more sincere service attitude and professional knowledge, so that they could feel our enthusiasm and professionalism.

on the same day, with the efforts of everyone, we activated ten online banking and ten mobile banking, opened two credit cards, and many customers were interested in our wealth management products and Ruyibao, expressing their willingness to come to our bank to buy wealth management or additional funds to buy Ruyibao.

After the activity on that day, everyone felt that they had benefited a lot, and the customers had not dispersed for a long time. This was a good start, and it also proved that our activity had achieved the expected effect. We will continue to do the follow-up work and expand customers more actively in the following time.