I. 20 1 1 Work summary for the first three months

Several key tasks were set at the beginning of the year:

1. Contact 43 newly allocated core customers and introduce Galaxy's wealth management services and products;

2. Classify the core customers under the name, and divide the customers into active customers, medium and long-term customers, new shares and a small number of trading customers, new share subscription customers and loss-locked customers according to the assets and transaction turnover rate.

3. Provide personal management services for classified core customers, and focus on serving medium-and long-term investors and investors who subscribe for new shares by means of short messages and telephone calls.

4. Analyze and manage the transaction data of core customers every week, and understand the transaction situation of customers and the transactions of major core customers.

5. Use Weibo to establish personal brand and influence on financial management funds.

6. Make promotional materials for southern fund products and recommend fund products to customers.

7. Select fund products with excellent and stable performance every month, and recommend excellent funds.

8. Contact the original core customers to increase customer familiarity and satisfaction.

9. Review the basic knowledge of futures examination.

Two. Work completion in the first quarter:

1. Visit new customers

I mailed my self-introduction letter and personal business card to 43 newly assigned core customers, and called 43 customers to visit the sales department separately. One of the 43 customers was developed by other colleagues, and the relevant manager has changed. Among the remaining 42 people, 6 people have wrong contact numbers or no numbers, so they can't be contacted. The other three customers didn't answer the phone. The rest have been there.

2. Complete customer classification management.

In order to master and understand the trading preferences and turnover rate of customers, in early March, according to the weekly trading data of 1 month and February, the management customers were divided into active (9 1), medium and long-term (94), new shares and small transactions (18) and new shares subscription (13). And focus on the middle five types of customers, and strive to improve the customer churn rate.

For customers who subscribe for new shares, due to the frequent breaking of new shares at the beginning of 20 1 1, the wealth management department of the Bank adjusted the service policy in time, and suggested that the business department and its core customers should convert the subscription funds for new shares into treasury bonds repurchase business and keep the customers' funds in the business department. In the specific work, we will send the operational strategy description of national debt repurchase to the customer's personal mailbox by email, and then give a brief explanation to the customer by SMS. In the process of visiting new core customers, the government bond repurchase business and wealth management fund allocation business were introduced in detail by telephone and face-to-face visits.

3. Complete the service work after customer classification.

In order to improve their influence on customers, the primary goal is to deepen customer impression and increase customer trust. After the morning meeting, I discussed the daily market trends and Galaxy Horse with my colleagues in the Finance Department. After the discussion, I recommended this horse to 322 management clients, who in most cases left their mobile phone numbers. And make sure to send at least one short message from Ma Jun every week to increase your sense of self-existence. However, due to the large decline in the number of stocks recommended by Ma Jun in March, I became particularly cautious when recommending to customers, and dared not send Ma Jun recommendation information to customers continuously.