After discovering and understanding problems, we need to apply what we have learned and solve them. Writing a work summary is a good way to solve the problem. Dear readers, I have prepared some personal financial consultation summaries for you. Please accept them!

Summary of Personal Financial Consultant's Work

When we welcome the joy of Yutu, let's look back at the plan formulated by 20 1_ Industrial and Commercial Corporation. 20 1_ service value year? And then what? Create the most satisfactory bank for customers? In my work, I will do my duty well with the idea of closely surrounding this theme. The key goal of the work is to do a good job as a bridge between banks and customers for 20 years with the intermediary business income and business objectives of outlets as the vane. Constantly learn to enrich their work ability, win customers' compliance with professional knowledge, retain customers with meticulous and thoughtful service, and contribute more to the overall performance improvement of outlets.

20 1_ year business knowledge learning achievement: having insurance, fund qualification certificate, head office credit A qualification certificate, head office personal account manager qualification certificate and AFP qualification certificate, still insisting on taking CFP financial planner exam. I continue to study hard, enrich my professional knowledge and practice writing financial articles. This year, the original stage of ICBC's portal website has more than ten majors such as financial management, insurance, funds and cases. In September, as the financial support team of ICBC Head Office, I published an insurance article in Modern Commercial Bank. Financial planner magazine has also published more than ten financial articles. Every Tuesday or Thursday night, use QQ group to do a good job in fund promotion and learning activities of the head office's wealth management team. Through learning opportunities with various fund companies, I learned a lot of financial knowledge and promoted fund marketing. Several key fund marketing ranks in the top three in the branch, and some funds have exceeded 400%. Make due contributions to the financial planner of this branch.

In daily work, we don't wait for the leaders to give orders, but actively cooperate with the leaders of outlets to do all kinds of marketing work and grasp the marketing direction and task indicators issued by superiors in time. Take advantage of off-duty nights and public holidays, diligently study business knowledge related to work, apply it to practical work, provide good suggestions for network leaders, cooperate tacitly with network leaders, and do a good job in marketing and financial management of this network according to the superior weather vane.

Personal concept in marketing: I am not a direct seller of products sold to customer banks; Is a bank financial planner, helping customers buy good bank wealth management products and do follow-up services. To put it simply: I am not selling products, but helping customers buy products. It's just the difference between "buy one and sell one", which has completely different meanings and different working mentality; The work effect is bound to be different. From passive to active, I help customers find suitable financial products after actively looking for target customers. My financial management work is a bridge that makes both banks and customers happy.

In 20 1_ year, we will increase the number of high-quality customers in this branch: among the 300 customers who manage the branch, not many customers have wealth management gold cards, so we will take this work as the first problem to be solved by the previous wealth management manager. At work, patiently answering questions and publicizing and guiding our customer standards are really attractive to customers who want to apply for financial cards. Through hard work, 4 10 wealth management gold cards have been opened in outlets in the past 20 years, accounting for more than 70% of self-marketing performance. When the personal performance was taken over, the ranking of outlets in the whole bank increased from 194 to less than 60. It was rated as an advanced network in the third quarter.

The 20-year work performance report is as follows: in one year, the marketing amount of conventional wealth management products 1. 1 billion yuan, Tong Ling Express over 85 million yuan and ICBC Monetary Fund 1.6 million yuan. This year, the branch designated key marketing fund task indicators, and completed more than 7 million yuan of stock funds throughout the year. In 20001-1/month, it gained 465,438+063.06 points in key marketing of outlets, ranking first among 56 branches. This year, the branch organized the marketing training camp of Sunshine Insurance Company and won the first place.

After a year's efforts, from dozens of customers with wealth management funds to more than 4 10 customers at outlets. By the end of the year, Seven Star had contributed 7 customers and Six Star had 765,438+0 customers. In the next year's work, we will strive to develop 65,438+000 to 65,438+050 customers, and strive to improve the comprehensive customer quality of outlets.

Summary of Personal Financial Consultant's Work

First, do a good job in the first project of the company in the new year.

Dig deep into the existing customer resources in your hands, strive to overfulfil the target of 200,000 set by the company, and let yourself become a regular employee as soon as possible. While bringing benefits to the company, it also brings more benefits to itself. At the same time, we can't ignore the work of developing new customers, and we must pay attention to the daily publicity work.

Secondly, strengthen the study of investment and wealth management business.

Learning is the first element of success. For every salesperson, it is absolutely indispensable to keep learning, broaden one's horizons, enrich one's knowledge, and sum up the experience and shortcomings in the work. Only in the process of continuous summary and learning can we keep growing. At the same time, we should strengthen the study of other industries in the financial industry, including banking, securities, insurance, funds, futures, trust, private placement and so on. , especially our own securities, trust, private placement and other industries that we have never been engaged in and contacted before, strengthen the study of other industries' knowledge and their wealth management products, dig deep into the characteristics of their products, compare them with our products, find out the advantages and disadvantages of our products, and be invincible. Of course, it is necessary to strengthen communication and study with colleagues and share their previous work experience with colleagues. Colleagues humbly ask colleagues around them, absorb their advantages, correct their own shortcomings and deficiencies, and realize the progress of the whole team.

Third, the formulation of work objectives.

Any job has a goal, and without it, there is no foundation for success. A good work goal is the beginning of success. The objectives of this year's work are:

1. Insist on sending bills every day, and ensure that the number of bills sent every day reaches more than 100. You can talk with customers above 10 in detail, and leave at least one phone number to ensure that there is about 654.38+million funds.

2. Complete about 10 prospective customers every week, and ensure that one or two of these 10 customers can invest. At the same time, we should know the reasons for investing in other future customers, such as lack of funds recently, feeling that our company is responsible, or family members disagree, and there are other investment channels. We should carefully analyze the reasons for each customer and deal with them in different ways. Some customers can still win over.

3. Complete about 40 intended customers every month, and 6 customers can invest with a capital of 200,000 yuan.

4. Every quarter, the intended customers are about 130, the investable customers are 18, and the fund amount is 1 10,000.

Through the plan of the above objectives, we can make progress every day, carry out business step by step, complete 80 left-behind customers every year, and the amount of funds can reach about 4 million. With the concerted efforts of other colleagues, Qi Xin, the colleagues who have made progress and gained gains have made the company's business prosperous.

Fourth, on duty.

Seize every duty opportunity, treat every door-to-door customer seriously, establish a good company image, understand the deep needs of customers from the heart, and take seriously the suggestions and opinions put forward by customers. If customers encounter problems, they must try their best to help them solve them. In doing business, we must be a man first, and let customers believe in our work strength, so as to better complete the task. Of course, the most important thing is to strive to turn all door-to-door customers into effective customers. At the same time, in my spare time, I will send a DM form at the door to let passing customers enter the company and fully understand the company and its products.

Fifth, customer maintenance and redevelopment.

Always do a good job of maintaining old customers. Including daily relationship maintenance and holiday birthday wishes. Re-tap old customers and increase their investment as much as possible. Use your eyes to discover the resources around your old customers, okay? Ten in one area, and ten spread to hundreds? The effect of joint marketing, and this is also the way to promote the company.

Sixth, work summary.

Make a simple plan for your daily work, and don't work aimlessly. Carry out business step by step as planned every day. At the same time, make a summary of your daily work before leaving work and think about the gains and losses after a day's work. Analyze the advantages and disadvantages of this day, continue to carry forward the advantages and try to correct the disadvantages, so that the work of the next day can be carried out better. Adhere to the habit of summing up work, sum up every Monday and make a big knot every month. Look at any mistakes in your work, correct them in time, and don't make them again next time.

Summary of Personal Financial Consultant's Work

First, focus on customers and do a good job in settlement services. Customers are the source of our existence. As the sales department and external window, the quality of service directly affects the credibility of our bank.

1. What has the World Bank been advocating? First question, responsibility system? 、? Full-time service 、? Standing service? 、? We will continue to carry out the three-tone service, so that every employee can be patient with every customer and satisfy them.

2. With the intensification of competition in the financial industry, customers have higher and higher requirements for bank services, which are not only reflected in counter services, but also in the service varieties of our bank. In addition to continuing to do a good job in the agency settlement of public utility fees, taxes and fees, financial charges, traffic fines, aviation agents, etc. , but also to do a good job in the expressway network charging business, open-end fund acquisition business, securities business and other businesses to be opened next year to improve competitiveness.

3. Actively strengthen contact with personal business, participate in personal business, be familiar with personal business, and better serve customers. Although I have been working on the integrated business system, I have not been able to achieve real integration for various reasons, which is the lack of work in my sales department.

4. Taking banks as the classroom, a lecture on bank settlement methods will be held next year, which will increase people's financial knowledge, let customers know more about banks and get in touch with them at close range, so as to integrate into our business.

5. Continue to do a good job in telephone banking, self-service banking and online banking, and promote the use of online banking to quality customers.

Two, strengthen the management of internal control system, prevent risks and ensure the quality of work. With the increase of financial crimes in recent years, we have higher requirements for operational norms and system implementation.

1, urge the science and technology department to replace the computer interface of our business department as soon as possible, and then implement the division of powers in strict accordance with the requirements of the integrated business system, with one post and one card, so as to enhance the rigidity of system implementation and improve the binding force.

2. Further strengthen the internal control and external defense of important links and positions, focusing on account management (ensuring the quality of the account opening unit of the Bank) and on-site service.

3. Further strengthen the accounting cashier system, strictly implement and check the accounting cashier system, and standardize the use and custody of accounting seals and blank important vouchers.

4. Focus on payment cipher sales, ensure the security of bank-enterprise settlement funds, and further improve the means for banks to prevent external settlement risks.

5. Standardize the business operation process, strengthen the daily inspection system of the chief accountant, find hidden dangers in time, reduce errors and put an end to settlement accidents.

6. Seriously perform the business guidance and inspection of the branch.

7, do a good job of regular assessment of accounting quality.

Third, people-oriented, improve the overall quality of employees. Staff quality is the foundation of bank development. Under the current situation of frequent personnel turnover, our business department urgently needs a high-quality team.

1, be a good citizen. Banking sounds beautiful, but it is full of competition and risks, so you need to have certain psychological quality and cultural accomplishment when you come to our sales department. In employing people, it is necessary to give full play to the ability and potential of employees and determine suitable positions, thus improving the enthusiasm of employees.

2. Strengthen business training, which is also the most urgent next year. Now the training plan has been submitted to the personnel department, and it is ready to train the basic knowledge such as cashier system, payment and settlement methods, integrated business system accounting system, new accounting subjects and various emerging businesses.

3. In the case of personnel shortage, it is still necessary to strengthen on-the-job training, not only to participate in next year's technical competition, but also to improve the professional level of employees.

4. Be diligent in the ideological work of employees, care for and encourage employees, and enhance their psychological quality.

5. Carry out job rotation in a planned and purposeful way, and train every employee to change from single operation to mixed multi-function.