1. In the hot summer, we finished the work in the first half of the year. For our newly established company, we must do every job well this year. For the investment and wealth management department, it is a matter that every salesperson must take seriously to make a good work plan and make clear the goal.
2. I have been engaged in sales for more than two years, and now my sales methods and skills are relatively mature. I learned the unsuccessful lessons and absorbed the successful results. I also made a work plan for my new job in 2022: First of all, I will try my best to do every project of the company well. Dig deep into your existing customer resources.
3. Under the premise of completing the company's proposed goals, try to go beyond the limit as much as possible and strive to become a full member 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.
4. Second, strengthen business learning. 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.
5. At the same time, strengthen the research on other industries in the financial industry, including banks, securities, insurance funds, futures trusts and private placements. , especially those industries that I have never been engaged in and contacted before, strengthen the study of knowledge of other industries 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 know ourselves and ourselves.
6. Of course, we should also strengthen communication and study with colleagues and share our previous work experience with colleagues. Colleagues humbly ask colleagues around them, learn their advantages, correct their own shortcomings and deficiencies, and realize the progress of the whole team.
7. 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. For this year's work, the goal is: insist on sending bills every day, ensure that the number of bills sent every day reaches more than 100, and be able to talk with customers above 10 in detail, and leave at least one phone number.
8. Complete about 65,438+00 prospective customers every week, and ensure that one or two of these 65,438+00 customers can invest. At the same time, we should know whether the reason for investing in other future customers is the shortage of funds, or whether the company feels responsible or the family disagrees, 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.
9. Complete about 40 intended customers every month, and 6 customers can invest with a specific amount of funds. There are about 130 prospective customers every quarter, and 18 customers can invest with specific funds. Through the plan of the above goals, 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 the goal.
10 With the cooperation of Qi Xin from other colleagues, colleagues who have made progress and gained benefits have made the company's career prosperous. Take every duty opportunity of every door-to-door customer seriously, establish a good company image, understand the deep needs of customers from the heart, take customers' suggestions and opinions seriously, and try our best to help customers solve problems when they encounter them.
1 1, we must be a man before doing business, 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, use spare time to distribute leaflets at the door to let passing customers enter the company and fully understand the company and its products.
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. It is also a publicity method of the company to discover the resources around the old customers with eyes and do a good job in joint marketing.
13, 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.
14, adhere to the habit of summing up work, make a summary 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. I know that sales work is not easy at first, but I feel that with my accumulated sales experience and ability for so many years, I can usher in a good future. I believe the company's tomorrow will give me a bright sky.