Summary is a written material that analyzes and studies the relevant situation at a certain stage and makes guiding conclusions. It enables us to find mistakes and correct them in time. Let's take some time to write a summary. How to write a summary without becoming a mere formality? The following is how to write the quarterly performance summary I compiled for you, for reference only. Let's have a look.
How to write a quarterly performance summary 1 1 and review the work of last quarter?
Summary of main tasks in last quarter. For example: what did you do specifically, the work goals you set, and the actual completion.
2. Experiences and lessons learned
In order to facilitate the future work, it is necessary to analyze and study the work in the last quarter, draw lessons from the previous period, clarify the direction of efforts and put forward suggestions for improvement. What is done well in work, why is it done well, and how to do it better; What is not good and how to improve it. How to solve the problems encountered; How to improve your ability, etc.
3. Plans for the next quarter
List your plans for the next quarter and the goals you want to achieve. You can write down how to do it in a peer-to-peer way. What are your thoughts and changes for the next quarter? These can include learning methods and managing business.
Write down your study plan, methods to improve your ability and suggestions to the team, which can not only reflect your progress, but also reflect the contribution of the company team.
How to write a quarterly performance summary 2 In the tension and busyness, the action in the spring of 2020 came to an end. With the care of the branch leaders and the help of my colleagues, I have made some achievements, made great progress in banking knowledge and improved my personal marketing ability. The following is the work report for the first quarter:
I. Work performance:
By the end of March, the balance of savings deposits was 5.37 million yuan, the wealth management was 23.09 million yuan, the sales fund was 6.74 million yuan, and the fund invested in 7 new households with the amount of 2. 230,000 yuan, sold gold140g, completed two property insurances for one person and one car, amounting to 2350 yuan, gold VIP card 10, five three-party depository cards, credit card 10, SMS 15, seven personal online banking, and six mobile banking. Except for bank insurance, they all overfulfilled their tasks.
Second, the daily work:
The task of credit card in the first quarter is an important indicator of personal line. Under the supervision and leadership of bank leaders, employees of the whole bank give full play to their respective abilities and make use of various relationships to vigorously market credit cards. In the first quarter, 42/kloc-0 copies of credit card materials were reviewed, sorted and submitted, and 339 copies have been successfully passed. Reasonable allocation of gold stocks in daily work, timely reporting to the insurance ten-day report, and daily management and maintenance of PCRM and CFE systems. In the process of the account manager sinking into the outlet, I can actively cooperate with the director of the business hall and the lobby manager to do a good job of customer diversion and guidance. By identifying customers and understanding their risk tolerance, we can recommend suitable financial products to customers and enhance their understanding of banks.
Third, the shortcomings:
Lack of new ideas, weak innovation ability, and communication ability with customers need to be improved.
Fourth, the next step:
Starting from paying attention to customer team building, relying on PCRM and CFE systems, we will carry out all-round cross-marketing, find new customers from the system, lock in target customers, and combine our existing products, such as Anxinli, funds, personal online banking, transfer phone, mobile banking and telephone banking, with the goal of satisfying customers to the greatest extent.
Break through the current situation that insurance is difficult to attack, use the highlights of the new clauses of Anbang Property Insurance to conduct marketing, and strive for the new development of bank insurance. Credit cards should be gradual, starting with daily accumulation.
Finally, in the process of business marketing, study hard, accumulate bit by bit, and strive to improve personal marketing ability. As an account manager, his duty is to serve customers well. On the one hand, he should be familiar with his business products and know what he can bring to customers. On the other hand, he should understand what customers want, especially the latter, and their needs, so as to create conditions to meet them. In a word, I will try to be an excellent account manager.