Employee improvement plan content. When employees are working, they will inevitably have some shortcomings. This is very normal. At this time, they need to improve themselves and make improvement plans to become even better. Share the content of the employee improvement plan with everyone.

Employee improvement plan content 1 1. Summary of work in the first three months of 20__

There are several key tasks set up at the beginning of the year:

1. Contact new assignments 43 core customers to introduce Galaxy’s financial services and products;

2. Classify the core customers managed under the name, and divide the customers into active customers, medium and long-term customers according to their asset volume and transaction turnover rate Customers, new stock and small-volume trading customers, new stock subscription customers and loss-holding customers.

3. Provide individual management services for classified core customers, focusing on medium and long-term investors and new stock subscription investors through text messages and phone calls.

4. Analyze and manage core customer transaction data every week to understand customer transactions and major core customer transactions.

5. Use Weibo to build your personal brand and influence on financial funds.

6. Prepare promotional materials for Southern Fund products and recommend fund products to customers.

7. Select fund products with excellent and stable performance every month and make recommendations for excellent funds.

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

9. Review the basic knowledge of futures examination.

2. Work completion status in the first quarter:

1. Visiting new customers

Mailed self-introduction letters to 43 newly assigned core customers Attached with personal business cards, 43 customers were interviewed by phone and invited to visit the sales department. One of the 43 customers was developed by another colleague, and the relevant management personnel have been replaced. Of the remaining 42 digits, 6 have incorrect contact numbers or the numbers do not exist and cannot be contacted. Another 3 customers never answered the phone. All the rest have been visited.

2. Complete the management of customer classification work

In order to grasp and understand customers’ trading preferences and turnover rates, in early March, through the weekly transaction data in January and February, according to the turnover rate The managed customers are classified into active (91 people), medium and long-term (94 people), new shares and small-scale transactions (18 people), new stock subscription (13 people), fund investment (9 people), holding losses (36 people), sales Account status (6 people), *** seven categories of customers, except ordinary customers; and focus on the middle five categories of customers, striving to increase customer turnover rate.

For new stock subscription customers, as new stocks frequently encountered breakthroughs at the beginning of 20__, our financial management department promptly adjusted its service policy. For the core customers of the sales department and its own management, it is recommended that they use their new stock subscription funds. Switched to treasury bond repurchase business and retained customer funds in the sales department. In terms of specific work, a description of the treasury bond repurchase operation strategy is sent to the customer's personal mailbox via email, and then a brief explanation is given to the customer via text message. During the visit to the newly branched core customers, we mainly introduced the government bond repurchase business and the wealth management fund allocation business to the customers in more detail through phone calls and face-to-face visits.

3. Completion of service work after customer classification

In order to improve its influence on customers, the primary goal is to deepen customer impressions and increase customer trust. After the daily morning meeting, I discuss the daily market trends and Galaxy Horse with my colleagues in the financial management department. After the discussion, most of them believe that the horse is bullish and recommend the horse to the 322 management clients who have left their mobile phone numbers. And ensure that at least one horse text message is sent every week to increase the sense of self-existence. However, due to the large declines in the stocks recommended by Junma in several consecutive issues in March, I became particularly cautious in recommending to customers and did not dare to send Junma recommendation information to customers continuously.

4. Services for new share subscription customers

In addition to promoting the treasury bond repurchase business to new share subscription customers, I always insist on using the new share subscription strategy of the investment advisory platform, through the Galaxy SMS platform Send new share subscription strategies and priority subscription suggestions to the company. Some customers expressed satisfaction with this service when visiting the sales department.

5. Analysis of customer transaction data

The analysis of customer transaction data started at the end of 2010. The purpose is to understand the transaction status, market share and commission contribution of managed customers in real time. Understand the customers that have a greater impact on transaction volume among the customers you manage, and track them regularly. Among the current management customers, there are 39 people with relatively large transaction volume, accounting for more than 60% of the management customers. On average, 198 customers trade stocks every week, and each person's weekly trading volume is around 300,000 to 80,000 yuan.