Brief work plan for ordinary employees in enterprises 1
After the financial crisis of 20-2000, our real estate company started its business in a crucial way. For a newcomer who has just stepped into the real estate intermediary market, it is also a year full of challenges, opportunities and pressures. So in order to adjust my working mentality, enhance my sense of responsibility and service, fully understand and do a good job in housing agency. To this end, with the enthusiastic help of two colleagues, Liu and Wang, in the workshop department, I gradually learned about the basic business work of this department and fully realized my current shortcomings in all aspects. In order to grow into a professional broker as soon as possible, I made the following annual work plan:
First, be familiar with the company's rules and regulations and basic business work.
As a new employee, I have a better understanding of the company's business through the contact with this business, but there is still a long way to go. This is a big drawback of salespeople. I hope the company can organize new employees to study and train regularly in the future, so as to work more smoothly.
1. The first quarter was dominated by business learning. As our company is in the opening period, the planning of the department has not been completed, and the market will be in a low tide after the holiday, I will make full use of this time to supplement relevant business knowledge, study the company's rules and regulations seriously, and fully understand and cooperate with the work of the company's personnel. Through the on-the-spot inspection of industrial parks in surrounding towns, I hope to find new sources of goods and understand the industrial buildings in towns; Contact customers through internet, telephone, stranger visits, etc., and strengthen emotional contact with customers to form a strong customer base.
2. In the second quarter, the company has officially embarked on the track, and the industrial housing market will usher in a small peak period. When I have a certain understanding of the business, I will try to make a bill as soon as possible, so as to formally become an employee of our company. And train new employees with manager Zhu and manager Guo to make the factory department grow up as soon as possible.
The "Eleventh" and "Mid-Autumn Festival" in the third quarter will bring a good start for the second half of the year. Moreover, with the increase of the number laid by our company, some large-scale customers can gradually penetrate in and make full preparations for the housing market war at the end of the year. At this time, I will try my best to work together with other employees of the company for the further development of the company.
4. The work at the end of the year is the peak period of the year, plus our one-year housing promotion and customer promotion, which is believed to be the most enthusiastic time for our factory department. Our department will do a good job in customer development according to the actual situation and time characteristics, and adjust the working ideas in time according to market changes. Strive to turn housing performance into reality!
Second, make a study plan.
Being an intermediary in the real estate market is a job that needs to constantly adjust its business ideas according to the changing situation of the market. Learning is very important for business people, because it is directly related to the pace of a business person advancing with the times and the vitality of business. I will adjust my study direction according to my needs and replenish new energy. Industrial knowledge, marketing knowledge, department management and other related housing knowledge are all things I want to master. Only by knowing ourselves and ourselves can we be in an invincible position (I also hope that the company will give our business people support in this regard).
Third, strengthen their own ideological construction, enhance the overall awareness, enhance the sense of responsibility, enhance the sense of service, and enhance the sense of team.
Take the initiative to do the work to the point and implement it to people. I will try my best to reduce the pressure on leaders.
These are my thoughts on 20-20 10, which may be immature. I hope the leader will correct me. The train runs very fast on the headband, hoping to get the correct guidance and help from the company leaders and department leaders. Looking forward to 20-2000, I will work harder, treat every business seriously and responsibly, strive to win opportunities, win more customers, win more orders and improve the work of the factory department. I believe I will complete new tasks and meet new challenges.
Simple work plan for ordinary employees in enterprises II
In view of the dynamic assessment mechanism and identity transformation of employees, the bank leaders felt pressure after talking to me, but it also inspired my motivation. I want to turn pressure into motivation and strive to reach the standard ahead of time! The following is my next work plan:
1, continue to do a good job in community marketing. Century Village and Hualong International are high-end residential areas near CITIC Bank. As the community financial manager of two communities, I will constantly explore and acquire new customers. By holding activities jointly with the property, organizing activities jointly with the owners' committee or taking the initiative to go to the leisure places in the community to dance square dance marketing, we will increase the opportunities for communication with customers, enhance mutual understanding, and let customers recognize and buy our products, thus increasing deposits.
2. Do a good job in customer asset allocation. At present, my clients buy a large proportion of risk-free financial management. According to the general trend of economic downturn and the unreasonable asset allocation structure of customers, I will try my best to guide customers to realize the importance of risk and gradually turn risk-free financial management into risk-based financial management.
3. Upgrade of existing customers. Establish customer files, get to know customers, then tap customers' demand for telemarketing or SMS marketing, recommend good financial management or inform banks of preferential activities, and seize every opportunity to upgrade existing customers. Take overseas financial customers as an example, sort out old customers and new customers before, and start all-round marketing.
4. Seize the "CITIC Hong Ying Spring" retail marketing activities, broaden the salary service channels, and acquire customers in the acquiring market in batches ... mainly to seize high-net-worth customers and do a good job in customer management and maintenance.
Brief work plan for ordinary employees in enterprises 3
In a blink of an eye, a year passed quickly. In order to steadily improve my working ability in the new year, I have made the following 20-year work plan:
(1) Learn to consolidate business knowledge and prompt the efficiency of handling business.
Business knowledge is the foundation of our business. Although we have mastered some basic business knowledge through on-the-job training, our credit business knowledge and business handling skills are endless. With the innovation of credit business, it is more necessary for us to have a mentality of continuous learning. Therefore, in the future, we must make full use of our spare time and read more books on banking and credit to increase our knowledge and improve the efficiency of handling business.
(2) Accumulate work experience and control credit risk.
The loan officer is the first "gatekeeper" of the whole loan business risk, and how to control the credit risk is the key. However, in the face of all kinds of customers, potential risks from all walks of life and unexpected environments, these objective or subjective factors require our loan officers to have a sensitive sense of risk. Therefore, in the work, we must be good at summing up, discovering, broadening our horizons and accumulating good work experience, so that we can be comfortable in the work and be a "gatekeeper" of credit.
(3) Establish a good customer base and improve the recommendation rate.
Customers are the foundation of our credit business, and how to effectively establish a customer base is an important task for credit account managers. Doing a good job in maintaining every detail of customers and having a good customer relationship are not only beneficial to our collection work, but also useful for other customers. I just entered the credit department, and it is particularly urgent for me to establish my own customer base effectively and quickly.
(4) Broaden business channels and enhance marketing capabilities.
As the saying goes, "Give it to the fish for a while, and give it to the fish for a lifetime." . For a long time, our loan officers have relied on the orders of branch presidents and account managers to survive, and there are not many customers who belong to their own marketing, which also makes our marketing ability shrink. Therefore, in the future work, I think that on the one hand, while dealing with the bills handed by branch managers efficiently, we should also know the skills and ability of fishing, so that our loan officers can go further and further independently.
There is a new atmosphere in the new year. Only by constantly strengthening their own quality can we go further. I believe where there is a will, there is a way.
Brief work plan for ordinary employees in enterprises 4
The work in 2000 will soon be over. Faced with the tight macroeconomic situation and the current situation of sub-branches this year, the account manager of the corporate business department should give full play to his role, put forward the work plan for 2000-2000 and strive to achieve it.
First, take the initiative to learn and improve skills.
As an account manager who has been employed for one year, his working hours are not long and he has no cabinet experience, which is really a shortcoming in his work. Their own skills, marketing ability and experience have a certain distance from the performance of the account manager. Therefore, in the 20 years of work, we should constantly strengthen our own learning, improve our personal quality, strive to improve our business skills and strengthen our awareness of risk management. Constantly sum up, learn and accumulate, and strive to calmly deal with various problems in daily work.
Second, maintain customers and expand the market.
Actively contact customers, care about customer needs, and introduce our new business products to customers in time. For the upstream and downstream enterprises of existing customers, it is necessary to dig deep and carefully and carry out marketing work for all links of the customer trade chain. We should actively and frequently keep in touch with customers, discover their needs, guide their needs, give them timely satisfaction, and provide customers with "one-stop" service. For existing customers, we should keep regular contact, and for potential customers, we should actively develop. The main purpose of development is to market products and strive to achieve "win-win".
First of all, based on the principle of "win-win between banks and enterprises", we should calculate the input-output accounts of banks, calculate the accounts for customers and design the most suitable financial product portfolio for customers;
Secondly, subdivide customers, establish target markets and potential customers, and conduct all-round analysis and evaluation of customers. Keep in touch with customers at all times and mobilize customer resources, use effective communication means and communication strategies to keep in touch with customers, and conduct fruitful visits and observations on customers.
Third, in the interaction with customers, we should actively promote bank products. Be good at discovering customers' business needs, and actively suggest and recommend applicable products to customers. Report to relevant departments in time if necessary, and actively explore the possibility of developing special products for them. Fourth, strengthen risk management and effectively monitor customer risks. Pay close attention to the changes in all aspects of customer production, operation and management and the flow of large amounts of funds. No matter what problems occur, they should be considered in connection with asset safety and measures should be taken in time.
Third, divergent thinking and innovation.
With the reform of China's economic system and financial system, the trend of customers choosing banks has been formed, and the competition among banks is becoming increasingly fierce. In business development, how to serve big customers well plays a decisive role in our business development. In the 20 years of work, we should always pay attention to studying the market and pay attention to market dynamics. Studying the market is to analyze the marketing environment, study the customers under the premise of grasping the objective environment, so as to understand the operating rules of customers' funds, try to track the downstream funds from customers to our bank, realize the "monopoly control" of funds from the source, realize the internal circulation of funds and consolidate our financial strength.
Brief work plan for ordinary employees in enterprises 5
During 20-2000, various business indicators of the Bank developed rapidly, employees' thoughts were stable, internal control system was gradually improved, and all business work reached historical level. In the next 20 years, faced with the new opportunities and challenges after the listing of banks, under the correct leadership of the Party Committee of the superior bank, our sub-branch will continue to comprehensively promote the transformation of business model and growth mode, improve operating efficiency, optimize business structure, improve internal control mechanism, enhance comprehensive competitiveness, profitability and risk prevention and control capabilities, consolidate business foundation and achieve sustainable development, mainly in the following aspects:
First, actively take measures to stabilize existing customers and business resources.
Stabilize the bank's loans, actively seek a way out for the abundant funds of enterprises, make a comprehensive, objective and feasible investment and financial management plan for enterprises on the basis of making up the losses caused by the return of loans by issuing bank acceptance bills as much as possible, guide the capital flow of enterprises, and strive to ensure and seek the operating interests of our bank to the maximum extent.
Second, pay close attention to the situation and strive for enterprise annuity custody business.
Continue to pay attention to the business development of the enterprise, report the progress of the group annuity business to the municipal branch in a timely manner, fully cooperate with the municipal branch to carry out the marketing of the group annuity business, and strive to successfully handle the enterprise annuity business of the Bank during the year.
The third is to visit sales outlets and increase the total amount of funds returned.
—— The sales network of the Group is all over the country, and the annual fertilizer sales task is nearly 654.38+0.2 billion yuan. Therefore, accelerating the withdrawal amount and speed of sales funds has become the top priority of our company's deposit work. Next year, our sub-branch will visit large-scale sales branches in Henan, Hebei and Shandong 19 together with the relevant heads of the group companies, so as to dredge the channels for withdrawing sales funds from the above branches, fundamentally solve the problem of withdrawing funds from our bank, increase the total corporate deposits of our bank, reduce financing costs and improve operating profits.
Fourth, strengthen the management of syndicated loans to prevent and resolve financing risks.
Continue to organize relevant professionals to conduct special study and research on syndicated loan business, improve business management processes and operation methods, strengthen information communication with enterprises and participating banks, establish and improve information communication mechanism and risk early warning system, and effectively prevent and resolve financing risks.
Fifth, adjust the management structure and build a new pattern of diversified management.
Strive to increase the proportion of non-credit profitable assets. Actively cultivate customers' financing needs in accordance with the principle of controllable risks and positive stability. Highlight the adjustment of debt structure, minimize operating costs and improve capital efficiency. Adjust the income structure, vigorously develop intermediary business, establish the linkage effect of intermediary business, asset business and liability business, make use of our diversified business varieties and high-quality and efficient services, increase the marketing efforts to high-quality customers, strive for market share and improve operating efficiency.
Sixth, fully promote the development and growth of personal financial business.
According to the development requirements of changing the business model and optimizing the business benefit structure, the focus and center of the work is to fully promote the development and growth of personal financial business: first, establish a "big money" pattern, focus on improving low-cost deposits, expand and enrich personal financial business, and increase the proportion of personal financial business in the bank's operating benefits; Second, accelerate the development of personal wealth management business, consolidate and expand the high-end and high-quality individual customer base, and steadily increase the income of intermediary business; Third, attach importance to and vigorously carry out personal assets business and take effective measures to make its business scale reach a considerable level and have a preliminary development foundation.
Seventh, strengthen team building and comprehensively improve the comprehensive quality of cadres and workers.
Strengthen job rotation, improve personnel training and job rotation training mechanism, explore more flexible and effective education and learning methods in combination with the new situation and new tasks of the bank's share reform, and effectively carry out various education, learning and training activities, so as to significantly improve the overall personal quality and ideological status of the bank's employees, fully enhance their work enthusiasm and improve their work enthusiasm. Promote the faster and better development of bank management and business work, and adapt to the new requirements of posts under the situation of bank shareholding system reform.
The eighth is to build internal control culture and strengthen internal control management.
Starting from the four aspects of internal control management: learning, reform, investigation and teaching, we stress methods and seek practical results, and constantly intensify efforts to carry out various internal control management work and case prevention activities in depth: First, "learning". Pay close attention to the internal control management learning activities of employees of the whole bank. Take internal control related documents, leadership speeches and meeting spirit, rules and regulations, management measures, etc. As the main study content, we should conduct collective study once a week and concentrated study once every two months to ensure the learning effect; The second is "change". Further actively find loopholes, analyze the reasons, formulate rectification plans, and conscientiously implement rectification; The third is "check". Focusing on the construction of internal control mechanism and repeated investigation of problems, we will carry out regular self-inspection activities seriously, deeply and strictly to deepen the construction of internal control mechanism; The fourth is "teaching". Strengthen the internal control management education activities for employees, so that employees can constantly establish a correct concept of internal control and form a sense of internal control in place, thus deepening the construction of internal control culture.
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