Jiang Nan Shi Bao·2026-01-07 05:09Core Insights - The Industrial and Commercial Bank of China (ICBC) Nantong Rugao Branch has achieved a significant increase in wealth clients, with a net addition of 300 clients by the end of November 2025, representing a year-on-year growth of 36% [1] Group 1: Strategy and Implementation - The branch has focused on the "Key Client Group Offensive Competition" as a core assessment indicator, enhancing the valuation of wealth client increments and motivating staff through performance assessments [1] - A competitive atmosphere has been fostered by requiring all staff, including tellers and lobby managers, to recommend potential clients to wealth managers daily, creating a culture of collective responsibility for client growth [1] Group 2: Client Engagement and Retention - The branch has implemented targeted strategies for upgrading wealth clients, including personalized outreach and promotional activities such as "升金有礼" and "工银i豆" to enhance client asset levels [2] - A dedicated service team has been established for single product clients, conducting in-depth KYC (Know Your Customer) processes and offering tailored financial products to promote comprehensive asset allocation [2] - The branch has successfully recalled some lost clients by analyzing reasons for attrition and offering attractive financial products like five-year large-denomination certificates of deposit and foreign currency investments [2] Group 3: Team Development and Training - Regular training sessions are conducted for branch managers and wealth managers to enhance their knowledge of financial products and marketing skills, including simulated marketing exercises [2] - The branch organizes reviews for underperforming wealth client segments and shares successful case studies from top-performing wealth managers to identify areas for improvement [2]