旺季营销
Search documents
成安农信社 开展旺季营销培训
Xin Lang Cai Jing· 2026-01-21 01:01
期间,该联社相关负责人结合当前宏观经济走势,深入剖析了金融市场的发展趋势与日趋激烈的同业竞 争格局,针对性地对2026年旺季营销工作提出具体要求。授课老师立足一线业务实操场景,围绕旺季产 品策略、客户分层经营技巧、风险合规管理及数字化营销工具应用等内容展开讲解,内容兼具实用性与 指导性。在产品策略环节,讲师详细解读了旺季专属理财产品、信贷优惠政策及支付结算新品的优势、 适用场景与营销要点;在客户经营环节,通过分组讨论、情景模拟等互动形式,助力学员精准掌握不同 客群的营销话术与个性化服务方案;在风险合规环节,细致解读相关监管要求,强调必须严守合规底 线,确保业务发展与风险防控同步推进。 培训结束后,参训人员纷纷表示,培训内容全面、针对性极强,为后续顺利推进旺季营销工作奠定了基 础。 (来源:邯郸日报) 转自:邯郸日报 本报讯(申雨)近日,金融行业进入了旺季营销的攻坚阶段。日前,成安县农村信用合作联社开展了旺 季营销专题培训活动,为参训人员蓄能充电。 此次旺季营销专题培训会的召开,有效提升了员工的业务能力与水平,下一步,成安联社将加快推动培 训成果转化落地,广泛动员全员主动投身营销一线,为实现全年发展目标开好局、 ...
工行南通通州支行以作风建设赋能旺季营销提质增效
Yang Zi Wan Bao Wang· 2026-01-06 09:18
Group 1 - The core focus of the bank is to integrate "style construction and service capability" into its marketing strategy, aiming to enhance business development through effective measures [1] - The bank emphasizes theoretical learning and conducts specialized discussions to clarify the direction of work, focusing on "changing style, improving quality, and promoting development" [1] - Various departments and branches are conducting business training to address staff skill gaps, focusing on service quality, product knowledge, and compliance [1] Group 2 - The bank has implemented a "first inquiry responsibility and time-limited completion" system to optimize service processes and reduce customer complaints [1] - To enhance customer experience during peak seasons, the bank is promoting appointment systems, adding service windows, and establishing green channels for small businesses and elderly clients [1] - The marketing team is actively engaging with the market by forming "marketing task forces" to provide on-site services and meet diverse customer needs [1] Group 3 - The bank's discipline inspection line is conducting regular checks on marketing indicators, service quality, and assessment methods, identifying issues through data review and on-site visits [2] - The bank is addressing performance issues by reminding and interviewing responsible individuals, with 9 reminders issued since the fourth quarter [2]
银行“开门红”静悄悄:利率战熄火,指标考核硝烟四起
Di Yi Cai Jing· 2025-12-31 23:30
Group 1 - The traditional "opening red" phenomenon in the banking sector is fading, with a significant reduction in high-interest deposits and financial products typically seen at the beginning of the year [1][2] - Loan rates have increased from a historical low of 2.2% to around 2.35%, indicating a shift in the lending landscape [2][3] - Major banks in Guangdong are now offering similar products with rates not lower than 2.35%, with some banks like China Construction Bank offering rates as high as 2.65% [3][4] Group 2 - Despite the absence of traditional high-interest products, the pressure on bank employees to meet performance indicators remains high, with a shift from acquiring deposits to fulfilling loan targets [5][6] - Employees are resorting to unconventional methods, such as subsidizing customer purchases or collaborating with loan intermediaries to meet their sales targets [6][7] - The design of performance metrics has become increasingly detailed, with specific assessments for various tasks, indicating that the competitive environment within banks is intensifying [7][8]