Looking for customer work summary 1

In a blink of an eye, 20xx has become history. Looking back on this extraordinary year, there were laughter, tears, growth and shortcomings. When I think about it, I feel deeply. As the new year begins slowly, it is necessary to make a simple summary of my work last year, so that I can go into battle lightly and strive for the first place in 20xx.

20xx is destined to be an extraordinary year. Faced with the downward pressure of the economic situation, the concentrated exposure of non-performing loans, the deterioration of the competitive environment and the continuous deepening of internal and external management, the Bank, based on its own characteristics, adhered to the responsibility of guarding the land and forge ahead, carried forward the spirit of being brave in difficulties and pioneering, and created a double-track standard and a perfect ending. In this process, under the care and guidance of the branch president and leaders, I have gained a lot, mainly in the following aspects:

First, in-depth study of product knowledge, and constantly improve their overall quality.

In the first three quarters, under the leadership of the President's Office and line leaders, while doing my job well, I persisted in studying the current financial guidance strategies and policies and the relevant rules and regulations of the Bank, constantly improving compliance behavior and raising awareness of compliance management; Earnestly study and implement the policy requirements of superiors, strive for survival in management and development in competition. To this end, I also made a detailed study plan and insisted on learning the latest financial theory and related policies and documents of a specific product every week, which greatly improved my theoretical level and business ability. By updating knowledge and business, we can accurately grasp the difficulties and risks of this business when dealing with customer business, find them in time, make up for them as soon as possible, and get twice the result with half the effort.

In the fourth quarter, I was lucky enough to be transferred to the company department to study the company's business. Thank you very much. Because the personal financial management experience in the previous two years has formed a certain qualitative thinking, there are many differences in the company's business, so it is not suitable at first, but with the gradual understanding of the company's business, we can also find the laws. It's just that the company's business is a bigger and more systematic project, involving the core of a bank, and the value created is the profit pillar of the bank, so the products are rich and the business operation is more standardized and comprehensive.

Second, adhere to customer-centric and provide good service.

In daily work, I can proceed from my own work reality, adhere to customer needs as the center, and devote myself to business development with a good sense of service and responsibility; Facing customers with high-quality and efficient service; Reward the trust of leaders with sincere work.

1. Establish a customer information base, collect and sort out information such as the enterprise's environment, its own basic situation, the product characteristics of other peers, the policy orientation of the industry, establish and maintain customer file information, and carry out work with high efficiency and quality.

2. Establish good personal relationship with the enterprise. In the competition of the same industry, diligence is a huge destructive weapon. Many enterprises or customers will trust you if they can see you often, and many businesses will be willing to consult or handle you. When I am not very busy, I usually send a receipt to the customer and go to the company to learn more about the situation. At the same time, I can effectively improve my personal relationship with business managers or financial personnel.

3. Do a good job in deposit marketing. Under the leadership of the president's office and the marketing department, there will be a storage war at the end of each month. In this war without smoke, our task is quite heavy, and our responsibility is also quite important. Because customers are the foundation of the development of commercial banks, we must make great efforts to tap the source of customers to ensure the realization of the task. The measures we have taken mainly include: First, make full use of our credit advantages, face credit institutions, and put loan-to-deposit ratio requirements in the first place, so as to ensure that our deposit task can reach more than 60% while loan-to-deposit ratio fully meets the standards. Second, strive for funds from other banks. In the face of many customers, we keep in touch with enterprises, fully tap the potential, sort out potential customers over and over again, aim at units to find relationships, and attack in all directions. Pay silently for our deposit task. Personally, if we can actively establish a good emotional relationship with customers, form a customer-centered business philosophy, think about what customers think, worry about their urgency, and let customers truly feel the superiority of our quality service, then customers are very willing to cooperate and support our work at critical moments.

4. Actively carry out loan marketing. In the team of a big company, what I do is mainly to maintain existing customers, but in this process, there will also be new projects for marketing, and I can also tap the potential of existing customers, increase the credit line and increase new loans.

Finding customer summary 2

20__, as the account manager of the branch company and concurrently as the supervisor of the bank acceptance bill of the branch. Over the past year, with the care and support of bank leaders and the help and support of colleagues, I have made great efforts to create extraordinary achievements in heavy and ordinary customer marketing and special management of acceptance bills. The marketing work has been fruitful, with hundreds of millions of bills discounted without any mistakes, which has made due contributions to establishing a good image of the Bank.

First, continuously strengthen learning and strengthen the awareness of active service.

Marketing work and bill discounting work are very common and complicated, and they all say to do one thing and love another. I think, since I have chosen a job, I should be down-to-earth and do it meticulously. As an account manager and bill manager, I know the importance of my work, because it is a window for customers to directly understand the bank and plays a bridge role between customers and branches. Therefore, I have a strong sense of professional honor. In marketing and bill management, I always insist on learning business with an open mind, exercising my skills with heart, handling business patiently and treating customers warmly. As a member of _ _ Bank, I firmly established a sense of service in my work, always cared about my customers and my bank, and strived to improve the service level and quality. Over the past year, I have been full of hope and confidence in the branch and myself under any circumstances. I love my job. Now, in the positive development atmosphere of the whole bank, I have been down-to-earth, conscientious, diligent and earnest, eager to learn business, strive for perfection and study hard. I have made great progress in my business skills and achieved remarkable results in my business work. In the work of quality and civilized service, I strictly demand myself, always adhere to the service concept of thinking what customers think, meeting their needs and eliminating their worries, always put the interests of customers first, and provide customers with all-round, thoughtful, convenient and efficient services. In the process of serving customers, we have achieved standardized operation, standardized service, polite language and decent behavior, which left a good impression on customers and won their trust.

Second, innovative marketing methods to improve customer marketing level

20__ _, the Division insists on continuous innovation, and conducts different marketing activities every quarter, namely: Spring Thunder Plan, Summer Offensive, Autumn Hegemony, Sprint 19, which has achieved satisfactory results. In customer marketing, I always believe that only by consistently adhering to quality service can we win more and better customers. Customers are always varied, and I always take customers as the center and strive to meet the reasonable needs of customers. On the premise of safeguarding the interests of branches, I will do more for customers and patiently handle every business. This year, various branches have successively introduced a series of service measures. When actually handling business, I rushed to the front line, mastered marketing methods flexibly, and provided convenient, flexible, personalized and fast services to customers on the premise of ensuring compliance with various bank rules and regulations. In order to stabilize and win more customers, services often extend to customer units. On holidays, I never forget to send a short blessing to the company's financial staff on their birthdays. I also don't forget to lend a helping hand to customers when they are in trouble, and do my best to be a caring person of customers with practical actions.

Third, patient and thoughtful service to improve the performance of bill discount.

In the bill discount work, we often meet some customers who put forward different opinions and can't understand our work. At this time, I always explain and respond skillfully in time, which will not hurt customers, but also maintain the image of the branch. In the service, sometimes the questions raised by customers just point out the defects of our service projects. If you turn a blind eye to the obvious facts, turn a deaf ear, or pretend to be unreasonable, not only will this business fail, but it will also damage the credibility of the branch. Therefore, I always accept customers' criticism sincerely and humbly, and then make a standardized and reasonable explanation, so that most customers will be willing to accept it and finally make business smooth.

In a word, the work of customer marketing and bill management is heavy and ordinary, but it is in this day-to-day work that I learned to treat my work with a pragmatic attitude and realized the charm of service. In the future, I will continue to treat my work with a natural, open-minded and inclusive attitude, continue to adhere to the "customer-oriented", forge ahead and make greater contributions to the development of the branch.

Summary of Customer Finding Chapter 3

20xx years have passed. 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.

First of all, in terms of work performance, under the guidance of branch leaders, I made great efforts to market corporate customers, successfully undertook the first credit business since the transformation of Haizhu Branch, and achieved a total credit line of 5 at the end of 20xx. 500 million yuan, promote enterprise deposits of more than 80 million yuan, and realize the] program-model' library. Tidy up. Interest income of 6,543,800 yuan+6,000 yuan, realized] scheme-model essay' library'. Tidy up. Income from intermediary business. The 550,000 yuan self-employed management enterprise has been successfully declared as a key customer at the head office level, and is assisting branch leaders to actively market a number of downstream enterprises. In small business marketing, we also successfully marketed a xx enterprise, and realized the scheme-model base by cross-marketing. Tidy up. At the end of the year, private deposits increased by 6.5438+0.6 million yuan. In the small index assessment of the company's account manager, my performance ranks in the top 5 in the whole branch.

Secondly, by learning from leaders, product managers and books, we have fully mastered our credit business knowledge. A year ago, when I first transferred to the company as an account manager, I knew little about the company's business and credit products. After one year's study, I have basically mastered the elements of most credit products of China Everbright Bank, and can design reasonable credit schemes and specific business products for customers according to their financial status, guarantee status and business characteristics through communication with customers. In addition, while I am familiar with the business products, I actively study the credit risk control measures of China Everbright Bank. As the only account manager, I took the first credit approver exam held by the branch and passed it successfully. In the compliance essay activity held by the branch, my article "It is imperative to build a deep-rooted compliance culture of commercial banks" won the second prize of the head office.

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. Model essay on personal marketing ability. Ku。 The improvement of sorting depends largely on the understanding and satisfaction of customers. Therefore, in the process of communicating with customers, I constantly tap customers' hobbies, interests and specialties, try to talk about topics of interest to customers and solve problems that customers need to solve urgently.

The past year has been a year of enrichment and progress for me. At the same time, these personal achievements can not be achieved without the care, guidance and encouragement of branch leaders. Of course, in the past year, I also made mistakes and had some shortcomings, especially in maintaining existing customers and tapping customer resources, which is exactly where I need to work hard in the future.

The work plan of 20xx is, firstly, to maintain the existing credit customers, make good use of resources, do a good job in customer marketing, and maximize the profit of credit line in the current tight credit situation. Secondly, we should firmly grasp the regional characteristics of Haizhu, open up professional markets, do a good job in credit marketing for small and medium-sized enterprises, and strive to achieve results. The third is to give full play to the advantages of wealth management products, strengthen on-site services, and tap the deposit potential of stock settlement accounts and market companies. Fourth, vigorously expand the small business settlement households around Haizhu Sub-branch. The fifth is to strengthen cross-marketing and serve customers in an all-round way with individual account managers.

After 20xx years, I am determined to work harder, study hard, strive for progress in all aspects and become an excellent account manager.

Summary of Customer Finding Work Chapter IV

First of all, I would like to thank the leaders of tobacco companies for giving me this valuable training and learning opportunity. 20** years1October 23rd, 165438+, I walked into the door of the tobacco company with a nervous and excited mood. After a day of theoretical study and computer operation, I went to the following towns and villages to learn cigarettes with three excellent account managers of the company. Although ten days is short, it has benefited me a lot. That is, by learning marketing theory knowledge, I enriched my mind. Through the practice visit, it laid a solid foundation for the future work. In my research, I clearly put forward "Who am I? What should I do? How to do it well? " problem

Through theoretical study and actual visits, I think the workflow of the account manager is as follows:

First, I learned about the company's recent cigarette market supply and listened to the work priorities and work requirements assigned by the leaders.

Second, the preparation before the visit, make a visit plan, and check the circuit diagram. Fully estimate possible problems and countermeasures. Bring a visit record book, customer business instructions, necessary publicity materials, work supplies, etc.

3. Field visit: ask customers about cigarette marketing, check customers' cigarette inventory, give marketing guidance, recommend key cigarette brands of the company, assist merchants to write orders and take notes by themselves. Help customers deal with problems that can be solved within their authority. Fourth, daily information summary: after visiting customers, enter the system to complete today's visit plan record. Customers who have not successfully completed the electrical connection are urged to pay for cigarettes as soon as possible. And complete the information collection of various cigarettes. Look at your ranking that day and make the next work plan.

What impressed me most in these ten days is. At 8 o'clock in the morning, my old customer manager and I rode motorcycles to visit our customers' homes in the biting cold wind. When we walked to the customer's house, our faces, hands and feet were numb with cold. Only by stamping your feet, rubbing your hands and rubbing your face can you slowly recover. Although we are cold physically, we are hot inside. After meticulously visiting twenty or thirty customers, it is often a little after noon. After a hasty lunch. We should also hurry back to the company to complete the work record and system information maintenance of the day. Although they are all so busy to end the day's work. But our hearts are happy and full. In the ten-day study and marketing management practice. I deeply understand. To be a good account manager, you must be diligent in five aspects: hands, mouth, heart, legs and brain. Only by doing these five tasks well can you become an excellent tobacco account manager.

I think: the account manager is not only a sales manager, but also recommends the company's various cigarettes and key brands to customers. Improve structure and sales. Maintain the cigarette sales market. The account manager's more important duty is to serve customers, not only to meet their sales requirements, but also to learn to put themselves in their shoes. Consider the problem from the customer's point of view. "Be anxious about the customer's urgency and worry about the customer's worries." Always regard customer management as your own business. Take the customer's business as your own business, and provide them with effective advice and help as soon as possible when they have difficulties in business. Strive to achieve the purpose of satisfying customers.

In short, through this theoretical knowledge study and practical visit. I have a deep understanding of my job responsibilities and job requirements. I am far from a qualified and excellent account manager. But I will be strict with myself, think more at work, and actively learn professional knowledge and work experience from excellent account managers. Think more at work, because the right method can improve work efficiency. I want to think at work and make progress in thinking.

Finally, whether I am accepted as an account manager by the company. I want to thank the company leaders for giving me this opportunity. Thanks again.

Summary of Finding Customers Chapter 5

Time flies, 20xx years passed quickly. Looking back on the past year, I can't help but feel deeply. Time flies, and a year will be crossed in a blink of an eye. Looking back, although there is no vigorous result, it has experienced extraordinary tests and tempering. I am very grateful to the company for giving me this growth platform, so that I can continue to learn and progress in my work and gradually improve my quality and talents. Looking back, the company accompanied me through a very important stage in my life, which made me understand a lot. The support and care of the leaders made me understand the warmth of the world. Here, I would like to express my heartfelt thanks to the leaders and all my colleagues of the company. Only with your help can I be more comfortable in my work, because of you,

In order to carry out the work purposefully and effectively in the new year and achieve better results, the following plans are formulated:

1. Work promotion

1. Go to work with a "love". Keep good manners, from the perspective of serving others, let customers feel that you really care about him, shorten the distance between marketers and customers, and form a correct guide to customers' thoughts.

2. Do a good job in publicity, strictly implement the company's service standards, and do a good job in telephone consultation and account opening for new customers. Contact customers regularly and do a good job in customer maintenance.

3. Do a good job of communication and reporting, record important matters and convey them to the relevant responsible personnel of the company, so as not to leak or delay.

Second, their own quality.

While working hard, I will also try to improve my quality. Constantly improve professional ethics, master securities business rules, expand securities knowledge and improve their own securities business level.

1. Learn more advanced securities business theory, learn valuable experience from company colleagues and learn professional knowledge.

2. Think more to build a good customer relationship. Only by having a good relationship with customers can securities marketers complete their tasks better and deeper.

3. Reflect more and summarize more. Self-reflection is the basic way to improve professional quality. We should sum up the success or failure of China's securities industry in time and accumulate experience for future work. So as to make continuous progress and surpass ourselves.

Summary of Customer Finding Part VI

When the season began to enter the hot summer, the work of our customer service department in the first half of the year also came to an end. With the support of the company's leaders and departments, the customer service department completed all the work in the first half of the year and achieved certain results. Looking back on the work in the past six months, we have mainly done the following work:

One is refined management.

Salary plays an important role in insurance business, which is not only related to the economic benefits and development of insurance companies, but also affects the performance of insurance functions and the realization of social benefits, and plays a positive role in ensuring social stability and people's lives. For this reason, we are. Salary management, in line with their respective jobs and division of labor, conscientiously perform their duties, and strive to learn relevant theories and regulations. With the deepening of the company's "fine", "fine" and "micro" management, a series of rules and regulations of this department have been formulated, with posts going to people, responsibilities going to people and rewards and punishments going to people. Yes In the management of salary data, strict implementation ensures the authenticity, consistency, correctness, timeliness and standardization of the data. Salary management meets the requirements of the superior company.

Second, work standardization.

In the compensation work, we insist on seeking truth from facts, follow the principle of "quickness, timeliness, accuracy and comprehensiveness" and pay close attention to it. Improve the quality of compensation and pay attention to high standards and strict requirements in disaster prevention and loss prevention. First of all, start with grasping the investigation rate of the first scene. As long as you receive the report, no matter the size of the accident, no matter day or night, always insist on rushing to the first site, master the first-hand information, and strictly follow the fast payment process to provide customers with the convenience they can. Adhere to two-person survey, two-person loss assessment and limited payment to continuously improve service quality; Adhere to the 24-hour duty system, actively participate in the construction of "three centers", and further improve the service level; Strengthen evaluation; Actively do a good job in disaster prevention and loss prevention, timely draw up the work plan for disaster prevention and loss prevention of major customers, the safety inspection methods for flood control in summer, and the safety inspection methods for fire prevention and explosion prevention in winter, always grasp them, intervene in advance, enhance the risk prevention ability, and receive good social effects. We pay close attention to it. Salary management, speed up. Compensate for speed, strengthen team building, improve service level, improve service image and effectively squeeze. Water compensation, effective compensation and reduction, and better completion of various items. Compensation index.

Third, service standardization.

The competition in the insurance market is nothing more than price competition, brand competition and service competition, and service competition plays a very important role in the insurance market competition. As the customer service department, the service quality is directly related to the development and survival of the company. Therefore, our department. Compensation service has been placed in an important position. Organize everyone to learn, fully understand the importance of customer service, do a good job in customer service, establish and improve service systems and measures, and standardize service behavior. See the spirit for details. For example, customers come to the door anytime, anywhere. In business, we can provide thoughtful service; A business that can be done well once will not let customers run twice. After calculating a compensation case, the insured will be notified by telephone in time to collect the money. Over the past six months, we have continuously improved our work style, improved service quality and customer satisfaction, and completed our work dutifully.

In July, the rising temperature symbolizes that the working level of PICC is changing, improving day by day, which is gratifying and exciting. Yes, achievements represent the past, and brilliance casts the future. In the future, we should strengthen our study, strive to improve our business skills, unite sincerely, work hard and work hard to ensure the smooth completion of our annual goals. I sincerely wish our people's insurance business is thriving and our company is bigger and stronger.

Summary of Customer Finding Work Chapter VII

For me, 20xx should be a busy, learning, understanding and happy year.

In the past year, I was in a state of tension and busyness almost every day. First, at the beginning of the year, due to the impact of the economic crisis, many customers adopted a conservative wait-and-see attitude. They need to adjust the allocation of investment products, choose matching investment products, re-analyze and make plans, and try to choose more conservative varieties, such as money funds and bonds.

Then around the Spring Festival, the macro economy showed signs of recovery, and some customers who used to operate frequently could not help it. They should continue to operate stocks and warrants in the short term. After a comprehensive analysis of the market, they compared various stocks and securities. It is suggested that these customers can choose some listed companies in defensive industries or resources to avoid high-risk varieties of warrants as much as possible. For conservative customers, it is also suggested that we can try to invest in the secondary market of etf products appropriately, and grasp the rising range of the market under the premise of ensuring the safety of funds, and the income is relatively stable. The work during this period is both heavy and hard. It is necessary to refer to a large number of materials and data, study repeatedly, patiently introduce the characteristics of each variety, draw the reasons for the conclusion, and the simple skills and precautions of some varieties in operation, and communicate with customers at any time to exchange views on the market. Then the GEM is listed, and I am in the securities industry. During this period, my work was very tense and arduous, and I was caught in a contradiction: when the Growth Enterprise Market opened, the company issued task indicators and took many measures to contact and inform customers. By studying the information of GEM markets in various countries, especially participating in the continuing education activities of licensees in Tianjin, after listening to the teacher's analysis of venture capital and GEM market, I think that most customers are very unsuitable to participate in GEM market, so I made some investments in the first few wholesale banks.

In the fourth quarter, market inflation expectations intensified, and the market gradually showed signs of weakness. However, individual stocks are still active, new customers are still operating in Man Cang, and positions are adjusted in time. Once the market is adjusted, there will be great risks. Customers are advised to control their positions, keep a large proportion of account funds and wait for the opportunity. These behaviors include a lot of consulting materials, analyzing and comparing, thinking and summarizing, and communicating. How can I get busy?

It is precisely because of this busy year that I have accumulated more experience, urged myself to learn more knowledge, understand more types of investment varieties and markets, and improved my ability to adapt to more different changes.

Working in the securities industry for more than ten years and cfp qualification for more than two years, I gradually realized the truth that many teachers and predecessors often regret:

Modesty: Only by maintaining a modest attitude can we learn more and keep our knowledge and ideas fresh. & gt Stiffness: We should carefully study and analyze all kinds of products and markets, and learn more about different customers, so as to provide them with more suitable investment suggestions.

Tong Yuan: Facing the tasks of the company and the interests of customers, we should treat them positively, and we can't escape or shirk. We should try our best to use our knowledge and experience to find a balance between them. As long as we are willing to spend time, we can achieve a win-win situation.

Sincerity: In any case, only by sincerely thinking about the customer and standing from the customer's point of view, the investment plan made is truly suitable for the customer, and it is also the most acceptable and recognized by the customer.

I have been working with this attitude for a long time, and because of this, I have become close friends with many customers. This year's market changes are more abundant. I am glad that I participated in the training and study of financial planners a few years ago and got some earlier understanding of the international financial market. I have been fully used in the analysis and planning, and have been very recognized and recognized by customers, making them very satisfied with the investment results in the past year. Our friendship has deepened and I have more trust.

Summary of finding customers 8

First, unite as one and achieve breakthrough development in personal business.

Personal business is our core business, and it is the foundation of the company's sustainable operation and steady development. Since 20 years ago, our company has formulated corresponding incentive measures according to its own actual situation, and seized the favorable opportunity of strong listing of new insurance products by using various sales modes such as _ _ meetings and customer appreciation meetings. All the staff are in high spirits and sweating like rain, and finally achieved fruitful results through hard work.

_ This quarter, all marketing cadres are more energetic and enterprising. There are _ _ partners who are the top _ _ sales elites in the province and won the _ _ award of the provincial company, which is not only a material reward, but also an affirmation of our efforts and sets a new example for us.

The rapid development of core business should be supported by a strong core team. From the very beginning, the company strengthened team building, invited the national sales elites to carry out skills upgrading training, hired _ _ experts to guide the increase of staff, combined the exhibition industry with the increase of staff, promoted business development through the increase of staff, and promoted the increase of staff through the benefits brought by business development. Our supervisors at all levels have also made a lot of efforts. They are always paying attention to their subordinates, helping them out of trouble, helping them grow up and reassuring them. It is their selfless and great spirit of fraternity that makes our employees feel the warmth of the company and let them stay with love. At present, the number of employees in our company has reached _ _ _, which is the highest over the years, and our team is still growing.

Second, work hard, and the group's business has risen steadily.

Group business is an important indicator of the company's operating performance, and it is also the intersection market of property insurance and life insurance, so the competition is particularly fierce. In the confrontation with many competitors, our company collected the insurance premium of the annual group business of RMB _ _ _ _ _. Among them, the short-term accident insurance premium is RMB yuan, the short-term health insurance premium is RMB yuan, and the group annuity premium is RMB yuan, which is an increase of RMB yuan over the previous year, occupying a strong position in the group life insurance market and fulfilling the annual task target months ahead of schedule. _ After the quarterly business indicators were re-issued, our company took the lead in exceeding the task target in just one month.

Over the past year, in addition to maintaining the existing channels, we have also actively sought new business growth points, trying to break the sluggish business development in the previous period, actively strengthen communication and cooperation with relevant departments, strive for the greatest support and help, increase publicity, expand influence, and win the market.