Account director's year-end personal work summary 1 If someone asked me a year ago: Do you like being an account manager? My answer should be no! I can't avoid the timidity of all kinds of people and the embarrassment of being suspected when helping retailers display and maintain. But if you ask me again today, my answer is absolutely yes! Because through a year's time, from careless service, thoughtful service to meticulous service, I have adapted to the work of account manager and integrated into this role.
Before joining xx, I did several jobs that people around me couldn't imagine, from serving food in a restaurant in the dark early in the morning to connecting lines in the oily sewer of Sany Heavy Industry. All my occupations are full of different pressures and need more perseverance. Behind these efforts, I have gained superb cooking skills and circuit welding technology. Returning to the topic of account manager position again, everyone yearns for an open and relaxed job, which is what I pursue. Being an account manager is not my choice, because I need to work, so I have to do it down-to-earth. But I am selfish. I don't want to live such a mediocre life, and I don't want to rely on my father to take the road. Then I must find a way to improve my quality. How to improve, or should we start from the service:
In the xx and xx districts where I serve, there are X cigarette retailers, which are only 1/2 or even 1/3 compared with other account managers, so I require my service intensity to retail customers in the district to reach X times that of others. From one point of view, I work hard, and from another point of view, I am also very lucky. The career of account manager has given me a platform to display my talents, and I repay my efforts and enthusiasm.
I vaguely remember that I just contacted the customer to light a cigarette because I ordered the wrong dog blood scolded by the customer. At that time, I thought I would never lecture her again to avoid being scolded, but at this time, there will be another voice: at this time, if you don't fall down and stand up, you will live as a disabled person. Xx area is a special case of my service, and the ordering method is still mainly telephone communication. Because the widening of xx North Road has an impact on telephone answering, the customer base is also aging, and the hearing and memory are declining. Telephone guidance is inefficient. Often, customers don't have a recording tool at hand when they receive a call, so they can only flicker twice to show their gratitude, or the surrounding road construction environment is noisy, which has a great impact on them. So I began to carry out targeted work: first, print the weekly supply information into a note and distribute it to households before reporting cigarettes; Second, according to the collected cigarette market information, I guide customers to sum up profits and order cigarettes; Third, according to the company's promotion policy, I call on customers to actively participate. After a year, it finally won the recognition and trust of retailers.
The work of the account manager needs constant exploration and innovation, which is a very important link. Through the patient guidance of leaders, careful communication among colleagues, and experience transplantation of customers, I have worked hard to complete the design of information icons and brand files, the hosting of the lottery of Shangpin Blue Products and the on-site lottery of wedding banquets, and the planning of the content of Shangpin Prynne Hundred Days Competition, all of which are brand-new challenges and have absorbed more work experience.
20xx has been a busy year for me. Although some achievements have been made, there is still a certain gap compared with the requirements of the leaders. This is what I want to achieve in 20xx: first, strengthen my writing ability and make the analysis report and information report handy; Second, arrange working hours reasonably, increase customer service time, control the company's working hours, reduce the time on the way, improve customer service efficiency, and realize the benefit contribution within the time limit. Third, make time to study marketing theory to make practical business guidance more scientific.
The customer director's year-end personal work summary has basically come to an end. Over the past year, I have always been strict with myself and carried out practical operations in strict accordance with the rules and regulations formulated by the bank. With my efforts, I personally did not have a liability accident in 20xx. Let me summarize my work this year.
First, strengthen learning and improve their own quality.
Over the past year, I have been able to seriously study various financial laws and regulations, actively participate in various learning activities organized by banks, and constantly improve my theoretical quality and business skills. Especially after being an account manager in a personal financial center, you can successfully identify high-quality customers by asking more questions, learning more and practicing more.
As an account manager, I think I should not only be good at learning, but also be diligent in thinking. In June165438+1October, I visited four commercial banks as a customer to see the quality of their financial products and services, and I was deeply impressed when I came back. I see the gap between our bank and my lack of personal knowledge. After coming back, I made a systematic plan to learn business knowledge and theoretical knowledge. At the same time, I put forward suggestions to put the fund quotation and publicity materials in place as soon as possible, which not only served customers but also played a good marketing effect.
Two. Diligent and pragmatic, responsible for the development of our bank.
Over the past year, I have worked in different positions, such as savings clerk and account manager. No matter where you work, you can stand on your post, love your post and devote yourself selflessly, and do your best for the development of our bank. As an account manager, I can actively collect high-quality customer information and fill in more than 90 high-quality customer information records. As an account manager, everything I say and do represents the image of our bank. Therefore, I have high standards and strict requirements for myself, actively consider for customers, publicize our new products, new businesses and new policies to customers, and expand our popularity. When working in the savings office, I can actively cooperate with the director to do a good job in the office, make use of what I have learned, do a good job in the maintenance and repair of office machines and tools, ensure the normal operation of the business, and thoroughly clean the office before business. After the business is over, check the safety measures one by one, turn off the water and electricity, and then leave the office. Never received complaints from external customers. Usually, when customers have different views on our work, I can also explain clearly what customers don't understand, and finally satisfy customers. There are often workers and students from other places in the college who handle personal remittances. Some people can't even fill out the required receipts. Every time I will explain the filling method to them in detail and teach them word for word until they learn to do so. When you leave, you should also tell them to keep a written receipt for the next remittance. Because every time they finish the remittance business, they will keep thanking me.
While doing my job well, I also use my years of saving experience to help other comrades. If comrades have any questions, I will answer them seriously. I will humbly ask old comrades if I have any questions. When dealing with business skills, I have a requirement in my heart: a threesome must have a teacher, and those who can't learn must learn by all means. If you want to help others in your work, you must improve your professional quality.
Third, explore the market and find new growth points.
Only by constantly developing high-quality customers, expanding business and increasing deposits can efficiency be improved. I learned from friends that Mr. Wang is a big customer, but the company account is opened in CCB. Knowing that our task of saving money is heavy, let me publicize it and see if it can be transferred to our bank. Take the initiative to contact Mr. Wang to introduce various financial services of our bank, and also publicize the exclusive services of wealth management accounts. At the urging of my friends and me, I opened an ordinary account in the financial office of our bank the next day, saying that I would handle a wealth management account as soon as the funds were in place, and gradually release them later. In order to do a good job in marketing and expand publicity, I contacted customers by phone and text message to introduce our new products and deliver promotional materials to publicize the functions and characteristics of our new products. Good results have been achieved.
In the new year, I set new goals for myself. As an account manager, I intend to exercise myself from the following aspects to improve my overall quality.
First, the moral aspect. As an account manager, you must have high moral cultivation, strong dedication, decent style, strict self-discipline and self-care in terms of morality and responsibility.
Second, the psychological aspect. Account managers should be mature and healthy. Bad temper, able to deal with setbacks and failures rationally. We should also be aggressive. At the same time, we should have strong communication skills and charm in language, manners, figure and temperament. Warm and cheerful personality, humorous language, flexible handling of problems, cautious and responsible business operation.
Third, business. Account managers should have systematic and solid business knowledge. First of all, we should be familiar with the bank's loan, deposit, settlement and intermediary business knowledge. It is necessary to master both the main business knowledge and the less popular business knowledge; Not only should we have a high level of policy theory, but we should also be able to introduce the operational processes of various businesses in detail; We should be familiar with traditional business and grasp emerging business in time. In addition, account managers should have legal knowledge and economic knowledge, especially the ability to provide customers with a variety of alternative investment and financial solutions by comprehensively applying various knowledge.
Fourth, marketing. The account manager should be a marketing expert. We should master the basic knowledge of marketing and take an active part in practice. Master self-promotion skills, speech skills, product promotion skills, communication skills with customers, and refusal handling skills.
Account Director's 3-year personal work summary 20xx is a fruitful year for the company. As the business director, I am in the same boat with the company, enjoying the joy of harvest and the hardships of development. Before you know it, the year 20xx will draw a big full stop. Looking back over the past year's work, we have both experience and problems, which are mainly reflected in the following aspects:
First, study.
This year, you can learn about the development trend of real estate at home and abroad and the government's support for regional development through news, newspapers, internet, books and other channels, paying special attention to all the good news of xx development; Through the meeting twice a month, carefully study all the preferential policies of the company on the business system, as well as the policies and systems on projects, sales and salaries; Through communication with different customers and on-site contractors, we will carefully collect all kinds of difficult questions raised by customers in time, and reflect and understand them with all professionals in the company, so as to reduce the probability that customers can't solve the problems and affect the transaction.
Second, the ideological aspect.
Every day after 20xx years of work, when dealing with any problems, I always ask myself an unchangeable starting point-I am from xx. No one's interests, including his own, can override the interests of the company. The premise of solving all problems is: it is beneficial to the interests of the company and the development of the enterprise.
Third, work discipline.
My requirements for myself in my work are: everything starts from myself. The working principle cannot be changed, and strict requirements are imposed on oneself according to the management system for expanding directors issued by the company.
Four. Management and service
As a business director, the center of work is institutionalized management and humanized service. Organize all kinds of training in each market every month, interview with salesmen alone, and convey the good news of xx development, the company's favorable policies, salary system, project sales, etc. Improve the team quality in this area through learning, solve the psychological problems of salesmen through communication, and enhance confidence. There are phenomena such as earning orders and grabbing orders, and I will solve them as soon as possible. The principle of solving them is fairness and justice, safeguarding the vital interests of every salesperson and carefully building a harmonious and healthy team.
Verb (short for verb) performance
This year, the company successfully completed all the objectives and tasks assigned by the company, and the market completion rate and guaranteed task completion rate reached the standard.
Problems in the work this year:
1, the market development is uneven.
2. Individual market professionals suppress team development for personal gain, which affects the cultivation of core strength.
3. Due to unfair competition between markets and within markets, the market mortality rate has risen sharply.
4. The depth of the salesman is not strong enough.
5. The cooperation and coordination of all departments of the company is not enough.
According to the work situation and existing problems in 20xx years, make the work plan for 20xx years;
1. Dig deep into the number of new marketers in this field and improve the quality.
2. Actively organize various trainings to improve the quality of local teams.
3. Ensure the cohesion of the team and add new marketing staff every month.
4. Strengthen face-to-face communication with front-line sales personnel, and strengthen the supervision of the market served.
5. Cooperate with websites to cultivate new resources from old customers.