los angeles costume jewelry wholesale Bank marketing activities planning plan

wholesale amethyst gemstone jewelry In order to ensure that things or work can be done correctly, the plan must be formulated in advance. The plan is the most complicated content in the plan. So what is an excellent solution? Here are the bank marketing activities planning for everyone. Welcome to share.
The bank marketing activity planning plan 1. Concept: Marketing planning plan is the overall planning document of various sales promotion activities to achieve the expected goal of sales before the market sales of financial products or services. Essence
2. Function: Marketing planning is a planned for a certain customer development and a certain product marketing. Its task is to provide action to gradually turn the hazy "future time" to the orderly "current time" to provide action. Guide, the marketing planning plan formed is a blueprint for commercial banks to carry out marketing activities.
3. Features: Marketing planning schemes must have distinctive purpose, obvious comprehensiveness, strong targeted, prominent operability, exact and clear characteristics, which reflect "the theme and purpose are clear, in -depth, in -depth penetration, in -depth penetration The requirements of meticulous and thoughtful, one thing, one thing, simple and clear ".
Structural mode
. Category: Commercial bank marketing planning schemes Due to different planning objects, they can be divided into large excellent customer marketing planning schemes, major project marketing planning plans, market research planning schemes, product promotion Planning schemes and so on.
2. Structure:
The basic structure of the marketing planning scheme is:
The cover of the marketing planning plan
In this part of the content, the planner needs to be divided into the following content. :
) The full name of marketing planning.
The basic format is: Bank XX marketing planning book
2) The department and planner of marketing planning.
Marketing planning: Bank X's X -split (branch) customer department
Master planner: XX, XX, XX
3) Marketing planning.
XX year x month x day
Part 2: Marketing planning theme and project introduction
This according to different marketing planning objects (that is, marketing planning projects), to formulate the topic that should be surrounded by each other. The theme of marketing planning is the cornerstone and core of the entire marketing planning, which is the basic criterion for marketing planning. On the basis of explaining the theme of marketing planning, a brief introduction should be made to the project situation, including the background of the project, the project's profile, the progress of the project, and the development trend of the project.
The third part: Marketing planning and analysis
The marketing planning analysis can be a classification analysis, or comprehensive analysis, depending on the specific situation of the planning.
1) Project market analysis.
Chat ambient conditions. It mainly includes macroeconomic situations, macroeconomic policies, financial and monetary policies, capital market trends, capital market conditions, and so on.
The project market status. It mainly includes the market sales and market demand of existing products or services, the potential demand for the new product or service of the commercial bank, the market share, the market capacity, the market expansion space, and so on.
The market status of the same industry. It mainly includes the institutions of the same industry, the target market of the same industry, the competition methods of the same industry, the marketing methods of the same industry, the possibility and extent of the industry entering the market, and so on.
The market analysis materials required for various marketing planning are not exactly the same. It is necessary to collect it according to marketing planning and briefly explain in marketing planning.
) Basic problems analysis.
The problems faced by marketing planning and the problems to be solved, what are the causes of these problems? What are the main reasons? How to determine the basic ideas of these problems and what are the starting points? What ways and how to solve it? and many more.
3) Main advantage and disadvantage analysis.
Main advantage analysis: Focusing on the theme of marketing planning, it is necessary to carry out a certain market marketing activity (such as market research, new product development, market promotion, advertising, etc.). That is, its own strengths) analysis should also consider some favorable factors on the outside. Marketing planning is to use favorable factors to give full play to their own advantages. The analysis advantage should be calm and objective, neither "survive" nor "less", and seek truth from facts.
Main disadvantaged analysis: The main disadvantage analysis is to analyze some disadvantages and weaknesses, and shortcomings related to the marketing activities that will be carried out. Marketing planning is to avoid and resolve these unfavorable factors, how to make up for their own shortcomings, and staggering their own weaknesses.
The main condition analysis: The main condition analysis is to analyze the conditions required for the marketing activities that will be carried out, including the conditions that have the conditions that have the conditions of the monk must be created, and the analysis one by one in order to obtain the use and combination of resources to obtain resources Essence
The fourth part: marketing planning goals
The marketing planning of different projects has different marketing planning goals, and most of the marketing planning goals are composed of some specific indicators. To formulate marketing planning goals, we must seek truth from facts and can achieve it after hard work.
The fifth part: marketing execution scheme (that is, guarantee measures)
making marketing execution plans is the highlight of marketing planning. The arrangement and implementation one by one are the script of marketing activities and development.
This marketing execution plan should be considered as follows:
(1) Stimulating the various relationships involved in this marketing activity.
(2) Grasp the focus and difficulties of this marketing activity.
(3) Determine the strategy that should be adopted by this marketing activity.
(4) Clarify the resources and conditions of people, wealth, things and other aspects available to carry out this marketing activity, and determine the planning budget.
(5) The composition of the personnel of this marketing team, each participating department and personnel should complete the tasks, the responsibilities and the role they should be completed in this marketing activity.
(6) Carry out monitoring, feedback mechanisms and conduction systems for this marketing activity.
(7) The time arrangement of the task of completing the marketing planning (staged task).
(8) Carry out the problems and emergency measures that may occur in this marketing activity.
(9) Evaluation and punishment of this marketing activity.
Writing refers to:
Thising marketing planning schemes, pay attention to the following points:
1. To highlight the selling point.
Prunning is the essential characteristics of the planning plan. Each planning plan must have a unique selling point, so that the readers can understand at a glance, and to persuade the leader to adopt at a glance.
2. To highlight innovation.
sm not should be written as a plan book, because the plan does not require creativity, only handle details, and planning must be creative.
3. Be prominent points.
The planning scheme should not be overwhelmed. Whether it is project introduction, planning and analysis, and marketing execution schemes must be highlighting.
The bank marketing activities planning scheme 2. Background information
1. Banking product introduction
I real estate (warehouse bills) pledge business is a more convenient and fast financial service provided by China Industrial Bank for customers Essence Refers to the pledge of real estate or warehouse bills that meets the client and complies with the bank's stipulated in the Bank. Credit business under the pledge credit business mainly includes short -term mobile fund loans, trade financing, discounting, acceptance, business ticket guarantee, etc.
In analysis, it is concluded that Sany Heavy Industry Co., Ltd. is mainly engaged in the research and development, manufacturing, and sales of construction machinery. It is the sixth construction machinery manufacturer in China and the world. At present, Sanyi concrete machinery, excavators, crawler cranes, and rotation rig rigs have become the first domestic brand. The market share of concrete transportation pump, concrete conveyor pumps, and full -liquid pressure road machines ranks first in China. Pump truck production ranks first in the world. Global concrete machinery manufacturing enterprises. Therefore, the corresponding market share is required to expand sales, so a special bank product is required to solve the company's stable purchase and sales channels and ensure the integrity of the capital chain. It is necessary, the "real estate (warehouse receipt) betting" product launched by Industrial Bank can just meet the requirements of this part of Sany Heavy Industry Co., Ltd., which can fully meet the needs of its production and operation of mobile funds.
2. Competitive opponent analysis
(1) SWOT analysis:
. Marketing goals
promote the "real estate (warehouse bill) pledge business" to the outside world, so that Xingye Bank's new products Business is more known for customers. With the purpose of expanding the scale of business and increasing the credibility of the bank, paying attention to the innovation and development of the product, firmly grasping the existing customers, and attaching importance to the expansion of new customers, so that other customers with potential demand have sufficient interest in the bank's products, and for Minsheng Bank of Minsheng Bank The preliminary recognition of the brand has given birth to the desire to buy, and actively ask customers to have a considerable proportion. Not only that, for the group that needs marketing, Sany Heavy Industry Co., Ltd., this product can enable the company to turn on funds more effectively, use bank funds to achieve leveraged procurement, reduce accounts receivable, and reduce accounts receivable. Support dealers' joint development and expand market share; closely related to manufacturers and banks, use the strength of manufacturers, easy to obtain bank financing support, and enhance sales competitive advantages. Accelerate the return of funds, increase batch sales, and seize market share.
. Marketing plan
1. Marketing channels:
(1) General sales. At the branch of the Bank of Industrial Bank, the counter personnel of the bank are required to provide such products and services to each interested customer. This is the most direct and efficient marketing form, which not only saves corresponding sales costs, but also quickly makes customers know the characteristics of the product.
(2) Specialized sales. Using the stable customer source of related companies that open accounts in the Bank, to sell some of the eligible some medium and large enterprises in it, you can introduce the characteristics of this product through telephone access and visit to the door, which can effectively increase sales. Efficiency can increase the market share of the product.
(3) Using external service equipment such as ATM, POS self -service equipment and other banks, the product information is published in the process of extraction and providing product information, thereby increasing the popularity of the product.
(4) Using bus stop signs and large and small outdoor billboards to publish the characteristic advertisements of this product to achieve good product popularity.
(5) Select the intermediate business agent. Persons authorized by Xingye Bank to sell products, on behalf of the bank to the customer's residence, work place and other places, face to face to analyze and ensure the needs of customers, introduce product characteristics, complete product sales, and provide customers with relevant follow -up services.
2. Marketing concept:
(1), customer -centric, focusing on personalized, quality, differentiated, efficient services. Form a good after -sales consulting service group to facilitate the solution of various doubts and requirements of customers, and provide them with comprehensive banking services.
(2), mainly banking business, branded and professional marketing. Foreign business is the foundation of all commercial banks. It is necessary to meet the needs of most customers, but also focus on high -quality industry customers and drive the development of bank products. Give full play to their own advantages and market the national industry customers.
(3), product -centric, form a comprehensive customer evaluation mechanism, and understand the needs of customers as soon as possible. In terms of foreign financial management, the selling points are mainly concentrated in cash management and investment appreciation. It is necessary to highlight the advantages of bank products to marketing, so that enterprises can enhance the planning of mobile funds to achieve a win -win situation.
. Promotion plan
1. Promotion strategy: (1) The stable customer source of related enterprises that open accounts in the Bank, and assign bank staff to the conditions for the eligible and large -scale enterprises to promote sales It can introduce the characteristics of this product by visiting the door, which can effectively improve sales efficiency and increase the market share of the product.
(2) Provide experiential services to the original old customers, and give customers a free experience for customers to experience the convenient and efficient characteristics of the product in person. Promote this product more directly and effectively.
(3) Using direct telephone sales method as the main communication method, rationally use the original customer resources, get a direct contact with customers, and complete the main marketing of the promotion, consultation, quotation, insurance billing conditions and other major marketing New marketing model of the process. This method is simple, flexible, and low in cost.
(4) Take the bank's wealth management personnel to go deep into various scale companies for marketing and promotion, first communicate preliminary communication, so that the managers of each company have a certain understanding of the "real estate (warehouse) pledge business" , Then recommend using this product.
(5) Advertising method. Using bus stop signs and large and small outdoor billboards, publish the characteristic advertisements that introduce this product, and you can also tell all the public through the form of buttons such as Sina, Sohu, Xinhuanet, etc. to the entire public. Warehouse receipt) information information "information" can achieve good product popularity. In this way, new products can be promoted more extensively, increasing popularity, and can quickly enter the market in the early stage of product launch, which is beneficial to seize market share first.
2. Promotional concepts:
In unique, market -oriented operating models, discover new market opportunities, develop and cultivate new market core customers, and open up greater development space for them. By providing professional -level services, the value of customer assets is increased, customers can enjoy value -added services, realize a win -win cooperation model, reduce their operating risks, increase operating efficiency, and reached continuous product services to achieve continuous sustainable products. The goal of profit. Adapt to the current reform of economic and financial development, and open up a broader development path for banks in the future.
The bank marketing activity planning plan 3. Introduction to cooperation units
No
. The purpose of activity
Thenasted by attracting customers as the purpose, interacting with community customers, carried out project community cultural construction and construction and construction of the project community cultural construction and construction and construction of the project community culture Feeling, drive new and old customers, increase the popularity of community banks in our bank, attract the attention of the customer base, and expand the influence and awareness of community banks.
. The main points of activity
1. Event content
1) Slander -sensitive game absorption ball
to achieve attracting new and old customers to understand our community bank and enter our community bank, special Hold this game activity to achieve remarkable results. Arrange a fixed period every week to carry out the physical game interactive project at the door of our community bank (or within the scope). This game content activity method is novel and refined, and it also has the effect of national fitness, which will definitely attract customers passing by. These customers who stop are must have the customer group that we are looking for. In addition: customers participating in the body -sensing interactive game need to sign a telephone number of the customer's customer information for the details of the activity.
2) When the customer attracts the crowd to a certain scale, it can continue to carry out a prize -to -answer link.
The visiting customers can experience the fun of somatosensory games, but also to participate in the prize feedback of answering questions, and the propaganda will determine the expected results.
2. Suggestions of communication topics
This questions are as follows:
1. What year did a bank established?
2. What is the business philosophy of a bank?
3. How many products are the product specifications of a bank wealth management product? The problem can be selected for customer needs.
. Propaganda method (1) Submit an advertisement in the reporting box in the community banks;
(2) Postering marketing activities in elevators and publicity columns in the community banks;
(3) Promotional activity information through WeChat;
4. Activity feedback and tracking sales action plan
The on the development of the event, the on -site staff summarized the customer to answer the question, and a targeted service customer. For customers participating in the game interaction, after the game is over, a targeted in -depth excavation is performed.
. Target customer organization
1. Target customers
The target customers include: the surrounding community communities to publicize the visiting customers by promoting the admiration 2. Customer Organization
The new and old customers who visited the new and old customers came to our bank that day. After a brief understanding of the reception staff, the customer brought the customer to the consultation area, participated in the game customer to register, and the start time of the game. After the fixed personnel tell the game methods and precautions, the interactive game and answer the game are started. For customers who answered the correct travel questions, the customers of the Bank of Bohai Bank are exclusive to Bohai Bank. rn 　　 五、时间地点的安排rn 　　1、时间rn 　　社区银行开业后的节假日或法定休息日均可rn 　　2、地点rn 　　我行社区银行门口（ Or the scope of capacity can be within or within)
6. Cost budget (please list in detail various expenses names, unit price, quantity, total price, etc.)
Xbox360 somatosensory game console 1 3000 yuan
souvenirs 100 copies of 0-500 yuan (can be used in our existing water cup or other)
The tablet TV 1 3,000 yuan (community banks should have this device)
7. Analysis of expected effects
1 2. The business volume that is expected to bring through this event
The business volume dare not guarantee, the popularity must be surge
2. The impact that is expected to bring through this event
While deeply impressed, cooperating with the sales of wealth management and savings products, it has greatly increased outlet deposits and business volume.
8. Personnel arrangements and responsibilities
1. Activity planner: 2 people
Responsibilities: arrange on -site partitions to receive customers and equipment debugging and other processes
2. Event coordinator: 3 Human
Responsibilities: Receive visiting customers and do a good job of promotion and explanation
. The person in charge of the event site: 1 person
Responsibilities: Responsible for the details of the day of the day
Bank marketing activities planning plan 4 4 In order to further strengthen the service work of our bank, continuously improve service efficiency, improve the service level, shape the service image of Bank X, create the service brand of Bank X, and use high -quality and efficient services to implement the various operations of our bank. According to the guidance of the service work this year, according to the arrangement of the branch, the branch decided to carry out a civilized and high -quality service competition. The implementation plan of the event is as follows:
. The competition goals
In this activity, promote high -quality service work, use the promotion of industry civilization and standardization services as the core, standardize quality service standards as the guide, establish and improve scientific services with scientific services Focus on the management mechanism, enhance the awareness of all employees, continuously improve the level of service, create a special service culture, establish and publicize the advanced models of services, build a first -class service team, cultivate first -class service culture, create first -class service brands, display first -class service brands, display first -class service brands Industry image, enhance the service brand of Jilin Bank, build a "high -quality service year", and promote the development of the branch of the branch.
. Organizational leadership
In order to ensure the orderly service work in order, the branch set up a civilized and high -quality service competition leadership group. The components are as follows:
: Xxxx
Member: X
The office of the Leading Group
Director: x
Deputy Director: xxxx
Members: X
The department gives cooperation.
. Activity arrangement
The activity division mobilization, implementation, and summary and evaluation.
(1) mobilization stage (March 16th -March 25).
1. Organize learning mobilization activities. The first is to convene a middle -level cadre meeting to learn and implement the spirit of the "20xx Civilized Quality Service Competition Conference", and convey it to each employee to form implementing materials. The second is the establishment of the leadership group of the branch of the civilization and quality service competition. Establish a "first -hander" responsibility system and clarify responsibilities. The third is to formulate the "Implementation Plan for the XX Civilized Quality Service Competition" in combination with the actual work. The fourth is to convene a mobilization conference of employees throughout the bank, issue this year's service work plan, clarify the purpose of the activity, and arrange the work plan.
(2) Implementation phase (March 26 -December 31)
According to the race plan of the branch, the branch will carry out this civilized high -quality service competition from four aspects.
1. Formulate measures to improve services
This Organize problems in investigation services. Each outlet must organize employees to investigate and sort out the problems in the service of the unit, and formulate rectification measures. Each outlet must organize employees to write a entitled "How to participate in the feelings and experience of participating in high -quality civilized service competitions" and self -restraint themselves themselves , Actively participate in the competition. Actively report good people and good things emerging in activities, summarize experience, strengthen exchanges, promote work, and improve the overall level of work of high -quality services.
2. Organize learning and skills training and competition.
(1) Taking the "XX Service Standards and Rules" and "XX Business Outlet Standardization Management Manual" as the standard, regular organizational concept training and etiquette training, from service language, service attitude, professional image, service discipline, service discipline, service Skills, service venues, service facilities and other aspects standardize the service methods of cabinet personnel, promote the processing and standardization of various business outlets in terms of service and management, and comprehensively improve the level of high -quality civilized services in Jilin Bank.
(2) Carry out training from the aspects of standardization of outlets, the level of reception, and the quality of business processing. It focuses on cultivating the lobby manager service capabilities, tellers' operation skills, selected excellent outlets, and participated in the on -site service demonstration competition at the branch.
(3) In order to comprehensively improve the comprehensive theoretical ability and business skills of the cabinet personnel, the branch will uniformly organize business training, special skills training, and business expert training. The outstanding employees will participate in the branch of the branch to organize business competitions on behalf of the branch,
3. Carry out service supervision and inspection activities. Announce the supervision phone call, set up an opinion box, and deal with customer complaints in a timely and proper manner. In response to the complaint, the branch will hold an experience exchange meeting for the emergency complaint event experience to conduct on -site lectures on the incidental incidents such as the processing rate of complaints and the high customer satisfaction rate to improve the ability to deal with complaints and respond to emergencies.
4. Regularly convene the Director of the Outlets and the Lobby Manager Service Experience Exchange Conference. Exchange service management experience; summarize good ideas and practices in services; find problems and deficiencies in the service, and study solutions on common problems. Sub -branch will hire professionals to explain to improve service standards.
(3) Summary and evaluation phase (at the end of June and at the end of December). The competition activities were divided into two evaluations, respectively, half -year small reviews, total annual reviews, and the results of the first half of the year were included in the total annual scores. The branch will conduct a comprehensive inspection and evaluation of the service work of each outlet activities in accordance with the standards of the XX service standardization standards and rules and the standards of the XX industry outlet standardization management manual, and quantitatively score during the service work.
. Reward and punishment measures
1. Awards settings.
The semi -annual award settings: 2 per capita business volume awards; 2 civilized high -quality service collective awards (outlets).
The award settings: 2 advanced collectives (outlets) of civilized and high -quality services, 2 service menus, and 3 business operators.
3 of the grievances.
2. Award method.
Masing the award -winning unit, collective and individual, the branch will give rewards and report to the branches. The branch will give material rewards and out -of -study and inspection rewards.
The grievance awards are recommended by various outlets.
3. Punishment.
This heads of the Director of the Director of the Director of the Director (Effective Complaint with the laid -off of the parties re -approve the employment), and the service test scores of the subsequent business outlets.
The bank marketing activity planning plan
C bank marketing activity planning plan 5 1. After the monthly wealth management sales plan is announced, make a monthly wealth management page according to the previous format and stick to the company's eye -catching position.
. Use the morning meeting and other time to explain to each employee's name, period, yield and other customers' concerns, and issue a promotional page to each employee so that customers can ask for asking for asking for the capital It can make correct answers, and at the same time, it also improves the marketing awareness of employees.
3. Send text messages to value customers and inform financial information in time so that value customers can understand the latest financial information.
4. Statistical list of wealth management in the month of the month. Call the customer one by one before maturity, ask the purchase intention, and help customers choose the appropriate wealth management product. The wealth management sales plan and sales method can be confidant, so that our bank can improve insufficient improvement and provide better services.
5. Before each sale and after sales, do record and statistical work in time. There are counts in their hearts so that customers can be purchased in an orderly manner on the day of the sales day, and after the sales are completed, the customer's various information and materials are categorized and collected and systematically analyzed.
6. Organize outdoor publicity, once every two weeks, use weekend or after -class time to organize business room employees to propagate each time. Propaganda, post posters and issue leaflets, and record the name of the customer's name.
7. In the business room, do a good job of wealth management promotion and customer promotion, and actively ask customers to do well in information retention and regular return work.
It is good at discovering and summarizing in the marketing of wealth management. Establish and improve customer files, maintain and deepen contact with customers, communicate with customers regularly, and implement appointment services and tracking services to high -quality customers. Analyze customer information, classify customers, and adopt different marketing methods. Aiming at key customers, based on financial management, found other needs to be excavated, and implemented precise marketing, one -stop marketing, public -private linkage marketing, using professional services and diverse products to retain customers, thereby expanding high -quality customers The scale fully reflects the value of high -quality customers in order to achieve the goal of win -win development with customers.