下载后可任意编辑基金常态化营销流程法律规范模板1下载后可任意编辑基金常态化营销流程手册目录基金常态化营销流程手册..................................11 总则..................................................31.1 背景概述..........................................31.2 整体流程要点......................................31.3 协作营销体系建设..................................42 大堂经理..............................................42.1 基金客户识别推举流程图............................42.2 营销关键点........................................52.2.1 基金客户引导...................................72.3 营销案例..........................................83 理财经理..............................................83.1 营销流程图........................................83.2 营销关键点........................................93.2.1 产品服务学习...................................93.2.2 产品服务与客户相匹配..........................123.2.3 短信通知......................................163.2.4 电话邀约......................................173.2.5 接触营销......................................183.2.6 售后服务与重复营销............................232下载后可任意编辑3.3 工作过程管理.....................................273.3.1 目标拆解......................................273.3.2 营销过程记录..................................273.3.3 工作日志制度..................................283.4 自我提升.........................................283.5 营销案例.........................................304 低柜客户经理.........................................375 高柜柜员.............................................475.1 营销流程图.......................................475.2 营销关键点.......................................475.2.1 站相迎........................................47客户前来办理业务或者咨询服务时, 高柜柜员应立即微笑站立相迎, 特别是年长者, 给客户以受尊重感, 让客户感受到银行人员的热情和友善。..................................475.2.2 笑相问...................................
