第1页共54页编号：时间：2021年x月x日书山有路勤为径，学海无涯苦作舟页码：第1页共54页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基金客户识别推荐流程图.................................................................................................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...............................................................................................233.3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..........................................
