2023 Sprint Course Background: In the decisive stage of building a moderately prosperous society in an all-round way, in the historical period when socialism with Chinese characteristics has entered a new era, how to understand the "new era", how to understand the "decisive stage" to break the middle-income cage with supply-side reform, China's economic de-real estate and industrial upgrading. What are the opportunities for innovation in the financial services business in this era, and how to carry out financial innovation and innovative financial operations?This is a question that every branch manager and team leader is pondering.
In the face of the pressure of performance goals, how to analyze the reasons for the branch presidents and team leaders, how to guide them in their work, and how to communicate effectively, so as to promote the effective improvement of marketing personnel's mentality and skills.
This course will combine the current financial situation and the practical problems in the operation of outlets, in line with the principle of fine management, based on the three dimensions of goals, scenarios and responsibilities, to help the branch president and team leader establish the correct management way, while mastering the coaching technology and on-the-job training practical skills, comprehensively improve the overall control ability of the branch manager and team leader and the ability to coach and train the mentality and skills of subordinates, so as to lay a talent foundation for building an efficient marketing team with excellent professional ability.
Course Benefits:
From a global perspective, China's current economic data and economic status interpret the new era.
Understand the "decisive stage" from the perspective of the upgrading of China's financial services industry
Understand the current situation of the financial industry and the path of financial innovation.
Assist managers to clarify the key cruxes of operation management, simplify and manage easily.
How managers manage goals and use goal decomposition to reach a consensus with subordinates.
Help team leaders to coach employees in various forms such as meeting management and accompanying visits.
Help team leaders take the lead role more effectively to manage activity volume and process control.
Learn professional customer marketing methods and process management skills.
Learn new financial theories and practical cases, think about new directions, master new methods, master new skills, and find new economic growth points.
Course Duration:2 days, 6 hours a day.
Course Target:Bank-to-business line branch president, team leader.
Course Method:On-site Q&A, group discussions, case analysis, on-site interaction, and on-site Q&A.
Course outline
Lecture 1: The current financial ecological environment
1.Changes in the international economic situation.
2.Changes in the domestic economic situation and financial environment.
3.Thoughts and suggestions on the transformation of corporate business.
Lecture 2: Business Operation Analysis
1.Ideas and methods.
Search for high-quality target customers
1) Business development ideas for 2020.
2) **Chain financing.
3) Bond issuance.
4) Science and technology finance.
5) "Going out" strategy.
Lecture 3: Opportunities and Challenges in the Current Situation
1.Counter-cyclical regulation and control to improve the monetary policy transmission mechanism, how to deal with the shortage of assets, how to vigorously develop deposits.
2.Dual-track and one-track, pricing management and how to transform, do fine wholesale, and technology empowerment.
Lecture 4: Marketing Methods
1.Precision marketing.
2.Business district marketing.
3.Chain marketing.
4.Attack marketing.
5.Professional marketing.
Lecture 5: Open marketing techniques for target customers
1. High-end customer information collection and guidance
1.A way to efficiently collect information about customer needs.
2.A way to efficiently channel customer needs.
3.Psychoanalysis of customer cooperation.
Second, high-end customer communication and guidance strategy
1.Spin Bootstrap Tricks.
2.The purpose of communication and facilitation.
3.Practical strategies for communication guidance.
Lecture 6: Teamwork Marketing Skills
First, the collaborative chain of full marketing
2. Teamwork and linkage marketing
1.The composition of the position of the network and the clear job responsibilities.
2.Problems encountered by outlets with lagging linkages.
3. Use skills to improve efficiency
Case Study:Analysis of the steel automotive industry.
4. Cultivate habits and form an atmosphere
1.Draw up marketing goals and plans for outlets and marketers.
2.The layout of the hall is lined up with marketing products.
3.Build a successful marketing culture for your outlets.
5. Introduction to the process of efficient weekly meeting
Boost morale – motivational techniques for effective weekly meetings.
Lecture 7: Public-private linkage case sharing
1. Enhance the effect of public-private linkage in the marketing ability of personal loans
2. Principles to be followed in the marketing of personal loan business
1.Define market segmentation and target customer segments.
2.Vigorously develop key personal loan products.
3.Carry out cross-selling to highlight the comprehensive benefits.
3. New product finance generates business linkage opportunities
Case Study:Successful marketing of new financial products for small and medium-sized enterprises.
Fourth, the opportunities generated by the merchant's mass marketing
Case Study:Wenli chain small and micro finance program.
Fifth, the comprehensive needs of corporate customers trigger sales opportunities
Case Study:Successful cases of hospitals and colleges and universities.
Lecture 8: Marketing Strategies for Financial Services Solutions
1.Design ideas for different customer groups
2.Service plan design from the customer's point of view.
3.Financial services solutions, marketing, and expansion of key target customers.
4.Conception of financial services solutions.
Case Study:Dell innovates financial services models.
Lecture 9: Financing needs and solutions for state-owned enterprises, ** enterprises and supporting small and medium-sized enterprises
1.*Overview of the domestic development of chain financing business.
2.*Analysis of customer characteristics and customer needs of chain financing.
3.*Risk control and risk management of chain financing.
** Chain financial services program marketing strategy
1) **Chain Finance.
2) Internet platform model.
3) The current situation of the financial system ** chain finance.
4) The advantages of cooperating with third parties in lending.
5) **Chain financial service system.
5.Case study of the best chain finance in the subdivided industry.
Lecture 10: The trend of Internet + ** chain finance
How to use science and technology finance to cut into hospitals and medical systems, and explain successful cooperation cases.
Lecture 11: Marketing Methods and Stories
How to cut into the Red Bull, dairy FMCG industry, how to cut into the jewelry, building materials market and other business district customers.
Lecture 12: Financing Methods for Enterprises
1.Accounts receivable financing.
Case Study:China Resources Pharmaceutical Asset-backed Plan.
2.Reduction of asset-liability ratio - debt-to-equity swap.
3.Cost reduction model - reverse factoring multi-level circulation platform service small and medium-sized business model.
Case Study:China Railway Construction Group model.
Case Study:PowerChina Group model.
4.Banks' ** chain financial model - characteristics.
Case Study:Bank's ** chain financial model.
5.Trusts and brokerages participate in the first-chain financial model.
6.ABS application – the type of underlying asset.
Case Study:CRRC Group is based on multi-level debt circulation
Lecture 13: Analysis of Chain Finance Cases
Knowledge Points:How to apply high-tech enterprises in the Venture Science and Technology Park to carry out platform-based data operation.
Case:Chuangjie Wuzhoutong, smart phone chain, order advance payment chain financial services.
Lecture 14: Banks 40
1.Platform Thinking - Broadening the boundaries of finance with technology.
2.Open Banking.
3.Big data thinking.
4.Build a digital bank.
5.New Finance: Banks 40 resistance and obstacles.
6.The "3+1" strategic blueprint for the world's leading digital banking and financial innovation.
7.Internet platform **Chain Finance - 2018 Global **Chain Top 25 List.
8.* Chain financial platform design.