银行保险新形势下的队伍建设.ppt
shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/1,新形势下的队伍建设,万一网制作收集整理，未经授权请勿转载转发，违者必究,万一网制作收集整理，未经授权请勿转载转发，违者必究,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/2,课程大纲,万一网制作收集整理，未经授权请勿转载转发，违者必究,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/3,公司业务发展的基础！公司的核心竞争力！,队伍建设,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/4,XX人寿XX省分公司 2010年初至今，完成110亿新单保费。,万一网制作收集整理，未经授权请勿转载转发，违者必究,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/5,一、队伍建设的重要性,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/6,客户经理：工、农、中、建、邮、农信社网点超过10000个。客户经理为适应网点服务的需要，专业技能有待进一步提升。,一、队伍建设的重要性,万一网制作收集整理，未经授权请勿转载转发，违者必究,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/7,目标：通过队伍建设，保持客户经理队伍发展的领先优势，确保竞争主导地位。,一、队伍建设的重要性,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/8,理财经理：理财经理建设要实现与客户资源相匹配。按每500 个客户 招聘一名理财经理的 标准决定队伍建设规 模。,一、队伍建设的重要性,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/9,XX分公司截止到2010年11月末，银保渠道19.2万件保单，40亿元保费，需要380名理财经理。,一、队伍建设的重要性,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/10,XX分公司现有304名理财经理。问题：理财经理人力略少。分公司间发展不平衡。城区与县城之间不平衡。队伍建设与管理模式有待进一步探索。,一、队伍建设的重要性,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/11,队伍的数量和质量还不能适应业务发展的要求。,一、队伍建设的重要性,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/12,课程大纲,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/13,1、队伍数量的提升 2、队伍质量的提升,二、队伍数量与质量的提升,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/14,招聘对象：年龄：20岁40岁形象、气质佳性格（外向）沟通能力较强全日制专科及以上学历有金融方面工作经验者优先,二、队伍数量与质量的提升,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/15,二、队伍数量与质量的提升,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/16,明确队伍的职能和作用，加强培训和管理，进行有针对性的提升。,二、队伍数量与质量的提升,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/17,客户经理：专门从事银行保险业务拓展及培训代理网点工作人员和提供运营支持服务的人员。侧重于服务能力、思考能力、组织能力、沟通能力和授课能力的提升。,二、队伍数量与质量的提升,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/18,理财经理：专门从事银行保险客户资源关系维护与服务、以及客户资源再开发的销售人员。侧重于丰富服务手段，提升销售技能，为客户提供全方位服务。,二、队伍数量与质量的提升,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/19,课程大纲,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/20,提高队伍人员数量的同时提升人员素质，着重培育先进队伍文化，进一步促进队伍的发展。,三、队伍建设核心文化建设,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/21,队伍建设要工作细致，管理严格，,敢于投入，不断探索。,三、队伍建设核心文化建设,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/22,责 任,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/23,纪 律,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/24,乐 观,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/25,军队文化是军队制度运行的基础，文化是精神的，制度是行为的，行为是在精神的支配下完成的,所以军队的精神价值就会自然的导出军人的行为方向。,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/26,XX武安支公司,80人的银保队伍，本年度以近3亿元保费规模，稳居XX排名首位！红旗不放手，第一稳中求！,三、队伍建设核心文化建设,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/27,唐山遵化支公司,百人的银保队伍，本年度过亿元的保费总量，始终是XXXX一面鲜明的旗帜！走在前边不让，扛着红旗不放。,三、队伍建设核心文化建设,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/28,秦皇岛市区理财中心,以52人的理财队伍，今年实现期交保费超千万，人均月薪过3000！信心比黄金重要 技能比收入重要 保户比保费重要,三、队伍建设核心文化建设,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/29,永葆青春！,文化是一支队伍在竞争中,最终制胜的力量！,它可以让队伍,三、队伍建设核心文化建设,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/30,亮剑精神：敌人出剑，我必亮剑。剑锋所指，所向披靡！,三、队伍建设核心文化建设,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/31,XX的银保将士们：弘扬亮剑精神，直面竞争，奋勇拼搏，再攀新高峰，再创新辉煌，,誓夺“开门红”全面胜利！,shkg14201ibdshare$StructureClientsFinancial InstitutionsAsia FIGClientsChinaChina LifepresentationRFP Jan 2002Reorganization Examples.ppt-Jan 09 2003-12:26/32,谢谢!,
