营业部岗位手册及打分细则.doc

development of problem, insisted liberation thought, and times, set on new development concept of consciously confidence, do advocate innovation, and focused on coordination, and advocate green, and thick plant open, and advance shared. For in economic development new normal Shang of awareness errors, deep awareness economic development new normal of objective inevitability, prevent one-sidedness, and simplistic, cannot to whether on himself favourable to judge new normal bad; cannot put new normal as a basket, what are to in loaded; cannot put new normal as haven, put work bad do, and didnt dry good of reasons are due Yu new normal, for not officer, and not development find excuses. Actively promote the supply side of structural reforms and implement the CPC Central Committee defined five pillars of policy and five priorities, implementation of the Central Government, provincial party Committee and the major decisions and arrangements of the party support accelerated development of XX XX, a good grasp of Fujian construction of free trade zone area XX XX block major historical opportunity. (4) lead to overcome difficulty, dare to play. Dare not sword, before major problems before dare not afraid to come forward for difficulties, crises, mistakes afraid to take responsibility, before the evil struggle before asking Problems, strengthen the sense of responsibility, to take charge. Dont want to under the new situation, not as good as issues, enhance vigor, growing new skills, new, do dry dry dry active, do we want to do good, and enthusiasm to take Shi Liuyin, grasping the iron mark implementation, promoter of reform and development, and a doer. Insist on seekingconjunction with the beginning of the 95 anniversary activities, focused schedule 1 party lecture. Encourages the party branch Secretary of the practice of party members give a Party lecture. Production line of advanced party members reported, their own experiences, enhance the attraction and appeal of party lecture. 4. Organization of online communication. Full use of the various types of network media, time pushes learning content. Boot party communist networks, mobile phone, TV, micro-learning and distance education platforms. Boot party member home participation in networked learning, interaction and three lessons, offline synchronization of encouraging party members to carry out study and education, enriching the content of forms, expand the coverage of education. 5. carry out the responsibility. Each branch to effectively assume the main responsibility for organizational learning, timely understanding of party members and cadres to study, identify and resolve symptoms and problems. Party Committee should do a good job leadership learning at the same time, guidance to branch based on the development of learning programmes, and urged the implementation of three lessons system and implementing learning requirements. To take reports, customized research, participate in discussions, attend meetings of the Organization, such as supervision, and effective transmission of pressure. About consolidation of weak and lax party branches, through true strong team, promote transformation improving branch to issue that stands out, to be dealt with first in place, further study and education. 6. play the lead role. Leadership, leading cadres should set an example, and to lead by example, layers of driven model, layer upon layer, formation of the shots, the overall general effect of linkage. Leading cadres should learn first and be in front, asking others to do you first do it, asks of others and not themselves determined not to do, we cannot lamp black, and flashlight man as himself. To enforce a rigid double about the life of the system, lead study discussion, lead in talking about experiences, give a Party lecture, report, leading to participate in organisational life, democratic appraisal, lead in duty of due diligence, according to positions, contribute to role play with learning, promoting learning education solid and effective. 7. grasp the integrated. To stick around the Center, serving the overall situation, the two combining education and completed various tasks, and implement the County Thirteen-Five combines planning, and the XX combination of scientific development and leaping development, both hands, two, avoiding two peels. By studying education, inspire party members and cadres undertaking enthusiasm, in establishing and implementing five development philosophy, solid industrial restructuring, deepening reform, poverty alleviation crucial, improving peoples livelihood and other work in the front, for example. Promotion of cadres work hard, aggressive, push development to test the effectiveness of educational work. Township two learn a do learning arrangements specific programme the Party (total) branch: for advance full strictly rule party, according to XX municipal on in city members in the carried out learn Constitution Party rules, and learn series speech, do qualified members learning education implementation programme, and XX municipal organization Department on two learn a do learning arrangements of specific营业部管理守则 对员工实行人性化管理：未上IFC的员工，一月有两个半天的打理资产日，已上IFC的员工，一个月有四个半天的打理资产日（只针对内勤人员）。此日除正常休息时间外，到行政处登记，请假。一天名额为一个，并做好工作交接，IFC前一周不得请假及重要会议和重大事件。以下是对营业部的考核标准，新营业部成立4个月对于考核。运营长的考核标准1：每月营业部（团队）至少完成5个IFC；如低于3个无绩效，4个及以下拿绩效的40%；单独租房营业部，绩效参照执行。(24分)2：及时掌握各场会议的邀约率、转换率，清楚工作计划表的内容及抓好各岗位的职责，提前提醒他（她）们做好准备；(4分)3：对内对外协调沟通，以传播财商为己任；(4分)4: 运营长每天的工作安排计划清晰，提前一周做好第二周的工作计划，提前一天安排第二天的工作，同时检查六大矩阵的工作计划；(8分)5: 运营长每月要参与4次会务工作(IBS的会务算2次会务工作)；(4分)6: 每月IBS、IFC课程开班到场，协调解决学员及会员的进入课堂前的问题；(8分)7: 按时完成每周的工作计划，周一早上8：45分开营运会议；(8分)8: 每月组织评选优秀员工与义工共2名；(4分)9: 尽量多和会员沟通并提示会员风险,IBS,IFC提前1周追单，IBS、IFC前一天必到职场，邀约及分组；(8分)10:发现并培养新营业部的运营长，督促各岗位参加内训；(8分)11：态度、敬业、团队协作（20分）注：参照“态度、敬业、团队协作”打分表。销售考核标准1：确保当月营业部销售计划保质保量完成；(28分)2：总结财富专员及财富经理的工作职责，招募、搭建销售团队及新增财富专员，2个月至少增加1名财富专员或义工，半年流失率不超过50%，营业部每月最少完成20个ITF,8个IBS、5个IFC；(8分)3：开拓市场：制定市场计划与目标、定位方向细则与规划(12分)；（达成率100%-10分，80%-8分，60%-0分）4：负责销售培训；(16分)1 多点循环销售。(4分)2 1、2、5分钟培训。(4分)3 邀约话术（1-12点）（培训）。(4分)4 客户邀约流程。(4分)A、客户来源 E、了解情况B、筛选客户 F、活动邀约C、电话邀约 G、客户回访 D、初次面谈 H、后续追踪5：发现并培养新营业部的运营长；(8分)6：掌握财富专员对学员各个阶段的学习及实操并及时与运营长沟通；(8分)7：态度、敬业、团队协作（20分）注：参照“态度、敬业、团队协作”打分表。教育的考核标准1：参与每期新增的IFC学员第一次工作坊，关定心态和纪律；随时不定期了解学员心态及实操存在的问题，提示风险；(8分)2：随时总结实操案例并对员工进行培训，发现和培训分享人，组织各种题材的沙龙（如IBS白金沙龙、IBS踩盘活动、IFC增值服务）；(16分)3：对新员工的岗前、岗中及各岗位职责的培训；（6.4分）4：ITF转换率为20%，IBS转换率为50%。(12.8分)5：做好ITF讲师、现金流讲师、ITF及IBS组长与创业说明会及讲师培训；(6.4分)6：培训踩盘组长与点评老师并做好总结；(8分)7: ITF白金课程及路演；(8分)8：早会上对优秀员工与义工每周选一例做杀猪配置；(8分)9:态度、敬业、团队协作（20分）注：参照“态度、敬业、团队协作”打分表。行政的考核标准1：负责员工考勤（含义工，参加会务工作4次，早会准请事假2次，内训必须全部参加），并在月底将出勤情况告知给运营长；(16分)2：监督营业部卫生，并安排好值日表；(8分)3：负责配合子公司把日常办公用品的管理工作做好（打印纸张与各类表格的完善、话机充费等）；(12分)4：上传下达子公司与营业部的各类文件并电话告知；(12分)5：员工与义工会务工作量的考核；(4分)6：所有办公用品的购买、维护；(8分)7：一个月数据的错误率不能超过二次，如果发生，一次警告，二次扣除20%绩效，推迟一月发工资。如连续三个月有误，直接辞退。(4分)8：内训所有会务由行政管，每个营业部行政有1天前台接待（陌生人的沟通询问）；(16分)9：态度、敬业、团队协作（20分）注：参照“态度、敬业、团队协作”打分表。10.签署保密协议。财务的考核标准1：由财务整理ITF、IBS、IFC绩效，详细记录好IBS、IFC的交费明细，一一对应并核实清晰。（核实身份证名字与登记名字是否一致，列出现金交费与储蓄卡、信用卡交费明细）；(24分)2: 每周与子公司财务核对一次各种会务的交费情况；(4分)3: 每场会务后与次日中午12：00之前整理好各项开支明细，每场沙龙后两小时内计算出财富专员百分之三十的绩效，并及时领回发放；(12分)4: IBS会议结束后2天内核算出收支明细；(12分)5: 在每月10号前对员工工资及奖金与提成标准核实清晰并上报运营长；(20分)6： 一个月数据的错误率不能超过二次；(8分)7.：态度、敬业、团队协作（20分）注：参照“态度、敬业、团队协作”打分表。客服的考核标准（一）售前(32分)：1：统计财富专员与员工邀约的人名单、背景并分组，（组长要求男女搭配，老少搭配，IBS、IFC搭配）提前两天时间告知财富专员有沙龙做好准备邀约客户；(4分)2：各种会议前一天发短信通知客户并要认识客户；(4分)3：统计邀约率、到场率、转换率（成交率）并汇报给运营长及销售总监和子公司客服；(4分)4：要求邀约人在24小时内回访（如没有邀约人就客服回访）、回访情况汇报销售总监、运营长；(4分)5：保存并记录好客户的各种档案资料（邀约资料）；(4分)6：在会议开始后2小时内录入客户签到资料、并把各营业部的客户资料分发到各营业部；(12分)（二）售后(48分)： 1:保存并记录好客户档案资料包括，重点是邀约人和时间(4分)：A：财商提升沙龙B：现金流沙龙C：创业说明会的签到表D： IBS案例沙龙，IBS第一天晚上讲金朝阳由来的签到表E：IBS学员的签到表F：IFC学员的档案资料2：IBS前一个星期收集好名单：包含五种类型(4分)：A：已经全款IBS的人员B： IBS或IFC交过定金的C ：ITF直接上IBS的D ：IBS复训的：1年以下的营业部IBS新旧比1:1，1年以上的营业部IBS新旧比3:1，并且让填写IBS复训申请表及承诺表，并交于子公司行政统一管理；E ：IFC全款的F： 通知财富专员上报将要上课的IBS人员名单将上述名字电话及资料等做好准备并提前分别告知。3：整理出曾参加过ITF、现金流游戏人员名单通知财富专员并通知观念好的直接上IBS课程（无财富专员的由客服通知）；(4分)4：通知ITF、现金流、创业说明会及新人在IBS的第一天晚上前来参加IBS开放沙龙通知员工邀约新人到场（金朝阳的由来、价值与未来的发展趋势），并统一报给客服，客服统一发短信；（4分）5：对新IFC学员建档签署会员申请表及免责申请书（共三份，自留一份交子公司），核实学员身份证姓名与报名完款时一致，并电话逐一核对。；(4分)6：在IFC开课前一周收集好（上课）学员名单并通知前来公司报名完款（收据、婚姻证明、1寸照/张、身份证）；(4分)A ：IFC全款B ：IFC定金C ：ITF直接上IFC的D ：场外直接上IFC的E ：通知财富专员未报IFC的名单7：邀约新人在IFC第一周末的第一天晚上参加金朝阳致富的科学分享及IFC第三周末的第一天晚上参加金朝阳的由来沙龙分享，参加毕业分享；(4分)8：客服要统计好每个月ITF、IBS、IFC的成绩与成果量并用表格形式做好。每月客服要统计好IBS、IFC的邀约人及成交率的表格情况交给运营长（注：参照陈莉营业部做法）；(4分)9：对于证券周末的IFC插班生客服要及时的关定心态（专人电话沟通如：*，明天的课程非常有价值，但您第一次可能会比较晕，但没关系，只要你跟着课程走，一定会有很大收获）；(4分)10：对客户资产分类交给资产打理团队服务；(4分)11：一个月数据的错误率不能超过二次；参照行政(4分)12：录入签到表；(4分)13：态度、敬业、团队协作（20分）注：参照“态度、敬业、团队协作”打分表。14、签署保密协议财富专员：1：试用期（7天考察期无薪）为期3个月1200元月，3个月以后1500元/月，要求每天10个电话，新增有效人员名单1个。同时2访，每天填写工作日志并由销售总监不定时抽查.表格由子公司打印，营业 自考；(32分)2：第一个月三个ITF或一个IBS，二、三月邀约ITF七个或IBS两个或IFC一个为合格。三个月以后每月3个IBS，IFC算一个。如一个月完成三个月，直接晋升为高级财富经理；(20分)3：会讲10个金朝阳的故事（案例）；(16分)4：会讲金朝阳的由来、文化、使命、目标、理念、架构及发展趋势；(12分)5：态度、敬业、团队协作（20分）注：参照“态度、敬业、团队协作”打分表。奖励方案：1：优秀的员工、义工若需要资金提升信用子公司和营业部可支持100万，费用自理，只限15天。信用70%放在营业部，用于助人基金放三个月；2：买房、买车：方案须经过团队PK后方可支持60万使用40天；3：旅游奖励方案：营业部每半年可以奖励一名员工进行免费旅游并可带家属1人免费；4：优秀员工的资产配置优先PK；5：优先派到其他省份学习，推荐培养成刀手、点评老师和IBS、IFC讲师、当IFC的猪；考核员工与义工的奉献方案1：每个月早会可请假两次（九点四十必须到岗）2：根据每个月课程计划表来列出来会务人员的工作量（每个月最少四次）3：员工必须参加各种培训（主持、会务、讲师、组长）及其它子公司培训，参加过IBS工作的员工与义工可记两次会务工作量；注：会务包括：除讲师以外所有岗位，由会务总监培训会务的各个岗位4：IFC助教必须通过子公司各营业部推荐方能参加助教挑选（本细则试运行三个月，3月1日正式试营运行，解释权归营业部和子公司，营业部有建议权）在人力资源部总经理的领导下，负责集团招聘、人事档案、培训、员工职业生涯规划、企业文化建设等的日常管理工作，协助总经理做好人力资源的选聘、开发和利用，满足企业发展对各级人才的需要。development of problem, insisted liberation thought, and times, set on new development concept of consciously confidence, do advocate innovation, and focused on coordination, and advocate green, and thick plant open, and advance shared. For in economic development new normal Shang of awareness errors, deep awareness economic development new normal of objective inevitability, prevent one-sidedness, and simplistic, cannot to whether on himself favourable to judge new normal bad; cannot put new normal as a basket, what are to in loaded; cannot put new normal as haven, put work bad do, and didnt dry good of reasons are due Yu new normal, for not officer, and not development find excuses. Actively promote the supply side of structural reforms and implement the CPC Central Committee defined five pillars of policy and five priorities, implementation of the Central Government, provincial party Committee and the major decisions and arrangements of the party support accelerated development of XX XX, a good grasp of Fujian construction of free trade zone area XX XX block major historical opportunity. (4) lead to overcome difficulty, dare to play. Dare not sword, before major problems before dare not afraid to come forward for difficulties, crises, mistakes afraid to take responsibility, before the evil struggle before asking Problems, strengthen the sense of responsibility, to take charge. Dont want to under the new situation, not as good as issues, enhance vigor, growing new skills, new, do dry dry dry active, do we want to do good, and enthusiasm to take Shi Liuyin, grasping the iron mark implementation, promoter of reform and development, and a doer. Insist on seekingprogramme, and XX city learning education implementation programme spirit and town party implementation programme requirements, according to distinguish level, and has targeted solution problem of requirements, ensure learning education made effectiveness, Promotion of all party members and consciously respect the party Constitution, abide by party rules, armed with XI series of important speech by General Secretary head, guide, and promote the work, be qualified party members and learning arrangements are hereby makes the following specific programmes. Learning requirements, on all party members to study the party Constitution and party rules and unify the XI series of important speech, General Secretary, speech learning series to deepen understanding of the Constitution Party rules, Constitution Party rules in the deep insight series address the basic spirit and practical requirements. 1, Constitution Party rules learning of the party Constitution, a deep understanding of the partys nature, purpose, guiding principles, goals, organization, good style, grasp conditions, rights and obligations of party members, bearing in mind that oath, clear qualified party member criteria and conditions. Learning the code of self-discipline of the CPC, the CPCs disciplinary regulations, the Chinese Communist Party Member Rights Ordinance and so on, mastering self-discipline standards of four must, the four upholdings, mastering various types of disciplinary offence and punishment provisions. 2, and learning series speech to XI General Secretary series important speech reading (2016 version) and out poverty work to dream into really-XI comrade in XX work during advocate practice line immediately on do documentary and XI General Secretary on immediately on do important discusses, for basic textbook, learning understand XI General Secretary series important speech of basic spirit, learning understand Central ruling acting political new concept new thought new strategy of basic content, learning understand XI General Secretary on Fujian, and A series of important instructions of the XX and XX of im