・20店舗を担当。支店長に対する業務指導及び住宅ローン・生保窓販セミナーの講師を務める。
・金融知識及びトレーニングスキルを活用し、窓口販売現場にて顧客のニード喚起セールスを導入。
・お客様起点の新規ローン商品（おまとめローン・リバースモーゲージ）を企画開発に成功。
・行員に外貨建て年金・変額年金・投資信託・住宅ローンのリテールマーケット分野の販売指導。
◆主な実績
・住宅ローン研修及び同行セールスにより販売実績を対前年比100%増(360億円→720億円)を達成。
評価
57
翻訳 / 英語
- 2012/06/19 12:59:37に投稿されました
・Took charge in 20 stores and provided sales training beside being a lecturer of seminars on residential loans and life insurance window sales designed for Branch managers.
・By utilizing financial knowledge and training skills, implemented customer’s need arouse sales in sales windows.
・Succeeded in development of customer focused new loan products（Total loan・Reverse mortgage）
・Instructed staffs retail market knowledge such as foreign pension system, mortgage and investment trusts and variable annuities.
◆Main achievement
・Achieved 100% sales increase(36 billion yen → 72 billion yen) by supporting residential loan seminars and sales activities.
・By utilizing financial knowledge and training skills, implemented customer’s need arouse sales in sales windows.
・Succeeded in development of customer focused new loan products（Total loan・Reverse mortgage）
・Instructed staffs retail market knowledge such as foreign pension system, mortgage and investment trusts and variable annuities.
◆Main achievement
・Achieved 100% sales increase(36 billion yen → 72 billion yen) by supporting residential loan seminars and sales activities.
評価
53
ネイティブ
翻訳 / 英語
- 2012/06/19 16:03:02に投稿されました
- Managed 20 stores. Worked as an instructor to guide store managers on store management, housing loand and life insurance.
- Utilized my financial skill and knowledge to implement stimulated demand selling for OTC sales.
- Successfully planned and developed new loan services based on customer-oriented thinking (Inclusive loan/reverse mortgage).
- Instructed bank employees on sales for foreign currency variable annuity pension, annuity pension, investment trusts and retail marketing on mortgage loan.
Major Accomplishments.
- Achieved 100% sale profit from previous year based on mortgage loan training seminar and accommpanying selling (36 billion yen to 72 billion yen).
- Utilized my financial skill and knowledge to implement stimulated demand selling for OTC sales.
- Successfully planned and developed new loan services based on customer-oriented thinking (Inclusive loan/reverse mortgage).
- Instructed bank employees on sales for foreign currency variable annuity pension, annuity pension, investment trusts and retail marketing on mortgage loan.
Major Accomplishments.
- Achieved 100% sale profit from previous year based on mortgage loan training seminar and accommpanying selling (36 billion yen to 72 billion yen).
