金融行业自我评价范文（通用3篇）

　　(3) the theme of the development of postal and silver integration, the coordinated development of postal and silver. This year, we earnestly implement the provincial company, ShengHang mail silver integration requirements for the development of new mechanism, adhere to the regular mail silver to coordinate system, and earnestly do a good job in coordinating communication with the bank many times call the bank and the relevant departments serious organizational learning, the provincial company, ShengHang mail silver fusion development related mechanisms and measures, and cooperative bank revised the nantong area mail silver development new way. In June, we cooperated with the bank to provide the credit card to the whole district postal staff. At the same time, study the implementation of the provincial company, ShengHang income distribution way, to carry out the personnel to do the whole mail silver check of income distribution and income distribution concrete work, corrected in the income distribution have been some wrong practices. Called mail silver both related personnel such as the mail which income distribution meeting, some specific work on income distribution made further clear, and cooperate with the bank of income and distribution work conducted a business training, further standardize income distribution work, promote the fusion, mail silver coordinated development. This year, we enhance cooperation and coordination of bank to achieve the data sharing, adhere to the "six coordination mechanism", "six unity" principle, strengthen the mail silver cooperation, jointly promote the postal financial business development. At the same time, we should strengthen communication with the Banks and properly handle the issues that Banks need to coordinate in a timely manner to ensure the coordinated and steady development of the postal service.

　　(4) to strengthen management as the core, and conscientiously implement the rules of financial management. Is post office bank years after the establishment of independent operation, the first year of agent financial business development task is very heavy. In accordance with the requirements of the municipal bureau, we will cooperate with the bank to handle the management of the financial business at the same time. We adhere to the coordinated bank held once a month, head of the branch to contact post office money management meeting, key points in financial business management reported the existence of the problem and implement corrective actions. To coordinate the measures of the district risk compliance competition, and to do a good job in the research of the business theory of finance business in the whole district. Earnestly implement the rectification of the supervisory work for bank check problems, set up a mail silver allots jointly formulate business files, to ensure that the normal conduct of global business management, business management.

　　Third, the problem that exists in the development of agent financial business

　　1, business structure adjustment, is a tough job, by the end of November in the postal net increase of 501 million yuan, the current net balance though but live than failed to synchronize to ascend, servicing cost is still in the province the first place, a long business structure adjustment.

　　The development of key marketing projects is slow and insufficient. Such as payroll has yet to reach the expected goal, financial products sales lag behind the Banks, shang hui cloth is not high, the quality of the company's business development is still not a breakthrough, and so on.

　　The marketing system is not fully in place, the professional marketing work is still to be strengthened, and the customer managers team is in urgent need of strengthening.

　　Iv. The development of finance business in 20xx

　　General idea is: carefully implement the provincial, city bureau of work requirements, company closely around the "scale, structure" as the center, actively carry out all kinds of competitions, vigorously promote financial business change of the pattern of economic growth, improving the management benefit, to create financial business JiangJu, promoting the development of agent financial business, nice and fast.

　　(1) to make full efforts, to organize and fully launch, to ensure that all tasks completed in the 20xx-10 annual competition are fully completed. Competition work has been fully developed, and the current financial business bureau as a professional business agent financial business development department, we will earnestly the start of the competition and the competition of various kinds of reporting work, timely summary to promote good experience and practices in the competition, regular analysis of progress and results of the competition, and promote the district agent financial business development to a new level, stable and rapid development of financial business agent for the coming year.

　　(2) vigorously develop the insurance financing business, accelerate the construction of the financial department and the financial management team. Insurance financial business is the postal savings to a higher and wider field of important channel, postal savings is an effective way to achieve financial business income continues to grow steadily. It is also an important aspect of the restructuring of postal savings and the efficiency of transformation. The next stage we will continue to increase the analysis of the market, the insurance, financial, and other products sales work earnestly, achieve scale development of financial products. The service target of a full-time account manager is a high-end customer. We will develop and maintain more high-end customer market through service. Full-time customer manager for payroll, insurance, financial management, green cartoon, shang hui, microfinance combined marketing and other kinds of products, the industry customers, group clients, wholesale market customers to focus on marketing, we should try to be in point with surface, expanding high-end customers to the post office business awareness, improve the proportion of high-end customers, provided a basis for continuous and stable development of postal financial business.

　　(3) to use the advantages of the Internet to do large settlement business. Focus on migrant workers, business staff and students, individual enterprises groups, such as publicity and postal savings outlets covering the most popular and convenient green card network in real time to the account, settlement, trade the highest success rate, and no annual fee, account management fees and other advantages, promote the increase of the current user. We will increase the size of the atms, and focus on accelerating the pace of the release of such businesses in large stores, business districts, schools and other places.

　　(4) to the project to promote the development, promote the key marketing project 20 years agent financial business development will have a lot of variables, the structure unreasonable phenomenon is still very prominent in the business. As a result, we will continue to revolve around 20 years "adjusting structure transformation, increase efficiency" for the purpose of all kinds of competitions, the key to promote payroll, shang hui cloth, effective card issuing and effective pressure drop more than two-year deposits, insurance sales projects, such as increasing current balance, reduce service costs, improve the management benefit.

　　(5) do the data analysis and support the development. 20 years we will fully use mail silver sharing information platform, strengthen network on income, savings, business structure, shang hui run special quality, insurance marketing activities such as thematic analysis of the project, help agencies agent financial business data analysis, provide a basis for the establishment of leadership decision-making and management goal, promote the rapid and healthy development of financial business agent.

　　(6) strengthen communication and coordination with Banks and constantly promote the integration of postal and silver exchanges. 20 years we will conscientiously implement the provincial company, ShengHang financial development requirements, to communication and coordination, earnestly with the Banks make the two sides need to coordinate the implement to solve the problem timely, strengthen bilateral liquidation income audit and related settlement work, should be discussed, accelerate the development of financial business together, and make good use of the post office bank brand, strengthen the financial agent business.

金融行业自我评价范文 篇3

　　Work in this way over a year, in the 20 year a year of work, I did it was supposed to do in my own jobs on the biggest effort, a year unremitting work, without any mistakes, also does not have a late arrival, praised by the leaders and colleagues, at the end of the year, I was awarded the "outstanding workers" of the company, this is a great compliment to me a year job. Back in the year, that's how I came here:

　　One, main work practices:

　　1, the thread financing, continue to attack: business development is the key, and financing business is the backbone of my work, through continuous attack, looking for business breakthrough, in the process of financing to make business friends. Whether it is the work of a guarantee company, the work of a society, or an entrepreneurial investment management, it is essential to finance this line.

　　Innovation, innovation is life. 20xx is the year of innovation, the innovation of guarantee, the innovation of the association, the innovation of the venture capital management company, the innovation of the website, the innovation is the main melody of 20xx.