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Fiche 9 DSAC

Rara Mag

Created on December 18, 2023

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Transcript

Fiche 9 : Action commerciale DSAC

Start

Sommaire

Présentation de la banque et de l’agence

Mission confiée

Déroulement de la mission

Conclusion

01

Mardi: 09h–13h, 14h–18h

Mon agence

Mercredi: 09h–13h, 14h–18h

Jeudi: 10h–13h , 14h –18h

Vendredi: 09h–13h 14h–18h

Samedi: 09h–13h, 14h 17h

Organigramme

Directeur agence

Conseiller particulier

Conseiller patrimonial

Conseiller particulier

Conseiller particulier

Conseiller professionel

Alternantes

Moi

SWOT

Weaknesses

Strengths

Salle d'attente trop petite

Bonne organisation Bonne emplacement

Threats

Opportunities

Présence de fortes concurrences

Ecole à proximitée Axe de transport important

02

Sujet traitées Montée en gamme de carte

Date de réalisation12/12/23 - 16/12/23

Visa Bred & Moi caractéristiques :

Cartes Visa Bred & Moi :

- Cartes standard de la BRED et personnalisable. - Plafond de paiement : standard par période de 30 jours glissants :2300 €. - Plafond de retrait : 1500 € / 600 € max à l'international. - P3F de 150 à 900 € . - Divers assistances et assurances. - Tarification 58 € annuel

Visa Premier caractéristiques :

Carte Visa Premier :

- Cartes prémium de la BRED. - Plafond de paiement par période de 30 jours glissants 3 800 €. - Plafond de retrait : 3800 € / 1500 € maximum à l'international. - P3F de 150 à 1900 €. - Divers assistances et assurances. - Tarification 138 € annuel.

Enjeux et Objectifs

Enjeux.

Objectifs.

Augmenter le PNB de l'agence. Prendre confiance en moi. Promouvoir une nouvelle offre.

Augmenter le PNB de l'agence. Proposer un maximum de cartes bancaires. Qualitatif : Acquisition de réflexe commercial.

Outils à disposition

À prendre en compte

Ordinateur. Téléphone. Logiciel Vision. Fichier Excel.

Carte déjà acquise par le client. Note Bale .

Ciblages clients

24

Total

12

Entre 19 et 30 ans

12

Entre 30 et 45 ans

Arguments

Tarification

Assurances et assitances

Personnalisation et service.

P3F

Plafond de paiement et de retrait.

VS

- Mise en place de la souscription de la nouvelle carte.

- Mise en place mails relances.

+ INFO

+ INFO

Exemple mails relances :

+ INFO

+ INFO

Bilan

Conclusion Clients.

Dispose d'assurances, assistances pouvant ainsi assurer sa sécurité. Augmentation du plafond de paiements.

Clients rassurés et accompagnés.

Conclusion Banque

Fidélisation des clients

Augmentation du PNB

Conclusion mon point de vue

Objectif réalisé dans les temps. Expérience enrichissante. Connaissances approfondies des cartes.

Mauvaise argumentation et stress

Merci !

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Threats

Contextualize your topic
  • Plan the structure of your communication.
  • Give it a hierarchy and give visual weight to the main point.
  • Add secondary messages with interactivity.
  • Establish a flow through the content.
  • Measure results.

Opportunities

Contextualize your topic
  • Plan the structure of your communication.
  • Give it a hierarchy and give visual weight to the main point.
  • Add secondary messages with interactivity.
  • Establish a flow through the content.
  • Measure results.

Weaknesses

Contextualize your topic
  • Plan the structure of your communication.
  • Give it a hierarchy and give visual weight to the main point.
  • Add secondary messages with interactivity.
  • Establish a flow through the content.
  • Measure results.

Strengths

Contextualize your topic
  • Plan the structure of your communication.
  • Give it a hierarchy and give visual weight to the main point.
  • Add secondary messages with interactivity.
  • Establish a flow through the content.
  • Measure results.

Threats

Contextualize your topic
  • Plan the structure of your communication.
  • Give it a hierarchy and give visual weight to the main point.
  • Add secondary messages with interactivity.
  • Establish a flow through the content.
  • Measure results.

Got an idea?

Bring it to life with an interactive window

Create a new layer with all the Genially features.

  • Generate experiences with your content.
  • It’s got the Wow effect. Very Wow.
  • Make sure your audience remembers the message.
  • Activate and surprise your audience.

Got an idea?

Bring it to life with an interactive window

Create a new layer with all the Genially features.

  • Generate experiences with your content.
  • It’s got the Wow effect. Very Wow.
  • Make sure your audience remembers the message.
  • Activate and surprise your audience.

Weaknesses

Contextualize your topic
  • Plan the structure of your communication.
  • Give it a hierarchy and give visual weight to the main point.
  • Add secondary messages with interactivity.
  • Establish a flow through the content.
  • Measure results.

Strengths

Contextualize your topic
  • Plan the structure of your communication.
  • Give it a hierarchy and give visual weight to the main point.
  • Add secondary messages with interactivity.
  • Establish a flow through the content.
  • Measure results.

Got an idea?

Bring it to life with an interactive window

Create a new layer with all the Genially features.

  • Generate experiences with your content.
  • It’s got the Wow effect. Very Wow.
  • Make sure your audience remembers the message.
  • Activate and surprise your audience.

Opportunities

Contextualize your topic
  • Plan the structure of your communication.
  • Give it a hierarchy and give visual weight to the main point.
  • Add secondary messages with interactivity.
  • Establish a flow through the content.
  • Measure results.

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!