《金融行业自我评价范文【通用三篇】》

金融行业自我评价范文（通用3篇）

金融行业自我评价范文 篇1

years, in the correct leadership of party committees and administrative and global under the concern and support of various departments, we earnestly implement the provincial company, the city bureau of work requirements, to speed up the development as the main line, with "growth, efficiency" as the center, vigorously promote the postal financial business growth mode transformation, seriously do a good job in financial business development such as and achieved some results. Here is the summary:

One, the main business indicator completes the situation

(a) balance scale continuous growth, structural adjustment produced results by years at the end of November, in the postal agency financial savings balance scale up to 24.635 billion yuan, more than net increase of 3.149 billion yuan, at the end of the current balance of 3.224 billion dollars, than net increase of 501 million yuan, at the end of living than flat compared with last year. Reached 1.591 billion yuan, city bureau agent financial business scale than net increase of 307 million yuan, at the end of the current balance of 460 million dollars, than net increase of 109 million yuan, end of metro live than reached 29%, than at the end of last year increased by 2%.

(2) the financial revenue growth in the November 1 - realized total postal agency financial revenue of 280.4267 million yuan, 109.82% of the plan is completed, up 41.13% from a year earlier, the province first. Among them, the 110.5% of the total annual plan for the company's financial services in the january-november period was 43.14 percent from the same period last year, the first in the city.

(3) the monthly drop in interest costs by developing demand, develop intermediary business, reduce long-term deposits in 235, has maintained a good downward trend in the servicing costs, servicing costs, from 3.1% in January 09 monthly decline, of servicing costs by 1.96% in November, the year fell by 1.14%. The cost of paying for the market fell from 2.72 per cent in January 20xx to 1.73 per cent in November, down 0.99 percentage points from the start of the year.

(4) the completion of key marketing projects

As of November, the total area insurance business was 12.43 billion yuan, up 37.45 percent from the same period last year, the largest in the province. The postal agent insurance is 987 million yuan, accounting for 79 percent of the total premium. From the development of the whole area, the total sales amount of the outstanding postal bank in the development of the insurance business in the whole district is 285 million yuan. With the promotion of the insurance training camp in the early stage, the city's insurance business was completed in November with a total of 5.32 million yuan, and the development of the insurance business in the city was fully launched.

As of November, the total area fund, wealth management and government bonds sold 525 million yuan, of which 269 million yuan was sold, accounting for 51 percent of the total sales. National debt is unique among this year's financial management products, is a highlight of this year, the district mail silver accumulative total sales of 403 million yuan, accounting for funds, financial management, national debt up to 77% of total sales. The postal service sold 22.5 million yuan, or 55.7 percent.

At the end of November, the period of fixed deposit pressure of the two years (inclusive) of the two years (inclusive) of the total area of the region was 27.23 billion yuan, down 554 million yuan for the whole year. The total balance of the two years (including) in the district is 8.2%.

As of November, the total area of nantong district increased by 4,318, and the balance was 11096.98 million, and the card activation rate was 84.76%. Among them, there were 2,834 posts in the postal service, 553 of the city's postal service, and the number of posts reached at the beginning of the year.

As of October 31, the green card village 349 green card village was built, and 70.2 percent of the completed plan was 87.11 percent of the 311 completed programs.

Second, the main work completes the implementation situation

(1) to promote the expansion of the regional agent financial business in terms of inter-annual competition. Earlier this year, the district mail silver fusion linkage, actively carry out the maximal competition and competition activities, geographically, full launch, has obtained two competitions. At the end of march in the financial business the maximal competition during the cumulative net. 56 one hundred million yuan, net increase ranked the first, the current balance of net gain of $1.157 billion. The insurance business has sold 10009.6 million yuan during the annual competition, a 32% increase over the same period last year, and the insurance business is the no.1 in the province. In 1 to 2 months of this year at the same time in the activities, the overall developing savings business, carry on the past years post office development spirit of "four thousand", in the game the cumulative net one-year next time deposit of 4.583 billion yuan, for the whole financial business development has laid a good foundation for this year. In the competition earlier this year, the measures were implemented, organized and highlighted. Metro YingYeJu launch a full strength, actively carry out "walk thousands of thousands of households" activities, through a "fu" "couplet" to the home, continuously expand new ChuYuan, urban competition of the maximal net increase of 396 million yuan, the cumulative balance of urban exceeding RMB 2 billion, changed the past stagnated for many years the city post office development situation; Rugao bureau has made full use of the function of the postal service of love, and has been fully mobilized and promoted by the door-to-door, which has been the first to break the 6 billion yuan on February 9. Tongzhou plan contest work seriously, through the use of a variety of media publicity of post office business, joint company to carry out the "buy insurance to send mobile phones" promotional activities, such as mail silver development hand in hand, the global weighted total balance is 946 million yuan, the total financial business as the only complete the city bureau of competition of the maximal weighted total balance to index of the unit; Some agency through the insurance business and personal salary commensurate evaluation and increase the propaganda, the authority personnel linked to network assessment measures, such as the maximal accumulative total sales of insurance, 206.0121 million yuan during the race. Was held on October 27, mail silver on both sides of the maximal 09-10 years competition mobilization meeting, the deployment to a new round of competition, sets out a new way to the nantong area, the maximal competition and the current matching scheme, has been clear about the season financial business development goals, to the maximal competition in the postal net increase of 4.7 billion yuan, the total balance to a net gain of $5.3 billion.

(2) we will focus on the business structure, and actively promote the "integrated linkage, transformation and efficiency" competition. In 09 - October 4 basic financial business linkage transformation, increase efficiency "fusion" competition, wealth management with current class (including insurance) as the basic goal, the payroll, shang hui green, green card, card, cartoon, settlement, POS, 235 deposit to reduce, post office message, business as a 10 key marketing project. Competition, financial business bureau daily reporting agencies competition schedule, summarizes the experiences of the promotion of competition, and case in time, stick to coordinate monthly bank held "fusion linkage transformation, increase efficiency" in the competition, advance will contest work made phased achievements. At the time of the competition, the municipal bureau of postal services increased 78,714 million yuan in demand balance and won the foundation of the competition. The total postal pressure reduction of the postal service in the district was $149 million over two years, and the business structure was gradually improved to effectively reduce the cost of paying interest. The whole district company's business is full of the business balance of the postal agent company which reaches more than 10% of the total balance of the postal bank. At the same time, in order to promote mail silver to pay special attention to the basic financial business and credit, the company's business, such as bank of new business development, mail silver both sides since August 31 October 1 solstice has carried out in six key business development as the goal of project activities, activities promote the key business development, also has realized the mail silver more integrated and coordinated development. Tournament campaigns to promote the project, we according to actual situation, formulate measures the delivery personnel in the development of credit business, and mobilization to decorate, held a meeting in the downtown and the delivery team one by one, organized and stable cross and training. During the competition, the whole district postal development credit business was 8534.10,000 yuan, accounting for 21 percent of the total number of posts, reaching the target requirements of the competition.

(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2

掘历中的自我评价在求职中起到了很重要的作用，如果你想获得金融行业的工作，那么一定要写好简历中的自我评价。下面小编给大家分享一些简历自我评价范文，希望能够给大家一些帮助。

金融行业简历自我评价

从一个青涩的'少年到成熟的青年，在大学的这三年是我人生的又一起点。三年的校园生涯和社会实践生活使我不断的对事物进行反思，不断的充实自己，一直都认为人应该是活到老学到老的我现在对学习新事物的欲望空前的强烈。

爱好广泛的我喜欢旅游，逛街，读书，音乐，体育及所有集体活动，团队精神好。在每年的本系篮球比赛中帮助本班取得连续3年的前3名的优异成绩。

我对生活乐观，上进心强，对与喜爱的工作时常会忘我，责任心太强，事事都想做到更好。我爱我所有的朋友，同学与老师，我相信世界上还是好心人多，问题只在与我们是不是愿意释放我们的爱心。

揩要走上工作岗位，我会坚持不懈地学习，体味生活，让我成为一个有才之人，对家庭及社会做出最大的贡献。

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.

3, to make a business network: the bank is the main battleground of the financing business, and the financing is still mainly financed by Banks. The association, the pawnbroker and the guarantee company are the important sources of the financing business; Network promotion is good for building brands. A significant portion of the business comes from the web.

Planning is the key, the key to success. Always insist on planning for first, grasp strategic planning, finance planning, marketing planning, network planning, provide first-class planning for the customer.

Don't relax. Deep inside the enterprise, deep investigation, good relationship with the project leader; Select high quality project, promote project planning and all-directional marketing.

Primary performance:

1, the guarantee company: responsible for the form of a guarantee company and guarantee business management, guarantee the system of the company and the business process, lead the business personnel guarantee market, cooperation with the Banks, and with the industry association, the provincial entrepreneurs association, the provincial association of private entrepreneurs and other established cooperation relations, formed extensive business network, to guarantee the development of the company laid a solid foundation. The creative establishment of the foreclosure and temporary bridge loans made tribute to the company's early earnings.

2, association work, training staff, opened financial website, one thousand ways to carry out business, actively promotion association, provide investment consulting and financing advisory services for the member. The whole process of the "olive industrialization" scheme, has achieved better results. Actively participate in the meeting organization of the provincial financial exposition.

Start-up investment management company: establish a venture capital management company and act as a corporate representative. When there is no money, no brand and market under the condition of low earlier, planning a provincial investment promotion conference and exhibition center, equity financing market, carry out land transfer trading intermediary business, although there is no significant results, but for the precious experience.

4, "financing" site: explore new models of financing site planning "financing" website, website model and solution gradually forming, rushes out a new road for development financing work. This is an opportunity to launch a series of industry or product online marketing programs, laying a solid foundation for the development of 20xx.

Next year's work:

Make the "financing treasure" development and operation. Strive for "financing treasure" as the main source of revenue;

Develop online marketing software as a new source of profit;

3, the project financing to focus and improve the success rate;

To expand the business of attracting investment from the government, and to attract investment from all sides of the government, especially to guarantee the company and fund as a breakthrough in attracting investment.

Plan and plan for training. Set up "business plan book planning and financing combat training.

Four, the problem that exists:

The economic benefits are not good. Early investment and low output.

There is a lot to do, but it is often thankless.

The hot spot change quickly, the cash flow is not formed.

Scratch a project, or grab the money? Just grab one and get out of control.

20xx is gone. Looking back on the past year, I have a lot to say. 20xx is an unusual and extraordinary year for the Chinese people. 20 years, under the guidance of scientific concept of development, in President hu himself serious challenges such as fighting the international financial crisis, adhere to the good faith for this, adhere to business innovation as the center, adhere to grasp website work not lax, often stick to make financial friends "four insists" principle, has achieved high grades.

Looking to 20 years of work, I will still continue to like 20 years of work, perseverance, positive enterprising, in her own job play their biggest ability, perfect the superior sent to my task and my own duty, this is responsibility, I believe that I am able to do a good job!