原创力文档- 1、原创力文档（book118）网站文档一经付费（服务费），不意味着购买了该文档的版权，仅供个人/单位学习、研究之用，不得用于商业用途，未经授权，严禁复制、发行、汇编、翻译或者网络传播等，侵权必究。。
- 2、本站所有内容均由合作方或网友上传，本站不对文档的完整性、权威性及其观点立场正确性做任何保证或承诺！文档内容仅供研究参考，付费前请自行鉴别。如您付费，意味着您自己接受本站规则且自行承担风险，本站不退款、不进行额外附加服务；查看《如何避免下载的几个坑》。如果您已付费下载过本站文档，您可以点击 这里二次下载。
- 3、如文档侵犯商业秘密、侵犯著作权、侵犯人身权等，请点击“版权申诉”（推荐），也可以打举报电话：400-050-0827(电话支持时间：9:00-18:30)。
- 4、该文档为VIP文档，如果想要下载，成为VIP会员后，下载免费。
- 5、成为VIP后，下载本文档将扣除1次下载权益。下载后，不支持退款、换文档。如有疑问请联系我们。
- 6、成为VIP后，您将拥有八大权益，权益包括：VIP文档下载权益、阅读免打扰、文档格式转换、高级专利检索、专属身份标志、高级客服、多端互通、版权登记。
- 7、VIP文档为合作方或网友上传，每下载1次， 网站将根据用户上传文档的质量评分、类型等，对文档贡献者给予高额补贴、流量扶持。如果你也想贡献VIP文档。上传文档
查看更多
经典案例-金融产品营销策划书( 25页).doc
浙经院首届金融产品营销技能竞赛
金融产品营销策划书
方案名称： 基金营销策划方案
参赛队负责人： 张旭东
指导老师： 吴庆念
完成日期： 2009-5-16
适用时间： 2009/6/1 -2009/9/1
目 录
概要提示·························································（03）
一、策划目的·····················································（03）
二、营销环境分析·················································（03）
（一）、宏观环境分析·············································（03）
（二）、基金产品SWOT分析········································（04）
1、优势·····················································（04）
2、劣势·····················································（06）
3、威胁·····················································（07）
4、机会·····················································（07）
（三）、竞争企业分析·············································（08）
（四）、企业形象分析·············································（09）
（五）、投资者分析················································（09）
三、市场面临的问题分析·················································（10）
（一）市场风险···················································（10）
（三）流动性风险················································（10）
（四）管理风险··················································（10）
（五）操作或技术风险············································（11）
（七）其他风险··················································（11）
（六）合规性风险·················································（11）
四、市场机会分析························································（11）
五、营销策划达到的目标···········································（11）
六、营销策略·····························································（11）
（一）、产品策略··················································（11）
（二）、渠道策略·················································（14）
（三）、价格策略··················································（15）
（四）、促销策略·························································（16）
七、具体推进方案·························································（17）
(一)、针对不同投资者···········································（17）
（二）、针对企业自身·············
文档评论（0）