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http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/15653Full metadata record
| ???org.dspace.app.webui.jsptag.ItemTag.dcfield??? | Value | Language |
|---|---|---|
| dc.contributor.advisor | 陳忠仁 | |
| dc.contributor.author | Ching-Wen Chang | en |
| dc.contributor.author | 張競文 | zh_TW |
| dc.date.accessioned | 2021-06-07T17:49:27Z | - |
| dc.date.copyright | 2013-02-16 | |
| dc.date.issued | 2013 | |
| dc.date.submitted | 2013-02-01 | |
| dc.identifier.citation | 1.聯合報 財經版 “退休金存夠了嗎?” – 2008/02/06
2.中華民國勞動基準法第56條 – 勞退金 3.中華民國勞公保退休金 4.主計處/經建會 – 台灣地區65歲以上老年人口比例 5.主計處/經建會 – 民國50年至98年台灣婦女平均生育數 | |
| dc.identifier.uri | http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/15653 | - |
| dc.description.abstract | 於2012初時, 公司希望本人可以提案，讓公司於2013年底業績成長20%的營收。 為了達成業績成長目標，本人先調查保險市場現況，找出未來商機。調查發現，台灣國民正處於少子化，老年化，因此未來退休型商品需求將大幅提升。為確保能搭上市場趨勢，本人重新檢視內部組織 ，商品及銷售團隊，並於本企劃書提出調整計畫。 | zh_TW |
| dc.description.abstract | In 2012, I was given the task of increasing the business’s total revenue by 20% for 2013. In order to achieve this, an investigation of the insurance market was conducted in order to discover future business opportunities. I have discovered that the demand for Retirement Products will increase dramatically in the future due to Taiwan’s aging population and low birth rate. Targeting at the retirement sector, I re-examine my company’s organizational structure, product portfolio and sale team, and here by propose my business plan for future changes. | en |
| dc.description.provenance | Made available in DSpace on 2021-06-07T17:49:27Z (GMT). No. of bitstreams: 1 ntu-102-R99749012-1.pdf: 1151878 bytes, checksum: 3afe195a2dd49389f23330b6b759dbc8 (MD5) Previous issue date: 2013 | en |
| dc.description.tableofcontents | Chinese Abstract i
English Abstract ii Table of Contents iii Lists of Exhibits vi 1. Executive Summary 1 2. Introduction & Background Enterprise 2 2.1 D&P Bank – Taiwan 2 2.2 D&P Cards-Insurance Business Background: Sales Process & Product Strategy 3 2.3 The Hong Kong Insurance Model and Branch Banking & Investment Model 4 2.4 D&P Cards-Insurance: Future Sales Opportunity 5 3. Product & Service 7 3.1 D&P Cards-Insurance Product Portfolio 7 3.2 Customer Service 8 3.3 Tailor-made Total-Solution 10 4. Market Analysis 11 4.1 Taiwan Demographics & Future Trend 11 4.2 Taiwan Retirement Fund 13 4.3 Competitor Analysis 14 5. Marketing Plan 15 5.1 STP – A New Customer Segment 15 5.2 Marketing 4 P’s 16 5.3 Product Development: Endowment (XAS) 17 5.4 XAS – Product Concept 19 5.5 New Product Line 22 5.6 Price 23 5.7 Place 24 5.8 Promotion 24 6. Organization Management 25 6.1 A New Sales Force – Financial Planning Consultant (FPC) 25 6.2 Building the FPC Team 27 6.3 Organization Structure – Before & After 28 7. Conclusion – Execution Calendar 29 | |
| dc.language.iso | en | |
| dc.subject | 退休 | zh_TW |
| dc.subject | 保險 | zh_TW |
| dc.subject | 金融 | zh_TW |
| dc.subject | 財務規劃師 | zh_TW |
| dc.subject | 商業企劃案 | zh_TW |
| dc.subject | retirement | en |
| dc.subject | bank | en |
| dc.subject | Financial Planning Consultant | en |
| dc.subject | insurance | en |
| dc.subject | Business Plan | en |
| dc.title | 商業企劃案-財務規劃師 | zh_TW |
| dc.title | Business Plan - Financial Planning Consultant | en |
| dc.type | Thesis | |
| dc.date.schoolyear | 101-1 | |
| dc.description.degree | 碩士 | |
| dc.contributor.oralexamcommittee | 洪世章,林博文 | |
| dc.subject.keyword | 商業企劃案,財務規劃師,退休,金融,保險, | zh_TW |
| dc.subject.keyword | Business Plan,Financial Planning Consultant,retirement,bank,insurance, | en |
| dc.relation.page | 33 | |
| dc.rights.note | 未授權 | |
| dc.date.accepted | 2013-02-01 | |
| dc.contributor.author-college | 管理學院 | zh_TW |
| dc.contributor.author-dept | 企業管理碩士專班 | zh_TW |
| Appears in Collections: | 管理學院企業管理專班(Global MBA) | |
Files in This Item:
| File | Size | Format | |
|---|---|---|---|
| ntu-102-1.pdf Restricted Access | 1.12 MB | Adobe PDF |
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