Marketing on job training (OJT) form

Mentee confirm and sign below Mentor Leader

Week Marketing job process Mentor should do
sign below sign below

W1 W2 W3 W4 W5 W6 W7 W8
Product introduction 1 Teach basic product concept (leasing, invoice, VAT)

1 Introduce leasing process in marketing job in company

2 Introduce credit process overview in company

Share experience the customer name list channel (ex: internet website,
3
association, fair, relationship, APP…etc) to mentee.

Week 1 4 Teach company policy related to customer name list regulation.

Job process overview
introduction Teach mentee establish a excel table to record and manage customer
5
name list.

6 Feedback mentee how to improve collection way better and better.

Teach mentee how to use marketing system , and check mentee

7
authority in system.

Tell mentee weekly telemarketing indicator criteria: at least

1
100calls/week

Explain mentee why a MO need to telemarketing and how important

2
for MO job.

Explain mentee the purpose for telemarketing is making appointment

3
with customer but different from direct sale.

Teach telemarketing skill(ex: what time is better to make a phone to

cusmter, how to start a phone call and talk with customer, how to
introduce comapny product, how to conversation with customer, how
4
to find out customer capital demand, how to react customer question,
how to react customer ask price in beginning…etc) before mentee
start to cold-call.

Week 2~3 Telemarketing

5 Demo how to make telemarketing to customer to mentee.

Listen and review mentee telemarketing skill and feedback what is

error and how to improve after mentee telemarketing in beginning,
6
then every day should review and feedback for mentee daily
telemarketing

Assign mentee repeat practice cyclely to improve telemarketing skill,

7
then revise and feedback skill agiain.

Teach mentee how to face and release preasure whenever customer

8
reject in telephone.
 Mentee confirm and sign below Mentor Leader
Week Marketing job process Mentor should do
sign below sign below

W1 W2 W3 W4 W5 W6 W7 W8

9 Teach mentee how to key in cusmter name list in marketing system.

10 Key in telemarketing customer name record in system/APP.

Tell mentee weekly making appointment with customer indicator

1 criteria: at leats 5 customers/week (Junior); at least 4
customers/week (Senior)
Making appointment
Week 2~3 Teach make appointment with customer successfully by telemarketing
with customer 2
skill to mentee

Demo how to make appointment with customer successfully by

3
telemarketing

Tell mentee weekly visiting customer indicator criteria: at leats 5

1
customers/week

Teach mentee what should prepare before visit customer(ex: road map
2
information, confirm with customer attendance again…etc)

Teach mentee what document and material should collect before visit
3 customer(ex: collection customer information on internet firstly,
company DM sample…etc)

Teach mentee visiting skill before visit customer(ex: how to start to

conversation with customer, how to introduce comapny product, how
to find out customer capital demand, how to react customer question,
4
what to notice in customer environment, should be watach self-safty if
go alone, what to notice for self-gesture, how to react customer ask
Week 4~8 Visting customer
price …etc) before mentee start to cold-call.

Teach business etiquette before visit customer (ex: howt to delieve

5 name card, what should notice in eating ocassion, what shold notice in
car…etc)

6 Emphasize self-descipline to mentee whenever visting customer

Emphasize mentee need to make note for important message from

7
customer whenever visting customer

8 Practice speech skill before mentee go to visit customer alone

9 Encourage mentee ask question to customer on site.

10 Interact and discuss customer condition with mentee after visiting.

 Mentee confirm and sign below Mentor Leader
Week Marketing job process Mentor should do
sign below sign below

W1 W2 W3 W4 W5 W6 W7 W8

Teach mentee skill of collecting documents from customer(ex: remind

1 what situation mentee will face when collect customer docment, what
is the most effective way to collect back…etc)

Teach mentee what kind of necessary documents need to be collected

Collect customer 2
Week 4~8 from customer, and what things need to notice
document
Teach mentee how to response customer not cooperate to provding
3
material and document

Teach mentee key in collecting material and document in marketing

4
system.

1 Teach mentee how to prepare a formal quotation.

2 Train mentee quotation skill and pratice serveral times by mentee self.

3 Teach mentee timing for quotation.

4 Teach mentee IRR, NPV, Spread knowledge.

5 Teach mentee basic skill of how to make quotation structure.

6 Teach mentee basic financial analysis from customer financial report.

Week 4~8 Quotation Guide mentee make a formal quotation report and document to
7 customer indepently, then check, review and feedback how to improve
skill

8 Introduce basic knowledge of customer machine and collateral

9 Guidle mentee use quotation system

Teach mentee negotiation skill with customer, and how to response

10
customer's bargain power

11 Teach mentee how to make self have more bargain power

Monitor mentee quotataion indepently and feedback how to improve

12
skill

Tell mentee consultation indicator standard of MO: at least 4 cases

1
every month after probation.  

Teach mentee how to arrange visiting schedule with credit for credit
2
checking

3 Teach mentee discussion skill between marketing and credit

4 Teach mentee how to support credit to finish the report

Week 4~8 Sending consultation 5 Teach mentee company case authority policy
 Mentee confirm and sign below Mentor Leader
Week Marketing job process Mentor should do
sign below sign below
Week 4~8 Sending consultation W1 W2 W3 W4 W5 W6 W7 W8
6 Teach mentee rating skill

7 Teach mentee discussion skill between marketing and credit

8 Teach mentee how to support credit to finish the report

9 Teach mentee company case authority policy

10 Teach mentee rating skill

Tell mentee what material and document need to have for credit
1
checking

2 Teach mentee how to arrange visiting schedule for credit checking

Remind mentee what material and document should be prepared

3
before credit checking
Week 4~8 Credit checking
Let mentee practice prepare material and document for credit checking
4
indepently, and then monitor, revise and feedback how to improve

Teach mentee what things need to notice when credit checking with
5
customer

6 Teach mentee company credit checking regulation

Tell mentee commencement indicator standard of MO: at least 4 cases

1
every month after probation.  

2 Teach mentee commencement process.

2 Teach mentee contract preparation.

3 Teach mentee skill of how to push customer signing contract

4 Teach mentee how to support CSD to finish the contract

Teach mentee skill of how to make customer disburse capital for

5
assure final disbursement
Commencement &
Week 4~8
Disbursement 6 Teach mentee need to follow up disbusement payment.

Guide mentee need to follow up customer payment within contract

7
term.

8 Teach mentee how to manage documents after commensement.

Teach mentee customer relationship enhancement skill after

9
commensement.

Teach mentee how to extend more customer name list after

10
commensement.
 Mentee confirm and sign below Mentor Leader
Week Marketing job process Mentor should do
sign below sign below

W1 W2 W3 W4 W5 W6 W7 W8

Comment and Signature by Manager

……………………………………………………….
 Mentor guide behavior - Daily care form.
Mentee confirm Mentor sign Leader
Week Mentor guide behavior
and sign below below sign below

Introudce team member, AGD, GD and office enviroment to mentee on first day.
Confirm mentee computer and authorization and stationery on first day.
Tell mentee comapany's attendance regulation.
Interact with mentee about family circumstances, hobby and habit, to have a first-stage
Week 1 knowing each other.
Tell mentee where can have lunch on first day.
Guide mentee how to book conference room in system and hardware in meeting room.
Guide mentee how to book supervisor meeting schedule in outlook.
Guide mentee how to read e-Learning courses.
Guide mentee how to find company policy file which need to read.

Teach Mentee the some basic culture company and discipline in financial industry:
casual dress in working time, present in office on time; keep confidential salary;
Week 2 always say NO with under-table when working with customer…etc.

Teach mentee how to apply leave in system.

Teach Mentee what documents and how to bookcar when visit customer
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 3
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 4
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 5
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 6
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 7
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 8
feedback for mentee's learning stituation in last week.