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论文编号：	15108
作者编号：	2320224095
上传时间：	2024/12/10 14:21:34
中文题目：	HX银行TJ分行对公客户经理绩效考核指标优化研究
英文题目：	Research on Optimization of Performance Appraisal Index for Corporate Customer Managers in TJ Branch of HX Bank
指导老师：	王健友
中文关键字：	商业银行；对公客户经理；绩效考核；关键绩效指标
英文关键字：	Commercial Bank; Corporate Account Manager; Performance Evaluation; Key Performance Indicator
中文摘要：	2023年10月30日至31日，中央金融工作会议在北京召开。会议强调，金融行业犹如国家经济的“生命线”，对于提升国家的核心竞争力具有至关重要的作用。在这样的背景下，我国银行业迫切需要探索如何完善企业治理和运营管理模式，以便在各个业务领域内打造并巩固自身的竞争地位。在此过程中，绩效考核成为HX银行TJ分行经营管理工作核心环节，对该分支机构的运营至关重要。对公客户经理在商业银行中承担着与企业和机构客户直接沟通的职责，这一角色在银行与客户间构建起沟通的桥梁，并作为银行服务与政策执行的关键人员，其工作的成效将直接影响银行与客户能否实现互利共赢。 本研究聚焦于HX银行TJ分行对公客户经理绩效考核指标体系，探究现行绩效考核指标存在的不足及其成因。结合关键绩效指标（KPI）的理论基础与实践经验，对现行的绩效考核指标进行优化，旨在提供具有实际应用价值的指导和建议。在系统整合国内外专家的研究成果之基础上，对现有理论框架进行了整理，并结合关键绩效指标（KPI）相关理论，采用问卷调研方法，对HX银行TJ分行对公客户经理的绩效考核指标现状进行了深入分析，指出当前绩效考核指标设置存在的问题并分析产生问题的原因。文章首先提出要运用Smart原则科学合理地设定关键绩效考核指标；其次提出提出绩效考核指标与战略目标和经营目标紧密结合；第三文章提出运用层次分析方法，合理设置关键绩效指标的权重以及KPI限值；最后提出通过考核实施持续优化KPI，强调KPI考核结果运用。 本文通过探讨绩效考核指标解决的问题，并为HX银行TJ分行针对对公客户经理的绩效考核指标优化提供了具有建设性、可操作性参考建议，建立更科学、合理、有效的绩效考核方案，促进分行对公业务实现高质量发展。
英文摘要：	From October 30 to 31, 2023, the Central Finance Conference was held in Beijing. The conference emphasized that the financial industry is like the "lifeline" of the national economy and plays a crucial role in enhancing the country's core competitiveness. In this context, China's banking industry urgently needs to explore how to improve corporate governance and operation management models in order to build and consolidate its competitive position in various business fields. In this process, performance appraisal has become the core link of the operation and management work of TJ branch of HX Bank and is crucial to the operation of this branch. Corporate account managers in commercial banks bear the responsibility of direct communication with enterprise and institutional customers. This role builds a bridge of communication between banks and customers and serves as a key person for bank services and policy implementation. The effectiveness of their work will directly affect whether banks and customers can achieve mutual benefit and win-win results. This thesis focuses on the performance appraisal index system for corporate account managers of TJ branch of HX Bank and explores the deficiencies and causes of the existing performance appraisal indexes. Combined with the theoretical basis and practical experience of key performance indicators (KPI), the existing performance appraisal indexes are deeply optimized to provide guidance and suggestions with practical application value. Based on the systematic integration of research results of domestic and foreign experts, the existing theoretical framework is sorted out. Combined with the relevant theories of key performance indicators (KPI), the questionnaire survey method is used to conduct an in-depth analysis of the current status of performance appraisal indexes for corporate account managers of TJ sub-branch of HX Bank, and the problems existing in the current setting of performance appraisal indexes and the reasons for analyzing the problems are pointed out. Firstly, the article proposes to set key performance appraisal indexes scientifically and reasonably by using the (Smart) principle; secondly, it is proposed that performance appraisal indexes are closely combined with strategic goals and business goals; thirdly, the article proposes to use the analytic hierarchy process to reasonably set the weights of key performance indicators and KPI limits; finally, it is proposed to continuously optimize KPI and emphasize the application of KPI assessment results. This thesis provides constructive and operable reference suggestions for the optimization of performance appraisal indexes for corporate account managers of TJ branch of HX Bank by discussing the problems solved by performance appraisal indexes, and establishes a more scientific, reasonable and effective performance appraisal scheme to promote the high-quality development of corporate business of the branch.
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