SALES MANAGEMENT OF BANKING SERVICES: A PROJECT APPROACH

Abstract

In modern conditions, when the banking sector was under threat of stagnation due to serious sanctions restrictions, commercial banks began to work more actively with the involvement of individuals and legal entities for current operations. It is worth noting that the process of selling banking services for many credit institutions remains traditional, and digital services are slowly developing, which is a problem in conditions of high-speed development of digital banking services of large federal banks.

The object of the study is the process of selling banking services, and the subject of the study is project tools for analyzing the process of selling banking services.

At the moment, project management, according to the authors, is at a new stage of development. This was due to the transition to a process approach in management, as well as related matrix and network organizational structures. The project approach is increasingly used in the field of management in business structures and credit institutions, which allows us to develop new methods and technologies to improve business process management. During the research, the following project tools were used: Gantt chart, register and matrix of stakeholders, guide interviews, problem tree, grouping of hypotheses about the existence of problems.

The practical significance of the work is determined by the formed proposals for improving sales management in credit institutions.