The financial industry can be said to be one of the most topical areas in the country. On the one hand, the financial reform has assumed the important task of blood transfusion for the national economic transformation; on the other hand, the traditional financial industry has experienced some turbulence, not only from the impact of the Internet industry, but also their own operations are full of loopholes, the following I'll share with you how to expand the business of the financial industry salesman, I hope to be able to help you, welcome to read!
First, how to expand business in the financial industry salesman
1, the simplest and most brutal method, directly in the same industry companies to grab customers.
The operation method on the Wise Recruitment listed a number of companies in the industry to do a very good job in the distribution of the situation, for example, there may be 10 P2P companies in the A building, to collect some of these companies leaflets, call and ask for information.
Usually, this time, the salesman will take the initiative to tell us how many afternoons they have a financial salon to attend.
The first thing I'd like to say is that I don't want to be a part of it, but I'd like to hear about it.
The benefits are many:
1) learn their products and techniques;
2) in the process, which is the intention of the customer, basically can be judged;
3) remember that there is an opportunity to exchange contact information with the customer with each other;
4) there is no opportunity for the meeting to end early excuses to flash to the company's downstairs! ......
If you do not want to go to listen to, go to their company downstairs can be, in the first floor of the front desk, there will be people ask so-and-so company how to go, these are their company invited customers.
In such a financial building downstairs to go around, every day will meet potential customers, here to get the customer at least B class, A class is also a lot, but many have been in the company deal. But we are not afraid of being rejected, first squeezed into their purchasing sequence and then say, act as the price of the A side of the millstone chant. Insurance companies often say a word, family asset rationing, eggs can not be put in a basket, for these customers investing in other companies is the same, rationing, risk diversification! Oh, this kind of rhetoric buddy you still light car familiar with it ......
2, the bank consulting financial customers.
When you go to the bank to do business, or something to go to the banks to do business, to do business is not the main purpose, the purpose is to observe, some customers are going to the bank financial manager, they consult the end, you chase out. Generally choose the bank financial customers will be more cautious, or first squeeze into the customer procurement sequence. The customers here are all Class A or Class B customers. In addition, every month on the 10th, 15th, 18th is our customer base of uncles and aunts payday, they are more than 8:00 in the morning in front of the bank queuing up, we do not move?
3, wholesale markets.
Individual owners engaged in wholesale, generally 4:00 a.m. to start working at noon, 2:00 p.m. off. At noon to 2 o'clock this time, a lot of people sitting nothing, take our company promotional pages, generally idle will look at ......
Many people's booths have our business card or phone number or something, and then communicate in the future on the good thing about it. This type of customer acceptance is still quite fast, do a good job of this channel, the amount of orders should be more than 1-2 times it, and we know what the customer is doing, where the address ...... These customers are collectively positioned as class B customers.
4, get rid of demolition households.
There are many demolition households in Shanghai, many of them in the neighborhood, if more than one, each with a large amount of demolition money, this time the bank's account managers are piled up to visit those demolition households ...... These people are quite good to deal with, as long as they trust you, they will not back out!
5, call.
If the company issued a phone, from the same industry to get the best customer list. If you want to get your own phone list, the people, 58 to collect some of the boss phone, used car phone can also be collected. The biggest benefit of these customers is that you can know what industry customers are doing, talk to them about their business, customers talk to us about financial management, or go to the parking lot to get the car uncle, so that he can help you get some car phone, get such a phone, positioning is still accurate it.
6, with the insurance of the big mom and big sister cooperation.
There are some masters in the same industry who are good at this, a hit a quasi, see this you happy?
7, keep a close eye on the people who put the life.
Those who put the life of the people quite rich, but take such a customer, not a master don't think, it is best that you know a little Buddhism, otherwise there is no basis for communication. Every big city has a relatively centralized release lot, rivers ah, reservoirs ah, mountains ah, you often run to these places in the weekend, there may be unexpected harvest, play hard to do it ......
8, the city's large-scale housing exhibition.
If there is, you should go out, quickly go to the mansion booth squatting it, perhaps at the meeting to recognize the luxury customers, the local portal, the newspaper has a lot of news in this regard. Such customers generally have some investment friends around, do a good job, very imaginative.
9, if the company supports, do some super activities, community activities.
Blur our sales proposition. For example, we can do a variety of competitions in the community, out of some prizes. Some financial companies have done square dancing, cultural performances and other programs. The approach is simple, the first is a wonderful show, the middle of the product, but the identity of our company is to sponsor the party. The performance on the stage, we are below the search for customers, to understand the needs of customers, the investment needs of the intention of the customers listed out, and finally a phone call, yes, remember to take pictures, the next visit to the customer, we also want to send the customer activity photos, the first to give the customer an unexpected surprise before.
Second, what kind of person is suitable for learning finance gold
Finance is still popular in these years, but if the math and English is not good, if you do not want to seriously study the professional courses, just want to mix the diploma, do not report, because this is the most difficult to learn a category of economics, although the subject is very popular, but not a prestigious school, is not a very good job. It is also not very good to find a job. If you learn to get ahead, it's better to take the actuarial exam.
Suitable for high school students interested in mathematics and English, sensitive to numbers, mathematical and physical calculation ability, strong logical reasoning ability and ability to think and argue, strong adaptability, strong psychological tolerance; strong language and written expression, interpersonal communication, the basic ability to obtain information.
However, many abilities can be cultivated in college, first of all, to be interested in the profession, to follow their own interests and strengths, to find their own positioning; do not blindly follow the trend, rubbing the popularity of filling in. Without interest, learning any subject is painful.
Three, financial personnel need what skills
Junior financial personnel: partial professional, skillful
1. operating system and office software
Many junior financial people on the operating system and the daily office software know little, and do not pay much attention. In fact, proficiency in operating systems and office software can dramatically reduce time spent on work and improve work efficiency. And most companies in the assessment of new employees, the operating system and office software proficiency as a very important indicator. For financial practitioners, there are many professional software and collaboration software is the main platform for daily office work, and now most of the financial work has been IT, information technology, the skilled use of computers is the most basic skills.
2. EXCEL
For people who often deal with numbers, EXCEL can be said to be the most powerful artifacts, there is no one, so it is worth a separate note. Entering the financial industry a few years later, whether you can skillfully use EXCEL work status can be said to have a world of difference. The use of EXCEL is not just to do forms, do statistics, some functions and tabulation on the "black technology" will allow users to see a whole new world. As for the specifics of how to operate, my future articles will be done specifically to explain.
3. English
The importance of this is self-evident. In many areas of finance, it's basically impossible to get anywhere without a good command of English. Almost all banks and investment banks have mandatory English requirements.
4. Financial modeling
Financial modeling is based on the data collected using regression analysis to make a formula that affects the analysis of the data, according to the formula to bring the data can be predicted, such as predicting the price trend. Financial modeling is one of the basic tools of financial analysis.
5. Financial analysis
Financial practitioners based on securities such as market data to analyze, and look at the securities must learn to analyze the financial statements of listed companies. In fact, not only finance, financial and accounting expertise is mandatory for all economic majors. All areas of finance work on a quantitative basis.
6. Banking
An understanding of the liability business, asset business, and intermediate business of banks.
7. Due Diligence
Few people in the non-financial industry understand due diligence. Due diligence refers to the investment, securities and other fields, the enterprise's historical data and documents, management background, market risk, management risk, technology risk and capital risk to do a comprehensive and in-depth review, is the intermediary financial institutions, one of the most important work, most often in the public offering of the company's stock market and corporate acquisitions, as well as the management of the fund.
Senior financial practitioners: managerial and strategic
In addition to the rapid growth in status and remuneration, a major feature of the transition from junior to senior financial practitioners is the shift in skills and competencies from basic and specialized skills to strategic and managerial competencies.
1. Investment
Investment includes a process from fund raising, analysis, trading to final execution. The change in ability from analysis to investment seems to be a simple expansion of the scope and increase in the knowledge system, in fact, the essence of the study from pure academic skills into a process management. Broadly speaking, including capital ability, analytical ability, trading ability, execution ability, management ability, etc. all constitute the basic ability of the trading staff.
2. Investment banking
The scope of investment banking is very broad. It includes corporate finance, mergers and acquisitions, and financial advisory. There is also an understanding of the business process of investment banking, and familiarity with asset valuation, legal and other related skills.
3. Management
Including communication skills, coordination skills, planning and coordination skills, decision-making skills and team management and organizational skills, the mastery of these skills on the future team project has a very big help.
4. Risk control
Due to the convergence of the Internet and the financial industry, the financial industry has produced a number of new forms of financial products, including P2P, which is both a challenge and an opportunity for the financial industry, more and more opportunities in the financial industry, but also more and more important to the financial risk control. At present, the domestic financial industry lacks a large number of financial control professionals. In this regard of learning, the industry will generally take the test FRM (Financial Risk Manager) to get.
5. Valuation
Company valuation is the assessment of the intrinsic value of a company with an eye on the company itself. The intrinsic value of a company is determined by its assets and its profitability, and the logic of company valuation is that "value determines price". The valuation method of listed companies is usually divided into two categories: one is the relative valuation method (such as price-earnings ratio valuation method, price-net valuation method, EV/EBITDA valuation method, etc.); the other is the absolute valuation method (such as the discounted dividend model valuation, discounted free cash flow model valuation, etc.).
6.PE
The legend of private equity, the main investment strategy of private equity investment. At present, the private equity investment industry is broadly divided into eight categories: stock strategy, bond strategy, market neutral, event-driven, macro futures, quantitative arbitrage, portfolio funds, and composite strategies.
7. Corporate Strategy
MBA EMBA and other business management education will be the definition of corporate strategic management as a door on how to develop, implement, evaluate corporate strategy, in order to ensure that business organizations effectively achieve their goals of art and science. It mainly studies the opportunities and risks faced by the enterprise as a whole in terms of its functions and responsibilities, focusing on the comprehensive decision-making issues involved in the enterprise's operation across, for example, marketing, technology, organization, finance and other functional areas. Through the enterprise strategic management, the enterprise at the macro level through analysis, prediction, planning, control and other means to achieve the full use of the enterprise's human, financial, material and other resources, and ultimately to optimize the management, improve economic efficiency.
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