Rebirth: Stockbroker, I have market data
Chapter 204 Fund business is opened
Chapter 204: Fund business is opened
It took Xiao Jin three days to finally get it done. Basically, all the employees of Yingke Electronics Factory had filled in the information. Except for a few people, they said they would make appointments at other times. Xiao Jin had nothing to do with that. We can only tell these people that they will go to the site to open an account in the future, and they can call themselves when the time comes.
Three days later, Xiao Jin returned to the electronics factory with a bunch of shareholder cards and account opening documents. Here, Xiao Jin made a statistics. A total of 520 accounts were opened. Xiao Jin recorded the names, account numbers, and initial passwords of these people. Listed in a table, Tang Xiaohe notified these people to come and collect them.
In addition, Xiao Jin also explained the instructions for linking the stock account to the bank card. Xiao Jin also told Wang Ying about this matter, saying that in the near future, employees from Yingke Electronics Factory would come to Tangzhen Construction Bank to link up with three parties.
Sure enough, Wang Ying said that people have been coming here in the past two days, all from the electronics factory, and she is very busy in the industry.
At this time, the Yinhua fund sales will not be completed for more than a week. The senior employees of the first and second teams have not yet paid out their own pockets to subscribe, but Xiao Jin has asked team members to contact customers for promotion.
Nowadays, the fund sales situation of the branch is not good. Xiao Jin received a notice saying that at 03:30 in the afternoon, Zhao Pingfan was going to have a meeting with all marketing staff. This was to supervise the war.
Xiao Jin rushed to Yingke Electronics again, this time bringing the account opening information of the few remaining electronics factory employees, and this time Xiao Jin printed out a "Fund Subscription Process" document.
In the past few days, Tang Xiaohe and her colleagues have become very familiar with opening accounts at securities companies. They have downloaded the trading software and can check stocks.
Xiao Jin also returned Tang Xiaohe's stock account and bank card that he had used to her. On the bank card, Xiao Jin had deposited 2 yuan for her. This could be regarded as borrowing from her account when he started his own business. Thank you fee".
Although the 2 yuan was really "too little" for Xiao Jin, Xiao Jin knew that no matter how much it was, Tang Xiaohe might not want it.
In fact, even if it was 2 yuan, Tang Xiaohe insisted not to take it. He just borrowed an account. This was a favor between friends.
But Xiao Jin insisted on giving the money to her. Later, Tang Xiaohe thought about it and said:
"Brother Xiao, why don't I use the 2 yuan to buy a fund? You can teach me how to operate it. If I make money in the future, I'll treat you to dinner!"
It was in line with Xiao Jin's wishes, so after some operations, Tang Xiaohe started to subscribe for a stock fund in a certain industry in Yinhua step by step, starting from the transfer of seals, and bought all of it for 2 yuan.
Not only that, Xiao Jin also started to talk to Tang Xiaohe about the basic knowledge of funds and the characteristics of this fund. When Xiao Jin was talking, he spoke very clearly. Originally, he knew the future trend of this fund. .
Tang Xiaohe listened very carefully and took notes in her notebook from time to time. Her colleagues were also attracted by Xiao Jin's "foaming at the mouth" speech.
Xiao Jin tried his best to use his marketing skills in front of the two little girls. It seemed that not buying this fund was like missing out on the biggest investment opportunity in life.
Gradually, seven or eight people gathered around them, all listening to Xiao Jin's speech. When Xiao Jin raised his head, he was shocked, and a new idea was born.
I still found Feng Anhe. Xiao Jin’s idea was very simple. He wanted to hold a special fund promotion meeting at Yingke Electronics Factory, plus a financial management knowledge lecture. The time was set at noon the day after tomorrow. Feng Anhe laughed. I agreed to Xiao Jin's request. After all, it was not working time at noon.
Back at the company, Sun Gulan went downstairs to collect the customer ownership confirmation form as usual, and stopped by the office to ask, who sold funds today?
Fund sales are different from stock account opening. Stock account opening is directly bound to the account manager, while fund sales requires the account manager to proactively report to Sun Gulan and provide the customer's name, fund account number, subscription amount and which fund was subscribed. This is considered to complete fund sales. The quota statistics work has been completed.
As for who the client is, there is no requirement unless the fund you are selling is a client under the name of a certain account manager. This is controversial, but this situation rarely occurs. Even if it does occur, it is handled by Sun Gulan. Statistics and manual calculation of completed fund sales tasks.
Xiao Jin chuckled, stopped Sun Gulan, and reported Tang Xiaohe's name and financial account number.
"Okay, your team has sold a total of 7 funds today, which is still far from 100 million. Work hard. If you develop stock customers well, fund sales cannot fall behind."
"Oh, Sister Sun, who sold the 5 fund you mentioned?"
"It's Du Feifei, the new guy in your team. I heard he bought it himself."
Well, Xiao Jin felt relieved that Du Feifei was quite positive.
After a while, Xiao Jin organized an evening meeting, still following Zhao Pingfan's routine. Whoever achieved good results today would come up and share his experience with everyone.
Amid another round of applause, Du Feifei began to speak. Because the room in the middle room where everyone was located was relatively small, Xiao Jin motioned to her that she did not need to stand up to speak and could just sit there and say it.
Du Feifei started to speak very cautiously. The fund was subscribed with her husband's account, and her family supported her. However, Du Feifei continued:
"If I haven't completed my personal task of 5 yuan by the sales deadline, I will buy all the [-] yuan left in my husband's account into this fund to try to complete the task. After all, if we don't complete the task, The team leader will be dragged down, and I can’t drag down the whole team.”
Good guy, Du Feifei's speech made Xiao Jin sigh, she said it very well.
However, after Du Feifei finished speaking, the pressure came on the other members. You, Du Feifei, have money in your family and support from your husband, but our family is not from Shanghai, and we don’t have family members to give us money. How can we buy it ourselves?I haven't earned 10 yuan in the company yet, how can I buy it? !
Xiao Jin could see everyone's thoughts and spoke out before anyone could express their opinion.
"Everyone, listen to me. I am very grateful to colleagues like Du Feifei. She is thinking about the team and me. I am very touched. Originally, there were some things I didn't want to say, but today, I think I'd better say it to everyone. "
So, Xiao Jin came up with the idea that if the sales task was not completed by the fund sales deadline, he would make up for the gap by himself.
The tense atmosphere will be eliminated immediately!
As we all know, this time the company attaches great importance to fund sales and has to assign tasks to the team, and the tasks are divided into individuals in the form of the first and second teams.
If you don't complete it, first of all, it will be bad for yourself. In addition, it will have a bad impact on Xiao Jin, and everyone will actually feel bad.
Finally, Xiao Jin finally spoke out. He made two points. First, fund sales are bound to continue and are the company's future business development direction.Second, you should make recommendations to your own customers. How can you be sure that customers don’t like the fund product?
Then, Xiao Jin asked another question:
"Who of you thinks you can't sell funds? Come with me to do sales tomorrow!"
......
It took Xiao Jin three days to finally get it done. Basically, all the employees of Yingke Electronics Factory had filled in the information. Except for a few people, they said they would make appointments at other times. Xiao Jin had nothing to do with that. We can only tell these people that they will go to the site to open an account in the future, and they can call themselves when the time comes.
Three days later, Xiao Jin returned to the electronics factory with a bunch of shareholder cards and account opening documents. Here, Xiao Jin made a statistics. A total of 520 accounts were opened. Xiao Jin recorded the names, account numbers, and initial passwords of these people. Listed in a table, Tang Xiaohe notified these people to come and collect them.
In addition, Xiao Jin also explained the instructions for linking the stock account to the bank card. Xiao Jin also told Wang Ying about this matter, saying that in the near future, employees from Yingke Electronics Factory would come to Tangzhen Construction Bank to link up with three parties.
Sure enough, Wang Ying said that people have been coming here in the past two days, all from the electronics factory, and she is very busy in the industry.
At this time, the Yinhua fund sales will not be completed for more than a week. The senior employees of the first and second teams have not yet paid out their own pockets to subscribe, but Xiao Jin has asked team members to contact customers for promotion.
Nowadays, the fund sales situation of the branch is not good. Xiao Jin received a notice saying that at 03:30 in the afternoon, Zhao Pingfan was going to have a meeting with all marketing staff. This was to supervise the war.
Xiao Jin rushed to Yingke Electronics again, this time bringing the account opening information of the few remaining electronics factory employees, and this time Xiao Jin printed out a "Fund Subscription Process" document.
In the past few days, Tang Xiaohe and her colleagues have become very familiar with opening accounts at securities companies. They have downloaded the trading software and can check stocks.
Xiao Jin also returned Tang Xiaohe's stock account and bank card that he had used to her. On the bank card, Xiao Jin had deposited 2 yuan for her. This could be regarded as borrowing from her account when he started his own business. Thank you fee".
Although the 2 yuan was really "too little" for Xiao Jin, Xiao Jin knew that no matter how much it was, Tang Xiaohe might not want it.
In fact, even if it was 2 yuan, Tang Xiaohe insisted not to take it. He just borrowed an account. This was a favor between friends.
But Xiao Jin insisted on giving the money to her. Later, Tang Xiaohe thought about it and said:
"Brother Xiao, why don't I use the 2 yuan to buy a fund? You can teach me how to operate it. If I make money in the future, I'll treat you to dinner!"
It was in line with Xiao Jin's wishes, so after some operations, Tang Xiaohe started to subscribe for a stock fund in a certain industry in Yinhua step by step, starting from the transfer of seals, and bought all of it for 2 yuan.
Not only that, Xiao Jin also started to talk to Tang Xiaohe about the basic knowledge of funds and the characteristics of this fund. When Xiao Jin was talking, he spoke very clearly. Originally, he knew the future trend of this fund. .
Tang Xiaohe listened very carefully and took notes in her notebook from time to time. Her colleagues were also attracted by Xiao Jin's "foaming at the mouth" speech.
Xiao Jin tried his best to use his marketing skills in front of the two little girls. It seemed that not buying this fund was like missing out on the biggest investment opportunity in life.
Gradually, seven or eight people gathered around them, all listening to Xiao Jin's speech. When Xiao Jin raised his head, he was shocked, and a new idea was born.
I still found Feng Anhe. Xiao Jin’s idea was very simple. He wanted to hold a special fund promotion meeting at Yingke Electronics Factory, plus a financial management knowledge lecture. The time was set at noon the day after tomorrow. Feng Anhe laughed. I agreed to Xiao Jin's request. After all, it was not working time at noon.
Back at the company, Sun Gulan went downstairs to collect the customer ownership confirmation form as usual, and stopped by the office to ask, who sold funds today?
Fund sales are different from stock account opening. Stock account opening is directly bound to the account manager, while fund sales requires the account manager to proactively report to Sun Gulan and provide the customer's name, fund account number, subscription amount and which fund was subscribed. This is considered to complete fund sales. The quota statistics work has been completed.
As for who the client is, there is no requirement unless the fund you are selling is a client under the name of a certain account manager. This is controversial, but this situation rarely occurs. Even if it does occur, it is handled by Sun Gulan. Statistics and manual calculation of completed fund sales tasks.
Xiao Jin chuckled, stopped Sun Gulan, and reported Tang Xiaohe's name and financial account number.
"Okay, your team has sold a total of 7 funds today, which is still far from 100 million. Work hard. If you develop stock customers well, fund sales cannot fall behind."
"Oh, Sister Sun, who sold the 5 fund you mentioned?"
"It's Du Feifei, the new guy in your team. I heard he bought it himself."
Well, Xiao Jin felt relieved that Du Feifei was quite positive.
After a while, Xiao Jin organized an evening meeting, still following Zhao Pingfan's routine. Whoever achieved good results today would come up and share his experience with everyone.
Amid another round of applause, Du Feifei began to speak. Because the room in the middle room where everyone was located was relatively small, Xiao Jin motioned to her that she did not need to stand up to speak and could just sit there and say it.
Du Feifei started to speak very cautiously. The fund was subscribed with her husband's account, and her family supported her. However, Du Feifei continued:
"If I haven't completed my personal task of 5 yuan by the sales deadline, I will buy all the [-] yuan left in my husband's account into this fund to try to complete the task. After all, if we don't complete the task, The team leader will be dragged down, and I can’t drag down the whole team.”
Good guy, Du Feifei's speech made Xiao Jin sigh, she said it very well.
However, after Du Feifei finished speaking, the pressure came on the other members. You, Du Feifei, have money in your family and support from your husband, but our family is not from Shanghai, and we don’t have family members to give us money. How can we buy it ourselves?I haven't earned 10 yuan in the company yet, how can I buy it? !
Xiao Jin could see everyone's thoughts and spoke out before anyone could express their opinion.
"Everyone, listen to me. I am very grateful to colleagues like Du Feifei. She is thinking about the team and me. I am very touched. Originally, there were some things I didn't want to say, but today, I think I'd better say it to everyone. "
So, Xiao Jin came up with the idea that if the sales task was not completed by the fund sales deadline, he would make up for the gap by himself.
The tense atmosphere will be eliminated immediately!
As we all know, this time the company attaches great importance to fund sales and has to assign tasks to the team, and the tasks are divided into individuals in the form of the first and second teams.
If you don't complete it, first of all, it will be bad for yourself. In addition, it will have a bad impact on Xiao Jin, and everyone will actually feel bad.
Finally, Xiao Jin finally spoke out. He made two points. First, fund sales are bound to continue and are the company's future business development direction.Second, you should make recommendations to your own customers. How can you be sure that customers don’t like the fund product?
Then, Xiao Jin asked another question:
"Who of you thinks you can't sell funds? Come with me to do sales tomorrow!"
......
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