Rebirth: Stockbroker, I have market data

Chapter 355: Bargaining

It’s April, it’s April, it’s April, it’s raining heavily in April.

Xiao Jin was on the phone with Zhao Pingfan, and the content of the call made Zhao Pingfan very embarrassed.

Now that the Shanghai branch was assigned a fund sales task, Zhao Pingfan naturally thought of Xiao Jin, the former fund sales champion. He called Xiao Jin to ask him to share the worries of the branch and take on more fund sales tasks.

However, Xiao Jin refused!

This surprised Zhao Pingfan, but Xiao Jin gave his reason.

The fund sales tasks assigned by the branch are not high, only 500 million yuan, but these funds are all stock funds, and they are all new funds.

According to Xiao Jin's understanding, these stock funds can be listed as soon as the end of May through raising funds and building positions.

However, at that time, the domestic stock market was wailing, and there was still a deep pit.

The characteristic of stock funds is that no matter what the market is, you must buy at least 80% of the stocks. According to this rule, these stock funds are bound to face the risk of being locked up.

Allowing customers to invest in such stock funds is absolutely unacceptable to Xiao Jin.

Evergrande Securities had tried selling funds before, and Xiao Jin was the first to open a record and sold a lot of them. But at that time, Xiao Jin knew that such a fund would definitely make money. However, it was definitely not suitable for sales now. of stock funds.

Xiao Jin told Zhao Pingfan what he thought, but Zhao Pingfan became angry.

"Xiao Jin, are your wings stiff? Do you even want to resist the fund sales tasks assigned by the branch? Could it be that without you, the branch wouldn't be able to complete these tasks?"

Of course Xiao Jin didn't want to annoy Zhao Pingfan, so he continued to talk to him and analyze the future stock market with him.

However, Zhao Pingfan only thought that Xiao Jin was disobeying his "orders" and thought that Xiao Jin was doing well in the Fuxing Middle Road Sales Department. Seeing that the asset situation was close to that of the branch, this kid was so distracted that he didn't even His immediate boss saw it.

In fact, how could Xiao Jin think so? !

His idea is very simple.

Xiao Jin analyzed the customers of his sales department, starting with classification.

The first one is those high-risk, high-asset customer groups. Xiao Jin directly suggested that they engage in margin trading and stock index futures. The direction is of course bearish, so that they can free up their spare funds in their stock accounts.

The second one is those ordinary retail investors. Their capital situation is far from reaching the 50 threshold for opening an account for margin trading and stock index futures. They cannot invest in short-selling products. So the most suitable thing for them is short positions or investing in something with very low risk. Monetary funds or bond funds.

At this time, the sales task of stock funds suddenly appeared, which suddenly disrupted the customer planning of his sales department. This was not good, as it would hurt customers.

"Mr. Zhao, that's not what I meant, I have a new idea!"

"what idea?"

"Mr. Zhao, I would like to know if this stock fund is a cooperation between the fund company and our securities company, and we earn channel fees from their fund company in our company?"

"Well, you can understand this, but there are others."

"Okay, then this is the main income. Of course, after we cooperate with fund companies, we will lay a good foundation for future cooperation. So what I mean is, can we select some funds from these fund companies? How about selling the varieties on a consignment basis?”

"Haha, you are still picky. What do you want to choose?"

"Mr. Zhao, if possible, I would like to ask for some newly issued bond funds from the fund company. Do you think you can tell the superiors about it?"

"Do you think the people above me are tough? You can do it if you say you can?!"

"Haha, Mr. Zhao, let me ask you again, what is the approximate income ratio of stock funds and bond funds? Is 1:3 about right?"

"What do you mean boy?"

"Mr. Zhao, if it is possible, I hope you will fight with me and help us, Fuxing Middle Road Sales Department, to get some bond funds that can be sold on behalf of others. Our branch's fund task is not 500 million, that's it. , you directly give me a share of 1500 million from our Fuxing Middle Road Sales Department, and I promise to sell them all, what do you think?!"

"This..." Zhao Pingfan hesitated. According to his idea, selling stock funds at this time is actually the best period to build a position. He does not think that the market trend will continue to be sluggish, and the decline will not be too large. Adjustments Well, that's normal.

In fact, this fund sales task is an annual task plan that has been formulated long ago. It has been negotiated with the fund company in advance, and the fund company also launched it in a timely manner according to the plan. Their judgment on the market is similar to Zhao Pingfan's, so they thought Take advantage of the bad market conditions and build a position when the stock price is low, wait until the market rises in the future, and then sell it. At least the first three legs can stand, then this fund will be declared established.

"Mr. Zhao, I have read the fund tasks for this issue. There are six funds in total, but they are all stock funds. In fact, these types of funds have the meaning of homogeneity. What to invest in the China Securities Index and what to invest in new energy etc. These directions are not wrong, but...can you give our marketing employees more choices, even adding a bond fund? How about you report it to the above?! After all, there will be many people in the future It’s bullish, but there are also many people who are bearish. They’re all investments, so why are they all put into one basket? Do you think so?!”

Xiao Jin timely brought up the investment metaphor of not putting all your eggs in one basket. This is what people in securities companies say the most, but it is all for investment.

Sometimes investors are still very blind. For example, in the current market conditions and weak market conditions, they can invest in some stocks in the defensive sector of the pharmaceutical industry. But as a result, when the customer account is opened, there are seven or eight stocks in it, all of which are in the defensive sector. It's just a pharmaceutical stock. It's better to buy a pharmaceutical stock directly, and you can also invest in other categories.

Xiao Jin is firmly optimistic about bond funds, and Xiao Jin's opinions are very reasonable. After all, if you only sell one thing, the risk is too great.

"Okay, I will consider your opinion and report it to the superiors. However, I am not sure. Don't have too much hope. You should be well prepared to study how to sell stock funds. This time, you and I were originally going to give you a revival." The task amount for the middle road is 200 million yuan!"

"Haha, Mr. Zhao, please help us communicate again. I guarantee that if you can give me a bond fund, I will sell it for at least 1500 million, which is equivalent to making more money than a 200 million stock fund! "

"Okay, just wait for my news, you brat!"

Zhao Pingfan hung up the phone. Sun Gulan heard the entire call and said from the side: "This Xiao Jin is getting bolder and bolder. He dares to negotiate terms with you!"

Zhao Pingfan didn't say anything immediately. After a long while, he said: "Haha, don't say it. What this guy said makes sense. Forget it, I'll apply for it. Let's just say that the employees of the Shanghai branch are interested in the fund. The enthusiasm for sales is high, and there are many customers who want to buy bond funds and see if the headquarters can quickly negotiate with a fund company."

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