Rebirth: Stockbroker, I have market data

Chapter 358: Unique service level

In order to prepare for the purchase of bond funds that may be assigned tasks, Xiao Jin is well prepared. Not only has he prepared funds in case the marketing employees cannot reach the sales quota, but also publicity to the marketing employees, as well as to In terms of customer education, Xiao Jin is well prepared.

Finally, the bond fund task was completed. According to the branch's reward policy, for every 200 yuan sold, stock funds will be given 70 yuan, while for bond funds, [-] yuan will be given for every [-] yuan sold. The difference is about three times. However, we Selling products is not just about selling which ones make money, but also considering consumers.

Another reason is that most of the customers in the Fuxing Middle Road Sales Department currently hold short positions, and how to sell funds and how to operate them is also a new field for these customers.

Therefore, many customers came to the sales department to receive guidance from the account manager, who told them how to open a fund company in their account and how to subscribe for funds. For a time, the entire Fuxing Middle Road sales department was bustling with activity.

Seeing such a scene, Xiao Jin was very happy. Finally, it was the time he had waited for.

The sales cycle of Dahua bond funds is three weeks. As long as Xiao Jin sells within these three weeks, all sales tasks of the stock funds that have not been completed before will be counted.

Xiao Jin worked at full capacity, and also asked Li Tao to conduct statistical work on fund sales. He would report once in the morning and afternoon every day. Xiao Jin wanted to understand the sales situation of the sales department.

At the same time, Xiao Jin is also paying attention to the fund sales of the other two business departments, including those of branches.

For this reason, Xiao Jin and Sun Gulan were also in close contact, making phone calls almost every day. Sometimes Sun Gulan became annoyed and said to Xiao Jin: "You can sell your own fund well, why do you always ask about other people's?" !”

Xiao Jin just smiled and said: "Sister Sun, don't I know myself and my enemy? I finally got the bond fund, can I not pay attention to it? Don't worry, the goal I set for myself this time is for the entire Shanghai branch. Top sales! Including branches!"

"Hmph, let's see what you can do! Do you care so much about this unparalleled reputation?!"

"Of course, since you have to do it, you must do your best!"

Xiao Jin seemed to have been given a shot. This bond fund sales task was not Xiao Jin's sudden idea, but a step-by-step plan.

In the past, customers were asked to sell their stocks to clear their positions. One of the reasons was to allow customers to avoid major losses, and this purpose was achieved, preserving the customer strength of Fuxing Zhonglu.

However, if the customer has a short position and does not trade, for the sales department in the short term, there will be no profit.

Those who engage in finance are to make money move. If customers don’t have stocks, they must invest in something, and this type of investment must also make money. In this way, the sales department also makes money, and the employees also make money, to achieve many goals. A winning situation.

The actual results did not disappoint Xiao Jin. Three days after the bond fund assignment was issued, the sales volume of the Fuxing Middle Road Sales Department unexpectedly exceeded 1000 million!

This is an amazing result!

You must know that securities companies have a short history of selling funds on agency basis, and the Fuxing Middle Road Sales Department has an even shorter history of selling funds on agency basis. They do not have such a customer base.

In the past, among the fund sales channels, the most important one was the bank channel. If investors wanted to buy funds, they basically went to banks to buy them. Although securities companies also had agency sales, the variety was smaller than that of banks. In addition, this is also related to the small number of branches of securities companies.

When Xiao Jin worked at the Agricultural Bank of China on Minsheng Road and the Construction Bank on Yushan Road, he knew from the two bank financial managers Fu Chunfang and Wang Xiulian that the monthly fund sales of just one ordinary bank branch easily exceeded 2000. Ten thousand, larger outlets may even exceed [-] million!

Compared with the situation of banks, as a securities company with fewer branches, fund sales are a shortcoming.

There are many reasons for this. First of all, the bank's customer risk preference coverage is very broad. Unlike securities companies, which are mostly high-risk investors, stock customers are rarely interested in currency funds, which are the banks' largest sales. , they pursue more high-risk, high-return varieties.

Another one is trading habits. Stock customers can watch the market every day and keep an eye on the stocks in their hands. If there is any sign of trouble, they can sell or buy immediately. T+1, that is, sell today and make money tomorrow. At the same time, You can also buy new stocks when selling, which is very convenient for trading.

Funds are different. Due to trading rules, the fund price changes every day, and this price is still unknown. That is, the net value of the fund will not be known until the market closes. As for transactions, it is usually T+2 to redeem fund shares. , it will not arrive in your account until two days later, and you cannot use this money for transactions when you redeem your shares.

Various differences make it better to sell funds through securities companies than through banks.

However, what Xiao Jin does is to control customers, or guide customers, so that customers can truly understand what they should do in today's market?Where should I invest?What kind of investment to make.

This is what makes Xiao Jin different. It can be said that no institution, whether it is a bank or a securities company, dares to say that it has strong control over its customers.

When the Fuxing Middle Road Sales Department was established, it was basically based on Xiao Jin’s previous customers. Xiao Jin’s previous customer service was in place, so customers trusted Xiao Jin.

Coupled with the new account manager who came later, under Xiao Jin's repeated training, his thinking was very unified. Li Tao continued to review the market and recommend stocks every day. This undoubtedly made the Fuxing Middle Road Sales Department worthy in the eyes of investors. trust.

Such is the level of service!

It can be said that Xiao Jin's grasp of the market conditions has been effectively conveyed to every customer's ears, and it is becoming more and more accurate, and the cost is not high. In this way, customers are of course willing to follow Xiao Jin to invest and Fuxing Zhonglu Make investments.

However, there are exceptions to everything. How can anything in the world be so perfect?

There were several account managers in the Fuxing Middle Road Sales Department who failed to effectively convey Xiao Jin's information to customers.

There are also account managers who are convinced by Xiao Jin on the surface, but in their hearts they don't think what Xiao Jin says is right. There are several such people, and naturally the clients they guide cannot keep up with Xiao Jin's pace.

This laid certain hidden dangers for the future. From then on, every step was wrong, and every step was wrong!

Finally, two weeks later, the OA mailbox of Evergrande Securities flashed again. News came that Dahua Bond Fund was sold out, and the sales work came to an abrupt end.

The statistics from Li Tao also reached Xiao Jin's side. After two weeks of fund sales, Fuxing Middle Road actually sold 5000 million! !

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