How do financial salespeople find customers?

Question 1: The stupidest way for a financial salesperson to find customers is to sweep the streets and engage in phone number marketing. At the advanced level, participate in various activities and conferences to expand your network, and provide good customer service after you have a certain number of customers. Let customers introduce customers

Question 2: How does a salesperson find customers? First, after the salesperson gets off the bus, you must settle down and learn about the local market conditions through the hotel owner or employees. The customers you are looking for will generally be concentrated. In several professional markets or a centralized place, because business generally happens in a row, if it is too scattered, it will definitely be too difficult to do business with customers.

After understanding where the target customers are concentrated, the salesperson will bring relevant product information

and go to sweep the streets in that place, walking from door to door to see which ones are there. The store sells the same or similar products to yours, how famous are the products sold, whether the store is located near a traffic artery, how the goods are stacked, how many merchants come to ask for goods, etc., if after walking around, you will feel That’s it. That facade is suitable for your products, and that strange customer is suitable for becoming your product distributor. After selecting your target customers, the salesperson begins to think about how to negotiate with some unfamiliar customers.

2. Use the existing channels of the group company to visit unfamiliar customers to achieve full resource enjoyment and borrow ships to go overseas. Some large enterprise products already have a certain scale of sales channels in the market, and sales are relatively stable. In order to reduce the business risk of the enterprise, the group company will use its subsidiaries to develop new products. The new products may be in a category with the existing products, but they are still different in terms of industry segmentation, so they have to rebuild the sales team to develop new products. market.

New products and new teams open up new markets. Subsidiaries of large companies can attract investment from existing customer resources. Even if they do not sell new products, they will provide necessary market assistance for new products to enter the market.

3. First locate the target customers in the market, and then conduct investment promotion

Before the salesperson goes to the market to attract investment, the company leaders will usually inform the salesperson of the geographical scope and target customers of the investment, and whether they want to sell. Sexual customers or image customers. When the target requirements are clear, the salesperson will not act blindly and can find customers according to the target direction.

4. Attract investment from precipitated customers and realize the reuse of customer resources.

After many companies have been operating for several years, there will always be some precipitated customers left in the market. What is a precipitated customer, that is, an old customer who once sold the company's products but later gave up due to some reasons. When soliciting investment from pre-existing customers, salespeople must be cautious and keep their word. If you cause harm to a precipitated customer again, not to mention that this customer will not sell your product, even other customers in this market will not accept your product, because the information between customers is connected, even though the customer's business is separate, But one thing that customers have in common is that they hope manufacturers will keep their promises.

Precipitation customers have more or less complaints about the manufacturer. Before visiting, the salesperson must find out the cause of the complaint, whether it is caused by the manufacturer's sales or the customer's failure to meet the company's development requirements.

5. Use the customer resources provided by friends to bring stranger customers closer to you

As the saying goes, "Rely on your parents at home, and rely on your friends when you go out." Salesmen go out to recruit business and often work alone, facing unfamiliar markets and unfamiliar customers. For their own survival and sales performance, they have to make some friends. Maybe they are salesmen in the same field, maybe they are dealers with whom they can talk opportunistically. business. In conversations with these friends, the salesperson may have a general understanding of an unfamiliar market and learn some customer information. By screening this information, he can always find some target customers who are suitable for investment promotion.

6. It is economical and fast to use the Internet to search for target customers to attract investment

Now is an information-developed society, and a lot of customer information can be found on the Internet. This method is both economical and fast. It can also reduce the fatigue of salesmen.

After the salesperson searches for customer information on the Internet, he can make full use of **, MSN, email, phone and other methods to get in touch with the customer

From the project investment income and risks to the market selling points and sales of the product Policies, after-sales services, etc. can be discussed with customers in detail. Only when both parties have the intention to cooperate can they visit.

When visiting customers, the salesperson just needs to be more cautious. After all, the Internet is a virtual world. First of all, it depends on whether the customer has a fixed office space and various business certificates. Secondly, whether it has a relatively fixed marketing team. Finally, it depends on whether the customer has certain financial strength. If the customer does not have a fixed business location and various documents, the salesperson should not sign the contract hastily to avoid being deceived.

There are many wonders in the world. Salesmen work alone in the field and must be more cautious when facing unfamiliar customers to avoid unnecessary losses.

, business elites from all walks of life can discuss with the author***. No matter what method is adopted, it must be effective, be able to find strange customers, negotiate and sign contracts with customers, get back the customer's payment, and sell the product...gt;gt;

Question 3: How does financial sales find customers? 30 points To find rich people, you have to know where there are rich people or who has such resources. Financial management customers of banks, financial management customers of some fund trusts, etc. There are also owners of high-end properties, owners of high-end cars, people from high-end clubs, people who play golf, people from enterprises and institutions, etc. who are looking for such a call sheet or such a person. There are many ways.

Question 4: How to find customers for sales in the financial industry. The financial industry generally targets people with some savings, such as teachers, civil servants, white-collar workers and some big and small bosses. You can try to join the group

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Question 5: How do investment and financial management salespeople find customers? Hello, the effect of online promotion of financial products in non-traditional financial industries is not obvious. The main thing is to start digging through relatives and friends around you, and then try to contact the life circle around you.

Question 6: I am a salesperson in financial investment. Please tell me how to find customers. 30 minutes: phone calls, text messages, meetings, the Internet, street sweeping, anything that allows you to contact people. Help you find customers. Wherever there are people, there will be customers. Come on.

Question 7: How should a salesperson in a small loan company find customers? 10 points 1. Selection of target customer groups

The target customer groups of small loan companies mainly have the following characteristics: customers have production and operation capabilities and loan repayment capabilities, and cannot obtain the required financial services. Groups that fully enjoy financial services. Loan customer positioning mainly includes two parts: loan customer positioning and cooperative unit positioning.

(1) Loan customer positioning

Customer positioning is the choice of service objects by small loan companies. It is also the choice of customers by small loan companies based on their own strengths and weaknesses to meet customer needs. , the process of making customers become your loyal partners. Focusing on middle- and low-income people has always been the business and service orientation advocated and adhered to by microfinance companies. Farmers, herdsmen, individual industrial and commercial households, and small and micro enterprises are all service targets that microfinance companies can choose.

1. Reference conditions for personal loan customers of small loan companies to apply for loans:

(1) Natural persons with full capacity for civil conduct, aged 18-65 (inclusive);

(2) Have legal and valid identity certificates (resident ID card, household register or other valid identity documents) and marriage status certificate, etc.;

(3) Abide by the law and have no Illegal behavior, good credit record and willingness to repay, and no serious default record in the personal credit reporting system of the People's Bank of China;

(4) Have a stable source of income and repay the loan principal and interest in full and on time ability;

(5) Willingness to repay;

(6) The loan has a real purpose, etc.

2. Reference conditions for corporate customers of small loan companies to apply for loans:

(1) Comply with the national industry and industry policies, and do not belong to high pollution, high consumables, or high energy consumption Small and medium-sized enterprises;

(2) The enterprise has been approved and registered by the industrial and commercial administration department, and has passed the annual inspections of the industrial and commercial, taxation, technical supervision bureaus and the People's Bank of China;

(3) Operation period More than 3 years, and have transparent audits and accounting accounts;

(4) The legal representative has good business reputation and professional experience;

(5) Has done a good job in social responsibility

(6) The enterprise has certain competitiveness in the industry;

(7) The shareholder meeting or partners of the enterprise decide to apply for loan guarantee have unanimous opinions;

(8) Special industry production and operations have obtained industry licenses.

(2) Positioning of cooperative units

In addition to directly facing loan customers, small loan companies can also use other platforms to expand their business chains to provide financial services.

2. Main ways of customer selection

(1) Regional selection

(2) Income structure selection

(3) Industry differentiated selection

(4) Personalized service target customer selection

3. Key points of customer selection

(1) Micro or small enterprises, Low- and middle-income people are the main loan targets;

(2) Funds need to be "small, fast, and dispersed" as the main characteristics;

(3) Lack of traditional banking institutions requiring mortgage Collateral, but from some non-financial "soft information" of the loan applicant, it can be determined that the loan applicant has good credit and has the ability and willingness to repay principal and interest.

4. Business scope of small loan companies

(1) Business scope stipulated in the current pilot policy

Under the current pilot policy framework, local regulatory authorities There are different regulations on the business scope of small loan companies. But basically it does not accept public deposits, handle small loans, handle bill discounts, and related consulting activities and other approved businesses.

(2) General loan business

Loan business refers to the small loan company’s own funds in the form of monetary funds, loaned to customers according to a certain loan interest rate and repaid within an agreed period. A way to use funds.

1. Loan term

2. Loans are divided into working capital loans and fixed asset loans according to purpose

3. Loans are divided into credit loans according to whether they have guarantees or not and guaranteed loans

(3) Microfinance intermediary business

In addition to carrying out general loan business, microfinance companies can also carry out some intermediary businesses within their permitted business scope. . However, in the actual operation process, the intermediary business is basically blank.

Question 8: How do financial investment salesmen develop customers? 10 points First of all, you should have rich business knowledge, do a good target analysis of the market, and find out the needs of customers. This will make development much easier. For example, if this person has no feet and you want to buy him shoes, do you think it is realistic? If you go to meet customers without being scolded, it will be a waste of time. How can you talk about development?

Question 9: Why is it so difficult to find a customer in financial sales? Are you the employer? Looking for a project? We are Miaohu Finance. If you need funds, you can come to us!

Make use of your connections. Nothing is ever easy! Take your time! Don't worry!

But if you want to do well in finance, you must have a keen business sense! Good at finding potential customers!

Question 10: How to find customers! For example, how do those who do loan finance find customers? Insert cards, hang banners, introduce friends