Marketing Bank Products Scenario Simulation Dialogue To promote the bank's financial products to customers, a three-minute conversation between two bank staff and one customer.

Location: Bank. Characters: Granny and bank clerk. 1: Grandma. 2: Bank clerk.

Narration: Inside Chacha Bank. Ding dong!

2: Welcome! How can I help you, Grandma?

1: Brother! I want to save money (tremblingly taking out a box from my pocket)

2: Oh, grandma, please come with me and fill out a deposit slip here. (Pretend to fill it out, then guide to the other side) Okay, grandma, this is your card)

1: Ahem, thank you, thank you, let me ask you something again, Xiaocai

2: Huh? Small fortune?

1: (Pointing to the badge) Isn’t your name Wangcai Manager? It's a good idea to choose a name like this.

2: Oh, grandma, it’s not about wealth, it’s about financial management. I’m a financial manager.

1: Oh, yes, yes, I just want to ask, what is financial management?

2: Personal finance, also known as personal financial planning, is a comprehensive process of assessing all aspects of personal financial needs. It is a process in which financial planners clarify the customer's financial goals and analyze the customer's life and financial status, thereby A comprehensive financial service that helps customers develop feasible financial solutions. It is not limited to the purchase of a certain financial product, but a targeted and comprehensive financial service portfolio innovation based on the comprehensive needs of individuals. Various financial products, such as bank financial products, stocks, funds, insurance, etc., are all incidental products in the process of achieving financial management goals. The content of personal finance mainly includes analysis of assets and liabilities at each stage of the personal/family life cycle, cash flow budget and management, personal risk management and insurance planning, establishment and realization of investment goals, career planning, child rearing and education planning, residence All aspects of planning, retirement planning, personal tax planning and estate planning. Grandma, in layman's terms, it means managing your money as well as possible, making some rational investments, and maybe making a little money.

1: What can I buy? Can you still make money by buying things?

2: Stocks, funds, insurance, QDII, etc.

1: Hey

2: Grandma, what’s wrong with you?

1: Didn’t you call me "Hurry up" (QDII)?

2: Haha, grandma, it’s not “Hurry up”, it’s QDII, which is the acronym for Qualified Domestic Institutional Investor. It is a securities investment fund established within the territory of a country and approved by the relevant departments of that country to engage in securities business such as stocks and bonds in overseas securities markets. It is a transitional institutional arrangement that allows domestic investors to invest in overseas securities markets to a limited extent when the currency has not been fully convertible and the capital account has not yet been opened.

1: I don’t want to buy things from foreigners. That’s not good. We called it “advocating foreigners and favoring foreigners” at that time.

2: Grandma, your ideas are backward. Now Shanghai is about to usher in the 2010 World Expo. The World Expo is "the best opportunity for countries around the world to devote all their efforts to show the world their achievements and development prospects in social, economic, cultural and other fields." It is a vivid display of the progress of human civilization and its dreams for the future. Hosting an World Expo can concentrate various production factors in a specific period and region, achieve optimal allocation of economic resources, and accelerate the long-term development of a region. This is the motivation for holding most World Expos so far. The phenomenon of "World Expo economy" consists of three parts: First, the economic activities directly generated by hosting the World Expo. The second is the economic activities surrounding the development of World Expo resources. Third, the host city takes the opportunity of the World Expo to improve the regional economic development environment and promote various related activities of economic construction. Therefore, the door to China has been opened, and buying QDII is definitely a good choice.

1: Okay, don’t think that I’m an old woman who doesn’t know anything. The Expo is coming and everyone is participating. I’ll also buy some of those “hehehe” things.

2: Hey, come with me, grandma.

(Pretend to pick up the contract and sign it)

(Both pick up the contract together): Let’s live together!