Excuse me, the financial manager of the bank, through what channels can customers buy your financial products?

I used to sell wealth management products in banks.

Generally speaking, when every new product is launched, we will promote it in advance by calling our old customers, and then our bank will send text messages to customers and advertise in newspapers. In short, some customers will take the initiative to call to inquire or buy.

As for the development of new customers, we generally don't take the initiative. Financial managers are different from account managers. Financial managers need to do better. There were many customer resources before, so we just need to continue to maintain them.

However, account managers are different. It is always the task of the account manager to make an appointment or even visit at home, while the task of the wealth management manager is to sell wealth management products. As long as the sales performance is good, nothing else is a problem.

So the account manager had better consult the sales manager of a big company. After all, that kind of nature is similar.