What does a channel manager for a fund house do?

Updated on society 2024-03-28
6 answers
  1. Anonymous users2024-02-07

    1. Channel target management

    Channel managers should identify specific goals for each type of channel, such as sales, based on the overall strategic goals. Indicators such as distribution rate and vividness, and decompose them into various regions Formulate corresponding evaluation policies to guide sales personnel to correctly implement channel management measures.

    2 Channel Development Management:

    The channel manager should clarify the overall development mode of different channels, provide overall strategic direction guidance for sales personnel, and allocate corresponding cost resources according to different development models, and establish specific cost standards to improve the efficiency of regional channel development.

    3. Channel image management

    The focus of the channel image is vividness, and both traditional channels and modern channels must pay attention to it. The channel manager must determine the overall image building criteria for different channels, including display standards. POP standard.

    Personnel communication standards, image maintenance standards, etc., and refine the evaluation criteria for key content, and at the same time, systematic and in-depth training for sales personnel.

    4 Channel Management:

    Management is the control channel; The core of the degree of neutrality, in addition to the use of agreement constraints, the channel manager must also strengthen the regular management of regional sales personnel, the focus of which is to reflect the indicators of different channels in a timely manner in the information management system, and quickly and effectively coordinate and solve the differences, and strictly control the scope and degree of conflicts, especially the cross-regional KA terminal.

    5 Channel Information Management:

    The channel manager must establish a complete information management system to grasp the development dynamics of different channels, so as to effectively track the completion of channel goals, find problems according to differences and find out the causes, solve them in a timely manner, and promote regional sales personnel to pay attention to the process management of channels.

  2. Anonymous users2024-02-06

    I consulted a few friends in the industry who are currently working on this issue, and the basic situation is as follows:

    The channel manager is the person who maintains the sales channel of the company, and the main work content includes expanding, visiting, and maintaining the channel relationship (usually the branch level and the branch level of the bank); Provide business training to branch customers or wealth managers; Planning and organizing sales events, etc.

    Routine. Product training, introduction, sales skills, case analysis of specific products or customers. This is the main job in maintenance.

    Specifically, it is how familiar you are with others, whether you can keep abreast of the bank's sales plan, competitors' sales rhythm, and so on.

    Salary and development prospects.

    Generally, only those who have bank channel resources or have people above are likely to become channel managers, and the average entry level of the industry is about 70-100k, and large companies can rise to 120k. The bonus depends entirely on the company's situation, and it is possible to meet a good company in a good year, 48 months' salary, but since 08 years, it is rarely more than 10 months, and it is normal for small companies to have no one. Wages go up about 20% to 30% a year.

    The channel manager is the regional manager, and then the sales director, but in general, the channel sales can never have too high sales commissions, which is different from the sales of many financial mouths.

    To sum up, this job first requires resources or relationships, it is difficult to get started, and compared with the salary, the work is still quite tiring, and the development is average.

  3. Anonymous users2024-02-05

    communication and service, and then achieve product sales.

    As the final end of product sales, the channel manager sells the formed products to ordinary investors across the country through the agency bank channel (as well as brokers). up to the head office, provincial bank and municipal branches; Down to the secondary branches, sub-branches, and secondary outlets, the apparent work is to sell, but the core content is publicity: small to the first product sales and follow-up operation, medium to corporate brand establishment and promotion, large to the buyer's conceit investment concept popularization, through the national bank outlets of the financial managers to the general public.

  4. Anonymous users2024-02-04

    The channel manager is the person who maintains the sales channel of the company, and the main work includes development, visiting, and maintaining the channel. It's the equivalent of a regional manager, and maybe a lower contact.

  5. Anonymous users2024-02-03

    The daily work is product training, introduction, sales skills, and case analysis of specific products or customers. Provide business training to branch customers or wealth managers; Planning and organizing sales events, etc.

  6. Anonymous users2024-02-02

    1.The main work is different: the main job of the manager is to analyze and invest in the investment project, and the main job of the sales manager is sales.

    2.The number is different: there are only a few managers in a company, and there are many sales managers.

    3.The salary is different: the annual salary of the manager is more than one million, and the salary of the sales manager is between tens of thousands and millions.

    4.The requirements are different: **The requirements of the manager are very high, and the level of academic qualifications must be senior, while the **sales manager does not have high requirements for academic qualifications.

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