How to find customers in the financial industry, and how to find customers in finance

Updated on Financial 2024-05-14
7 answers
  1. Anonymous users2024-02-10

    The customer artifact can be added to a large number of real live fans and individual customers! The internal working principle of the artifact software is the import of big data, and people who have left their own information on the Internet may be in the source artifact, because the company has purchased these to form its own huge database, and through the high-end analysis of the number, it can be added to various city people. Through the data directly imported into our mobile phone address book, about the activation must be certified official **sum1591 there with music.

  2. Anonymous users2024-02-09

    Dear, this industry is special, and it must need accurate customers, what do you say?

  3. Anonymous users2024-02-08

    Expand the circle of friends, and the world of the network ......

  4. Anonymous users2024-02-07

    Dear, this industry is special! Now is the information age, what do you say??? I'm smarter and can really help you!

  5. Anonymous users2024-02-06

    1. Finance, in fact, is reasonable financing, and then through the professional operation team, the raised funds are reinvested, and the agreed income is reported to the customer when due, and the rest is the profit earned by the company.

    2. There is a word in the industry called Mobai.

    As the name suggests, it is a strange visit.

    In fact, this is very difficult, for example, the insurance industry in the financial industry is accustomed to this method, as well as all other wealth management companies.

    3. Acquaintance introduction, this method is easier, through relatives and friends, to attract some customers, because it is introduced by acquaintances, so customers are good to talk and write, and they are more trusting, I am afraid that they will lose their money at that time.

    4. If the strength of the company is still possible, it should be promoted through various channels such as TV and radio stations, so that your company has a reputation and popularity, and people will begin to trust the company and rest assured that they will hand over their money to you for financial management.

    5. If your company is a little-known small company, then the people and customers have not heard of this company, they are afraid that they will fall into the **, and now all kinds of ** abound, and it is impossible to prevent it.

    6. Some examples of wooing relatives and friends to buy products, but in the end, there are examples where you, a financial member, not only lose your job, but also pit your relatives and friends.

    7. To do finance, you must uphold the public spirit, before the product is sold, you must have a familiar understanding of the product, as well as the risk of the product, as well as the company's solvency, etc., so that you can better explain the product to customers and win the trust of customers.

    Extended Materials. Finance is the main body of the market.

    Take advantage of financial instruments.

    Economic activities that move money from the surplus to the scarce side.

    the issuance, release, circulation and withdrawal of currency; absorption and withdrawal of various deposits; the disbursement and recovery of loans; Bank accounting, cashier, transfer, settlement, insurance, investment, trust, leasing, exchange, discount, mortgage, ** trading.

    As well as international and non-** settlement, ** trading, output, import, etc.

  6. Anonymous users2024-02-05

    Question 1: I am a financial arguing investment, I want to ask how to find a ruler to scale to customers I used to do this, 1 more run relationships 2 make more rich friends 3 dozen ** sales 4 on the Internet is best to have their own Weibo or QQ group to do publicity.

    Question 2: How to find customers for financial investment Basically, it is for the sake of development, to find the support of people around you, and the company usually gives some useless ** to let you see if you can find customers.

    Question 3: I'm about to engage in this job of financial investment sales, and I want to know how to get customers 20 points. In recent years, financial products have not done well. The main thing is fame.

    When he says this, no one will take you to the beginning. Grope for yourself. What channel means that this sale is difficult to do...

    I'd recommend considering brick-and-mortar sales.

    Question 4: How to find customers for financial investment Search [Clairing Statistics].

    Question 5: How to find customers when doing financial management... My house is about to be demolished, and I plan to buy a bank wealth management project when I have the money.

    Question 6: How to find customers in financial sales? 30 points If you are looking for rich people, you have to know where there are rich people or who has such resources.

    Wealth management customers of banks, wealth management customers of some ** trusts, etc. There are also owners of high-end properties, high-end car owners, high-end clubs, golf players, enterprises and institutions, etc., looking for such a list or looking for such people. There are many ways to do this.

    Question 7: How to find customers for investment and wealth management salesmen Hello, the effect of network promotion of wealth management products in the non-traditional financial industry is not obvious, mainly through relatives and friends around them to start digging, and then try to contact the life circle around them.

    Question 8: Q: Do you have any peers who do financial investment? Please tell me if there is any experience and method to quickly find customers offline Just like selling insurance outside, set up a brand, and in a crowded place, you can also send a DM sheet to do publicity!

    Question 9: I am a salesman in financial investment, please teach me how to find customers 30 points **, text messages, meet, network, street sweeping, all the things that can make you contact people can help you find customers, where there are people, there are customers, come on.

  7. Anonymous users2024-02-04

    The main business in the financial industry is to have a customer source, how to obtain customers?

    This needs to be discussed in several aspects:

    The first is that you can go directly to the customer, such as door-to-door business.

    The second is that when you maintain customers, the customer's relatives and friends can also become your customers, and the so-called good products are shared by everyone.

    Finally, there is your own personal connection, former classmates, neighbors, and acquaintances are your source of customers.

    The customers who are contacted must be carefully maintained, such as sending business cards to find you, and usually contacting more, sending a blessing text message on holidays, etc.

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