What does a broker do? Brokers can be divided into general brokers and special industry brokers. General broker: The so-called general broker refers to the middleman who engages in commodity trading that is allowed to be publicly traded by the state and does not belong to special industries.
Special trade brokers refer to professional brokers engaged in finance, insurance, securities, futures, science and technology, real estate and other industries. You must go through professional training, pass the examination and obtain the qualification certificate of professional broker before you can take up your post.
The job of a broker is different. The job of a broker is different. The following are the main work contents of securities brokers and star brokers.
bill broker
1, responsible for expanding sales channels, developing new customers and selling financial products issued or sold by the company;
2. Responsible for maintaining sales channels, maintaining old customers and providing financial consulting services for customers;
3. Responsible for collecting market information and customer suggestions, and transmitting the company's product and service information to customers;
4. Responsible for providing customers with reasonable financial advice and realizing asset preservation and appreciation for customers;
5. Responsible for providing services related to securities brokerage business to customers;
6. Responsible for organizing and planning advanced marketing activities and developing high-end markets;
7. Responsible for providing customers with various comprehensive basic financial consulting services;
8. Responsible for achieving the sales target and selling financial products such as funds, bonds and stocks.
Star broker
1. Arrange meetings related to customer issues.
2, according to the terms of the contract, charge, entrust or other payment activities.
3. Audition or interview in order to evaluate potential customers.
4. Discuss with customers, make development strategies for their career, and explain the actions that are beneficial to them.
5. Develop contacts with individuals and organizations, and use effective strategies and technologies to ensure the success of customers.
6. Keep abreast of industry trends and operations.
7. Manage commercial and financial affairs for customers, such as arranging transportation and accommodation, ticketing and direct marketing and advertising activities.
8. Negotiate with managers, sponsors, association officials and other personnel related to the rights and obligations of customers' contracts.
9. Get information about checking performance equipment, instruments and accommodation to ensure that they meet the specifications.
10, arrange promotion or performance plans for customers.