I. Fund sales personnel
Fund salesman is the most common person who sells funds, also called fund sales representative or fund sales manager. They are employees of financial institutions and earn commissions by introducing and promoting various fund products to potential investors. In the actual trading process, investors can understand the characteristics, investment strategies, risks and benefits of fund products. Through fund sales staff, they will also provide some necessary help to investors.
Second, the fund manager
A fund manager can also be called a fund manager. They are professionals in fund companies or investment banks. The responsibilities of a fund manager include making investment decisions, optimizing the fund portfolio and managing the daily operation of the fund. The fund manager can adjust the fund according to the market situation and the actual demand of the fund, and get a better return on investment as much as possible. Investors can also pay attention to the fund manager's work experience, performance and other information when choosing fund products.
Third, the fund consultant.
Fund consultants are employees of fund companies or investment banks, mainly providing investment advice and management consulting services. They can help investors make correct decisions in the investment process, seek the best investment portfolio, and maintain market sensitivity. Fund consultants can provide professional advice and guidance to investors to help them achieve the best investment returns.
To sum up, people who sell funds can be divided into three types: fund salesmen, fund managers and fund consultants. In the process of fund investment, investors can choose different types of fund salesmen according to their own needs and tastes. At the same time, when selecting fund salespeople, we also need to know their background, experience and performance carefully in order to make the right decision.