The first thing is to understand the product. If you don't know the product, it will be very difficult for you to promote it and you will lack self-confidence. Bank products are nothing more than wealth management or insurance. At the very least, customers often ask about the starting point, income, term, investment target and risk of funds. After all, in their eyes, you are a professional and can't be confused by customers.

Secondly, do a good job in customer classification. For example, the elderly generally can't accept risks, so you should try to sell risky products to them when selling products.

Finally, we must have a sense of responsibility. At present, the financial industry lacks services. If you do finance, you must consider the services within your business scope, so that you can do it for a long time. After all, this is not a marketing matter, accumulate more customers.

Personal opinion, for reference only.