One reason may be that because he values you, he doesn't just treat you as a passer-by, but just aim at this month's index, but hopes that this capital investment will become the starting point of your future cooperative relationship. How can a person who makes a living by giving financial advice to customers get long-term customers? Helping customers make money, of course.

Suppose the fund he recommended to you is profitable this time, and everyone is happy, but if the fund loses money this time, you should never trust the products he recommended again. Because of its long-term and risk-sharing characteristics, you have more opportunities to make money and get in touch with this manager.

You may get a call from him, telling you that the fund has gone up recently. For the sake of safety, you can consider selling the bag, or the fund has fallen. You can make up the position appropriately to balance the buying price of your fund. In this process, you will get to know each other better and get to know each other better. You will no longer measure the value of this fund transaction by its loss or not, but it will gradually revert from a bank symbol to a person you can trust. After the trust relationship is established, you may buy other funds, you may save money, and you may need a mortgage, which may be a long-term gain. In the long period of establishing a relationship, there is a great possibility that you will make money by fixed investment ~ ~

The reason may be two, the fixed number of accounts of the fund has not been completed, and several new accounts need to be added.

Everyone who has been in the company should be familiar with performance. Every company will use many indicators to assess your contribution to the company and calculate your salary and bonus accordingly. In banks, the indicators will be detailed to every detail, such as the fixed investment of funds, and each account manager may ask for dozens of new households every year. When you already have fund financing needs, your account manager may recommend you to use fixed investment to help him achieve this goal. Because for him, you may make money, and he can also complete a household's goal and task by the way.

If you are a familiar customer, he may tell you directly that you can help him complete an indicator; But if you are only in contact with him for the first time, telling you this motive may cause others to resist. "Who are you and why should I do what is good for you?" So he may only choose to tell you the benefits of fixed investment.

Yes, all these motives are not completely pure, but they are not carried out on the premise of hurting others, so this is a skilled work skill and a kind of professional goodwill, depending on the angle you look at it.