From the bank's point of view, this is mutual cooperation and mutual benefit, nothing special. From the personal point of view of bank staff, first of all, agency insurance and funds belong to the intermediary business of banks. To put it bluntly, that is to say, commission. Many bank employees will actively promote these businesses in order to get commission. But financial things usually have risks in them, so we should pay attention to the following points when doing these businesses:

1. Good service attitude makes customers trust you.

2. Be sure to know what customers really need. Because everyone has reservations about the investment in the current financial market.

Think from the customer's point of view, and then push the business, so that the customer feels that you are seriously considering him. Instead of selling for the sake of selling.

Be fully prepared for the questions that customers will ask in the communication process, which means that you should be very familiar with this business. This is also an aspect of improving the trust of customers.

5. How much income is guaranteed without guaranteeing customers. Investment is risky. If you promise your customer too well, he will definitely pick on you when something goes wrong. Because my colleagues around me have encountered this situation.

That's about it. You can ask me any details.