Two ways, two types of customers: 1, personal sales, and the target customers are high-net-worth individuals. 2. For institutional sales, the target customer is the head of the institutional asset management department or the head of relevant departments.

Personal sales route

Want to know where the customer base is, try to enter the circle where the customer base is located and gain the trust of customers. For example, from the professional classification: the board of directors of listed companies and the rich second generation who are about to accept family businesses. Classification from hobbies: yacht club, Harley motorcycle club, sports car club, famous paintings and antiques.

Such customers must be traceable. For example, if you can get to know the customers of Maserati 4S store, then you are equivalent to contacting a whole group of potential customers. Of course, please obtain channels through proper channels and contact customers in a proper way.

Institutional sales route

Understand the needs of the organization and meet them. Financial institutions usually have the demand for asset allocation or sales to customers. If you can clearly understand what kind of private fund products the heads of the corresponding departments of financial institutions want to obtain to allocate their own funds, or what kind of fund products they want to sell to their individual customers, then you can provide them with suggestions and services.