The financial manager of Ping An Bank is under great pressure. He makes a lot of phone calls every day, and the performance is very difficult. If he wants to do this job well, he must have his own network channel, otherwise it is really difficult to do it.

The main puzzles that financial managers encounter during their work in the entry stage are: lack of systematic financial management process; Weak marketing ability; Poor social skills, lack of communication skills; With few resources and narrow contacts. The following items should be completed first:

1. Customer contact

Based on the daily contact list, the daily contact number is completed according to the standard, the customer information is improved, and the customers are effectively classified according to the collected information, so as to carry out accurate group marketing in the future.

2. Effective archiving

Visit customers every day, contact customers, collect customer information completely and improve filing materials.

3. Customer visit

Classify customers according to their needs, conduct accurate visit marketing to large customers regularly, and improve the transaction rate.

In banks, financial managers are generalists, selling various financial products such as deposits, funds and insurance, and also providing one-on-one comprehensive services such as financial consulting and wealth management for individual customers.

While improving the workflow, we also need to improve ourselves through learning. What we need to do in the big market environment is to bid farewell to the product promotion model, do demand diagnosis, do interview analysis, do financial investigation, and give customers financial plan suggestions. At this time, it is necessary to improve the communication skills and sales ability of 1 to 1.

The main work of the financial manager:

1, responsible for sales and promotion of the company's products;

2, according to the marketing plan, complete the sales target of the department;

3. Open up new markets, develop new customers and improve the sales performance of the department;

4. Independent, enterprising, confident, with good interpersonal and communication skills, eager for success;

5. Dare to accept challenges, love investment and financial management, volunteer to develop in the direction of financial management, and be able to accept company training. Responsible for the planning and implementation of sales activities in the sales area, and complete the sales tasks;

6. Focus on the branch's retail business development business plan, actively carry out customer marketing, and complete various task indicators such as savings deposits;

7. Responsible for financial process management (pre-sale, sale and after-sale) and financial risk control;

8. Be responsible for the hierarchical service of customers, introduce and promote various wealth management products of banks according to their individual needs, and provide professional wealth management advice to meet their individual needs.