I. Definition of fund sales business:
Fund sales business refers to the behavior of fund management companies selling fund shares directly to fund investors through their own outlets or electronic trading websites. Fund management companies can directly sell fund shares, or entrust other institutions to sell fund shares.
Two. The main responsibilities of the fund sales business:
1. Develop and implement the sales plan: the fund sales team needs to develop the sales strategy, including the target market, target customers and sales channels, and implement the sales plan to achieve the sales target.
2. Customer development and maintenance: the fund sales team needs to actively develop and maintain customers, acquire potential customers through various channels, improve customer satisfaction and loyalty, and constantly tap the potential needs of existing customers.
3. Product promotion and marketing: the fund sales team needs to actively promote and market the company's fund products, including organizing various marketing activities and publicity activities. , so as to improve the visibility and brand value of products.
4. Providing investment advice: the fund sales team needs to have professional knowledge of investment and financial management, and can provide personalized investment advice to customers to help them maintain and increase their assets.
The process of fund sales business
1, customer development:
Obtain potential customers through various channels, understand customer needs and risk tolerance, and establish customer relationships.
2. Product introduction:
Introduce the company's fund products to customers, including investment objectives, risk level, cost structure, fund managers and historical performance.
3. Risk assessment:
Conduct risk assessment according to customers' needs and risk tolerance to ensure that the products selected by customers meet their risk preferences and investment objectives.
4. Fund subscription:
Customers choose suitable fund products according to their own needs and risk tolerance, and submit subscription applications. The fund sales organization shall review the information submitted by the customer and remit the subscription money to the account of the fund company after confirmation.
5. Share confirmation:
After receiving the subscription money, the fund company will confirm the share and inform the customer of the confirmation result. Customers can check the subscription results on the fund sales website or the counter.
6. Customer service:
Fund sales agencies provide customer services, including answering customers' questions and providing investment advice, in order to maintain good customer relations.