Financial management of developing customer channels

There are many customers who develop financial management. The following are the channels I have compiled for you to develop wealth management customers. Welcome to read! Financial management of developing customer channels

I. Preparatory work

1. Understand the attributes of the product and the advantages of the company's products over other products: there are experts with authoritative industry seats and one-on-one expert guidance. Most companies only provide SMS, QQ reminder and other services.

2. Understand the account opening process.

3. Understand the company and the services that the company can provide to customers: professional information, market conditions, operation suggestions, technical guidance, disc reading software, etc.

4. Understand the services that banks can provide: responsible for opening accounts and providing trading software.

5. Understand the source of customer groups: network, partners (acquaintances), databases and banks.

Second, the main marketing channels

1, network marketing: developing customers through the network.

2. Strategic partner marketing: develop customers through franchisees and middlemen.

3. Database marketing: After the background resources are fully utilized, the development customers conduct marketing through other customer data databases.

4. Bank channel marketing: Banks are our important partners and one of our main channels to develop customers.

Third, expand customer channels.

1, acquaintance introduction: introduce acquaintances, friends and customers of related products, and share resources by taking advantage of their own products. Remember, treat customers with integrity, so as to have sustainable development.

2. Telemarketing: 1) Be prepared to be rejected and find the breakthrough point through conversation. The development time is long, but the customer loyalty is high. 2) Write daily follow-up records, especially the records of key news. 3) Find the breakthrough point when you follow up again. 4) Pay attention to the customer's resistance: against you, against the product, or against your way of speaking.

3. Network development: 1) Join several related QQ groups as investors; 2) Blog, Weibo and Space to promote the product itself and related investment information; 3) Enter the forum to post and develop your own QQ 4 search engine: use Baidu Know, Google, Sina and other portals. Ask or answer questions, but remember to leave your own QQ and omit the key when answering.

4. Channel development, such as middlemen and agents,

Simple and rude methods of developing customer channels in financial management

Grab customers directly from companies in the same industry. In terms of operation methods, Zhaopin listed a number of companies that have done very well in the industry. For example, there may be 10 P2P companies in Building A. Collect some brochures of these companies and call for information.

Usually at this time, the salesman will take the initiative to tell us that they have a financial salon to attend in the afternoon. We can go and listen to their financial salon.

There are many benefits:

1) Learn their products and words;

2) In this process, you can basically judge which customer is interested;

3) Remember to change the contact information with customers as soon as possible;

4) If there is no chance, leave early before the end of the meeting and go downstairs to the company.

If you don't want to listen, you can hang out downstairs in their company. At the front desk on the first floor, someone will ask a company how to get there. These are the customers invited by their company.

Wandering downstairs in such a financial building, you will meet potential customers every day. The customers here are at least Class B and Class A, but many of them have been sold in the company. But we are not afraid of rejection. Let's squeeze into their purchasing sequence first and act as the price whetstone of Party A. ..

Insurance companies often say that the proportion of family assets, eggs can not be put in one basket, for these customers who invest in other companies, the same is true, matching and dispersing risks! Hehe, are you familiar with this statement?

B, keep an eye on those released.

Everything released is very rich, but if you win such customers, unless you are a master, you can't think about it. You'd better know something about Buddhism, otherwise there is no basis for communication. Every big city has relatively concentrated release areas, such as rivers, reservoirs and mountains. Going to these places often on weekends may lead to unexpected gains. Work hard.

C. used car market.

These people make more short-term investments. It is easier for used car manufacturers to make a deal with Li Xia than with Land Rover. Land Rover is not easy to sell, and rich people buy second-hand Land Rover? Just kidding!

Find the owner! This is your advantage. If you know about cars, you can talk to all the sellers and buyers. This is one of our specialties!