4 thoughts on “I am a securities practitioner and want to go to the bank outlets. What should I talk about? The unit leader has agreed. What should I say? Is it a charge?”
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Leaders will agree to you at the bank, because all brokers in this channel are doing it. You can let the leader talk to the bank about cooperation, such as your director or regional manager, team captain, etc., because banks pay attention to identity. No money is needed to go to the bank
I am a staff member of the securities in the bank. Generally, the regional manager and channel manager you want to go to the bank you want to stay are discussing the problem with their president. You can go with your leaders. Generally, you can succeed. Tell the governor of the bank to let you come to the point, and help the bank to pull the three -way business at the same time.
You have to know what the bank is lacking, and then know how to talk to him, you tell the bank what you lack can give you. Can he not want it? Money is not needed, the key is how you are. If I am a bank, I will investigate you.
1. You have to find a person who is equivalent to the bank governor, such as regional managers and channel managers, you can't go alone, you can't do the Lord.
2. The bank does not collect your money, but you have to help the bank to expand business, such as public, bank cards, deposits, loans and other businesses, you do not benefit from banks, people will not bother you.