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guan leiming

technical director | java

seeking professional strength: building an efficient and compliant fund sales team

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recruiting team: achieving project success

when looking for professionals and team members, the process of "posting projects and finding people" is like building a magnificent city. you need to accurately plan each step to achieve your goal. a successful fund sales team not only needs professional knowledge, but also needs to build a team spirit and create new value through continuous learning and improvement.

team building: professional capabilities and collaborative development

when looking for suitable team members, we must first consider their professional capabilities and accumulated experience. for the internal business of the bank, their professional skills and experience are the key factors for them to cope with market changes and customer needs. in addition, a good communication mechanism and coordination mechanism need to be established between team members to work together to achieve the success of the project.

compliance management: ensuring fair market competition

as one of the important intermediary business income sources of banks, fund sales must comply with various laws, regulations and industry standards. in order to ensure the fairness of market competition and the smooth development of projects, team members need to maintain a high sense of responsibility and self-discipline in all aspects.

future outlook: diversified development, innovation-driven

as the market environment continues to change, the fund sales sector will also present a more diversified development pattern. banks should actively explore new business models and use technological means to promote transformation and upgrading. at the same time, they should focus on team building and cultivate more professional talents to lay a solid foundation for future market competition.

2024-09-19