Investment company phone calls
In the case of telemarketing or customer service, investment company staff need to be professional, polite and have
Use the word to communicate with clients. Here are some of the usual investment company phone calls that help staff better
Local communication with clients。
Introductory remarks
Hello, here
Xx
The investment company. I am
I'd like to ask about your investment
Demand。
Introduction: i am a professional investment adviser to the company, focusing on providing the best investment to clients
Programme。
I called you today to find out about your financial goals and your investment intentions
See if we can provide you with an effective solution。
Insight
Target: what are your current investment targets? You want to meet at some point in the future
How much
Risk preference: what is your risk tolerance for investing products? You tend to be more robust
Type or high-risk, high-return investment
Investment experience: have you had any investment experience? What are the factors you're looking at to evaluate a vote
The value of the asset
Provision of programmes
Individualized recommendations: based on the client's investment objectives and risk preferences, we have tailored a set for you
Personalized investment programmes。
Introduction to investment products: we have a wide range of investment products available to our company, each of them
Its unique pattern of return and risk characteristics, which i can describe in detail。
Reference: this is an investment program we designed for a client, over time
You can also refer to it。
Summary and action
Wrap-up session: summary of the dialogue, based on client needs and feedback, to ensure that both sides
Both understand each other's intentions。
Set the next step: if the client is interested in our investment product, we can arrange one
Meeting online or teleconferences to further discuss specific investment options。
Thanking and closing: thanking the clients for their time and patience and wishing our cooperation success
Good luck with your investment。
