First, attend the morning meeting of the insurance department every day. If there is a new bank wealth management product or plan, you should publicize it to the business department.
Second, the insurance salesman goes to see the customer and will call you if he has any questions. Once you meet a customer who wants to be a bank financial manager, you should guide the insurance salesman process. If you want a loan, you have to go into battle and handle it yourself.
Third, it is also necessary to pull deposits. Your income is linked to the performance of banks in your business area.