First of all, the main business position of the account manager of a securities company is in the bank. Be sure to communicate with the bank. The current banking channel is not very good with the previous one. The bank channel is more about the exchange of interests, for example, you help the bank sell some products or pull deposits at the end of the season. Banks help you introduce some customers or help you sell some products. It depends on your communication skills, but I just want to emphasize the importance of exchanging interests with banks.
I think other channels are relatively secondary, because as far as China is concerned, most customers are still in the hands of banks.
As far as business is concerned, I think securities companies have gradually shifted from simple account opening to income evaluation. I think the core of future business is mainly to sell products, that is, financial products. In this regard, I think you should be familiar with the financial products of your tender white company in the future, so as to do a good job in sales. In order to really do a good job.