用专业构筑信任桥梁：公募渠道经理的日常

Core Insights - The role of channel managers in public fund companies is not merely sales but involves comprehensive service throughout the banking collaboration process [2][4] - Channel managers serve as a vital link between fund companies, banks, and investors, ensuring effective communication of investment products and philosophies [1][2] Group 1: Role and Responsibilities - Channel managers focus on matching suitable products and asset allocation plans to different bank branches, enhancing the overall service experience [2] - Their responsibilities encompass pre-sale product training, addressing inquiries during sales, and providing market insights post-sale, ensuring a complete service cycle [2][3] - They aim to create a win-win situation for fund companies, banks, and investors by leveraging both the professional investment research capabilities of fund companies and the comprehensive financial services of banks [2] Group 2: Professional Development - The role of channel managers has evolved from product promoters to investment advisors, requiring a deeper understanding of macro markets, industry trends, and asset allocation logic [4] - They participate in internal selection and strategy meetings to align product offerings with client needs, thereby enhancing the variety of products available to investors [4] - Channel managers engage in continuous professional development, balancing their time between on-site training at bank branches and internal strategy discussions [4]