用专业构筑信任桥梁：公募渠道经理的日常

Core Viewpoint - The article emphasizes the evolving role of channel managers in public fund companies, highlighting their importance as a bridge between fund companies, banks, and investors, rather than merely focusing on selling funds [2][4]. Group 1: Role of Channel Managers - Channel managers are not just fund sellers; they focus on providing comprehensive service through bank cooperation channels [4]. - Their core task involves matching suitable products and asset allocation plans to different bank branches, ensuring a complete service chain from product understanding to scientific allocation [4]. Group 2: Daily Responsibilities - A typical day for channel managers starts with training sessions at bank branches, addressing various inquiries from bank financial managers regarding product performance, market trends, and investment strategies [6]. - During market fluctuations, channel managers play a crucial role in guiding rational investment behaviors, promoting concepts like diversification, portfolio allocation, and long-term holding [6]. Group 3: Professional Development - The role of channel managers has evolved from product promoters to investment advisors, requiring a deep understanding of macro markets, industry trends, and asset allocation logic [8][9]. - They participate in internal selection and strategy meetings to align client needs with product offerings, enhancing the variety of products available to meet investor demands [9].