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Productivity · SKILL.md

fund-sales-rookie

fund-sales-rookie

新手客户经理(小白理财经理)基金销售全流程指导工具。适用于刚入行、缺乏经验的理财经理学习基金销售话术、流程和技巧。当用户需要"教我怎么卖基金"、"新手如何营销基金"、"理财经理入门话术"、"基金销售流程培训"时触发。提供从破冰开场到促成交易的完整六步流程、各类客户应对策略、常见错误避坑指南。

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