It can be seen from this concept that financial enterprises must implement marketing like ordinary industrial and commercial enterprises. But this kind of marketing has its particularity, which is determined by the characteristics of financial enterprises. The products and services provided by financial enterprises have the following characteristics: First, services are inseparable. Financial enterprises not only provide products to customers, but also provide corresponding services. The provision of products and services are synchronized in time and place. Second, the non-difference of financial products. When a financial enterprise provides a product, it is easy for other enterprises to imitate it, and it is difficult for each enterprise to provide a product with great differences in function. Third, financial products are value-added. When people buy a financial product, such as insurance, deposit, etc. The main purpose of buying these products is to bring certain benefits to consumers.

Through the understanding of the connotation of financial marketing, we can see that the current situation of financial marketing in China reflects that financial enterprises have not had a deep understanding of financial marketing and have not seen the difference between it and other product marketing. Therefore, it has not been paid attention to, which also puts forward new requirements for future financial marketing, that is, to deeply understand its connotation in order to do a good job in financial marketing.

1, first of all, you should have a sense of identity with your major (love marketing).

As far as the marketing of commercial banks is concerned, it is a new industry and a financial brokerage business that has developed rapidly in response to the reform of exchange rate mechanism in recent years. The People's Bank of China disclosed that "domestic enterprises and individuals will be gradually liberalized to purchase foreign exchange freely, and domestic institutions and individuals will be guided to enter overseas capital markets". It not only meets the needs of the State Administration of Foreign Exchange's series of national financial policies, such as "on the one hand, unblocking capital outflow channels, canceling restrictions on foreign exchange purchase by overseas investment, increasing foreign exchange outflow and relieving the pressure of RMB appreciation, on the other hand, improving the efficiency of foreign exchange reserves through overseas investment by enterprises", but also conforms to the development direction of financial markets and brokerage business, and has strong vitality and market demand. As a financial service with high starting point, high technology content and high income, foreign exchange investment business is becoming more and more popular. Therefore, its market space and development prospects are very promising.

2. Having a strong understanding of the professional knowledge of marketing products is the basic means to develop and win customers.

For example, technical analysis, fundamental analysis, and grasping the trend of financial information. To be able to blurt out and impress customers, and become an expert who knows business and can operate. To be an excellent salesman, it is necessary to be able to answer questions with customers and give them satisfactory answers in the shortest time, so it is necessary to have a strong understanding of marketing products.

3. Know the skills of marketing

Including the mastery, understanding and dynamic tracking of customer resources, obtaining the information of customer groups through all possible channels in daily life, classifying and classifying the obtained customer information, paying attention to information storage and confidentiality, and timely screening, analysis, utilization and follow-up. An excellent salesman should also have his own execution plan, including: the target group he should visit, the best visiting time, the way to approach customers, and even provide marketing explanation skills and marketing solutions to help customers dispel doubts and make quick decisions to become loyal customers of the company.

4.never give up.

Marketing is like a microcosm of life. In this process, you usually encounter setbacks, rejection by others, and many unpredictable difficulties. If you are not discouraged, turn it into a challenge and never give up. Never giving up is a positive attitude that anyone engaged in work should maintain. Especially in marketing, if you want to be a successful salesman, you need to make up your mind to engage in business work first, and regard marketing business as a lifelong job and a sacred mission. Not afraid of hardship, wind and rain, not afraid of ridicule, continue to work hard until success.