个人理财经理实用手册VIP专享VIP免费

个人理财经理实用手册（2015年版）河北银行个人银行部目录一、理财篇......................................................................................................................................2（一）理财产品介绍...............................................................................错误!未定义书签。（二）理财申请人须具备的条件............................................................错误!未定义书签。（三）购买理财产品需提供的资料........................................................错误!未定义书签。（四）理财柜面操作流程........................................................................错误!未定义书签。（五）理财网银购买流程........................................................................错误!未定义书签。（六）理财手机银行操作流程................................................................错误!未定义书签。（七）理财销售材料的装订与保管........................................................错误!未定义书签。（八）理财产品营销话术........................................................................错误!未定义书签。（九）理财常见问题解答........................................................................错误!未定义书签。（十）单产品营销案例............................................................................错误!未定义书签。二、基金篇....................................................................................................................................15（一）基金产品介绍............................................................................................................15（二）基金基础知识............................................................................................................16（三）基金柜面操作流程.....................................................................................................18（四）基金销售材料的装订与保管.....................................................................................22（五）基金常见问题解答.....................................................................................................22（六）单产品典型案例........................................................................................................25三、贵金属篇................................................................................................................................26（一）交易金产品介绍........................................................................................................26（二）交易金基础知识........................................................................................................26（三）开立交易金账户需提供的资料.................................................................................27（四）交易金柜面操作流程.................................................................................................27（五）交易金网银购买流程.................................................................................................29（六）交易金资料保管........................................................................................................30（七）交易金营销话术........................................................................................................30（八）交易金常见问题解答.................................................................................................31（九）实物金产品介...