This happened to my friend. She was referred a new client by someone. Her mistake was she didn't check her out properly. Because it's a referral & because the client looked & sounded financially savvy. Introduce her to a number of bonds, client bought the bonds & now she's complaining that my friend pushed her to buy something she's not familiar with.
My friend would be fine, cos' the client has signed all kinds of documents proving she understood everything. The problem is, the client knows some big shot in the company & they are breathing down my friend's neck! I guess this is common. It can happen to anyone in every field, in different variations of course.
My friend was so upset & I've been trying to console her. She wanted to quit. "Not worth it!!! " she said. I think, she'll end up migrating to another bank. Why not, if the culture of the company is so quick to blame, it's better to leave. But then again, there's no perfect situation or workplace. Every company has it's own shit I suppose!
 |
| The best investments :)) |
