理 财 模 式 投资理财一部运营管理手册运营部投资理财一部运营管理手册运营部 目录 宜信宝类 & 月满盈 ................................................................................................................11 2 3 4 5宜信宝类 ....................................................................................................................1 月满盈 ........................................................................................................................2 宜信宝类 & 月满盈注意事项 ..................................................................................2 宜信宝类&月满盈开户及投资申请流程 ..................................................................3 新开户 Q&A................................................................................................................11宜信宝 2.0（火凤凰）..........................................................................................................171 2 3 4 5 6 7宜信宝 2.0（火凤凰）理财模式介绍 ...................................................................17 宜信宝 2.0（火凤凰）相关信息 ...........................................................................17 宜信宝 2.0（火凤凰）业务流程 ...........................................................................18 宜信宝 2.0（火凤凰）系统操作 ...........................................................................19 火凤凰续投 ..............................................................................................................22 通过微信查询满额通知单 ......................................................................................23 宜信宝 2.0（火凤凰）Q&A......................................................................................25宜定盈 ...................................................................................................................................321 2 3 4 5宜定盈理财模式简介 ..............................................................................................32 宜定盈相关信息 ......................................................................................................32 宜定盈流程 ..............................................................................................................33 宜定盈系统操作 ......................................................................................................34 宜定盈 Q&A................................................................................................................37宜农贷 ...................................................................................................................................411 2 3 4 5宜农贷理财模式简介 ..............................................................................................41 宜农贷线上出借流程 ..............................................................................................41 线下出借操作流程 ..................................................................................................45 宜农贷报送要求 ......................................................................................................46 宜农贷报送时间 ......................................................................................................47创新业务 ...............................................................................................................................481 2 3 4 5 6创新业务系统操作步骤 ..........................................................................................48 创新业务申请流程图 ..............................................................................................55 合同回收管理 ..........................................................................................................55 创新产品提交资料要求 ..........................................................................................57 客户收益账号变更须知 ..........................................................................................58 创新业务特殊退伙流程 ..........................................................................................59保险业务 ...............................................................................................................................611 2 3宜信保险业务简介 ..................................................................................................61 保险档案管理制度 ..................................................................................................61 保险业务流程图 ......................................................................................................62月定投 ...................................................................................................................................641 2 3月定投操作重点 ......................................................................................................64 月定投续投流程 ......................................................................................................64 月定投出借协议暂行管理规则 ..............................................................................65