I came to the company in June, xx, and after several months of securities knowledge training, I passed the exam and then joined the company. In these months of study and work, I have learned a lot. I thank all the leaders and colleagues for their help. I will report on my work since I joined the company.
First of all, I think securities is a stressful job, especially for a new group of social youth who have just graduated from a different place and have not experienced life training! As an account manager, I think it is very important to develop and maintain customers. In today's market, it is really more difficult to develop a new customer. In the first month, through my own efforts, time was tight and the task was heavy. I tried my best to overcome many difficulties and let my maid have a good start!
Secondly, in terms of maintaining customers, firstly, we often explain some stock technical methods to them; secondly, we try our best to answer their questions; thirdly, we provide family services, make friends with them seriously and learn some knowledge from them. In the meantime, I also found that it is not easy to develop customers, and it is even more difficult to maintain customers. At present, there are many securities companies with great competitive pressure. If you are not careful, customers may move to other companies, so it is very important to establish a good relationship with customers. I am also constantly learning and learning new knowledge to enrich myself, because knowledge will never bear market, so as to gain the recognition and acceptance of customers!
Now I gradually like the securities industry, although there are pressures and difficulties, but everything is artificial, I am not afraid, pressure will form a driving force! Account manager is a long-term job, what is needed is to have enough patience, work hard at ordinary times and communicate frankly with customers. I believe I can! My work and passion are in action!
In a word, my career plan and goal in the first half of the year are: according to the company's regulations, develop enough customers, accumulate certain assets, and complete the requirements of becoming a regular employee!
Xx year 65438+February 18
Account Manager: Zhang Xinxin.
Job content of securities account manager _ Responsibilities of securities account manager
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Xx's work in the first half of the year will soon be over. Faced with the tight macroeconomic situation and the current situation of sub-branches this year, the account manager of the company's business department should give full play to his role, put forward the work plan for the second half of the year and strive to achieve it.
First, take the initiative to learn and improve your skills.
As an account manager who has been employed for one year, his working hours are not long and he has no cabinet experience, which is really a shortcoming in his work. Their own skills, marketing ability and experience have a certain distance from the performance of the account manager. Therefore, in the second half of the year, we should continue to strengthen our study, improve our personal quality, strive to improve our business skills and strengthen our awareness of risk management. Constantly sum up, learn and accumulate, and strive to calmly deal with various problems in daily work.
Second, maintain customers and expand the market.
Actively contact customers, care about customer needs, and introduce our new business products to customers in time. For the upstream and downstream enterprises of existing customers, it is necessary to dig deep and carefully and carry out marketing work for all links of the customer trade chain. We should actively and frequently keep in touch with customers, discover their needs, guide their needs, give them timely satisfaction, and provide customers with "one-stop" service. For existing customers, we should keep regular contact, and for potential customers, we should actively develop. The main purpose of development is to market products and strive to achieve "win-win". First of all, based on the principle of "win-win between banks and enterprises", we should calculate the input-output accounts of banks, calculate the accounts for customers and design the most suitable financial product portfolio for customers; Secondly, subdivide customers, establish target markets and potential customers, and conduct all-round analysis and evaluation of customers. Keep in touch with customers at all times and mobilize customer resources, use effective communication means and communication strategies to keep in touch with customers, and conduct fruitful visits and observations on customers. Third, in the interaction with customers, we should actively promote bank products. Be good at discovering customers' business needs, and actively suggest and recommend applicable products to customers. Report to relevant departments in time if necessary, and actively explore the possibility of developing special products for them. Fourth, strengthen risk management and effectively monitor customer risks. Pay close attention to the changes in all aspects of customer production, operation and management and the flow of large amounts of funds. No matter what problems occur, they should be considered in connection with asset safety and measures should be taken in time.
Third, divergent thinking and innovation.
With the reform of China's economic system and financial system, the trend of customers choosing banks has been formed, and the competition among banks is becoming increasingly fierce. In the course of business development, how to serve big customers well plays a vital role in our business development.
Important role. In the second half of the year, we should always pay attention to market research and market dynamics. Studying the market is to analyze the marketing environment, study customers under the premise of grasping the objective environment, so as to understand the operation law of customers' funds, try to track customers' downstream funds to banks, realize the "monopoly control" of funds from the source, realize the internal circulation of funds and consolidate the financial strength of banks.
Corporate business department
xxx
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