Service consultant; Securities underwriting and sponsorship; Securities self-management; Securities asset management; investment securities
Fund consignment; Provide intermediary business for futures companies.
Main business | Securities brokerage, investment banking, asset management business, securities self-investment projects and other services |
Characteristic service: Differentiated service of China Merchants Securities creates excellent service route. After visiting the financial exhibition at 2010-04-217: 39, China Merchants Securities can listen to an investment report nearby and finally watch the latest movie. A few days ago, the second quarter investment strategy report meeting of China Merchants Securities Ningbo Fuming Road Sales Department was successfully held in Wanda Cinema. Its "exhibition+report+film" mode makes investors who are used to listening to reports at various venues very enjoyable.
The meeting invited Dr. Du Changjiang from China Merchants Securities Asset Management Headquarters and Mr. Ge Jianping from SDIC UBS Fund Management Company to give wonderful speeches on investment strategy and fund asset allocation in the second quarter, which brought a rich investment feast to yongcheng investors.
At the same time, this report will be specially arranged to be held in wanda plaza in cooperation with the second Ningbo Spring Financial Exhibition, so that the citizens who come to the financial exhibition can get a close look at the brand advantages and quality services of China Merchants Securities. During the three-day financial exhibition, China Merchants Securities, as the only securities institution participating in the exhibition, patiently answered questions from the public, publicized securities investment knowledge and popularized investor education, so that more investors in Yongcheng could see the century-old elegance of China Merchants' securities institutions.
Since China Merchants Securities took root in Ningbo last March, it has spared no effort in customer service and investor education, and gradually explored a set of investor education and customer service models with independent characteristics. The new investor school, which is held regularly every week, aims to publicize the basic knowledge, investment ideas and skills of securities investment to new investors and people interested in securities investment. Up to now, it has successfully opened more than 50 issues, which have been well received by customers. In the salon activities held irregularly every month, the investment consultants and customers of the business department get together to exchange ideas with each other in view of recent market hotspots, so that customers can brainstorm and broaden their ideas during the exchange process; Relying on the national platform of China Merchants Securities, we regularly hold high-end investment reports for customers every quarter and half a year, and invite R&D center researchers, fund managers and famous financial figures to exchange investment views with investors and jointly look forward to the future trend, which has formed a certain popularity in Yong Cheng.
In order to solve the problem of aesthetic fatigue brought by various investment reports to investors, Ningbo Business Department of China Merchants Securities has been looking for various ways to make investors listen to and enjoy without feeling monotonous, and to explore ideas and collect plans internally. The success of the "exhibition+report+film" model has obviously strengthened its determination to continue to take differentiated services.
"In the next step, we will continue to work hard on segmentation services, expand the extension of customer service, solicit customer needs, and provide some special services in a targeted manner." The person in charge of the department said: "This Saturday, we will assist China Merchants Securities Hong Kong Company to conduct an investor education tour in overseas markets, and a number of investor education service activities will be held on the first anniversary of its opening. I believe that our special services will meet the needs of customers with different preferences and win the favor of customers. "