Work summary of the model essay on personal work plan for futures trading (1) (1)
On October, 20xx, I went to xx by bus to learn computer room management from my old employee XX. Because there are many documents and regulations, after mastering the whole process, I went into the computer room of xx branch with the housekeeper and taught it by hand. I'm a quick learner. I tried to operate in front of domestic workers, and I was affirmed, and then I became familiar with the emergency operation process. This will be the first problem I will face and change in the coming year, and it is also the most important problem.
On 20xx, xxx came to Nanhai Branch to do computer room maintenance. Under the supervision of xxx, I personally confirmed and operated the server program and password, and established confidence. Later, xxx and I combed the local area network of xx Branch, and became familiar with the construction principle of internal network and external network, which laid a good foundation for future work.
(B) deficiencies in the work
Lack of initiative in work, less communication with leaders and everyone, comprehensive and meticulous consideration of things, practical work, and many mistakes. Although some efforts have been made, there is still a long way to go from the expectations and requirements of company leaders at work. Such as theoretical level, working ability, implementation and planning of specific work, etc. Need to be further improved. At the same time, I am not skilled enough in my new job, and so on. I am determined to reform and solve these problems in my future work in order to finish my work better. And what you should and can do, you should be brave enough to take this step, not relying on others, not shrinking, not escaping, so that you can be more confident, bold and careful in your work in the future.
(3) 20xx annual plan
20xx years have passed, and the days ahead are still full of challenges and opportunities. I always feel that the effort to be made seems easy, but it requires heart, effort and attitude. But I firmly believe that with the correct decision of company leaders, the assistance of colleagues and my unremitting efforts, the 20xx annual meeting will be a year of transformation for Hon Hai Company.
Model essay on personal work plan for futures trading (2) 1. For old and regular customers, we should always keep in touch, give some small gifts or entertain customers when we have time and conditions, and stabilize the relationship with customers.
Second, we should constantly obtain customer information from various media while having old customers.
Third, to have a good performance, we must strengthen business learning, broaden our horizons, enrich our knowledge, and combine business learning with communication skills in a variety of forms.
Fourth, I have the following requirements for myself this year.
1. More than X new customers should be added every week, and there should be 6 potential customers.
2, weekly summary, big knot once a month, see what mistakes in the work, timely correct next time.
Before meeting the customer, you should know more about the customer's status and needs, and then make full preparations, so that you may not lose this customer.
There should be no customer's concealment and deception, so there will be no loyal customers. On some issues, you and the client.
We should constantly strengthen our business study, read more books, consult relevant information on the Internet, communicate with colleagues and learn better methods and means from them.
6. Work attitude towards all customers should be the same, but don't be too modest. Make a good impression on customers and establish a better image for the company.
7. When customers encounter problems, they must try their best to help them solve them. In doing business, we must be a man first, and let customers believe in our work strength, so as to better complete the task.
8. Self-confidence is very important. Always say to yourself, you are, you are unique. Only by having a healthy, optimistic and positive work attitude can we complete the task better.
9, and other employees of the company should have good communication, team consciousness, more exchanges and discussions, in order to continuously improve business skills.
10. For this year's sales task, I will try my best to complete the monthly task of 10000 yuan and create profits for the company.
Model essay on personal work plan for futures trading (III) I. Agricultural products plate-soybean meal
1. Investment basis: The high-yield pressure in South America has been depressing the soybean price, and the soybean meal fell to the lowest price of 2683 at the high point (3098). After a long period of interval shocks, the high-yield pressure in South America has been basically digested, and the market is just waiting for the final tone. Bad landing will help the market get out of the fluctuation range; Domestic pig food prices are close to the policy warning line level, and favorable policy support is expected in the market outlook; As time goes by, soybeans in the northern hemisphere (China and the United States) enter the planting stage, and the theme of planting area and weather speculation will gradually appear in the intermediary market; Due to the support of the national reserve policy, the delivery cost of soybeans will be higher than X yuan/ton, and the market outlook is also expected to make up for the increase and promote the futures price of soybean meal.
2. Investment direction: do more.
3. The total investment margin shall not exceed x% of the total funds, that is, the strategy of opening positions for X 10,000 yuan.
4. Take the strategy of opening positions in batches around the 2740-2880 shock range.
5. Tentative position 2820, position 10 lot.
6.2800 main posts, 30 posts and 10 emergency prevention posts.
7. The total position cost is controlled at around 2800. 5 target price: 3000 stop loss price: 27406 estimated profit: x million estimated loss: x million estimated profit-loss ratio: 4: 1.
Second, the soft commodity-white sugar
1. Investment basis: Although the fundamentals of sugar are slightly higher, the sharp rise in sugar prices overdraws the fundamentals to a great extent, and the State Reserve also makes up the gap to a great extent. At present, the spot market price is artificially high and the trading volume is light. In addition, the 09/ 10 cropping season will end around x, and with the gradual end of the 09/ 10 cropping season, the speculation on unit yield will gradually fade. The second quarter is the off-season of traditional demand for white sugar. With the new sugar coming on the market, the supply of white sugar will increase greatly. At the same time, with the tightening of liquidity and the increase of interest rate expectations, the cost of hoarding cash by spot merchants has increased. In order to realize the withdrawal of funds, sugar will inevitably be thrown into the market, thus putting greater pressure on spot prices.
Model essay on personal work plan for futures trading (IV) 1: Defining the nature of the company
Tuesday's meeting made it clear that the definition of a company at this stage is "intermediary", which is a bridge between traders, futures exchanges and investment companies. In the case of completing the basic functions of our sales department, how to better serve customers and investment companies should be the focus of our consideration. In order to serve them better, the promotion of investment consulting business is naturally in the first place. Due to the limited staff in the sales department, the investment consulting business has always been handled by market developers, which is feasible, but there are some shortcomings, such as making customers feel that the company is informal, it is difficult for potential customers to consult, the insiders are too independent and lack of cooperation. To this end, I think the business department should set up a full-time free investment and QQ number and advertise. Due to the current situation of the company, one person can formally answer the phone and then transfer it to other market developers. This is not only formal, but also conducive to the development of potential customers into real customers and increase the efficiency of developers to expand the market. At the same time, QQ is often used in the form of video or even multi-party video (that is, two or three market developers answer a customer by video at the same time), which can make the consulting service more intuitive and make customers feel more valued. Multi-party video can make answers more comprehensive, increase communication between employees, increase work input, and improve cohesion and work efficiency. I think these tasks are relatively easy to complete in the near future, so we can put into construction immediately after the meeting, strive to complete the construction within one month, improve it within one quarter and achieve initial results.
Second: issue products.
Combined with the quota system, the original products are improved, and the direction of new products is to control risks. First of all, the quota system implemented by the company is actually a further strengthening of financing, which naturally increases the risk of trading. All the profits of the transaction belong to the investors, and of course all the losses are borne by the investors. We don't take the risk of trading. If there is any loss, it will be deducted from the deposit paid by the investor. If the loss reaches a certain proportion of the margin, stop the operation to reduce the risk.
The transaction fees we charge are based on the amount of funds after the quota, which makes our fees increase a lot. The company can appropriately reduce a certain rate (how much is the rate and how much is it reduced? I can't point it out clearly because I don't know enough about the company's standards. As long as the handling fee amount can be controlled between the total amount after the same industry quota and the original standard handling fee amount invested by customers, it is reasonable. ) to increase customer appeal. Of course, just the original discount of the quota is enough to attract a large number of customers, so I don't think we should lower the rate in the first quarter and see the actual effect. After that, we will have a meeting to discuss whether we should appropriately reduce the handling fee rate.
Model essay on personal work plan for futures trading (5) At present, the assistant is still in the learning stage due to lack of work experience, and can't handle the whole process of an order independently, that is, from the preliminary work of the order to the subsequent delivery and collection. In order to better cooperate with each other and improve work efficiency. The sales staff and their current assistants have the following distribution plans:
The main work of sales staff:
1, responsible for all communication before taking orders and placing orders. Including the request for new samples, the recommendation of new products, and the after-sales service of problematic products; Product quotation; etc
2. Be responsible for all accounting issues related to all orders and customers. Including regular payments; Check the accounts with the financial department regularly every month; Communicate with guests regularly every month to check the accounts.
Be familiar with all the conditions of your order. Including the total amount of orders received each month (total amount+total quantity); The total number of orders issued each month; The total number of orders received by major guests every month; The gap between the actual completed order quantity and the planned completed order quantity, etc.
4. Submit relevant reports regularly. Including monthly sales report; Customer information feedback opinion processing table; Monthly work report and work plan for next month (due at the end of each month); Customer report (including the monthly maintenance of old guests, the development process of new guests and problems in the middle)
5. Assist the assistant to complete all the daily work related to the order.
At present, the main responsibility of the assistant is to actively learn industry knowledge and product knowledge while assisting the salesman to complete the work smoothly, and to operate the business independently as soon as possible. The main details include the following aspects:
1. Track orders placed by salespeople. Including making production notice, delivery list, first article confirmation, delivery date confirmation and packaging details (inner and outer boxes, printing, labels, wheat heads) confirmation and making; Special circumstances in the process of order follow-up, such as serious technical problems of a product, which can not be delivered on time; And communicate these tasks with the salesman in time to facilitate mutual understanding of the current progress of the order.
2. Handle the filing of samples and follow up the mailing. When the customer asks for samples, the salesperson will fill in the application form and submit it. Before or after submission, he must register in the "Sample Application Form", and then ask the production department for samples in time and send them to customers according to the different uses of the samples. (Generally, the return of samples of conventional models does not exceed three tasks, and special products such as new products and important customers do not exceed one week. As long as there is guarantee, the samples on display can be rejected.
The appearance of the certificate is beautiful, and the sample delivery does not exceed 10 working days). Sample delivery is the premise of getting the order, so we must do this well.
3. Follow-up work for special orders. The special order we mentioned here refers to the order that we arrange the export directly by ourselves. The usual follow-up work includes not only the contents described in 1, but also the consignment, the preparation of customs declaration materials, the confirmation of the bill of lading, and the recovery of the verification form at maturity.
4, regular work plan:
(1) Update the 20xx order summary table before work every day.
(2) Submit the inventory list of orders every Monday, and complete the collection and check before the end of the day. Orders with problems need to get information at the first time and inform the guests in time.
(3) At the middle and end of each month, the warehouse will open an "outbound order" based on the "Product Packaging Qualification Notice" and "Delivery List" and submit it to the liaison officer Huang Lince, who will submit it to the finance department in a unified manner. (Be sure to check the delivery order number, quantity and amount before handing it in. )
(4) Communicate with the salesman every Monday, issue the list of orders that can be issued this week, pay attention to the subsequent orders, and put the received orders into the warehouse receipt.
(5) Communicate with the salesman every Saturday about the orders completed this week.
Based on the above distribution, when encountering difficulties in practical work, the two can communicate with each other, improve work efficiency, better serve the company's customers and improve the sales performance of individuals and companies.