I am an intern at Wensan Road 18 Jutian Securities. I am engaged in telemarketing, mainly responsible for customer development and customer maintenance.
I. Introduction of the Company
Jutian Securities Co., Ltd. was established in September, 1987. Its predecessor is Shenzhen Special Economic Zone Securities Company, which is the first professional comprehensive securities company in New China. In 200 1 year, with the approval of China Securities Regulatory Commission, China Huaneng Group Corporation and other powerful well-known domestic enterprises injected capital, which enhanced the company's operating strength.
The company is mainly engaged in securities underwriting, securities proprietary trading, securities trading agency, securities investment consulting, corporate financial consulting, enterprise restructuring, mergers and acquisitions, fund and asset management, online securities entrustment and many other businesses.
Since its establishment 16 years ago, the company has always adhered to the principles of "customer first" and "openness, fairness, justice and public trust", won the trust of customers with excellent service and established a good market image. Since the 200 1 capital increase and share expansion, the company's various businesses have developed steadily and its comprehensive strength has been significantly improved. At present, the company has set up 16 securities business departments in major national central cities such as Shenzhen, Beijing, Shanghai, Wuhan, Chengdu, Shenyang, Zhuhai, Hangzhou and Wuxi, all of which have opened online trading business. At the end of 2002, the company initiated the establishment of Jutian Fund Management Co., Ltd. as the main sponsor, and expanded new business areas with a positive attitude. By the end of 2002, the company had total assets of 3.2 billion yuan and net assets of 870 million yuan.
The company's business strategy is to maximize the interests of shareholders and customers, operate steadily, standardize management, explore and innovate, give full play to the company's advantages in talent, capital and technology, forge ahead, be market-oriented, constantly meet customer needs, and provide customers with high-quality and all-round services.
Second, the securities brokerage business problems and suggestions
After the implementation of the floating commission system, all brokers stressed the need to strengthen the consulting service to the sales department and adopted a series of measures. In terms of competitive strategy, big brokers are playing consulting cards, taking high-quality consulting services as an important means to attract customers, but failed to play decent cards. Domestic brokers and investment consulting institutions have been providing consulting services for the sales department for a long time, but the actual effect is not ideal and no effective service model has been formed. The key points of the problem may be in the following aspects:
First, the original consulting products of research institutions of securities companies are mainly fundamental research products designed for institutional customers, which are out of touch with the business needs of customers and have a high level. Some research institutions also have consulting services for business departments, providing market disk analysis products, which are out of touch with fundamental products and have a low level.
Second, with the transformation of the core functions of the business department and the universal implementation of the broker system, it is necessary to explore the consulting service model of the business department. In the past, research institutions directly consulted customers, but now they need to provide a consulting platform for brokers (with the deepening of business, this consulting platform can gradually be transformed into a new product design platform for customers), and then brokers use the consulting platform to consult customers.
Third, the consulting service to the sales department should be carried out at different levels. At present, it should be divided into three levels: brokers, general customers and institutional customers. We should design different consulting products and service methods according to the different characteristics of the three levels of service objects.
Fourth, we should solve the problem of delivery channels for providing consulting services to the sales department. At present, there are roughly the following forms: first, network communication. This is the fastest-growing consultation method at present. The network has fast propagation speed and large capacity, and can be combined with consulting products, analysis systems and data services. With the further improvement of network technology, two-way interactive consultation can be gradually realized; Moreover, online trading and online consultation can be combined, which is the main trend of securities consultation development. The second is telephone consultation. Telephone consultation has the advantages of simple form, low cost and fast transmission speed, which can realize interactive communication and has great development prospects in the market environment where telephone entrusted transactions account for a large proportion. The third is internal TV consultation. Television consultation has a wide coverage and various forms, which can combine pictures, words, sounds and the expressions of consultants. It is a kind of consultation method that conforms to the accepted habits of modern people. On-site consultation with small and medium-sized investors is an effective way. The fourth is embedded market display system, such as embedded Qianlong and analyst system. This way is convenient for customers to get consulting information at any time while staring at the disk. All kinds of communication channels have specific advantages and must be organically matched according to the characteristics of consulting products and customers.
Fifth, it is necessary to improve the ability of brokers to use consulting products to serve customers. At present, the research departments of securities firms have designed some consulting products for the sales department, but few of them really play a role. The core reason is that brokers lack the ability to digest consulting products and turn them into customer service. Some brokers pass on available consulting products to customers, resulting in waste and pollution of consulting resources. Brokers must do a good job at two levels: first, fully understand the needs of customers in investment strategy; Second, I am very familiar with the consulting products I can master. On the basis of two "understandings", we often remind customers of targeted consulting products according to their needs. Such personalized consulting products, after the transformation of brokers, have become personalized services to customers. If the last link is not solved, it will be difficult to give full play to the products that provide consultation to the sales department.
Third, after two months of internship, give some suggestions to investors.
1, correctly understand the relationship between stock investment and life.
The reason why stock investment is so attractive is because of "stimulation". It can bring huge wealth to investors in a short time, and it can also make your wealth disappear.
For investors, if they want to succeed in stock investment, they must have a correct understanding. Only by correctly understanding the relationship between stock and life and its role in life can we be comfortable in the stock market with a peaceful mind. So, how should they correctly understand the relationship between stock investment and life?
Buffett, a famous investor, has a very correct and clear understanding of the relationship between stock investment and life. Looking back on Buffett's road to success, we can see that he is a person who invests with "good thoughts". The so-called good thoughts can be summarized into three aspects: good determination, good affinity and good responsibility.
The stock market is really an attractive place, and people who want to get great wealth flock to it. However, many people get lost in front of money. The main reason for this situation is that they misunderstand the relationship between stock investment and life and the role of stocks in life. In fact, stock investment is no different from any way of making money, and we can't be confused in the face of its high profits.
In short, if you want to invest in the stock market soberly and make money soberly, you must understand the "good intentions" of investor Buffett. Only by understanding the true meaning of thought can we keep a clear head and invest in stocks clearly.
2. Establish your own investment ideas and principles.
As a stock investor, if you want to succeed, the first thing to do is to establish a correct investment concept of your own. The concept of investment is like a banner, leading you in the right direction. When you are undecided about an investment, the correct investment concept will play an eye-catching role and help you make wise investment decisions.
The key to Buffett's success lies in establishing a correct investment philosophy. His investment philosophy is very unique and practical. In Buffett's eyes, he pays attention to the intrinsic value of stocks, buys stocks whose market price is lower than the intrinsic value, holds them for a long time, pays attention to the profitability of enterprises, ignores market changes and does not worry about short-term fluctuations of stocks. In this way, success will not be a distant thing. Buffett often warns those who devote themselves to the ever-changing stock market or hope to make a fortune by investing in stocks, they must establish a correct investment concept and then stick to it. Many stock investors can't do it. The reason is that they can't overcome their impetuous emotions. In fact, Buffy stepped in and paid a lot of tuition for success. When he failed, he immediately summed up his experience and gradually established his own investment philosophy and principles.
References:
/yxwz/ReadNews.asp？ News ID=799