Model essay on personal work summary of securities companies 1
I have been in _ _ securities for more than a year. During this period, I improved myself in all aspects, mainly reflected in:
1, have a preliminary understanding of the securities industry.
Since entering the company, I have got a preliminary understanding of the securities industry from being familiar with this industry to passing the qualification examination, while the resident banks have a deeper understanding of the securities business through channel marketing, which can solve various basic problems in their work.
2, the improvement of business development ability
In the process of business marketing, talking with customers, encountering different problems, improving communication skills and adaptability; And pay irregular return visits to customers to provide them with all-round and multi-angle services, so that Cinda services are truly deeply rooted in the hearts of the people.
3. The sense of responsibility and career experience has been strengthened.
Take every business you handle seriously, try to avoid unnecessary troubles to customers and companies, and strive for the fastest and best efficiency.
In enterprise marketing, I also found some problems and my own shortcomings:
1. We need to deepen our understanding of securities and keep learning.
2. When maintaining the relationship with customers, we should gradually strengthen communication methods.
3. Professional analysis ability and marketing ability need to be further improved.
Entering the marketing industry, performance is the standard to measure a person's value. The performance in the past few months was not good, so I rearranged my thoughts. In the future, I will do this:
1, distribute leaflets
Cinda Securities often distributes leaflets. Although a lot of leaflets have been distributed, the effect is not very good, but I think it is still feasible. A large number of leaflets will enhance the visibility of the company. Next, I want to send some in moderation, and persistence will eventually have an effect.
2. Effective use of bank resources
I have been in the bank for more than a year, and my performance is very unsatisfactory. The excellent service of this bank is well known, and many customers come here. It is very good to make good use of this resource and catch a few potential customers. However, the good cooperative relationship between Bank of China and BOC International and the way of cooperation with kickbacks have kept me looking for a breakthrough. Although the pressure is great, it is the only way to get along with them at present. The quality of the resident account manager directly affects the company's image, so I have been working hard.
3. Make full use of the network
It is also a very effective way to attract friends or friends to introduce. Introduce friends through friends, so that customers who want to stock can choose our Cinda account. In addition, for customers who have opened three-party depository business in other securities companies, we will introduce our service concept and competitive advantage to customers and strive to win customers.
At present, the market fluctuates greatly, with a large number of spectators and fierce competition among peers. So I must keep learning, enrich my professional knowledge, provide all-round services for customers, and try my best to do it.
I have been in the bank for more than a year, and my performance is very unsatisfactory. The excellent service of this bank is well known, and many customers come here. It is very good to make good use of this resource and catch a few potential customers. However, the good cooperative relationship between Bank of China and BOC International and the way of cooperation with kickbacks have kept me looking for a breakthrough. Although the pressure is great, it is the only way to get along with them at present. The quality of the resident account manager directly affects the company's image, so I have been working hard.
3. Make full use of the network
It is also a very effective way to attract friends or friends to introduce. Introduce friends through friends, so that customers who want to stock can choose our Cinda account. In addition, for customers who have opened three-party depository business in other securities companies, we will introduce our service concept and competitive advantage to customers and strive to win customers.
At present, the market fluctuates greatly, with a large number of spectators and fierce competition among peers. So I must keep learning, enrich my professional knowledge, provide all-round services for customers, and try my best to do it.
Model essay on personal work summary of securities companies II
20__ years, for _ _ can be said to be ill-fated, reborn, but for me personally, it is at a loss and the future is uncertain. There is a saying: the mountains and rivers last forever, and the city is not right for a while. I believe that under the integration and management of the leaders, _ _ Securities will be able to forge ahead in the future with unlimited scenery. For myself, from the day I learned that the company was taken over, every day I forgot to eat and sleep, and I was walking on thin ice.
I've been a member of _ _ _ _ _ _ _ _ _ _ _ _ for 12 years.
After 12 years of hard work, I have mixed feelings, such as loss, helplessness, worry, indignation, confusion and fear when the company is taken over. I often reflect on myself and the dribs and drabs I have encountered in my twelve years of work. Although I am puzzled, I really don't want to accept my fate.
Summarizing this year's work, I felt guilty at the beginning. There is a saying: "You can't be brave when you are defeated." I always feel guilty, afraid to talk about my work performance, and try my best according to the arrangement of the leader of the takeover team and the head of the department:
1. Under the instructions of the leaders of the takeover team and departments, he seriously reflected on his understanding of takeover, wrote a reflection report of thousands of words, and deeply analyzed his understanding of administrative takeover and the shortcomings of his own work. At the same time, according to the business adjustment after taking over, he carefully studied all the contents of the third-party depository business, including the corresponding policies, computers, financial processes, and all the problems related to banking business, and constantly collected relevant knowledge in this regard to serve the company's future development.
2. According to the specific arrangement of the leader of the takeover team and the department head, participate in the banking training of the third-party depository business.
3. According to the arrangement of the leaders of the takeover group and departments, handle some problems in the third-party depository, including many business departments.
4. For the further development of the company's e-commerce business, I went there several times under the instruction of the department leader.
5. According to the arrangement of the leader of the takeover group and the head of the department, go to other securities companies to learn about the operation and management of the business department and the development of e-commerce business.
According to the internal training arrangement of the department, participate in all internal training and give lectures on the training content of third-party depository business.
7. Use all available time to learn work-related knowledge and skills, constantly enrich yourself, and publish relevant contents on securities, finance and e-commerce in many media, especially radio and television media.
8. Complete other tasks assigned by leaders at any time according to the business needs of the company.
The above is only a part of this year's work, but no matter what I do, I will always put the interests of _ _ securities first, and I will always be grateful and looking forward to _ _ securities.
Model essay on personal work summary of securities companies 3
First, mainly finish the work.
(1) Daily real-time monitoring
1. Abnormal trading monitoring includes: big orders pulling daily limit, buying high and selling low, reversing the same business department, pulling up the market at the end of the day, buying stocks with risk warning signs, etc. For the participation of key monitoring accounts, the business department prompts customers to participate in operational risks.
2. The monitoring of new share transactions includes: the two exchanges modify the regulatory requirements, set specific thresholds according to the requirements, and conduct real-time monitoring of new shares. Within/0/0 days after the listing of new shares, real-time monitoring will be carried out for large-value shares such as closing trading, opening call auction, continuous bidding declaration and cumulative subscription. For the early warning account, the business department is required to remind customers to participate in the speculation of new risks.
3. Monitor whether employees (including brokers) hold stocks.
4. Real-time monitoring of employees' computers and mobile phones: This year, 392 monitoring cases involved 44 business departments, and a total of 169 abnormal feedback forms and 22 compliance accountability notices were issued.
5. According to the daily monitoring, prepare 225 monitoring logs of brokerage business.
6. Abnormal trading monitoring of Hong Kong Stock Connect: Since the opening of 165438+ 10 in June, the trading volume has been inactive, and our department mainly monitors account overdrafts and new accounts of less than 500,000 yuan.
7. Strengthen the monitoring of the compliance exhibition industry of the employees of the Division. This year, accounts with high commission, the same address and the same account manager were screened from June 5438 to August, and 42 1 transactions were screened out, involving 275 accounts and 146 employees in 3 1 business department, and relevant business departments were required to pay a return visit to customers and give feedback.
8. Margin trading, etc.
(2) Work every month
1. Prepare the monthly monitoring report of brokerage business on a regular basis and send it to the general managers of all business departments and headquarters departments.
2. Entrust all the same mobile phones every month, manually screen out the account of the same account manager, and pay a return visit to customers. In June-165438+1October, the general manager paid a return visit to 59 mobile phones and informed the sales department of the return visit. After the implementation of the sales department, a written statement was made, and the general manager signed it and sent it back to our department for retention. During a return visit, three telephone calls from suspected employees' agents asked the business department to make rectification after implementing the employees.
(3) Other work
1. Cooperate with Shanghai and Shenzhen Stock Exchanges to help monitor and supervise key accounts, and focus on tracking and monitoring accounts to prevent stock speculation.
2. Do a good job of sorting out the risk control files. At the beginning of the year, the risk monitoring log, abnormal situation feedback form and compliance accountability notice of the previous year will be bound and filed, and the electronic version will be burned for filing to ensure the integrity of risk control work.
3. Part-time work in the department office and the seventh party branch.
Mainly do a good job in the transfer station of information exchange between superiors and subordinates, timely convey the instructions issued by the company, do not let the work arranged by the leaders be delayed in their own hands, cultivate service awareness, and do a good job for every colleague in the department.
Actively participate in the work assigned by the company, make contributions to the company on behalf of the department and the Seventh Party Branch, and learn from party member.
Second, the work plan
The monitoring of brokerage business is mainly aimed at monitoring the abnormal transactions of customers and the compliance exhibition of employees. This year, according to business needs, monitoring items (employees' mobile phones, same MAC addresses, etc. ) gradually increased, strengthening the monitoring of employee compliance. At the end of this year, the stock market was extremely hot, and the number of accounts opened soared. In order to prevent employees from violating the regulations in order to open accounts, the information technology department is required to support and monitor the number of accounts opened by employees. As the backstage support department of the company, with the continuous innovation of the company's business, I personally will seriously study the new business, keep up with the pace of the company's development, and strive to do a good job in risk monitoring of new business development and do a better job in monitoring.
Model essay on personal work summary of securities companies 4
Time flies, _ _ years passed quickly. Looking back on the past year, I can't help but feel deeply. Time flies, and a year will be crossed in a blink of an eye. Looking back, although there is no vigorous result, it has experienced extraordinary tests and tempering. Looking back, the company accompanied me through a very important stage in my life, which made me understand a lot and let me gradually explore a path that suits me. Later practice proved the correctness of my idea, which strengthened my belief that I should constantly learn and enrich myself. Only in this way can I grow up with the company.
The job of a securities account manager is not a one-off event, but a long-term job, which requires enough patience, careful work at ordinary times and frank communication with customers. Through a year's work, I also found my own shortcomings:
First, in the continuous decline of the market, most customers were trapped and complained a lot. I gradually lost the courage to carry out product marketing in front of bank customers, and the phone number left was not very timely, but the service continued. This is also the biggest problem. Second: the marketing skills are not skilled, and the ideas are not clear when communicating with customers. Sometimes the ideas are taken away by customers, and the customer's psychology cannot be well grasped, which leads to the failure to close the transaction in time. Later, we will continue to strengthen the study and exercise in this area.
Third: the professional knowledge is not enough, and some questions asked by customers can't be answered well in time.
Fourth: For the developed guest style, they are not good at expressing their wishes and working ideas in a roundabout way. In my future work, I want to strengthen my communication skills and try to improve my thinking ability in my work with appropriate methods. The shortcomings listed above are that I think I exist in my works after self-reflection.
In the future work, I also hope that leaders at all levels and all colleagues can help me find and solve problems together.
Measures to improve working standards in the future:
First, learn more advanced securities business theory, learn valuable experience from company colleagues and learn professional knowledge.
Two. Only by thinking more can we establish a good customer relationship. Only by having a good relationship with customers can securities brokers complete their tasks better and deeper!
Three. More reflection, more summary. Self-reflection is the basic way to improve professional quality. We should sum up the success or failure of China's securities industry in time and accumulate experience for future work. So as to make continuous progress and surpass ourselves.
What I want to say is that since you have chosen an industry, don't give up halfway. We should aim at exquisite attitude, do our best and try our best to approach the perfect result. I think all this is an encouragement and spur to me. Everyone who walks on this road will find the value of life in the words "sincerity, goodwill, exquisiteness and perfection".
5 pages of summary essay on personal work of securities companies
Main work achievements
1 and 20__ years, due to some objective reasons such as resignation, secondment, tight engineering tasks and personnel, I was responsible for most of the technical support work of Shenyang Gold Certificate, including the maintenance of counter system, peripheral system and bank certificate products; Debugging and installation of bank certificate products, telephone debugging and installation, etc. In May, after the company launched the remaining distribution products, due to the early installation in Shenyang, on the one hand, it needs to be deeply understood and refined as soon as possible to provide good technical support for market development; On the other hand, I classify all the problems encountered by customers in the use process in detail, which are errors in understanding and use, which are errors in procedures and which need to be improved, and summarize them into documents and send them to headquarters when necessary. In the specific use process, different customers have different needs, and corresponding program modifications should be made according to the needs. In short, in the case of shortage of personnel, we should try our best to make the service meticulous and in place, so that customers can feel that our technical services are not discounted.
2. The data of the counter system and the gold commission system of the business department of North Youhao Street were successfully merged into the business department of Huanhuo Road, and the data of the other two business departments were separated from the system of Youhao Street, which realized the smooth transition of the three business departments on the same day.
3. Completed the implementation of centralized trading projects in the same city in three business departments of Harbin United Securities. In the case of tight time and many problems, we got assistance from all sides and departments, and finally successfully completed the task.
4. Completed the debugging and online work of Tiantong Securities ICBC Yinzhengtong.
5. Complete the commissioning of bank-securities transfer of Taiyuan Street Everbright Bank.
6. It has become the debugging and online work of CITIC Bank's bank certificate program in Beifanhua Road.
7. Successfully completed the data merger between Jinchuanjiang Sales Department and Taiyuan Street Sales Department.
8. Successfully completed the data concentration of the sales departments of Nanwu and Nanbazhong Road.
9. Interface conversion and debugging of telephone banking middleware of Fushun Bank of Communications are in progress.
What I have achieved in my work in the past year is to improve my securities business, technical level, development ability and engineering project experience. I have made progress in the ability to analyze and solve problems and the experience of project implementation, and have a deep understanding of some new products, such as embedded and universal earnings allotment. I also have some basic understanding of other _ONE, mobile counter and open-end fund consignment system.
The main reasons for this achievement are:
1. Accumulate and summarize constantly in the work, never let go of any small problem, and find out the causes of the problems in depth.
2. Strive for more detailed and distinctive maintenance work.
3. Personal technical level has been greatly improved through specific work practice.
4, in the process of project implementation, strive for quality and quantity to complete at the same time, strengthen communication and coordination ability.
Suggestions on the next development of departments and companies
Department:
5, strengthen the department maintenance, project management, strengthen management supervision, from beginning to end.
6, project overtime can form a system, a series of rest.
7. Departments can have mobile phones on duty.
Company:
8. Provide more exercise opportunities for everyone.
9. I think the company should regularly assess employees at different levels, form a competitive mechanism, and appropriately adopt a reward and punishment system, so as to give full play to the enthusiasm of employees.
10, organize more collective activities, so that we can have more communication opportunities, thus strengthening the collective team spirit.
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