1. Be responsible for the innovation business or intermediary business development of the Division, including but not limited to equity pledge financing, New Third Board, investment banking business, channel business, etc. , and complete the goals and tasks issued by the company;
2. Responsible for the development and maintenance of key strategic customers such as private equity companies, trust companies, fund companies, insurance companies, finance companies and high-net-worth customers;
3. Responsible for collecting and sorting out the information of strategic customers within the jurisdiction of the business department, establishing a strategic customer information base, comprehensively understanding and analyzing the individual needs of customers, and providing one-stop comprehensive financial service solutions;
4. Actively seek, explore and establish innovative business models, develop new products and explore new markets.
Extended data:
The business department of a securities company generally has three departments, namely:
Front desk: brokers, account managers, senior account managers, chief account managers and regional directors (marketing directors). The front desk service department is responsible for opening an account.
China Taiwan: financial consultant, financial manager and investment consultant (different companies have different names). The service desk in China is responsible for answering inquiry calls, working with customers and handling transfer business.
Backstage: finance, IT, administration, counter (transaction), operation director, customer service (in some companies, customer service is the counter), responsible for recruiting account managers and developing new customers.
The securities business department refers to the institution established by a securities company to engage in securities brokerage business, and the securities company shall bear civil liability for the business activities of its securities business department. As a window for securities companies to serve the outside world, the management of securities business department is directly related to the reputation and image of securities companies.