The main function of securities sales is to develop and attract customers and sell wealth management products to customers, and can engage in some or all of the following activities under the authorization of securities companies:
1. Introduce the basic situation of securities companies and securities markets to customers.
2. Introduce the basic knowledge of securities investment and business processes such as account opening, trading and fund deposit and withdrawal to customers.
3. Introduce the laws, administrative regulations, CSRC rules, self-discipline rules and relevant regulations of securities companies related to securities trading to customers.
4. Information management
This is a basic work of brokerage marketing. Information management should provide all kinds of information needed around doing a good job in brokerage marketing, including customer information, macroeconomic information, economic policy information, legal information, consumption information, industrial development information, competitor information, international financial market information, internal supervision information and so on.
5. Improve service quality and maintain the reputation of securities companies.
Brokers belong to service organizations, so constantly improving service quality is the fundamental task of brokerage marketing and the basic way to maintain brokerage reputation. Generally speaking, the services of various brokers are not much different, and the reputation of customers often plays a leading role in the recognition of a broker.
Extended data:
The main responsibility of securities companies in the restructuring and listing of enterprises is to design and plan the stock listing of restructured enterprises. The main tasks include: participating in the design and formulation of enterprise restructuring plan, providing listing guidance for restructured enterprises that intend to issue shares, drafting, summarizing and submitting all application materials for listing, organizing stock underwriting of listed enterprises, and undertaking the organization and coordination of listing.
Baidu encyclopedia-securities company
Baidu Encyclopedia-Securities Company Marketing