Summary of the year-end work of the securities company's sales department

1. Create a service brand and provide first-class service

In 2019, our sales department used a series of Golden Wing brand service products such as Golden Wings Financial Service Terminal, Jinyi “Investment Hall” mobile phone card and Jinyi Qijin as tools to provide large-scale investment report meeting, stockholder school and financial salon. The form is the carrier, which effectively establishes the CITIC Jintong Securities service brand, which enhances the investor's recognition, recognition and loyalty to the company.

2. Improve business awareness and achieve first-class management

An effective organizational structure is the carrier of creating activities, and sound institutional design is an important guarantee for the success of creation. In order to clearly define the purpose of the activity and the responsibilities of the work, the sales department was established to create the “Youth Civilization” activity leading group, and the “Management Measures for the Youth Civilization” of the Dongyang Zhongshan Road Sales Department was formulated.

Taking the opportunity of creating activities, we will continue to improve and perfect the working mechanism of the Youth League Branch. The foundation of the work of the Youth League Branch will be effectively consolidated, and the cohesiveness and combat effectiveness of the Youth League will be improved.

3. Focus on quality education and cultivate first-class talents

In the form of "Democratic Life Meeting", listen to the voices of employees, understand the ideological trends of employees, and combine training and communication forms with important days to strengthen the ideological and political education of employees and strengthen the ideological and work style of young employees. For example, in March, we launched the Women's Day expansion activities focusing on women and children, and in April we strengthened the patriotic education and inherited the revolutionary tradition as the theme, and organized the Qingming grave-sweeping activities.

In 2019, the sales department continued to adhere to the principle of people-oriented, attach importance to personnel training, and create a learning atmosphere. Learning and training activities in the form of morning meetings, weekly meetings, and weekly trainings are adhered to and benign. The youth position business expert competition activities focusing on improving the staff's business level have also achieved good results. A number of business backbones and professional talents have emerged in each business line, which has better promoted the full bloom of the professional knowledge of the sales department.

4. Strengthen the construction of corporate culture and create a first-class culture

Corporate culture construction is the focus of the business department's work in 2019. Through a wealth of cultural activities, a variety of outreach activities, as well as public welfare and flexible service activities, the sales department effectively enhances employees' sense of identity with the company's values ​​and shapes the company's cultural strength.

First of all, educate the youth by organizing various cultural activities such as reading professional knowledge, compliance knowledge contest, job training, reading a good book, writing a heartfelt experience, and "positive thinking, transcending self" speech contest. The inheritance and development of the party's fine traditions and style have invigorated the cultural life of young employees and created a strong cultural atmosphere.

Actively carry out various forms of quality development activities. In 2019, the sales department arranged employees to participate in outreach activities in Hengdian Dream Valley, Zhoushan and Fenghua, and achieved good results. Employees generally feel the warmth of the collective business department, the intimacy between employees, the trust between the teams and the loyalty to the sales department have been effectively improved. The concept and action of physical fitness are well integrated in the sales department. Every morning, the sales department regularly organizes morning exercises and holds a radio exercise competition. On the afternoon of the business department on Wednesday afternoon, the employees are rushing to Xiqiao Peak, badminton hall and basketball court. The gas volleyball competition and the staff sports meeting in the West Street community also have our employees.

The third is to carry out service activities with strong public welfare and flexibility. 2019 is a disaster-prone year. The drought in southwest China and the Yushu earthquake have affected the hearts of the employees of the sales department. We launched young employees to donate love and physical activities with the theme of “Water City Waterless”, “Great Love Without Borders” and “Caring for Children in Social Welfare Institutes”. The total amount raised before and after was tens of thousands of yuan. The love of the employees has been well received by all parties.

5. Pay attention to the construction of "three positions"

Learning position construction: Every Monday morning, every Friday meeting, and Thursday training will benefit employees. On the basis of the “Reading Month” event, we will hold a youth reading exchange meeting and a speech contest. Initially achieve the improvement of the overall quality of employees.

Exchange position construction: With various learning activities, cultural and sports activities and public welfare activities as the carrier, the relationship between employees, sales department and employees, and business department and brother units can be effectively strengthened. Such as the West Street gas volleyball match, the workers' sports meeting, etc.

Publicity position construction: "The wine is also afraid of the deep alley", and it is good to do well. In 2019, we basically plan for each event, and each event has publicity, and each activity has a summary. Make the text leave marks and leave pictures. At the same time, the QQ group and the Youth Civilization blog were opened, and the propaganda position of the sales department was initially established.

In short, in the 2019 year, in the process of striving for the “Youth Civilization” of Dongyang City, we have gained a lot: professional ethics can be promoted, professional civilization is more prominent; the comprehensive quality of employees and the cohesiveness and combat effectiveness of the sales department have been effectively improved. However, everything is only the beginning. In the future work, we will continue to carry out the creation work in depth, continuously improve the ideological and ethical quality and professional quality of young workers, enhance the image of the window unit, and strive to be dedicated and dedicated, deepen service and dedication. society.