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Summary of employee work of securities companies in 2019


Time flies, unconsciously, full of hope will be completed in 2019. Looking back at the work of 2019, there is joy in harvesting, the hardships of fighting with colleagues, and the difficulties and setbacks. In general, the six months to Jianghai is enjoyable. In 2019, it was a turning point in my life experience. From a small investor who traded stocks in a spare time to an employee of Jianghai Securities Co., which deals with stocks every day, Jianghai Securities will also provide good development for my future development. Stage.

I officially joined Jianghai Securities in June 2019. Looking back on the work in the past six months, I basically met the standard of an ordinary employee of the company. I opened 25 effective households and sold 150,000 funds, but the customers I developed. The amount of assets is relatively small, so the amount of assets under custody is relatively small, which is the direction that I will break through in 2019. I remember that when I first arrived at the company, I didn't even know the most basic account opening and transfer procedures. The stock knowledge level was also superficial. Through the study with the old employees and the training of the company, my knowledge level has been greatly improved. When I first went out to the exhibition industry, because my personality was relatively introverted, I didn’t dare to go forward with the customers. Through the study and help of my colleagues, I went to the community, the supermarket, and the market. Now I am able to go to the exhibition industry alone. It is. Through the exhibition industry work in the past six months, I have learned the importance of team work. I used to work alone when I joined the company. Since joining the company, let me know the limited ability of one person's ability relative to the team. For us. The content of the work, as long as through the company's platform, teamwork, can develop more customers and create greater wealth.

For 2019, for me, it is not a new employee. I want to ask myself with stricter standards. In order to ensure the quality of effective households, I will continue to improve the quality of effective households and develop more as much as possible. High quality customers. At the same time, for the current old customers, we must maintain them and develop more customers through their referrals as much as possible. At the same time, we must constantly improve our knowledge level, and strive to test the remaining two exams in 2019. I will lay a good foundation for future development. At the same time, we must actively cooperate with the work of the company and the team, contribute our own meager strength to the development of the company and the team, and make the wealth management 2 become the best team in the company!

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