Securities account manager work summary and next year's work plan

The work of a securities account manager is not a one-off event. It is a long-term job. It requires patience, peace of mind, and can communicate honestly with customers. In order to achieve targeted, purposeful, and effective work in 2019 and achieve better results, the special plan is as follows:

First, go to work with a "love"

1. Go to work with a "love". To maintain good courtesy, from the perspective of serving others, let customers feel that you are really concerned about him, shorten the distance between the broker and the customer, and form a correct guidance for the customer's thinking.

2, do a good job of propaganda, strictly implement the company's service specifications, do a good job in inquiries and new customers' appointments to open an account. Regularly contact the customer to do the maintenance work of the customer.

3. Do a good job in communication and reporting, no small work, record important matters and communicate them to the relevant responsible personnel of the company, so as not to miss or delay.

Second, their own quality

While working hard, I will also strive to improve my own quality. Constantly improve professional ethics, master the rules of securities business, expand securities knowledge, and improve the level of securities business.

1. Learn more, learn advanced securities business theory, learn valuable experience of company colleagues, and learn professional knowledge.

2, more honing, in order to build a good customer relationship. Only when the securities brokers get along well with the customers and get along well, can they complete the task better and deeper!

3, more reflection, more summary. Self-reflection is the basic way to improve the quality of business. For the success or failure of your own securities work, you should sum up in a timely manner and continuously accumulate experience for your future work. So continue to progress, and surpass yourself.

In the days to come. I will be bold and enterprising, continue to innovate, and strive to complete the tasks and tasks assigned by the company, and strive for greater progress! I hope that the company's leaders and colleagues will help and correct.

I think the most important point is the incentive system:

That is also a family business. It is also a system of "doing it for yourself." Why do some work well and some do poorly? Guo Fansheng believes that the family business system mainly includes two aspects, one is the incentive system, which reflects The rules of distribution of wealth, in economics, are the question of "for whom." If the incentive system is done well, people will be willing to work hard. The second is the management system, which mainly solves the problems of “what is produced” and “how to produce” and reflects the efficiency rules of wealth production.

The core of the incentive system is to mobilize people's enthusiasm. The core of the management system is to make the incentive system mobilized to be scientific and efficient.

Without a reasonable incentive system, no matter how good the management system is, there is no point, but only a good incentive system, the management system is not scientific, and the enterprise is difficult to succeed.

The incentive system encourages people to work hard and inspire people to do something good in their hearts, mainly for good people. It makes good people work harder, more creative and independent.

The management system assumes that people are selfish. Starting from the perspective of managing "bad guys", it can make bad people unable to do bad things, be forced to do good things constantly, and turn bad people into good people in the long run.

While controlling the bad guys, it also makes good people not to do bad things and become better people in the temptation of interests. Therefore, the incentive system has increased the number of good people, and the management system has reduced the bad guys.

If they are all like the above, I believe that there is no bad work. There is no end to the task.