Securities company trial period conversion application work summary

It has been three months since I entered the company on November 30, 2019, during which time the company leaders and colleagues have helped me a lot in my work and life. The customer service center of the company has just come online, and has a higher awareness of customer service center construction and customer service through daily work. At the same time, it actively communicates with leaders and colleagues, and integrates Dongxing Securities as soon as possible.

During the probationary period, he is mainly responsible for the following tasks: 1. Since the customer service platform of the company's customer service center is in the development stage and enters the company itself, using the previous work experience, he first proposes the functional requirements of the customer service platform, on December 14, 2019. On December 22nd, the staff of the customer service center of the headquarters and the sales department of the company organized the customer service platform to test, and timely feedback the test results to the staff of Jinzheng Company, and communicated with the staff of Jinzheng Company to discuss the functions of the customer service platform. Perfect, and completed the functional improvement proposal on January 15, 2019, submitted to Jinzheng staff; 2. Responsible for editing the quality inspection management method of the company's customer service center, and assisted in the completion of the company's customer service center management method formulation and company customer service center specification language editing Improve the system of the company's customer service center system; 3. Conduct spot checks and quality checks on the headquarters and sales department customer service center's traffic at regular intervals, and summarize the problems in the traffic to all relevant staff. Check the problem to communicate while Monthly submission of the customer service center quality inspection monthly report, through this work to improve the customer service center service level; 4, from January 2019 customer service center customer service platform agent system online, began to receive customer consultation calls, through the answering customers During the telephone process, we will promote the learning of business knowledge and improve our customer service awareness. 5. Organize the morning meeting of customer service center personnel daily, learn about market information at the morning meeting, and learn daily difficult business knowledge and new business knowledge. At the same time, learn the company's recent tasks and priorities; 6. Train the relevant staff of the Beijing Sales Department for the customer service center workflow and standard language and related work, and learn about the customer service center workflow and improve service awareness through training and learning; After the customer service platform seat system of the headquarters and the sales department is online, the sales department will guide the new customer return visit through the agent system, and solve the problems that the out-of-call personnel in the outbound call process will be solved in time; 8. According to the company's leadership requirements, Strengthen the company's various sectors The company is responsible for collecting and sorting out the difficult business on the day after the market closes, and sending the difficult business summary to the leaders of the headquarters brokerage business department and the customer service supervisors of each sales department.

Through the completion of the above tasks, I found that I still need to improve in many aspects: 1. Strengthen the learning of business knowledge. Through continuous listening to the customer consultation, I found that I still need to strengthen my study for many business knowledge of the company, so as to improve the customer. Service level; 2. Strengthen team communication and cooperation, join the new collective, and must communicate with leaders and colleagues in the construction phase of the company's customer service center to ensure the development and completion of various tasks, especially according to the development of the company's customer service center. Objectives: Actively strengthen communication with customer service supervisors of various sales departments; 3. For the construction stage of the company's customer service center, it should use its previous work experience and customer service center operation management awareness to strengthen innovation ability and find suitable company customer service center construction. Ways and means.

After becoming a member of Dongxing Securities, he made serious improvements based on the shortcomings discovered during the trial period . At the same time, he actively completed the tasks assigned by the company's leadership and made his own efforts in the construction of the company's customer service center. On-time completion of the on-line work of the customer service platform of the customer service center of the headquarters and the sales department of each sales department, and conscientiously assisting the customer service center of the company's sales offices to work on the line, and at the same time, carefully assisting in the construction of the company's customer service center system, and strengthening the responsibility for the future. The customer service center calls in the group's team building management, and actively cooperates with the leaders and colleagues to carry out various tasks.