Responsible for transmitting the information of financial products and services of securities companies to existing and potential customers;
Responsible for providing reasonable financial advice to customers and realizing asset preservation and appreciation for customers;
Responsible for organizing and planning advanced marketing activities and developing high-end markets.
Professional requirements: work experience: familiar with basic financial knowledge related to securities, stocks and funds; Have certain financial experience or financial marketing experience; Have a wide range of customer resources; Good communication skills and customer development skills; Strong sense of responsibility, team spirit, able to work under pressure. The income of a successful account manager is very considerable. The income of an account manager does not depend on the position, whether the boss appreciates it or not, but entirely on the value of the customers he owns. The salary of a securities account manager generally consists of: basic salary+commission (stock commission+fund commission)+year-end profit dividend.
Your salary: The income of a successful account manager is very considerable. The income of an account manager does not depend on the position, whether the boss appreciates it or not, but entirely on the value of the customers he owns. The salary of a securities account manager generally consists of: basic salary+commission (stock commission+fund commission)+year-end profit dividend.
Your future: From the perspective of development prospects, financial services can be said to be one of the industries with the greatest development potential in China. In the next five to ten years, China's personal investment and financial consulting industry can reach the market scale of several billion yuan per year. This is a huge market by any standards. More importantly, this market is still in its infancy, and there are not many account managers who really focus on this market development. For account managers who get involved in this market in time, their leading edge will be very obvious. In addition, the account manager has strong independence. Many people would rather make less money than be their own bosses, because then they can act without looking at other people's glances and have the greatest independence. As an account manager, you can say that you have your own business and be your own boss.
As long as you have this determination, you can completely realize your dream. Find the reason market first, and then introduce it. You will find that your contacts will increase year by year. This is the business aspect. Besides, you should read more books about it. Recommend a book from layman to expert by Pan Weijun. Bookstores also have them. At the same time, I suggest you take the qualification examination, so that you can master the basic knowledge. Books: The most basic thing is that the books published by Money Bank Higher Education Press are generally trivial and suitable for beginners who don't take exams. You can start with it. Better learn more.
At present, the competition of securities companies is more reflected in the competition of customer resources, so no matter which position you are assigned after you go, the first thing you have to face may be attracting customers. The salary of most securities companies is linked to the customer transaction volume of employees. That is, there are basic salary plus commission, bonus, holiday allowance, lunch allowance, transportation allowance, housing accumulation fund, endowment insurance and medical insurance, and each unit is different. Because I don't know whether the company you are going to is a comprehensive company or a brokerage company, I can only talk in general terms. Usually, if you are not a computer major, you will not be transferred to the computer department. Generally, newcomers will be arranged at the front desk, that is, the trading department of the securities company. What ordinary employees in the trading department usually do is to deal with customers directly.
Manage customer information, receive customer consulting services, provide customer door-to-door services, deal with problems encountered in customer transactions, and some daily chores, such as receiving printing paper, changing ink cartridges, posting some announcements, etc ... If assigned to the finance department, it will involve the management of customer funds and the liquidation of positions ... Please forgive me for not being able to explain this to you clearly. In short, it's just some desk work. The general department or office mainly writes documents and uploads them. Welcome to send, office, field, shopping and organize meetings. In short, the office is a basket, and everything has to be put in it. You should be wronged and angry. The top business is the R&D department, that is, the R&D department. Every day, it collects important information from major domestic media to form its own views and understanding, in case the boss holds a pre-shift market trend judgment meeting, wait and see the market, and capture market hotspots as soon as possible according to the performance of the disk. Responsible for the preparation of afternoon review and daily review, making the forecast for the next day, position management, etc. The main work in the medium term is to write investment analysis reports, including industry analysis, performance prediction and other fundamental analysis. According to the discipline layout, research and development of new methods are carried out. But it is not easy to enter this department. In addition to qualifications and knowledge, it is also called the top of the pyramid of the securities industry. In short, when newcomers enter a new environment, they should be diligent and eager to learn, do things from beginning to end, ask questions that should be asked, and don't get to the bottom of what should not be asked. All levels have authority at all levels, pay attention to your appearance and costume, and the rest is up to you!