The account manager number of the first securities company is not easy to do. I remember we learned the proverb "Little Horse Crossing the River" in primary school. The cow said that the river was shallow, the sheep said that it was urgent and easy to be blown away, and the squirrel said that if you go in, you can swallow it up. What will the horse decide? Similarly, winners have the view of winners, and losers have to wait and see, so whether you do well or not depends on whether you are a mule or a horse!
Second, don't take five courses. If you are an account manager, you only need to take two courses: basic knowledge of securities and securities trading. If you take five courses, you can become an investment consultant! You can also take an examination of registered analysts, all of whom need securities experience, which is another story.
Third, if you are really a talented person and your performance appraisal can't reach the standard in a short time, your regional manager and marketing manager will be merciful outside the network, but there is a certain time limit! If you don't make achievements in a year, you will definitely be eliminated in the end.
A fourth promotion is needed. Promotion is easier, but there are also thresholds. After you meet the required standards, you will naturally apply. If the company thinks you have the ability to hold this position, it will naturally promote you! It takes about ten years from a customer to the general manager of a sales department! The premise is that a key university has a bachelor's degree or above and has been engaged in financial work for more than five years. Unless you are particularly excellent, you can ignore it.
Fifth, it's not like this. They say this because this person did not meet the requirements of the sales department during the examination period. The general evaluation period is three to six months. The general company's regulations are that the total assets are more than 6,543,800+0,000, and the standard is more than 3 million for six months. Because the regions are different, the regulations of different business departments of each brokerage company are different, which is for reference only.
I spent some time at the grassroots level. In my opinion, you must work hard to develop customers in the early stage. Secondly, it is very important for customers' follow-up service and professional knowledge, because securities marketing is a professional marketing service! Your customers trust you to open an account with you just to make money. If you are unprofessional, your customers will be lost quickly!
I wish you good luck again. The financial industry is an industry where you can get as much as you pay. As long as you have confidence and talent, there must be a world for you!