Secondly, after the morning reading, I began to prepare for opening an account at the front desk, because the main job of the front desk is to open an account. Opening an account is the most common and basic business of securities companies, so we should have a detailed understanding and serious study of the account opening process. Here is a brief introduction to the process of personal account opening:
1. When opening an account, individuals need to provide the original and photocopy of their ID cards, and the original and photocopy of Shenzhen and Shanghai securities account cards; If it is an agent, it is also necessary to sign a power of attorney with the client at the same time, and provide the original and copy of the agent's ID card;
2. Fill in the account opening information and sign a securities trading entrustment contract with the securities business department;
3. The securities business department opens a capital account for investors;
4. Handle the bank-securities transfer of the securities business department;
The process of opening an account is similar to that of an individual, but the documents to be provided are different from the contracts to be added.
Another main job of the front desk is counter service. For example, customers need to handle various businesses at the counter, such as transferring custody, canceling designated transactions, changing customer information and passwords, and enabling and canceling bank-securities transfer. In the whole process of working at the front desk, we spend a large part of our time guiding customers to fill in various business forms and copy ID cards, bank cards and shareholder code cards to improve work efficiency. At the same time, I also learn how to communicate with old employees and keep abreast of customer needs.
In addition, in the whole work process, we also provide simple consulting services to communicate with customers. After training and many days' observation and study, I can handle customers' related opinions and relatively simple questions according to my own knowledge. But more importantly, we should find more problems and learn more about securities. Because I don't pay much attention to the stock market when I am studying at school, more accurately, I don't know much about the stock market, so I seldom use some stock software for analysis. During the internship, when there is relatively little work, we pay more attention to the stock market dynamics. I am familiar with many listed companies in Shanghai and Shenzhen stock markets, and I have also analyzed and discussed the use of various indicators by some stocks. After reviewing the relevant knowledge, I am proficient in stock market analysis software and can operate it comprehensively, and my understanding of the stock market is deeper than before.
Finally, when the day's work is basically over, we begin another important content: sorting out customer data. Customer information includes an account opening application, an account opening contract, a bank-securities correspondence application, a customer information change form, a customer ID card, a bank card and a copy of a shareholder code card. The related work includes the following three aspects.