Summary of work during internship

During the whole internship, I learned that the securities counter business includes opening shareholder accounts, fund accounts, handling various entrustment methods, networking between banks and securities, inquiring, printing delivery notes, printing reports and so on. After nearly two weeks of diligent questioning and practical training, as well as the patient help of the counter staff, I have been able to skillfully carry out the basic operation of the whole process of opening an account, and have some understanding of account transfer, account cancellation, general customer information, special customer information and account opening changes in GEM, funds and warrants transactions.

These will be of great help to my future work in the customer service department. Only by being familiar with the business processes of these counters can we solve customers' inquiries about related issues and improve service quality.

In the process of internship, I also saw my own shortcomings: doing things carelessly and carelessly. When filling in customer information, there will be mistakes and omissions. Carelessness in counter work is a taboo, and often a small negligence in work will eventually cause irreparable losses. So this is a problem that I must take seriously and try to get rid of this bad habit. Whether you work at the counter or in the customer service department, you need to do everything carefully to avoid mistakes and improve work efficiency.

Only in this way can we really do our job well and be competent for our post!

At the end of the internship report, I would like to thank the leaders for providing me with this valuable counter internship opportunity, and thank the counter staff for their selfless help. I hope that in the future work, we can continue to cooperate and help each other and contribute to the success of the sales department!