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800-word summary of the work of securities companies during the probationary period

Release Time:2022-05-02 Topic:How it feels to work in a securities company Reading:14 Navigation:Stock Liao information > Comprehensive > 800-word summary of the work of securities companies during the probationary period phone-reading

It has been three months since I joined the company on November 30, 2010. During this period, the company's leaders and colleagues gave me work and life support Lots of help. When the company's customer service center was just launched, through daily work, I learned to have a higher understanding of the construction of the customer service center and customer service. At the same time, I actively communicated with leaders and colleagues to integrate into the group of Dongxing Securities as soon as possible.

During the trial period, he is mainly responsible for completing the following tasks: 1. Since the customer service platform of the company's customer service center is in the development stage, he enters the company by himself, and uses his previous work experience to first put forward the functional requirements of the customer service platform. , On December 14 and December 22, 2010, the staff of the customer service center of the headquarters and the business department were organized to test the customer service platform, and the test results were timely fed back to the staff of Jinzheng Company, and communicated with the staff of Jinzheng Company Discuss the functional improvement of the customer service platform, and complete the functional improvement proposal and submit it to Jinzheng staff on January 15, 2010; 2. Responsible for editing the quality inspection management measures of the company's customer service center, and assisting in the formulation and implementation of the company's customer service center management measures. The company's customer service center edits the standard terms and improves the system construction of the company's customer service center; 3. Regularly conduct random quality inspections on the calls of the headquarters and the customer service center of the sales department every month, and summarize the problems existing in the calls and send them to each Relevant staff, communicate with quality inspection problems, and submit monthly quality inspection reports of the customer service center every month, through this work to improve the service level of the customer service center; 4. From January 2010, the customer service center customer service platform seat After the system goes online, it starts to answer customer consultation calls, promotes the learning of business knowledge and improves its own customer service awareness through the process of answering customer calls; Market information, jointly learn daily difficult business knowledge and new business knowledge, and at the same time learn the company's recent work tasks and priorities; 6. For the customer service center workflow and standard terms and related work, train the relevant staff of the Beijing Sales Department, and pass the training. Train and learn to understand the workflow of the customer service center and improve service awareness; 7. After the agent system of the customer service platform of the headquarters and the sales department is launched, guide the sales department to complete the return visit of new customers through the agent system, and timely solve the problem of the outbound caller of the sales department 8. According to the requirements of the company's leaders and in order to strengthen the business interoperability of various departments of the company, they are responsible for the difficult business of the day after the market closes every day, and send a summary of the difficult business to the leaders of the brokerage business department of the headquarters and the customer service of each business department every week. director.

Through the completion of the above work tasks, I found that I still need to improve in many aspects: 1. Strengthen the study of business knowledge, and through the process of constantly answering customer consultation calls, I found that I still need to strengthen many aspects of the company's business knowledge. Learning, so as to improve the service level to customers; 2. Strengthen team communication and cooperation, after joining a new group, and in the construction stage of the company's customer service center, it is necessary to communicate well with leaders and colleagues to ensure the development and completion of various tasks, In particular, according to the development goals of the company's customer service center, actively strengthen communication with the customer service supervisors of various business departments; 3. For the construction stage of the company's customer service center, you should use your previous work experience and knowledge of customer service center operation and management to strengthen innovation capabilities, Find the right way to build the company's customer service center.

After officially becoming a member of Dongxing Securities, I will earnestly improve according to the deficiencies found during the trial period, and at the same time actively complete the tasks assigned by the company's leaders, and make my own efforts in the construction of the company's customer service center. Complete the on-line work of the customer service platform agent system of the customer service center of the headquarters and each business department on schedule, and earnestly assist the company's customer service centers of all business departments to go online. The team building management of the call-in group of the customer service center, and actively cooperate with leaders and colleagues to carry out various tasks.

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