Complete 8 year-end work reports and summaries of the Finance Department Investment Manager

Time flies by. After a year of work, I have gained a lot of new understanding and understanding of my work content. After a position has been working for a year, it is necessary to review and summarize the year's work. We can see how we have grown through a year-end personal summary. If we want to write a good personal year-end summary for the position How to do it? For this purpose, I have carefully compiled the following content, "Eight Year-end Work Reports and Summary Collections of Finance Department Investment Managers" for your reference. A complete collection of 8 annual work reports and summaries for the Investment Recruitment Manager of the Finance Department (Part 1)

?I came to the company in June XX. After several months of securities knowledge training, I passed the exam and then joined the company. During these few months of study and work, I have learned a lot. At the same time, I would like to thank all leaders and colleagues for their help. Below I will report on my work since I joined the company.

?First of all, I think securities is a stressful job, especially for a new batch of young people like me who have just graduated, are in a different place, and have not experienced the hard work of life. A tough test! As an account manager, I think developing customers and customer maintenance are very important. In today's market conditions, it is extremely difficult to develop a new customer. Through my own efforts in the first month, the time was tight and the tasks were heavy, and I tried my best to overcome many difficulties. Get yourself off to a good start!

?Secondly, in terms of maintaining customers, firstly, often explain some stock technical methods to them; secondly, answer their questions to the best of our ability; thirdly, provide family service and make serious friends with them. , while learning some knowledge from them. During this period, I also discovered that developing customers is not easy, and maintaining customers is even more difficult. Nowadays, there are many securities companies and the pressure of competition is high. If you are not careful, customers are likely to be transferred to other companies, so the relationship with customers is very difficult. Establishing good relationships is also very important, and I am constantly learning and learning new knowledge to enrich myself, because knowledge will never be lost, only in this way can I gain recognition and acceptance from customers!

?Now I am gradually falling in love with the securities industry. Although there are pressures and difficulties, everything is human-made. I am not afraid. Only pressure will form motivation! Being an account manager is a long-term job. What you need is to have enough patience, be careful in your daily work, and communicate candidly with customers. I believe you can do it! My work and passion are all in action!

?In short, my career plan and goals for the first half of the year are: in accordance with the company's regulations, develop enough customers, accumulate a certain amount of assets, and complete the regularization requirements!

?December 18, xx

?Account Manager: Zhang Xinxin

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?Work plan

?Work in the first half of xx It ended soon. Faced with the tense macroeconomic situation this year and the current situation of the branch, which is not optimistic, the account manager of the company's business department should give full play to his role, propose a work plan for the second half of the year, and work hard to achieve it.

First, take the initiative to learn and improve skills.

?As an account manager who has been working for a year, I have not worked long hours and have no experience in working as a counter. This is indeed my shortcoming in my work. There is a certain gap between my own skills, marketing capabilities and experience and the performance of my account manager. Therefore, in the second half of the year, we must continue to strengthen our own learning, improve our personal qualities, strive to improve our business skills, and strengthen our own risk management awareness. Continuously summarize, keep learning, and keep accumulating, and strive to be able to calmly deal with various problems that arise in daily work.

?Second, maintain customers and expand the market.

?Proactively contact customers, care about customer needs, and introduce our bank's new business products to customers in a timely manner. For upstream and downstream companies with existing customers, they should dig deep and carry out marketing work targeting each link of the customer's trade chain. You should proactively and frequently keep in touch with customers, discover customer needs, guide customer needs, and provide timely satisfaction to provide customers with "one-stop" services. For existing customers, we must maintain regular contact with them, and for potential customers, we must actively develop them. The purpose of development is mainly to market products and strive to achieve a "win-win" situation. First of all, in line with the principle of "win-win for banks and enterprises", we must calculate the bank's input-output accounts, and also calculate accounts for customers, and design the most appropriate financial product portfolio for customers; secondly, segment customers and establish target markets and potential Customers, analyze and evaluate customers in all aspects. Always maintain contact with customers and mobilize their resources, use effective communication methods and communication strategies to maintain relationships with customers, and conduct fruitful visits and observations to customers. Third, in dealing with customers, we must actively promote bank products. Good at discovering customers' business needs and actively suggesting and recommending applicable products to customers in a targeted manner. If there is a need, report it to the relevant departments in a timely manner and actively explore the possibility of developing special products for it. Fourth, strengthen risk management and effectively monitor and control customer risks.

Pay close attention to the changes in all aspects of customer production, operation, and management and the flow of large amounts of funds. No matter what problems arise, they must be considered in conjunction with asset security and take timely measures.

?3. Think divergently and be brave in innovation.

?With the reform of my country's economic system and financial system, the trend of customers choosing banks has formed, and competition among peers has become increasingly fierce. In terms of business development, how to serve key customers well has played a vital role in the development of our bank's business. Lift

? plays an important role. In the work in the second half of the year, we must always focus on researching the market and paying attention to market dynamics. Researching the market means analyzing the marketing environment. On the premise of grasping the objective environment, we should study customers. Through the study of customers, we can understand the rules of customer fund operation. We strive to track customers’ downstream funds to our bank, achieve “monopoly control” of funds from the source, realize internal circulation of funds, and consolidate our bank’s financial strength.

?Corporate Business Department

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