Staff Work Planning of Securities Companies

I. Work of the Administrative Office

The office is the link between all departments of the hotel, the bridge between the chairman, the general manager and all departments, the link to coordinate the relationship between relevant departments, the center to maintain the normal operation of the hotel, and plays a very important role in the daily management of the hotel.

Judging from the work of 20 18 hotel, whether the hotel's decision can be carried out to the letter to all departments, whether the hotel's logistics work can be effectively guaranteed, and whether the cultural life of employees can be carried out vividly depends to a great extent on whether there is a qualified and competent office.

In order to give full play to the role of hotel office, in 20 18, my colleagues and I will carry out office work from the following four aspects:

1, giving play to the staff function of the office.

First, in the decision-making process, to help leaders fully understand the situation at the grass-roots level, to determine the direction and focus, scope and degree of work.

B, in the process of decision-making, give play to the role of staff, help leaders to keep abreast of work progress, evaluate the situation and strengthen control.

C, at the end of the decision-making implementation process, help leaders correctly sum up experience and carry out new decision-making activities.

2. Give full play to the office's undertaking function.

A. Matters such as work investigation and information anti-humiliation summary delivered by the superior leadership department need to be taken seriously and completed on schedule.

B, for hotel leaders' decisions, lead the staff of this department to carry them out to the letter (responsible for leadership, organization, command and management).

C, employees need to handle related matters or make suggestions for the hotel, and handle them according to the actual situation.

3. Give full play to the management function of the office.

A. document management. Unified leadership, unified organization and arrangement of paperwork, responsible for supervision and inspection, quality control, and prevention of plagiarism and formalism.

B. transaction management. Seriously deal with meeting arrangements, departmental car use, external reception, office equipment and providing living services for hotel employees. Let the office truly become a center.

4. Give play to the coordination function of the office.

Do a good job in vertical coordination, horizontal coordination and internal coordination, that is, devote yourself to the harmonious coordination of the relationship between superiors and subordinates, give orders to subordinates, understand the following situation, work closely together from top to bottom, and keep pace.

Second, the work of the human resources department

Human resources are the most valuable resources of hotels and play a decisive role in hotel management. The work of human resources department directly affects the survival and development of hotels. The human resources department shoulders the great mission of achieving strategic goals for the hotel and creating a rich life for employees. In 20 18, we will assist the human resources department in the following four tasks:

1, human resources strategic planning

Strategic planning of human resources is the starting point of human resources work, and it is the guide and work program of personnel action. In the early stage, all the human resource management work of the hotel was carried out with reference to the methods of Jining Hong Kong Hotel. However, there is a gap in improving efficiency, reducing costs and reducing risks. In order to reach the level of Tengzhou hotel industry in recruiting, educating, employing and retaining people. Will assist the human resources department to design a practical and simple organizational structure, and write clearly the post responsibilities, post authority and incentive mechanism.

2. Recruitment and configuration:

Recruitment is the beginning of human resource management. In terms of recruitment, it will assist the Human Resources Department to provide employees with more promotion opportunities in accordance with the principle of internal recruitment before social recruitment for all positions. In terms of staffing, assist relevant departments to formulate reasonable staffing and encourage employees to rotate and flow reasonably in the hotel. However, we must adhere to the principle that untrained transfer personnel are not allowed to be promoted or changed positions. In other words, people who want to be promoted or change jobs must first train the next shift.

Step 3 cultivate

Training is the source of motivation for the hotel's long-lasting foundation and the charger for the growth of employees. Effective training is an important guarantee for the common development of hotels and employees. Assist the human resources department to establish a practical and perfect training system, prepare a special training budget, formulate specific training objectives, and comprehensively promote training.

A. The training content will be implemented in four parts: including culture and strategy, vocational skills, professional skills and management skills.

B, in terms of training time, strive to reach 12 days per capita throughout the year, that is, guarantee one day of study time per month.

C training will be divided into four categories: executive training, middle-level training, grassroots training and employee training.

Training is divided into induction training, on-the-job training and promotion training in nature.

4. Performance and motivation

Performance management is the lifeline of human resource management. Employees can create value for the company and bring performance to the company. Employees are resources, capital and wealth. Whether directly or indirectly creating value, as long as it can create value, the return of employees is investment, otherwise it is cost or waste. Incentive mechanism is the gas station of human resource management. Through effective incentive mechanism, the potential of employees can be developed and the performance of the organization can be improved. Otherwise, it will be difficult for enterprises to survive and develop if they do more and do less, do well and do badly, and do nothing, or if the performance appraisal and incentive mechanism cannot be objective and fair. Through effective performance management, those who are capable must be promoted, those who are quite capable must be allowed and those who are mediocre must be reduced. Even if the speed of performance improvement can't keep up with the development speed of the enterprise, it should be eliminated at the bottom according to the principle of compulsory sorting and last elimination. Only in this way can our store develop steadily. Assist the human resources department to strengthen performance management and incentives, adhere to the combination of quantitative evaluation and qualitative evaluation, result evaluation and behavior evaluation, personal evaluation and superior evaluation, quarterly evaluation and annual evaluation, personal income and company efficiency, strengthen result orientation and pay attention to behavior control. Gradually increase the proportion of performance pay, and give short-,medium-and long-term incentives to hotels.

extreme

The job of a securities account manager is not a one-off event, but a long-term job, which requires enough patience, careful work at ordinary times and frank communication with customers. In order to carry out the work purposefully and effectively in 20 18 and achieve better results, the following plans are formulated:

First, go to work with "love"

1, go to work with a "love". Keep good manners, let customers feel that you really care about him from the perspective of serving others, shorten the distance between brokers and customers, and guide customers to form correct plans.

2. Do a good job in publicity, strictly implement the company's service standards, and do a good job in telephone consultation and account opening for new customers. Contact customers regularly and do a good job in customer maintenance.

3. Do a good job of communication and reporting. There are no small things at work. Record important matters and convey them to the relevant responsible personnel of the company to avoid omission or delay.

Second, in terms of their own quality, while working hard, they will also strive to improve their own quality.

Constantly improve professional ethics, master securities business rules, expand securities knowledge and improve their own securities business level.

1. Learn more advanced securities business theory, learn valuable experience from company colleagues and learn professional knowledge.

2. Think more to build a good customer relationship. Only by having a good relationship with customers can securities brokers complete their tasks better and deeper!

3. Reflect more and summarize more. Self-reflection is the basic way to improve professional quality. We should sum up the success or failure of China's securities industry in time and accumulate experience for future work. So as to make continuous progress and surpass ourselves. In the days to come. I will forge ahead and innovate, strive to complete the work and tasks assigned by the company and strive for greater progress! I hope the company leaders and colleagues will help and correct me a lot. I think the most important point is the incentive system: it is also a family business and a "work for yourself" system. Why do some do well and some do poorly? Xxx thinks that the system of family business mainly includes two aspects. One is the incentive system, which embodies the distribution rules of wealth. In economics, it is a question of "for whom". If the incentive system is done well, people will be willing to work hard. The second is the management system, which mainly solves the problems of "what to produce" and "how to produce" and embodies the efficiency rules of wealth production. The core of incentive system is to mobilize people's enthusiasm, and the core of management system is to make the motivation of incentive system mobilization scientific and efficient.

Without a reasonable incentive system, no matter how good the management system is, it is meaningless. Only with a good incentive system and an unscientific management system, it is difficult for an enterprise to succeed. The incentive system encourages people to work hard and inspire good things in people's hearts, mainly for great people. It makes great people work harder, more creatively and more independently. The management system is based on the assumption that people are selfish. From the perspective of managing "bad guys", bad guys can't do bad things and are forced to keep doing good things. In the long run, they will turn bad guys into good people. While controlling the bad guys, let the good guys not do bad things under the temptation of interests and become better people. Therefore, the incentive system increases the number of good people, and the management system reduces the number of bad people. If everything is like the above, I believe there is nothing wrong with the job. There are no unfinished tasks.

Tisso

The past year has passed, and at the beginning of the new year, looking back at last year's work, there are many shortcomings in team management.

XX is a year full of passion. Efforts should be made to sum up the shortcomings in last year's work, consolidate the management of this year's team, vigorously enhance the cohesion, centripetal force and execution of the team, enhance the feelings among team members, and enhance this year's performance with full youthful fighting spirit. By further optimizing the management plan, spiritual and cultural construction and marketing plan, we will further promote Tianqi's team building, strengthen our confidence, unite as one, and solidly promote all the work this year. It is of great significance to do a good job this year.

(1) Fully understand the arduousness of achieving the asset quantity target this year.

Last year, our team's performance was far from the target, and we encountered many problems in implementing the marketing plan. In marketing promotion, the team can't get the corresponding gifts and imitations, and can't make a better promotion plan; In the maintenance of bank outlets, due to the competition in the banking industry, the requirements for account managers of securities companies are too high, and the tasks of credit, funds and deposits are heavier every month.

As a result, our account manager's promotion of network maintenance is slow. Although teams and individuals cooperate to improve the maintenance of bank outlets, it is still difficult to deposit; We are at a disadvantage in the development of bank outlets, and we can't achieve the goal of providing deposits for banks and better win-win "marketing plan". Without a good channel development, it is more difficult to implement the marketing plan.

(B) fully understand the importance of promoting optimal management.

When team management enters the growth stage, some deep-seated problems may be highlighted. It is particularly important to establish a sound team management plan. The comprehensive program reform has entered the substantive implementation stage this year. Through some problems existing in the present situation of team members, such as cohesion, centripetal force, execution and work enthusiasm, new optimization schemes are formulated to solve their problems in time and improve team management.

(3) Fully understand the importance of developing membership.

New members are the fresh blood of the team and an important part of team development. Without the addition of new members, it is impossible to form a big family. The company optimizes the recruitment plan and refines it through team recruitment. Joint implementation, good at marketing objectives.

Fully understand the situation, problems and task objectives, improve the new scenes and changes of the team in XX years and complete various tasks, and do a good job in the following six aspects.

(1) Marketing Management System:

1, daily management:

① Group management system: At work, the team is divided into three groups, and the team leader manages them by grouping the number of people to improve their team development. And through the communication with the team leader, we can have a deeper understanding of the work and life of each member of the team and have a healthy competition in the work.

② Daily one-on-one management: At work, communicate with team members more, understand the problems encountered in the exhibition industry and publicity, and give timely guidance, encouragement and support.

③ Work efficiency system: At work, salespeople should be familiar with their job responsibilities;

1, do everything possible to complete the regional sales task;

2. Strive to complete all requirements in sales;

3. Be responsible for strictly implementing customer account opening procedures;

4. Actively and extensively collect market information and report it in time;

5. Strictly abide by the company's rules and regulations;

6. Have a high degree of professionalism and a high sense of ownership;

7, complete other work assigned by the leadership.

Establish a team's high-efficiency work spirit, and the team will finish the work of the month before 15 every month, and influence new employees through an efficient mode, which is convenient for team management in the later period.

2. Meeting management

Team meeting is an important part of team development, and meeting is an important means of modern management. If the sales staff don't understand the company's instruction spirit enough, the sales mentality will be unstable, and the customer will not be developed strictly according to the terminal idea, and the work efficiency will be greatly reduced.

① Work content: By reviewing and summarizing yesterday's work in the meeting, analyzing achievements, lacking understanding, criticizing and communicating with others, we can find good ways and means to solve the problems left over by the market, restore the market body and improve work efficiency. (Content: new assets, number of accounts opened, customer problems)

② Meeting spirit: A day's plan lies in the morning, and Monday is the key day of the week. The way to criticize and correct the lack of work last week through Monday's meeting determines its main significance. The main successful method of marketing is no different from spiritual support and encouragement, which makes people more motivated. On Monday, we encouraged everyone to work, aroused everyone's enthusiasm and made the work complete smoothly.

(3) Conference culture: talent display is added to the conference to show the excellent side of the individual, his self-confidence and personality charm, boost his team morale and enhance his team centripetal force and cohesion.

(2) Personnel recruitment

The formation of sales team and personnel recruitment are important parts. Only by constantly adding new strength can the team develop better. Recruitment is divided into three aspects:

Website recruitment: Recruit outstanding members through Zhilian's assistant.

(2) Talent market recruitment: combined with talent market recruitment.

③ School-enterprise cooperation: This is a new way of innovative recruitment, which has not been successful yet. Through communication with the school leaders, we will cooperate with the graduates during the start-up period, train them before graduation, get to know their outstanding members, and recruit them to the company (in progress with shenzhen polytechnic).

(iii) Regional training

Under the training organized by the company, the team will conduct intensive training for new employees to open accounts.

① New employee account opening process and corporate culture training (A-share, B-share, fund, GEM, institutional account opening)

② Sales skills and presentation skills training (swot analysis teaching materials, customer face-to-face communication skills, development and maintenance of bank outlets)

(3) Qualification examination training (basic knowledge of securities and knowledge of securities trading)

Network development and maintenance

At present, there are Gangxia Bank of Communications and outlets, Jianye community outlets. Understand the work of their account managers through network inspections and bank presidents, and strengthen maintenance and performance improvement.

(five) the amount of assets and personnel development plan

Through the completion of the above work, I realize that an excellent team should have excellent management ability, constantly strengthen team service consciousness, cultivate personal empathy ability, good coordination and communication ability, find and solve problems in time, accurately analyze, judge and predict the market, keep timely and symmetrical management information, good language expression ability and strong manager innovation ability.