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</script></span> </div> <div class="c_content_text"> <div class="c_content_overflow" id="fontzoom"> <p class="MsoNormal" style="text-indent: 28pt;"><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">2019年国泰君安证券张掖营业部“再启融光、权力以赴、期开得胜”融资融券及衍生业务专项活动正在如火如荼地进行中,营业部成立了专门的衍生业务小组协助大家,以期实现衍生业务发展,迎来营业部衍生品业务发展的春天ã€?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;"><o:p></o:p></span></p> <p class="MsoNormal" style="text-indent: 28pt;"><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">2019å¹?æœ?5日,营业部现场来了一名李姓客户,初步了解到该客户2015年在我营业部已开立证券账户,但从未使用过该账户,而是在司外进行期货交易,属我司沉寂客户。该客户当天由我接待,客户咨è¯?0ETF期权如何快速开通、以及商品期权、金融期货及原油期货等业务的开通要求。我将以上每个业务开通的资质要求按照营运标准化及线上灵犀客服给客户一一讲解,客户表示我们的业务流程很复杂,业务准入要求很严格,跟他在其他券商了解到的情况有差别</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">ï¼?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">顿时火冒三丈,在营业部大厅向我大发脾气,</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">è¯?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">别的券商流程就比较简化,怀疑我们不专业,质疑我没有办理此类权限开通业务的经验。此时,我的内心</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">æ—?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">委屈又着急,我明白此时的我坚决不可以顶撞客户,要冷静,我快é€?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">åœ?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;"><font face="宋体">调整了一下自己的情绪。一边耐心的安抚客户,一边挖掘客户真正的需求,通过坚持不懈的沟通,我终于明白了客户最终的需求是想尽快开通交æ˜?/font>50ETF股票期权业务。在弄明白客户的真实需求后,我简单明了的告知客户开通金融期货、原油期货和商品期权的业务资质要求是一样的,同时精简地帮客户制定了一个最短时间开通并符合业务适当性管理的方案,对此,客户还是表示怀疑,我查阅和再次沟通确认后确定这就是最优方案,客户半信半疑的接受了ã€?æœ?7日开通商品期货,并且做了è¶?0笔以上交æ˜?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">ï¼?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">3æœ?日转å…?0万保证金,满足前5个交易日保证金权ç›?0ä¸?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">ï¼?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">3æœ?日安排客户前æ?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">进行</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">金融期货、原油期货、商品期权的金融考试,并全部通过</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">ï¼?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">3æœ?1日完成以上业务的开通及期货影像上传和开户资料归æ¡?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">ï¼?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;"><font face="宋体">并告知客户还需具备金融期货的交易经历,通过期权考试,并且满足证券账户前</font>20个交易日日均50万资äº?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">ï¼?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">4æœ?3日客户如期开通两融账户和期权账户ï¼?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">æˆ?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">亲自带领客户前往银行成功挂接三方存管关系</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">ã€?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">至此,客户所有的业务已按方案流程全部办理成功</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">ã€?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">回到营业部以后,客户通过微信对我真诚的道歉,表示不应该向我大发脾气,并且对我的服务十分满意,肯定了我的专业能åŠ?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">ã€?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">在后来的面访中,客户当面致谢,表示会一直使用国泰君安的账户,从此信任国泰君安。直到今天,客户已参与以上全部业务的交易,并且交易非常活跃ã€?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;"><o:p></o:p></span></p> <p class="MsoNormal" style="text-indent: 28pt;"><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;"><font face="宋体">我认为,作为一名账户业务员,是做好</font>KYC的第一步,</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">就是</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">要了解客户需求,帮助客户解决问题是职责所在ã€?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">在服åŠ?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">过程中客户的不良情绪不能影响</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">自己</span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;">的情绪,我们要冷静、专业的对待各种不确定性,最终促成我们和客户之间的信任。我相信,心若向阳,何惧困难ã€?/span><span style="mso-spacerun:'yes';font-family:宋体;font-size:14.0000pt; mso-font-kerning:1.0000pt;"><o:p></o:p></span></p> <p align="right" class="MsoNormal" 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