翻译一段100字左右的证券公司履历为英文

来源:百度知道 编辑:UC知道 时间:2024/06/08 09:44:04
1 .在银行网点开发客户资源,完成证券开户任务,耐心倾听客户需求,及时解决客户难题;
2 .分级别维护客户关系,对大客户进行重点维护,定时定期沟通,及时掌握客户动向;
3 .客户销售最新基金,期货,外汇等金融理财产品,超额完成招商证券“基金宝”理财产品20万元/批的销售任务;

个人总结:锻炼沟通能力,细心维护客户,注意细节,熟练运用股票技术分析和基本面分析,熟悉银行运作和金融产品,能在高压下完成工作任务

1. Banking outlets in the development of client resources, securities accounts to complete tasks, patiently listening to customer needs and timely solutions to customer problems;
2. Sub-level maintenance of customer relationships, to major clients to focus on maintaining and regularly communicate regularly, make the best of customer trends;
3. Customer sales as funds, futures, foreign exchange and other financial financial products, exceeded China Merchants Securities, "Fund-" 200,000 yuan financing products / approved the sale of tasks;

Personal Summary: communication skills training, careful maintenance of customers, attention to detail, skilled use of stock technical analysis and fundamental analysis, familiar with the operation of the banking and financial products, can work under high pressure to complete tasks