news

hit it straight! brokers are very busy today

2024-10-01

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

investors rushed to enter the market, and brokerage firms did not take holidays during the national day.

on september 30, the trading volume of a-shares exceeded 2.6 trillion yuan, a record high. the hot market attracted more investors to enter the market.

"originally, vacations were arranged, but now that the market situation is here, there is no need to talk about vacations during this period." a staff member from the sales department of a brokerage firm told a reporter from brokerage china bluntly.

on the first day of the national day holiday, brokerage china reporters randomly visited the business departments of several brokerages and found that they were all open as usual, with personnel on duty. on the one hand, they actively helped new customers open accounts and on the other hand, they helped some original customers to open two accounts in a timely manner. financial business authority, etc.

at the same time, reporters from china securities journal noticed that it has almost become standard for securities companies not to close during the national day. in addition to online business departments operating as usual, online review of new customer accounts and newly opened permissions will not stop. many securities companies have also arranged for brokerage investment gu he research institute jointly held a seven-day live broadcast roadshow during the national day to serve online customers.

brokerage business departments are not closed on holidays

as soon as the market situation comes, the sales departments of securities companies are immediately busy, even during holidays.

at around 10 a.m. on october 1, a reporter from brokerage china came to the shennan east road sales department of ping an securities. the office building where they were located was almost closed for the holidays, but the lights were brightly lit inside the sales department, and the customer service staff at the counter were sitting in front of the computer talking to each other one by one. newly submitted customer account opening information is manually reviewed, and non-counter staff receive customers who come for consultation from time to time.

"originally, we had arranged vacations before, but now that the market situation has come, we should not talk about vacations during this period. we all come to work overtime voluntarily. during this period, we should do a good job in customer service to prevent post-holiday (after the market opening) ) disrupted the rhythm," liu ming, manager of the investment consulting team of the sales department, told the china securities journal.

the two customers from the sales department randomly interviewed by brokerage china reporters mainly came to handle the financing business and submitted the review materials for the financing business during the holidays. there is also a customer who came from dongguan city early in the morning to handle business. the customer said that the a-share market is now hot and he does not want to miss the market. the customer and the account manager learned that the securities company arranged for on-duty personnel to work overtime to handle business during the national day holiday. they were surprised. "i am usually busy with work and have no time to handle business. i just used the holiday to come over and handle business."

"now that the market is coming, it depends on which securities firm provides good services. it is more important for customers to provide customers with accompanying services and professional judgment," liu ming said. if a securities firm provides good services, it will gain the trust of customers, and it will also gain the trust of customers. it will be helpful to introduce new customers.

early in the morning on october 1, staff from the guosen securities shenzhen hongling middle road sales department set up a table with brochures and put up roll-up banners in a densely populated area to explain to passers-by who were interested in consulting.

"in the past few days, the company has opened more than 200,000 new accounts in total. although account opening can be done online, the offline services are more warm." a financial consultant from the above-mentioned sales department told a reporter from the brokerage china that as a company in the market the old sales department hopes that customers can find someone when they come to see them, so they have staff on duty during the national day.

zhang jie, general manager of the tairan 9th road sales department of guosen securities in shenzhen, directly announced in wechat moments that "we will be there for the 7 days of national day and we will not close during the national day."

the stock market surge before the national day boosted market confidence. it is understood that on the first day of the national day holiday, guohai securities zhejiang branch also operated as usual. in order to meet the investment needs of customers, the person in charge of the private banking center of guohai securities zhejiang branch convened customers for discussions and exchanges.

"open accounts during national day and start investing immediately." guoyuan securities directly launched a similar slogan, arranging branches and sales departments to go to parks, subway stations, shopping malls, residential areas and other densely populated areas in cities where sales offices are located across anhui to actively attract new account openings. .

it is reported that the suzhou shishan road securities sales department of soochow securities actively seized the hot capital market conditions and carried out investor education and account opening consultation activities at the shishan plaza market in suzhou high-tech zone during the national day in "eye-catching" new ways such as playing the god of wealth. , a large number of people consulted on site.

it is understood that on the first day of the national day holiday, the staff of the three business departments of industrial securities shanghai branch are working hard to review the customer group structure and formulate new plans to meet customers' account opening needs in a timely, fast and efficient manner through 7*24 hours online and offline services. , seize market opportunities.

relevant people from tianfeng securities told china securities journal that the market has been hot recently, investors are enthusiastic about investment, and account opening applications have increased five times compared with the previous few days. currently, the customer center has more than 100 account openings per capita, and 7 will be supported during the national day. *24 hours one-way account opening. some sales departments have become crowded recently, and customers are eager to open various permissions, fearing that they will "short out" the rising stock market.

the relevant person in charge of gf securities wealth management told the china securities journal that in this round of market conditions, the activity of gf securities yi tao gold app has increased significantly, 50% higher than during the previous market downturn, and the activity of some first-level channels was even twice as high as before. above. in view of the two "pain points" that old customers often encounter, such as retrieving customer numbers and forgetting passwords, special service pages such as "quick return guide for old shareholders" have been specially created to reach out to old customers through various key customer touchpoint scenarios. the core pain point of reflux. on the other hand, for new investors entering the market for the first time, services such as "newbie zone" and "gold rush e-point" are exclusively launched to help them get started quickly.

"the account opening review cannot be completed" and the middle and back offices work overtime

the surge in a-share trading volume has not only forced the it departments of brokerages to work overtime for capacity expansion and testing, but also the surge in account openings has forced the middle and back-office review departments of brokerages to work overtime during the national day.

on september 30, the transaction volume of a-shares exceeded 2.6 trillion yuan, setting a new record for the largest single-day transaction in history. from september 25th to 27th, the transaction volume exceeded 1 trillion yuan for three consecutive trading days. the hot market directly urges investors to rush into the market.

"the main reason is that this wave of market conditions came quickly and urgently. some investors who saw others making money were anxious and opened accounts urgently. also, the bear market has been too long, and some old customers have forgotten their passwords or do not have access to the financial services business." a brokerage investment consultant told brokerage china reporters that this directly caused the brokerage account opening to continue to be in a backlog, and it was necessary to urgently allocate manpower to support remote account opening and customer service.

"the middle and back offices of the headquarters are already very busy with the review. colleagues at the counter of the sales department are helping with the review and have been reviewing it from morning to now. this wave of market conditions has come too fast, and this national day is quite special." the above-mentioned ping an securities shenzhen said an account manager from nandong road sales department.

faced with the surge in demand for new account openings and new demands for old customers' rights, not only the sales departments of brokerage firms do not close during the holidays, but the middle and back-office review departments of brokerage firms are also unable to take vacations.

according to brokerage china reporters, the middle and back offices of headquarters such as haitong securities, ping an securities, caitong securities and guolian securities have arranged for personnel to review the account opening and permission application requirements online submitted by customers.

"the number of internet account openings and inquiries in the business department of haitong securities has surged, and customer demand has been overwhelmed. not only has the number of account openings in a single week reached a historical peak this year, but the number of account opening applications in the two days on weekends has hit a recent high." the relevant person in charge of haitong securities revealed, to this end, the company's head office and branches work together to fully meet customer account opening needs. during the national day holiday, the company supports 24/7 online account opening, arranges branches to stick to their posts and fight on the front line, and increases account opening review and return visit personnel resource arrangements to ensure that customer account opening, consulting, external expansion and other business services improve the efficiency of account opening and business processing.

"actively handle the backlog of account opening information and return visits in the background, and fully protect the rights and interests of customers and protect customers' confidence in china's capital market." a relevant person from caitong securities told a reporter from the brokerage china.

it is worth mentioning that under the overheated market of a-shares, in order to take over this "flooding wealth", in addition to the busy sales departments and middle and back offices of securities firms, the investment consulting and research institutes of wealth management business have also rolled up. in order to serve customers and understand according to the market conditions, many securities companies will not have any holidays for the 7 days of national day and adopt the method of non-stop live broadcast to attract customers.

for example, galaxy securities launched a live broadcast with the theme of "big turning points and big opportunities" and started broadcasting non-stop every day during the national day holiday. from october 1st to october 8th, analysts will conduct live broadcasts every day based on different industries, strategies, etc. .

guolian securities launched the slogan "look for the general direction of the national day 'certificate' energy" and arranged a live broadcast from october 1st to 7th, from 13:00 to 22:00 every afternoon.

guotai junan shenzhen branch and guosen securities arranged live broadcasts of investment consultants explaining market conditions and other content during the national day.