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期货公司客户的开发

时间:2024-01-27 14:36:58
期货公司客户的开发[本文共12282字]

期货公司客户的开发

[摘要]近几年来经济建设的快速发展,全球经济一体化愈演愈烈,金融行业也渐渐在我国兴起,随着股票市场以及证券交易在大众市场的普及,期货公司——作为一种新生的企业也应运而生。期货,既是一种商品,又是一种合约,期货的交易需要通过期货公司来展开,因此期货公司主要从事证券经纪业务,属于中介机构性质,它是交易者与期货交易所之间的桥梁,期货公司的发展,关系到我国消费者交易的切身利益以及期货市场的安全与稳定,具有深远的意义。然而,近几年来,由于金融市场的不景气,导致期货公司客户的流失,既减少了期货公司收入又导致了期货市场秩序的紊乱,是一个值得注意并解决的问题。鉴于此,期货公司加大客户开发的工作力度,维护期货市场秩序的稳定,便迫在眉睫。

因此,本文的定位是,研究如何有效的为期货公司开发客户源。笔者通过以华泰长城期货公司为例子,通过研究其客户开发的方式,在此基础上提出新的客户开发方法,改善期货公司的经营状况,实现长久稳定的发展。

[关键词]期货公司;客户开发;存在问题;解决方法

The developing customer of the Futures company 

[Abstract] In recent years, the rapid development of economic construction, intensified global economic integration, the financial industry has gradually rise in China, with the stock market and trading securities in the public market, the popularity of futures companies - as a new company came into being . Futures, both a commodity, but also a contract, futures trading futures companies need to expand, so the company is mainly engaged in futures brokerage business, is the nature of agency, it is a bridge between traders and futures exchanges, and Futures company's development, as well as related to the vital interests of security and stability in the futures market of consumer transactions, has far-reaching significance. However, in recent years, due to the financial market downturn, resulting in the loss of the futures corporate clients, reducing the futures company's revenue has led to disorder futures market order, is a noteworthy and solve problems. In view of this, futures companies to increase customer development efforts to maintain the stability of the futures market order, it is imminent.

Therefore, the position of this paper is to study how to effectively develop customer source for futures companies. The author of this article with outstanding futures companies Huatai Great Wall Futures Company as an example, by studying the way its customers to develop, on this basis, propose a new method for customers to develop and make comparison with the previous method, proposed an effective method for customers to develop and improve the futures company operating conditions, to achieve long-term stable development.

[Key words] futures companies; development; problem; solving method

目  录

< ……此处隐藏8143个字……的工作,有利于我们向客户宣传我们自身的抗风险能力,以便帮助客户防范风险,也有利于提高顾客的忠诚度。

总  结

面对国内期货市场越来越激烈的竞争,以及投资者不断增加的服务需求,期货公司以及其自身的期货经纪人,要坚决勇敢面对这些激烈的竞争,通过不断的充实壮大自身,深彻理解这些变化,根据市场上不断变化的发展趋势,适时做出改变。以服务客户为出发点,实现长远发展为落脚点,通过采取一系列的措施,抓住机遇,在无情的竞争中脱颖而出,最终实现公司的发展目标。

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致  谢

时间犹如白驹过隙,四年美好的大学生活即将成为过去。在四年的时间里,我在学习上和思想上都获益匪浅,人也逐渐成长。这除了我自己的努力外,与各位老师、同学和朋友们的关心和帮助、支持和鼓励是分不开的。在此,我向他们致上深深的谢意。

毕业论文的写作是艰辛而又富有挑战性的,在这过程中遇到了不少问题,如如何确定论题、如何围绕论题查找资料等,一度令我感到十分疲倦无助。老师的谆谆诱导、同学们的热情帮助。在这里,我要特别感谢我的导师。从论文的选题、框架的设计、结构的布局到最终的论文定稿,从内容到格式,他都费尽心血。感谢老师对我的帮助。

在写论文过程中,我也发现了自己存在的不少问题,如知识浅薄、对文献资料等涉猎太少,分析能力有限,以至于写论文时遇到不少阻扰。在今后的日子里我会努力完善自身,充实自己提高自己的各项能力。

谢谢所有帮助过我的人。

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