Rebirth: Stockbroker, I have market data

Chapter 200: Open 500 accounts

Because of the binding of stock interests between Xiao Jin and Wang Ying, Wang Ying did not have a bad attitude towards Xiao Jin. On the contrary, she still relied heavily on Xiao Jin. Her stock account made huge profits under Xiao Jin's management. It's a fact. It can be said that Xiao Jin is Wang Ying's God of Wealth.

However, Wang Ying must of course focus on her main business. She will not do fly-in orders unless necessary. The benefits are not high, but the risks are high. It is very likely to ruin her banking career future. With this stain, other banks will not accept me.

Xiao Jin also understood what was going on. Fortunately, he was asking Wang Ying. The cost of trial and error was not high. It seemed that it was time to think of other methods.

When Xiao Jin came to Tang Town, he had another thing to do, which was to visit Feng Anhe, the financial director of Yingke Electronics.

The listing plan of Yingke Electronics started smoothly. It has basically been finalized and Evergrande Securities will be the sponsor.

This was reported by Xiao Jin and Zhao Pingfan before. The headquarters sent people to inspect and believed that Yingke Electronics basically meets the conditions for listing, and needs to carry out a series of internal comprehensive management and audit work. Basically, there is no big problem. With the stock market conditions With the market warming up, the pace of new stock issuance and listing by regulatory authorities is getting faster and faster.

The first person Feng Anhe came into contact with from Evergrande Securities was Xiao Jin. Although Xiao Jin was not responsible for listing sponsorship, Feng Anhe had a very good impression of Xiao Jin.

The two have been communicating on the phone, and Feng Anhe also knows that Xiao Jin's purpose is to open a stock account with him. Well, this is simple.

It’s not that Feng Anhe wants to speculate in stocks, but that if the company goes public in the future, he must have a stock account. Most of the company’s management must have accounts, and some grassroots employees who have worked hard and made great achievements will also open accounts. The decision-makers will issue stocks to all employees, which is a great thing.

Today, Feng Anhe and Xiao Jin were studying this matter.

Hehe, Xiao Jin didn't expect that he would come to a group purchase.

After contacting the doorman, Xiao Jin walked into the Yingke Electronics factory. Today, the greening of the factory has been fully restored, and it is full of vitality compared to a few months ago.

Entering the office building, Xiao Jin was familiar with the road and was still wondering if he would meet Tang Xiaohe by chance.

Feng Anhe warmly received Xiao Jin, greeted each other about their current situation, and chatted about specific topics.

Currently, Yingke Electronics Factory has about 500 employees. According to Feng Anhe, everyone should open an account.

However, Xiao Jin said that he had to go to the company to handle the matter at the counter, which made Chen Anhe scratch his head.

To open an account at a securities company, you must open an account during the trading hours on working days, which can vary by half an hour. However, Yingke Electronics Factory still has production tasks, so it is impossible to open an account at Evergrande Securities, which takes more than an hour. This will delay work.

Therefore, the staff of Yingke Electronics Factory had to take turns to go to Evergrande Securities, which was too troublesome.

With a glimmer of hope, Xiao Jin called Zhao Pingfan, explained the matter, and asked him if he could do an off-site account opening business.

This was known to Xiao Jin when he chatted with Zhu Jianqiang before. At that time, in order to sort out some customer information, Xiao Jin followed Zhu Jianqiang into the company's archives. He found that the customer files were too simple. Some only had an account opening application form, and The information above is not complete yet.

This was different from the account opening procedures that Xiao Jin had encountered since he started working. Later, Zhu Jianqiang told Xiao Jin that the previous account opening process was very simple. Customers only needed to fill in an application form, which included their name, ID number, As long as the five parts of bank information, phone number and signature are true.

The account manager takes the application form back to the company and goes to the counter to open an account. The securities company's business is completed, and then the account manager takes the shareholder card and capital account information and returns it to the customer.

At that time, the account opening business was handled at the bank. Many customers filled it out at the bank. The account manager simply returned the opened account information directly to the bank. The bank staff notified the customers to pick it up and connected it to a third party for safekeeping.

It was really simple at that time.

However, some hidden dangers have also emerged, that is, incomplete customer information has led to insufficient follow-up customer service. Some customers even have wrong phone information and cannot contact the customer at all. That time Xiao Jin entered the file The office is responsible for sorting out this part of the missing information about the customers.

Submit the compiled customer list, and the company will arrange a dedicated person to complete the customer information.

It was with this in mind that Xiao Jin asked Zhao Pingfan for help.

Of course Zhao Pingfan hopes to get these 500 customers. Once Yingke Electronics is listed, the assets of these accounts will be at least several hundred million. Regardless of whether they are circulating shares or not, at least the book data will be very good-looking.

Zhao Pingfan did not directly agree to Xiao Jin, but said that he would ask his superiors for instructions.

According to him, this situation does not mean that off-site account opening is impossible, but the regulatory authorities have very strict requirements on the account opening process in the past two years. The purpose of improving customer information is to assess the customer's risk preference for data statistics.

For this kind of customer statistics and risk preference survey, the regulatory authorities recommend that this part of the content be trial-run through phone calls, websites, and even trading software. Once it is finalized, it must be forced to promote it.

That is: you want to trade in stocks, come on, you fill out a questionnaire first. If the score is too low, sorry, you can't open it.

Or, oh, your score is in this range, and you can only invest in this low-risk variety. If your score is higher, you can invest in higher-risk varieties.

The above is the result that the regulatory authorities want, but in fact, people who want to open an account, or investors who want to invest in some new business, just answer the questionnaire again and get a high score. You can trade any investment product.

For example, regulators are now preparing to use this method on GEM stocks.

Today's regulations are becoming more and more strict, and methods are constantly innovating and exploring. Under this background, it is a bit laborious to fill out an application form and open an account.

The reason why it is a bit laborious is that it is not impossible, but it requires a guarantee that the information of these 500 customers is true and accurate, and the signatures must be signed by myself.

By meeting the above three points, you can open an off-site account in the name of Evergrande Securities Shanghai Branch.

Zhao Pingfan not only has desire for these 500 households, he is even more happy that Xiao Jin can win this "big order" in one fell swoop. This is too embarrassing for him. After all, Xiao Jin is an employee of the marketing department of the Shanghai branch and he also recruited himself. Come.

Therefore, Zhao Pingfan agreed and would apply to the superiors. There was a high probability that he would be able to get it, so just take your word for it.

In fact, there was no need to rush this matter. After hearing this, Feng Anhe said that he would trouble Xiao Jin again, but Xiao Jin knew that although he helped them solve the trouble, he would ultimately benefit.

This work must continue.

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