Xinyuan Chen

-Data Collection and analysis:

-sector and industry research

-individual stock analysis and recommendation

• In strict accordance with the brokerage business operating system, to assist the manager to accomplish the daily counter business and file management
• On-site customer reception; answer all kinds of business advice from customers; answer consultation calls; complete the daily services and return visits of customers and carry out the client's investor education and publicity work, including anti-money laundering
• Responsible for the filling of regulatory data
• Collect and summarize the business data of branch offices and sub-branches for the month and reports to headquarters; Assist in the completion of two branch monthly summary reports during the internship.

• To assist the department manager to carry out the preliminary verification of the business documents
• To assist the internal colleagues of the department to the domestic and foreign counterparts, branches, customers of the document business consulting, inquiry, and verification
• On-site customer reception and assist in business processing.

• Maintain business order; assist tellers to complete counter transactions; guide customers to self-service equipment for business; financial products recommendation and anti-fraud publicity to customers, etc., The average daily customer reception reached 50+
• Assist the counter to complete special business processing, including help the counter to organize all freshmen’s account information of the Hunan Institute of Humanities and Technology.