【摘要】：隨著我國(guó)證券業(yè)的飛速發(fā)展,從2007年牛市的全民皆股到2008年全球金融危機(jī)的股市暴跌再到近幾年的不斷低迷,中國(guó)股市用了十幾年時(shí)間經(jīng)歷了發(fā)達(dá)國(guó)家?guī)装倌甑臍v程。但是中國(guó)證券行業(yè)在監(jiān)管和管理等方面卻存在很多需要完善的地方,特別是證券公司的管理方面。 證券公司各地的營(yíng)業(yè)部作為證券行業(yè)最基礎(chǔ)單位將在發(fā)展中起到很大的作用。客戶經(jīng)理團(tuán)隊(duì)作為證券營(yíng)業(yè)部的最小因子,對(duì)他的研究和規(guī)范,將對(duì)證券行業(yè)的發(fā)展起到重要的啟發(fā)作用。GX證券在所有券商中在各項(xiàng)業(yè)務(wù)中一直排在前列,所以本文選取其DL營(yíng)業(yè)部作為研究標(biāo)本,對(duì)其現(xiàn)狀和存在問題進(jìn)行研究,將對(duì)整個(gè)行業(yè)的研究起到一定啟發(fā)作用。 本文在對(duì)團(tuán)隊(duì)、團(tuán)隊(duì)建設(shè)、團(tuán)隊(duì)文化、團(tuán)隊(duì)激勵(lì)和溝通等理論進(jìn)行闡述的基礎(chǔ)上對(duì)GX證券公司的現(xiàn)狀進(jìn)行了分析。分別采取了訪談和案例兩種方法進(jìn)行分析和總結(jié),從中找出GX證券客戶經(jīng)理團(tuán)隊(duì)的現(xiàn)狀和需要借鑒改進(jìn)的地方。在分析過程中,整理和借鑒大量團(tuán)隊(duì)建設(shè)相關(guān)文獻(xiàn)和著作,結(jié)合GX證券現(xiàn)狀,從如何構(gòu)建優(yōu)秀的團(tuán)隊(duì)文化、如何創(chuàng)建學(xué)習(xí)型團(tuán)隊(duì)、怎樣建設(shè)一流的領(lǐng)導(dǎo)團(tuán)隊(duì)、如何提高團(tuán)隊(duì)的執(zhí)行力和如何全面加強(qiáng)團(tuán)隊(duì)管理五個(gè)方面對(duì)GX證券的客戶經(jīng)理團(tuán)隊(duì)建設(shè)提出建議和意見。 最后,希望GX證券客戶經(jīng)理團(tuán)隊(duì)可以按照科學(xué)的方法進(jìn)行團(tuán)隊(duì)的建設(shè),改進(jìn)和優(yōu)惠現(xiàn)在的管理方式,使得GX證券的客戶經(jīng)理團(tuán)隊(duì)可以更好的應(yīng)對(duì)不斷變化的市場(chǎng)環(huán)境。特別是GX證券的DL營(yíng)業(yè)部在當(dāng)?shù)氐呐琶恢泵星懊?相信對(duì)其的研究對(duì)其他機(jī)構(gòu)的客戶經(jīng)理團(tuán)隊(duì)建設(shè)也是有參考價(jià)值的。
[Abstract]:With the rapid development of China's securities industry, from the bull market in 2007 to the global financial crisis in 2008, the stock market plummeted to the continuous downturn in recent years, the Chinese stock market has spent more than ten years to experience the process of hundreds of years in developed countries. However, China's securities industry has a lot of needs to improve in the aspects of supervision and management, especially the management of securities companies. As the most basic unit of the securities industry, the business department of the securities company will play a great role in the development. As the minimum factor of the securities sales department, the account manager team will play an important enlightening role in the development of the securities industry. GX Securities has always been in the forefront of all securities business. Therefore, this paper selects DL sales department as the research specimen, and studies its current situation and existing problems, which will enlighten the research of the whole industry. Based on the theory of team, team building, team culture, team motivation and communication, this paper analyzes the current situation of GX Securities Company. This paper analyzes and summarizes the two methods of interview and case, and finds out the current situation of the GX securities account manager team and the areas that need to be improved. In the process of analysis, we collate and draw lessons from a large number of relevant literature and works on team building, combining the current situation of GX securities, from how to build an excellent team culture, how to create a learning team, how to build a first-class leadership team. How to improve the execution of the team and how to strengthen the team management of five aspects of GX securities customer manager team building suggestions and suggestions. Finally, it is hoped that the GX securities account manager team can carry on the team construction according to the scientific method, improve and concessionary the current management way, make the GX securities account manager team can better deal with the changing market environment. In particular, the DL business department of GX Securities has been ranked among the top in the local position, and I believe that its research is also of reference value to the construction of client manager team in other institutions.
【學(xué)位授予單位】：大連理工大學(xué)
【學(xué)位級(jí)別】：碩士
【學(xué)位授予年份】：2012
【分類號(hào)】：F832.51

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