Research On The Competency Model Of Customer Manager In Security Company

As the continuous expansion of the scale of the financial markets, the demand of talents in financial industry continues to grow, especially for the low-end talents as securities brokers, marketing staffs and the high-end talents as bank customer managers, fund managers, investment and financing managers. However, there are three problems in customer managers who have a pivotal position in the securities companies:customer manager policy is not in place, slightly lower barriers to entry; the training on customer managers can’t be kept up, which causes the overall quality needs to be improved; lacking of scientific and reasonable incentive and restraint mechanisms.At present, the research on competency at home and abroad has made great progress. Competency model can effectively help enterprises to establish a more effective system for human resources selection, training and remuneration assessment. This new tool has been applied in many areas which has achieved good results.In this current situation, a competency model on customer managers in securities companies is tried to be established to guide the securities companies to recruit and select more professional talents, and make the customer managers gain the ability for high-performance through training, and form an effective incentive mechanism through more scientific performance appraisal. The literature review, job analysis, BEI and questionnaire methods are used to get the competency model on customer managers in securities companies, which includes three dimensions:personality (self-discipline, sincerity, loyalty, flexibility, independence, initiative, self-confidence), ability (communication skill, information management, responsiveness, decision-making, implementation, innovation, influence), customer service (customer-oriented, customer relationship building and maintenance, achievement desire, product knowledge, integrity and responsibility, customer information). For the recruitment, performance appraisal and training management on customer managers in securities companies, solutions based on competency model are proposed in this paper.