iM Securities Strengthens Retail Capabilities with 'Customer-Customized Proposal Contest'

iM Securities announced on the 26th that it held a ‘Customer-tailored Proposal Contest’ to enhance retail customer satisfaction.

This contest was organized to strengthen the customer investment consulting service capabilities of retail sales, with 40 teams from 19 branches nationwide of iM Securities competing.

The contest was divided into four product categories: ▲Domestic Stocks ▲Overseas Stocks ▲Financial Products ▲Pensions, and conducted by league. Winning teams were selected through the evaluation of proposals composed of market conditions and portfolios for each product, followed by a final presentation.

A panel consisting of executives and related department heads selected 4 to 5 teams per league in the first round based on the feasibility and creativity of the portfolios. In the second round, the final winners and runners-up were chosen through a comprehensive evaluation of presentation delivery and Q&A sessions.

An iM Securities official stated that the contest was planned to encourage each branch to benchmark the excellent capabilities of other branches and to promote the standardization and modularization of proposals by securing a proposal archive. The goal is to establish a culture where sales staff can easily prepare proposals and focus more on sales activities.

Recently, iM Securities has been strengthening retail customer management services by conducting specialized marketing activities at least once a month per branch. Considering the different sales environments of each branch, they hold investment briefings on pensions and domestic and overseas stocks for VIP and general customers, as well as seminars linked with affiliates, providing services necessary from the customer’s perspective. The contest is expected to further enhance the customer marketing capabilities of the branches.

An iM Securities official said, “Through this contest, we will strengthen the consulting capabilities of the sales workforce and achieve the standardization and modularization of proposals, enabling all branches nationwide to provide high-quality consulting services.” He added, “We will continue to strengthen retail capabilities to improve customer satisfaction.”

This content was produced with the assistance of AI translation services.