Yi Wang

• Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
• understanding client health insurance needs, offering customized insurance policy options, and working to meet sales goals.
• Responded to customer requests for products, services, and company information.

• Engage with Existing Clients: Maintain close contact with existing clients, including large public hospitals funded by municipal finances, schools, private international high schools, centrally-administered construction enterprises, municipal government financing platforms, and other state-owned large and medium-sized enterprises, as well as large listed companies in the logistics and apparel manufacturing industries, to ensure client satisfaction and loyalty.
• Expand Client Base: Actively seek new clients in the aforementioned sectors to broaden the client base and increase market share, while also targeting the retail market in bulk to attract individuals to maintain their assets with our bank.Actively seek out new individual clients to broaden the customer base and increase market share.Attract new individual clients through market activities and community participation.
• Product Promotion: Promote the bank's retail products and services to clients, including savings accounts, credit cards, personal loans, wealth management products, and more.
• Internal Communication: Maintain close communication with various internal departments to ensure the smooth progress of client projects.
• Progress Tracking: Monitor project progress, report project status to clients in a timely manner, and ensure on-time delivery.
• Risk Management: Identify and manage potential risks within projects to ensure their successful completion.
• Support Team Growth: Provide training and career development support to team members to enhance their professional capabilities.
• Enhance Service Processes: Continuously optimize customer service processes to improve the client experience.
• Value-Added Services: Offer value-added services to clients, such as market analysis and industry insights, to increase client retention.
• Ensure Compliance: Ensure all business activities comply with company policies and regulatory requirements.
• Risk Assessment: Assess potential risks in client relationships and implement appropriate measures for management.
• Participate in Strategy Formulation: Contribute to the development of customer relationship management strategies to align with the company's overall strategy.
• Monitor Strategy Execution: Oversee the implementation of strategies and adjust tactics as needed to respond to market changes.
• Innovative Proposals: Propose innovative customer relationship management ideas to drive business growth.
• Regular Reporting: Submit regular customer relationship management reports to management, covering client satisfaction, sales performance, etc.
• Data Analysis: Analyze customer data to provide market and client insights to support decision-making.
• Participate in Industry Events: Represent the company at industry conferences and events to enhance industry influence.
• Share Industry Best Practices: Share industry best practices and market trends to enhance client and team knowledge.

• Authorization and Customization: Develop and implement the branch's business objectives and work plans in accordance with the authorization from the head office and in line with the actual conditions of the branch. Ensure the completion of all assigned tasks and targets.
• Goal Setting: Establish clear, measurable goals that align with the overall strategy of the bank, focusing on areas such as revenue growth, market share expansion, and customer satisfaction.
• Engage with Existing Clients: Maintain close contact with existing clients, including large public hospitals funded by municipal finances, schools, private international high schools, centrally-administered construction enterprises, municipal government financing platforms, and other state-owned large and medium-sized enterprises, as well as large listed companies in the logistics and apparel manufacturing industries, to ensure client satisfaction and loyalty.
• Expand Client Base: Actively seek new clients in the aforementioned sectors to broaden the client base and increase market share, while also targeting the retail market in bulk to attract individuals to maintain their assets with our bank.Actively seek out new individual clients to broaden the customer base and increase market share.Attract new individual clients through market activities and community participation.
• Product Promotion: Promote the bank's retail products and services to clients, including savings accounts, credit cards, personal loans, wealth management products, and more.
• Internal Communication: Maintain close communication with various internal departments to ensure the smooth progress of client projects.
• Progress Tracking: Monitor project progress, report project status to clients in a timely manner, and ensure on-time delivery.
• Risk Management: Identify and manage potential risks within projects to ensure their successful completion.
• Support Team Growth: Provide training and career development support to team members to enhance their professional capabilities.
• Enhance Service Processes: Continuously optimize customer service processes to improve the client experience.
• Value-Added Services: Offer value-added services to clients, such as market analysis and industry insights, to increase client retention.
• Ensure Compliance: Ensure all business activities comply with company policies and regulatory requirements.
• Risk Assessment: Assess potential risks in client relationships and implement appropriate measures for management.
• Participate in Strategy Formulation: Contribute to the development of customer relationship management strategies to align with the company's overall strategy.
• Monitor Strategy Execution: Oversee the implementation of strategies and adjust tactics as needed to respond to market changes.
• Innovative Proposals: Propose innovative customer relationship management ideas to drive business growth.
• Regular Reporting: Submit regular customer relationship management reports to management, covering client satisfaction, sales performance, etc.
• Data Analysis: Analyze customer data to provide market and client insights to support decision-making.
• Participate in Industry Events: Represent the company at industry conferences and events to enhance industry influence.
• Share Industry Best Practices: Share industry best practices and market trends to enhance client and team knowledge

Assisted Branch Manager

• Authorization and Customization: Develop and implement the branch's business objectives and work plans in accordance with the authorization from the head office and in line with the actual conditions of the branch. Ensure the completion of all assigned tasks and targets.
• Goal Setting: Establish clear, measurable goals that align with the overall strategy of the bank, focusing on areas such as revenue growth, market share expansion, and customer satisfaction.
• Engage with Existing Clients: Maintain close contact with existing clients, including large public hospitals funded by municipal finances, schools, private international high schools, centrally-administered construction enterprises, municipal government financing platforms, and other state-owned large and medium-sized enterprises, as well as large listed companies in the logistics and apparel manufacturing industries, to ensure client satisfaction and loyalty.
• Expand Client Base: Actively seek new clients in the aforementioned sectors to broaden the client base and increase market share, while also targeting the retail market in bulk to attract high-net-worth individuals to maintain their assets with our bank.Actively seek out new individual clients to broaden the customer base and increase market share.Attract new individual clients through market activities and community participation.
• Product Promotion: Promote the bank's retail products and services to clients, including savings accounts, credit cards, personal loans, wealth management products, and more.
• Internal Communication: Maintain close communication with various internal departments to ensure the smooth progress of client projects.
• Progress Tracking: Monitor project progress, report project status to clients in a timely manner, and ensure on-time delivery.
• Risk Management: Identify and manage potential risks within projects to ensure their successful completion.
• Support Team Growth: Provide training and career development support to team members to enhance their professional capabilities.
• Enhance Service Processes: Continuously optimize customer service processes to improve the client experience.
• Value-Added Services: Offer value-added services to clients, such as market analysis and industry insights, to increase client retention.
• Ensure Compliance: Ensure all business activities comply with company policies and regulatory requirements.
• Risk Assessment: Assess potential risks in client relationships and implement appropriate measures for management.
• Participate in Strategy Formulation: Contribute to the development of customer relationship management strategies to align with the company's overall strategy.
• Monitor Strategy Execution: Oversee the implementation of strategies and adjust tactics as needed to respond to market changes.
• Innovative Proposals: Propose innovative customer relationship management ideas to drive business growth.
• Regular Reporting: Submit regular customer relationship management reports to management, covering client satisfaction, sales performance, etc.
• Data Analysis: Analyze customer data to provide market and client insights to support decision-making.
• Participate in Industry Events: Represent the company at industry conferences and events to enhance industry influence.
• Share Industry Best Practices: Share industry best practices and market trends to enhance client and team knowledge

• Engage with Existing Clients: Maintain close contact with existing clients, including centrally-administered construction enterprises, municipal government financing platforms, and other state-owned large and medium-sized enterprises to ensure client satisfaction and loyalty.
• Expand Client Base: Actively seek new clients in the aforementioned sectors to broaden the client base and increase market share, while also targeting the retail market in bulk to attract individuals to maintain their assets with our bank.Actively seek out new individual clients to broaden the customer base and increase market share.Attract new individual clients through market activities and community participation.
• Product Promotion: Promote the bank's retail products and services to clients, including savings accounts, credit cards, personal loans, wealth management products, and more.
• Internal Communication: Maintain close communication with various internal departments to ensure the smooth progress of client projects.
• Progress Tracking: Monitor project progress, report project status to clients in a timely manner, and ensure on-time delivery.
• Risk Management: Identify and manage potential risks within projects to ensure their successful completion.

Product Design and Planning

• Product Development: Design and plan new financial products in alignment with market demands and the bank's strategic objectives.
• Market Research: Conduct in-depth market analysis and research to understand customer needs and market trends.
• Product Optimization: Monitor product operations post-launch, gather customer feedback, and optimize product processes.

Market Analysis and Research

• Industry Trends: Keep abreast of industry developments and understand competitors' product strategies.
• Demand Analysis: Analyze changes in potential customer needs to support product design and optimization.

Industry Research and Market Analysis

• Industry Research: Conduct in-depth research on specific industries, author industry research reports, and analyze industry trends and policy impacts.
• Market Analysis: Track market dynamics, analyze potential investment projects, and assess their investment value.

Project Development and Due Diligence

• Project Screening: Identify potential investment projects based on industry research.
• Due Diligence: Conduct detailed financial, legal, and commercial due diligence on potential investment projects and author relevant reports.

Data Analysis and Entry

• Data Analysis: Perform data analysis to support decision-making processes.
• Data Entry: Ensure accurate and efficient data entry into relevant systems.