Expériences professionnelles
Capital market analyst
Explosives Co., Ltd. , Changsha
Depuis le 01 septembre 2025
Securities affairs officer
Explosives Co., Ltd. , Changsha
Depuis le 01 septembre 2025
Risk analyst
Agricultural Bank of China (Luxembourg) S.A.
De Septembre 2024 à Mars 2025
Financial advisor
China Bohai Bank
De Septembre 2022 à Décembre 2022
- Recommended, under the supervision of a manager, relevant financial products including credit cards, personal loans and equity savings plans to enhance the financial stability of over 200 clients
- Ensured a high level of satisfaction among customers by actively listening to queries plus concerns and provided tailored advice, with surveys showing 90% of “very satisfied” individuals
- Maintained effective communication with clients by providing concise explanations to complex financial concepts through both physical and digital channels such as in-person meetings as well as emails
- Developed a comprehensive understanding of diverse financial products and concepts, including insurance, loans, and stocks, to enhance the quality of client service
- Monitored financial news and regulatory changes on a daily basis to guarantee that the provided recommendations were aligned with the latest standards and laws
Insurance consultant
PICC Group
De Février 2022 à Avril 2022
- Collaborated with senior consultants to successfully engage with over 100 potential clients by building an effective pipeline using the CRM database and cold calling techniques
- Generated approximatively 50 insurance proposals and recommended coverage packages including several insurance policies such as property and casualty insurance based on prospect’s needs
- Counselled existing clients on a on-demand basis by identifying risk exposures, explaining coverage options and recommended specific coverage enhancements
- Contributed to insurance sales for a total of half a million RMB (equivalent to about 75K USD), exceeding the internship target by 50%
- Conducted monthly account reviews on assigned clients to maintain satisfaction and the retention rate
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