Angelo Lee Email & Phone Number

Kaohsiung City, Taiwan

Kaohsiung City

Job Descriptions-Identify channels into different tiers for the efficiency management.-Collect all kind information from channels and competitors to implement strategic planning.-Visit channel distributors regularly to deliver the most update fund information/services and find out what they need in order to achieve sales target.-Deliver our house view that is related to the latest market status to distributors.-Hold training courses and seminars to the channel distributors from time to time-Share market, product ideas and experience to all the members within our Division and Department.Performance1. In the second quarter of employment, I was ranked first in performance within my excellent efforts on the ranking list of North, Central and South.2. Q3 in the joint sale activity of Bank of Hua Nan Commercial, I was in charge regional funds and my sales volume of regional funds was exceeded competitor more than 100%.3. During the pandemic in June at Bank of Taipei Fubon, I was alone in charged fund IPO and my achievement rate was exceeded 250%.

Kaohsiung

Job Descriptions-It is mainly responsible for the co-marketing of investment-linked insurance in the Southern cities, fund promotion, promote investment -oriented policies, channel marketing and services such as life insurance companies, banks, and brokers. In additional, there were approximately 300 business units to be served.-Held about 25~ 30 seminars and briefing sessions in monthly, also provided morning education training of channel marketing.-Leading the project executions, and given recommendations of channel strategyPerformance1. In the first half of 2019 in Fubon Life's investment, the Investment Link Product accounted for 5% in the country in Yunjia District, which has fewer sales and poor performance, and ranking in third place in the country (total of 27 districts). In local business service, the Investment Link Product accounted for 17% in the country in Yunjia South District, and ranking No.2 in the country (total of 6 districts)2. In 2019 of Taiwan Life Insurance, I was responded for Target Maturity Bond Fund in Gaoping District (place third in the country) and Yunjianan District (ranking second in the country).3. In 2019, I was in charge for one branch in Mercuries Life Insurance and had an annual sales volume of 200 million. In 2020, annual performance was ranked first.4. In 2019, the highest No1. sale for relaunch products discretionary investment policy in Land Bank.5. In 2019, Franklin Templeton SinoAm Securities Investment Trust IPO, average achievement rate of 150% for Mega Securities. 6. In 2020, Second highest of sale volume investment Fund at Taiwan Life Insurance. 7. In 2021 of Huamei AI New Technology Fund IPO, I was alone in charged for Yuanta Securities Southern District (Pingtung-Chiayi), ranking first in all sales channels excepted for custodian banks, and No1. total sales in Southern District accounts for 50% of Yuanta Securities.

Kaohsiung City

Job Descriptions-Mutual fund financial advisor services-To developed VIP relationships-Market researchPerformance1. The annual of AUM growth rate was 15%.2. The ranking no.1 of client fund purchases in single month (AUM was slightly less than colleagues who located in central and northern regions).3. Fund IPO fundraising, organized the briefing for VIP client before fundraising, and reached the target on the second day of fundraising.