Charlene Xu Email and Phone Number

1. Maintain and service existing clients to achieve successful renewal ratio on time, with the support of business development director, general manager and client servicing team.2.Work independently, or cooperate with business development director and general manager, to identify new clients, target client sector and create, build and develop a pipeline of prospects. 3. Follow the company's instructions and procedures, particularly enter and update CDM information and memo… Show more 1. Maintain and service existing clients to achieve successful renewal ratio on time, with the support of business development director, general manager and client servicing team.2.Work independently, or cooperate with business development director and general manager, to identify new clients, target client sector and create, build and develop a pipeline of prospects. 3. Follow the company's instructions and procedures, particularly enter and update CDM information and memo. 4.Obtain the qualifications required by the insurance regulatory committee, and complete the training courses required by the company or regulatory committee on time.5.Study professional knowledge and participate actively in training organized by the company and insurance providers, and maintain professional ability to be qualified to the position. 6. Practice your activity with the highest level of integrity, honesty and professional skill. 7. Advise and provide outstanding service, to protect client's best interests. 8.Promote and develop the positive reputation of company to clients and insurance providers all the time.  9.Complete assignments and projects as may be required by the company or manager, under the premise. Show less

Description:1,Recruit & interview team member, setup individual sales target according to the company/departmental goal2, Introduce company insurance products to customer through analyze customer's finacial situation and family insurance needs 3,Calculate premiums and establish payment method.4,Sell various types of insurance policies to businesses and individuals on behalf of the company,5,Seek out new clients and develop clientele by networking to find new customers and… Show more Description:1,Recruit & interview team member, setup individual sales target according to the company/departmental goal2, Introduce company insurance products to customer through analyze customer's finacial situation and family insurance needs 3,Calculate premiums and establish payment method.4,Sell various types of insurance policies to businesses and individuals on behalf of the company,5,Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.6,Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.7,Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.8,Confer with clients to obtain and provide information when claims are made on a policy.9,Develop marketing strategies to compete with other individuals or companies who sell insurance.10,Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Show less

1,Maintain good relationship with existing key accounts, i.e. Court，Police, Army, Corp2,Tailor- made filming plan according to customer's investment budget and provide comprehensive filming idea/suggestions3, Develop new accounts through business netwoking and referrals 4, Hands on the whole filming process from the beginning until the final payment to ensure exceed customers' expectation and generate future business opportunity

1,Maintain/manage customer relationship, ensure consistent and superior customer experience.2,To proactively sell and cross-sell consumer banking products and services to targeted customer to meet their financial needs 3,To achieve the pre-set sales and service goal under increasing customer demand and keen market competition 4,To establish, maintain and manage good relationship with customers and deliver highest level of service 5,To strictly abide by the requirements of… Show more 1,Maintain/manage customer relationship, ensure consistent and superior customer experience.2,To proactively sell and cross-sell consumer banking products and services to targeted customer to meet their financial needs 3,To achieve the pre-set sales and service goal under increasing customer demand and keen market competition 4,To establish, maintain and manage good relationship with customers and deliver highest level of service 5,To strictly abide by the requirements of compliance and internal control on sales activities Show less

1,Responsible for making tele-servicing calls on CMB products promoting and marketing, and screening qualified leads and planning to approach and close the deal2,Exploring the cross-sell opportunities and making the right referrals3,Responsible for handling off-line inquires, and ensuring customer satisfaction by satisfactorily resolving customer inquiries4,Collect potential customers lists and develop target customers through various channels and available network5, One-one on… Show more 1,Responsible for making tele-servicing calls on CMB products promoting and marketing, and screening qualified leads and planning to approach and close the deal2,Exploring the cross-sell opportunities and making the right referrals3,Responsible for handling off-line inquires, and ensuring customer satisfaction by satisfactorily resolving customer inquiries4,Collect potential customers lists and develop target customers through various channels and available network5, One-one on job training for the new team member , in order to acheive the personal sales target and team's Show less

1, Maintain S&M Diretor's appointment / travel calendars2, Organizes business travels, including reservation of hotel accommodation, ticketing, travel document application3, Collect, summarize and compile relevant business data into report as directed4, Prepare and submit expenses statement as requested5, Establish and maintain a proper filing / database system for easy retrieval and accurate documentation to facilitate information flows6, Other duties may be assigned as… Show more 1, Maintain S&M Diretor's appointment / travel calendars2, Organizes business travels, including reservation of hotel accommodation, ticketing, travel document application3, Collect, summarize and compile relevant business data into report as directed4, Prepare and submit expenses statement as requested5, Establish and maintain a proper filing / database system for easy retrieval and accurate documentation to facilitate information flows6, Other duties may be assigned as required Show less