Marcus D. Email & Phone Number

Shanghai, China

-Business Operations: Collaborated with 6 branches for daily operations, to assist these branches with learning about subscription process of over 10 municipal bond, private equity and fund, finally ensure customers successfully completed subscription and payment.-Data Analysis: Submitted daily and monthly KPI report, through major indexes of the yield rate, billing rate, per capita capacity,analyzed that completion rate of over 70% for 6 months, among which over 100% for 3 months.-Event Planning: Responsible for line roadshow activities, to prepare for materials of product information and decorate a roadshow site, held 2 activities monthly on average, gained growth rate of new customers for 50%.-Business Promotion: Promoted daily business progress, to maintain communication with financial advisors and hold summary and planning meetings, eventually completed 1,000,000RMB KPI target on daily basis with 3 new customers increased averagely.-Business Writing skills: Regulated the daily management, independently finished the editing of management rules and discussed thefeasibility with Vice President, obtained 100% execution from branches.

Shanghai, China

-Industry Research: Researched for latest news and information of new energy, medicine and photovoltaic, with reading lots of reports from Google, Wikipedia and other references, completed research report independently.-Business Negotiation: Organized visit to companies and production sites, to meet with Chairman of the Board or General Managerfor the negotiations and explore the need of financial leasing, completed 3,000,000RMB financial leasing business within 3 months.-Financial Analysis: Analyzed financial background for recent 3 years of customers, collected balance sheet, bank transaction records, credit reports and other financial materials, edited financial analysis report.-Execution Ability: Collected leasing rent back on time, communicated with customers on due date a week in advance, lastly maintained 90% of leasing rent collection.

Guangzhou, Guangdong, China

-Customer Service: Followed the principle of Skytrax, collected important information of VIP and provided high-end customer service,gained 90% good rating and 0 complaints within about 2,000 flight hours.-Teamwork: Cooperated with 4-12 team members for every flight, responsible for the management of 3 team members, acquired 80% good rating from managers for about 10 flights monthly.-Sales Ability: Supported duty-free sales for international flights, obtained 75% of the sales target for 8 items monthly.

Master’S Degree, Financial Management, Top 25%

Obtained course result of ‘Distinction’ on average Distinction in Managerial Finance, Financial Institutions and International Workplace.

Bachelor Of Administrative Management

Diploma Of Civil Aviation Transport