ShanghaiReported to Wealth Sales Shanghai GM Subordinate : 2 sales teams and branch operation crew(30%)Achieve pre-set business targets and grows business for the team on all consumer financial products / services and customer acquisitionEnsure smooth operations and strict adherence to the work procedures, Bank’s policy and local regulatory requirements, all control measures are undertaken, and minimize the risk exposure of the BankCreatively and successfully leverage resources to cross sell produce better than expected results and have strong working relationships inside & outside the bankStaff recruitment and engagement2008.4 – 2010.6 Team Manager(M6), OCBC Bank (China) Ltd. ShanghaiReport to sub branch managerSubordinate: 9 Sales and 1 supporting staffAchieve team financial targets and grows customer base Arrange sales activities externally(Road Shows, Exhibition, Seminar) and build channels for business expansionConduct sales training for new RM/DS at Shanghai area Line trainer for Bee On Air programme (Building Emotional Customer Engagement)2006.4 – 2008.4 Senior Relationship Manager(AM7), OCBC Bank (China) Ltd. ShanghaiReport to team managerAchieve personal financial target and service standardAcquire high net value clients and kept a good relationship to the bankCross sell and up sell through existing clients to more share of walletACHIEVEMENT2007 Year Top sales in AUM increase (Shanghai)2009 Year Top Team Manager/Achiever (Shanghai)2009 4th Q Top Sales team in AUM and New customer increase2010 2nd Q Best Risk Control Team2010 4th Q Best Branch at EXPO service award2010 AUM increase 300%, New customer increase 200%