Responsible for the business line of SaaS and E-commerce processing. In charge of bothdirect sales teams and channels. Report directly to CEO, developoperation and sales strategy.

Major focus on campus recruiting for young professionals, in sectors of Finance, Accounting, Data, Business, Marketing, in New York.www.optwisenyc.com

Recruited professionals in electricity, oil, gas, wind energy, new energy, and other energy basic industry investment, natural gas resources investment, urban gas pipe network investment, real estate investment, banking, securities, and high-tech industry investment, industrial investment, asset management, domestic trade.

Analyzed customer requirements to recommend suitable and customized financial products and solutions as per the client’s financial statusEvaluated, and authorized approval of commercial, real estate, and credit loans; advised borrowers on financial status and methods of paymentsMonitored management of personal and business loans to resolve loan delinquencies, deposit or loan maturities, and creditworthiness.Established and maintained an effective relationship with new and existing clients to optimize business and achieve all sales targetsProvided various financial analysis, planning and investment advice on sales of agent funds, bonds, insurance, foreign currency financial products, third-party depository, and other investment products