Hao Lu Email & Phone Number

杭州

• Led the team responsible for APAC Business Management & Strategy, including headcount management, budget analysis, management reporting, business development forums, deal team process, strategic initiative management, business controls and Transformation.• Led the development of Client Satisfaction Portal, a key online application for client relationship management tool used by State Street globally; Engaged with senior internal stakeholders to promote the app usage and continued enriching the functionalities to better support business growth• Partnered with BUs / Corp Functions to drive key initiatives including IT Crowne Jewel app review, Country Structure Design, External Stakeholder Engagement Plan, and Client Insight Reporting

重庆市

• Established a new wealth management team to deliver financial solutions to clients, and drive sales volumes, ranking as the top-performing team among all local teams at the company.

中国 浙江 杭州

• Responsible for the risk management framework for the Alipay payment business with partners (merchants, channels and banks); reduced the key risk indicators by 70% via the improved risk strategy;• Promoted the external use of Alipay risk management product (RiskGo) to cover 400 banks & channels;• Gained patent for “Methodology and Device of Payment Risk Assessment via Merchants” (No. ZL201810731584.8)

Hangzhou / Hong Kong

Led the team to establish the process and system to track and analyze the top clients' satisfaction level on the bank's services and products. Expanded the analysis tool to APAC, Americas, and Europe regions.Provided the strategies to regional management team on how to enhance the client satisfaction level, client relationship and corporate profitability from clients on several perspectives, including operation process re-engineering, sector solution design, deal case analysis and client profitability deep-dive.

Shanghai City, China

• Managed CRM through all consumer product and all touch-point / channels• Conducted business analytics and customer segmentation

Shanghai City, China

• Pioneered setting up Telesales team in China and cross-sold various banking products• Built the sales productivity tracking & analysis framework, identified sales volume uplift opportunities through sales data analysis, sales strategy design, resource planning, and operation risk controlling.• Managed the sales process, formulated sales strategy for segmented customers, designed & enhanced sales process, evaluated product performance, handled & analyzed customer complaints.• Managed the Telesales “Auto-Dialer” project and “Go-to-Common” system migration project

Shanghai, China

Master Of Finance, Finance, A

Beng(Computer Science), Computer Science, A