Lin Shi Email and Phone Number

1.Responsible for maintaining and developing customer relationships, focusing on offline interactions. Through face-to-face communication, accurately understand customer needs and provide customized products and services, successfully enhancing customer loyalty.2. During business operations, strictly adhere to compliance policies, identify and resolve potential risks to ensure customer funds' safety and the company's compliant operations.3.Utilize the bank's CRM system to track customers' investment needs in real time and conduct data-driven precision marketing to maximize business opportunities. By analyzing data, target potential customer groups and achieve targeted marketing.4. Successfully meet customer business demands, maintaining a 100% business completion rate and achieving over 98% customer satisfaction, effectively improving the overall customer experience and branch performance.

• Diligently collect detailed information regarding the target company's transactions or investments, including financial data, contractual and legal documents, and technological assets.• Analyze the target company's financial statements, including the income statement, balance sheet, and cash flow statement.• Evaluate the company's profitability, debt capacity, and financial stability.• Scrutinize the target company's legal documents to ensure legality and compliance.• Identify potential legal risks and obligations.• Conduct industry and market trend analysis to understand the target company's market position and competitive landscape.• Review technological assets, intellectual property, and technical infrastructure to ensure feasibility and security.• Assess the company's management team's experience, background, and performance record.