Yufei Liu Email & Phone Number

Hong Kong

Shenzhen, Guangdong, China

Fuzhou, Fujian, China

• Financial Marketing: Deeply learn financial product business knowledge including asset allocation and financial marketing, assist in analyzing customer asset status and asset allocation needs, and recommend corresponding products. • Market Expansion: Accompanying the marketing team to Fuzhou, Nanping, and Xiamen, helped open accounts with over 60 salary cards, and a total of over 20 digital CNY and pension funds for enterprises including real estate, dentistry, street offices, food… Show more • Financial Marketing: Deeply learn financial product business knowledge including asset allocation and financial marketing, assist in analyzing customer asset status and asset allocation needs, and recommend corresponding products. • Market Expansion: Accompanying the marketing team to Fuzhou, Nanping, and Xiamen, helped open accounts with over 60 salary cards, and a total of over 20 digital CNY and pension funds for enterprises including real estate, dentistry, street offices, food, etc.• Weekly Report: Summarize the daily fluctuations and current events of the stock market index sector, conduct in-depth analysis of the current market situation, predict and report the recent trends of funds, stock markets, and wealth management products.• Data Statistics: Use Excel to assist the supervisor in completing the list and card number entry of salary payment, calculate and visualize the weekly sales quantity and bank collection of insurance in each sub-branches; organize, rank, and analyze the sales situation of each department. Assist in calculating and ranking the monthly performance of individual members in the department.• Lobby Guidance: By actively inquiring about the needs of customers in the bank lobby and providing corresponding guidance; provide customers with services such as answering questions about the use of external operating systems, opening and closing accounts, printing statements, and loan consulting etc. Show less

Los Angeles, California, United States

• Sort out and analyze the customer data in 2021, compare the number of profits and transactions in each month and quarter, find the distribution of off-season and peak season in 2021, and visualize them.• Screen out and visually process the data of the top ten customers of annual consumption and customers who were seeking services less than three times.• Visually compare the first quarter of 2021 with the first quarter of 2022 in terms of profit, transactions, top 10 users and… Show more • Sort out and analyze the customer data in 2021, compare the number of profits and transactions in each month and quarter, find the distribution of off-season and peak season in 2021, and visualize them.• Screen out and visually process the data of the top ten customers of annual consumption and customers who were seeking services less than three times.• Visually compare the first quarter of 2021 with the first quarter of 2022 in terms of profit, transactions, top 10 users and customers who have sought services for less than three times, analyze the reasons for the off-peak/peak season and prepare the improvement report of market strategy. Show less

China

• Operate 88 group chats, purify VIP customers, and maintain relationships with them• Send real-time information in each group chat to provide customers with Q & A help

China

• Collect the contact information of 50+ enterprise HR• Edit and send the invitation letter to 20+ enterprise HR, persuade them to cooperate with CGYS to carry out the human resources market on the "One Click Multiple Delivers" program

Nashville, Tennessee, United States

- Work about 5-8 hours per week. - Help students with their essays, presentations, projects etc- Teach students writing and analyzing skills

Master'S Degree, Business, Management, Marketing, And Related Support Services

Bachelor'S Degree, Finance, General

Activities and Societies: -Double majors in Finance and Business Analytics-Career Development and Alumni Director of Indiana University.

High School Diploma

Activities and Societies: -Work as a tutor in the Writing Center -Member of photography Club -Member of International Club