Partner
Shanghai Jinxi Investment Management Ltd
中国 上海市
* Generated potential leads via networks, exhibitions, radios.* Built and expanded business partner networks with the focus on the PM markets.* Built client database and monitored and recorded sales activities.Retention Management * Built a clients education system.Including account opening,the produre of deposit and withdrawal,using of trading platform.* Provided clients daily news and comments, weekly reviews, quarterly and annual reports.* Supported Institutional Brokers with the market overview,business management and process, the compliance, financial budget, partnership recommendation.