Head Of Shenzhen Branch
Current• Led to develop the most comprehensive business for Shenzhen Branch, based on "Retail+Internet+institutional", serving 10 Commercial Banks, 9 Securities Companies Channels, 6 Internet Platform Channels and more than 20 institutional customers.• Led Shenzhen Branch department of 4, reported to company executives, had more than 6 billion under management with business in Shenzhen, Shanghai, Beijing, and Shandong to become the branch with the largest geographical span in Hua An. • Built team culture of initiative, sharing and professionalism, led and trained 3 fresh graduates from internships to sales managers (two Top Sales), led and trained a bank manager background team member to grow as a branch general manager.• Cooperated with E-commerce, IT and Operation department, to develop the biggest internet social platform, the biggest internet searching platform and the biggest internet travel platform in China into Hua An’s new retail platforms.• Cooperated with the Investment, Product, Risk Control and Operations departments, as the first person in charge of the project, to develop the largest Private Bank in China, successfully launched Hua An's FIRST special account product in this channel, and worked closely with other branches to achieve total sales of nearly 300 million.• Achieved the new institutional customers at home and aboard, FIRSTLY won the bidding for outsourcing investment project by the first Bank Wealth Management Subsidiary in China for Hua An, and achieved the FIRST QFII customer for Hua An with 100 million investment, by building the personal professionalism and comprehensive institutional service. • Led Shenzhen Branch to achieve the " Hua An Fund Best Team Award"(Top3) in 2015, 2016, 2018 and 2019. • Achieved "Hua An Fund GM Special Award"(Top1%) in 2016 and 2017 personally.
