May Liu

May Liu Email and Phone Number

Head of Financial Products, Wealth Management Department @
May Liu's Location
Shanghai, China, China
May Liu's Contact Details
About May Liu

Experienced Head Of Products with a demonstrated history of working in the insurance and bank industry. Skilled in Product Marketing, Business Development, Business Strategy. Strong sales professional graduated from BI Norwegian School of Management.

May Liu's Current Company Details
Heng Feng Bank

Heng Feng Bank

Head of Financial Products, Wealth Management Department
May Liu Work Experience Details
  • Heng Feng Bank
    Head Of Financial Products,Wealth Management Dep, Retail Banking
    Heng Feng Bank Oct 2016 - Present
    Shanghai City, China
    • Lead development and deployment of financial products, including bank financial product, bacassurance product, trust products, FOF etc.• Work with asset management dep on the annual development plan of bank financial products, including but not limited to product duration, volume, yields etc.• Set up relationship with external providers i.e. insurance companies, trust companies, mutual funds, security companies etc. to build up wealth management product pool.• Set annual sales targets and monitor performance and set up sales tracking and control measures to measure performance of branches.• Design and deliver training courses of financial products and selling skills to branch sales.• Sales planning, building volume, net revenue forecasting and tracking actual performance against forecasts.
  • Heng Feng Bank
    Head Of Bancassurance
    Heng Feng Bank Dec 2014 - Dec 2016
    Shanghai
    Select competitve insurance products from market to improve sales;Monitoring sales tareget acheivement of branches;Work closely with partners on product promotion, makert events;Design training and compliance guideline for countywide RMs;Find new strategic partners to enhance branch sales capability.
  • Aia Life Insurance, Cho
    Associate Director, Product & Promotion Of Strategic Partnerships
    Aia Life Insurance, Cho Jun 2013 - Dec 2014
    Shanghai
    1) Launch new products at Citi bank channel, including product idea generation, internal and external communication, product implementation, sales support activities etc;2) Develop sales aids and customer facing tools for Citi bank sales and AIA internal sales people; 3) Work with Citi bank sales & marketing team for co-branding promotion/marketing events;4) Organize customer seminars and VIP add-value services to enhance bank customers experience countrywide;5) Business planning and budgeting
  • Hsbc Insurance
    Manager, Marketing & Communication Dep.
    Hsbc Insurance Aug 2010 - May 2013
    Shanghai, China
    1)Project leader of branding campaign, in charge of working out project selection, promotion plan, ATL media spot plan, BTL promotion materials, media monitoring, channel communication, and business performance tracking etc.2)Chief editor of Customer Newsletter, in charge of article collection, polish, creativity, and publish etc. pls refer to below link for the publication3)Member of Shanghai Insurance Association "branding monitoring group"4)Develop product related press release/advertorials/publications, to help sales channels promote new products and hero products publicly. Develop all the document and marketing collaterals for new product launching or product packaging campaign, work with sales and promotion team to develop effective marketing promotion activities.
  • New China Life Insurance Co.Ltd
    Business Development Manager
    New China Life Insurance Co.Ltd Jul 2009 - Jul 2010
  • Aegon
    Manager Of Agency Development Dep.
    Aegon 2003 - 2007

May Liu Skills

Business Strategy Project Management Business Development Risk Management Marketing Management Information Systems Insurance Performance Management

May Liu Education Details

Frequently Asked Questions about May Liu

What company does May Liu work for?

May Liu works for Heng Feng Bank

What is May Liu's role at the current company?

May Liu's current role is Head of Financial Products, Wealth Management Department.

What is May Liu's email address?

May Liu's email address is ma****@****ail.com

What schools did May Liu attend?

May Liu attended Bi Norwegian School Of Management, Fudan University.

What skills is May Liu known for?

May Liu has skills like Business Strategy, Project Management, Business Development, Risk Management, Marketing, Management Information Systems, Insurance, Performance Management.

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