Xinze Li Email and Phone Number

Composed a comprehensive analysis of the non-banking financial sector over a span of two weeks, compassing policy guidance and market fluctuation.Composed a comprehensive report on CICC, delving into its historical background and business operations. The report included an analysis of CICC's risk management proficiency, consists of financial services, leadership in investment banking, IPO projects, burgeoning enterprises, longstanding ventures with distinct advantages, and the consistent growth of fixed income businesses.Researched insurance policies, summarized the recent policy changes in the use of insurance capital, collected insurance market volatility data over a six-month period and assessed the size and profitability of listed insurers in 2022. Showed proficiency in Microsoft office and data analytical skills.

Executed the dissemination of job postings in alignment with the staffing plan, collated resumes, and coordinated candidate interview invitations. Collaborated closely with the HR team to support a range of daily tasks, including streamlining new employee onboarding procedures, facilitating information registration, and overseeing the completion and renewal of labor contracts. Improved communication and teamwork skills.

Managed ,classified and sorted sales contracts, marketing documents and sales reports. Ensured the accuracy and completeness of the documentsReviewed and summarized first hand arrest information through Financial Times, Snow Ball app, Sohu News, etc. into daily report, shared the report to the wider team for timely and informed marketing decisions.Communicated with customers online, introduced products to target customers and followed up to contract signing including customer credit check, contrast signing and attend to any question customers may have.

Assited the finance department in managing accounts receivable by recording and tracking client payments, contributing to the accuracy of financial records and timely collection of outstanding payments. Provided bespoke sales service to clients by suggesting different banking financial products matching to their needs, demonstrated a strong understanding of the financial products available and the ability to propose appropriate financial solutions based on the client.Processed and resolved more than 20 instances of client complaints, followed a methodical approach to client complaints and resolved them in a pragmatic manner. Showcased strong problem solving skills and the ability to build long term client relationships through high quality customer service