Designed personal customization financial solutions for customers, achieving 156 million assets under managment with teamwork for a month. Involved in the process of founding a new branch, including the staff employment, establishment of administrative system, and prophase advertising, finally fulfilled the preparation target ahead of schedule. Accumulated a large number of customer resources by ringing up and visiting loyal customers 3 times a week, and acquired the tricks of making a deal easily.

Understood the operating process and organization framework of whole firm, honored the "Best Performance Individual of 2016" in the final presentation of "Why customers choose AXA ". Served as a team-leader; led others to make a unique promotion plan aimed at specific financing products and deliver it to target clients, finally receiving 80% positive feedbacks.

Learned general bank business, domestic and overseas financial services and individual loan services; helped to promote and deal with retail business. Suggested suitable financial products to customers based on a deep research of various financial products and an objective analysis of the investment. Assisted customers to handle simple business, such as applying for the credit card, opening a current account and dealing with foreign exchange transactions.