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任嘉慧 is listed as 理财顾问 at 嘉实基金管理有限公司, a with 257 employees, based in Harbin, Heilongjiang, China. AeroLeads shows a matched LinkedIn profile for 任嘉慧.
任嘉慧 previously worked as 理财经理 at 嘉实基金管理有限公司 and 管培生 at 展恒理财. 任嘉慧 holds 硕士, 金融与管理, 研究生毕业论文61分 from 英国中央兰开夏大学.
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从事基金行业4年多，一直在服务机构与个人之间，对行业较了解、很喜欢公募基金这个行业，以至于立足于此
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北京
基层团队管理：团队分为 4 个⼩组，作为⼩组⻓之⼀，每周对组员存在问题做梳理找到问题并解决，每周汇报组员的销量量与部⻔领导汇报，每周做例会总结，及⼩组培训等。! 产品研究：每周定期产品培训，包括：公募基⾦、专户产品、结构化产品，海外产品等，全⾯熟悉产品后给客户做好产品推荐匹配，每个⽉与基⾦经理沟通宏观市场、⾏业板块的事实情况，及时与客户沟通，做好销售服务⼯作。资产配置：每周与投顾部⻔同事探讨客户的资产情况，对于较⼤的客户给出对应的资产配置报告。产品路演：每周⼀次 PPT 演讲，有市场实施相关话题，模拟投顾做产品 PPT 路演。电话沟通：项⽬⽬期，⼀天 120 个电话，有效沟通 40 个意向单，⾮项⽬⽬期：⼀天 50 个电话，有效 15 个意向单。（单⽇最⾼⾼销售 1900 万） 客户维护：除了电话回访销售，每⽉⾯访⽼客户 4 位，新客户 1 名，增加客户粘性，促成单。
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Yifei Liu
Colleague at 嘉实基金管理有限公司Haidian District, Beijing, China
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TJ
Tianyi Jiang
Colleague at 嘉实基金管理有限公司Dongcheng District, Beijing, China
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SV
Seen Vee Tang
Colleague at 嘉实基金管理有限公司Penang, Malaysia
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徐
徐丽鸥Cathy
Colleague at 嘉实基金管理有限公司Shanghai, China
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王
王天慧
Colleague at 嘉实基金管理有限公司Chaoyang District, Beijing, China
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LL
Lan Liu
Colleague at 嘉实基金管理有限公司China
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XG
Xinyu Gu
Colleague at 嘉实基金管理有限公司Los Angeles, California, United States
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张
张毅强（Johnny）
Colleague at 嘉实基金管理有限公司Beijing, China
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YM
Yunjia Ma
Colleague at 嘉实基金管理有限公司New Orleans, Louisiana, United States
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吕
吕军涛吕
Colleague at 嘉实基金管理有限公司Beijing, China
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Quick answers generated from the profile data available on this page.
任嘉慧 works for 嘉实基金管理有限公司.
任嘉慧 is listed as 理财顾问 at 嘉实基金管理有限公司.
任嘉慧 is based in Harbin, Heilongjiang, China while working with 嘉实基金管理有限公司.
任嘉慧 has worked for 嘉实基金管理有限公司 and 展恒理财.
任嘉慧's colleagues at 嘉实基金管理有限公司 include Yifei Liu, Tianyi Jiang, Seen Vee Tang, 徐丽鸥Cathy, and 王天慧.
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任嘉慧 holds 硕士, 金融与管理, 研究生毕业论文61分 from 英国中央兰开夏大学.
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