Sandra Li Email and Phone Number

-Contact high-net-worth customers in all directions, match customer needs with company products through wealth planning consulting services, and provide financial health examinations and asset allocation plans.-Maintain good communication with customers to improve customer satisfaction and recommendation rate. Actively develop the interpersonal network and provide business referrals for the team.

-Promoted from sales to sales manager within two years. Achieved 58m drawdown amount in 2016-2017, while team amount was 124m; led the team to achieve 114m drawdown amount since 2018; maintained and developed close relationship with key developers, property agents and 3rd-party service providers, such as Sun Hung Kai and Vanke; led the team to achieve monthly drawdown target and non-financial KPI.-Monitored the mortgage loan process, approval rate exceeded 90%; conducted due diligence, inquiry and analysis of credit reports, reviewed application materials, provided timely communication between Risk and Operation team.-Prepared and analyzed sales performance reports; responded to internal audit, PBOC, CBIRC regularly.

-Received annual role model rating. As a headquarter staff, was responsible for pre-review and uploading mortgage information for local branches. Familiar with local mortgage policy requirements. Improved the approval rate and drawdown speed.-Communication across departments.Cooperated with mortgage sales, risk, product, operation and other departments.