Experience

华西证券股份有限公司

• China
• Capital Markets
• 1 - 100 Employee

• 投顾业务管理岗

  • Feb 2022 - Present

  区域化投资顾问业务管理 区域化投资顾问业务管理



锦泰财产保险股份有限公司成都分公司

• 成都

• 城区业务部财意室主任 Sales & Project Management Director

  • Dec 2016 - Feb 2022

  - Responsible for the development and maintenance of PRC's public company clients, and help branches to achieving the established sales targets; - Establish a deep cooperative relationship with insurance agents to solve various problems and issues in the sales process; - Responsible for internal communication and coordination; - Conduct regular strategic partners visits, form good cooperative relations with PRC's public company, collect front-line product information and opinions, while expand new strategic partners resources. Show less



成都川商融信小额贷款有限责任公司

• 中国 四川 成都

• 风控助理实习 Risk Management Assistant

  • Nov 2013 - Mar 2014