Chenyao (Jeff) Xu
Head of Business Development at Medbanks- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Full professional proficiency
-
Chinese (Simplified) Native or bilingual proficiency
-
cantonese Limited working proficiency
Topline Score
Bio
Credentials
-
CFA Level II Candidate
CFA Institute -
advanced open water
-
Experience
-
Medbanks
-
China
-
Insurance
-
1 - 100 Employee
-
Head of Business Development
-
Aug 2022 - Present
Head of Business Development, North China Employee benefits broking business Head of Business Development, North China Employee benefits broking business
-
-
-
Mercer
-
United States
-
Professional Services
-
700 & Above Employee
-
Director Of Business Development
-
Apr 2022 - Aug 2022
Financial industry leader.BD team leader.
-
-
Senior Associate Director, Employee Health and Benefits
-
Apr 2021 - Mar 2022
Initiated and led several innovative projects such as new client solutions, Insurance cost containment methodology, etc. Financial industry leader of Business Go-local Team. X-team collaboration such as creating shot videos for brand marketing, presenting speeches and organizing client webinars. Over-accomplished personal sales target in three consecutive years.
-
-
Associate BD Director
-
Apr 2020 - Mar 2021
Identify new business opportunities of corporate clients and develop them to closed win;150% completion of individual annual sales target in three consecutive years; Won clients including MNCs, POEs, SOEsBuild up strong relationships with decision makers, eg. HR, Procurement, Fin, etc. of new clients;Help the BD team establish the sales & segmentation strategy, set up the bidding procedure and pain-point analysis methodology; work with the team to lead Mercer’s market share back to the first position;Deeply involved in the delivery of benefits consulting & flexible benefits programs; partner effectively with segment & national leaders to improve Mercer’s solutions Show less
-
-
Senior BD Manager
-
Aug 2018 - Mar 2020
Develop new business opportunities of Employee’s Health & Benefits in North China. Broking business, benefits consulting, flexible benefits and health management.
-
-
-
WTW
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Account Manager
-
Feb 2017 - Aug 2018
Health & Benefits Department. Engaged in employee's benefits of Chinese companies • Practiced health insurance broking business and benefit consulting to giant Chinese entities especially “One Belt, One Road” corporations. • Developed new business opportunities by giving presentations on Roadshows with the CEO, and provided insurance related services to existing clients such as CNOOC, COSL, Sinopec, etc. • Designed global insurance solutions for various clients’ needs. • Established tight relations with underwriters of Lloyd's of London, and coordinated between local insurance market and Lloyd’s. Show less
-
-
-
270 Strategies
-
Business Consulting and Services
-
1 - 100 Employee
-
Special Assistant to CFO(Intern)
-
Sep 2016 - Dec 2016
270 Strategies is a consulting firm specializing in helping its clients build grassroots movements that cause change around pivots at the NGO, corporate and policy levels. • Provided efficient ad hoc support to CFO by preparing reports and reviewing financial proposals. • Participated in the development of new accounting strategies, re-organized account classifications, analyzed initial data in order to estimate the budget for the next year. • Conducted monthly performance reviews, and prepared documents for clients’ due diligence. • Developed new Excel-based tools, and enhanced existing tools to create capacity and mitigate risk. • Gained strong analytical skills and solid understanding of the development of corporative strategies. Show less
-
-
-
长城证券
-
China
-
Investment Banking
-
1 - 100 Employee
-
Project Management Analyst(Intern)
-
May 2016 - Sep 2016
• Worked on Investment Banking Division focusing on Fixed Income product. • Participated in various fix income projects including 项目收益债券、债权融资计划。 • Supported the business development team by preparing 可行性研究报告、债券募集说明书。 • Researched income statement report on regional 政府融资平台公司。 • Established connections with government officials and stakeholders in 东北、苏南、贵州等区域。 • Worked on Investment Banking Division focusing on Fixed Income product. • Participated in various fix income projects including 项目收益债券、债权融资计划。 • Supported the business development team by preparing 可行性研究报告、债券募集说明书。 • Researched income statement report on regional 政府融资平台公司。 • Established connections with government officials and stakeholders in 东北、苏南、贵州等区域。
-
-
Education
-
2015 - 2017
Boston University
MS in Journalism, Business Journalism -
2016 - 2017
The George Washington University
Non-degree, Accounting and Finance -
2008 - 2012
Communication University of China
Bachelor's degree, Broadcast Journalism -
2014 - 2017
Communication University of China
Master's degree, Broadcasting and Anchoring Arts
Community
