Chenyao (Jeff) Xu
Head of Business Development at Medbanks- Claim this Profile
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English Full professional proficiency
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Chinese (Simplified) Native or bilingual proficiency
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cantonese Limited working proficiency
Topline Score
Bio
Credentials
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CFA Level II Candidate
CFA Institute -
advanced open water
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Experience
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Medbanks
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China
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Insurance
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1 - 100 Employee
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Head of Business Development
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Aug 2022 - Present
Head of Business Development, North China Employee benefits broking business Head of Business Development, North China Employee benefits broking business
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Mercer
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United States
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Professional Services
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700 & Above Employee
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Director Of Business Development
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Apr 2022 - Aug 2022
Financial industry leader.BD team leader.
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Senior Associate Director, Employee Health and Benefits
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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.
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Associate BD Director
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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
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Senior BD Manager
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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.
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WTW
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United Kingdom
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Financial Services
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700 & Above Employee
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Account Manager
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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
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270 Strategies
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Business Consulting and Services
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1 - 100 Employee
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Special Assistant to CFO(Intern)
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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
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长城证券
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China
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Investment Banking
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1 - 100 Employee
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Project Management Analyst(Intern)
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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。
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Education
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Boston University
MS in Journalism, Business Journalism -
The George Washington University
Non-degree, Accounting and Finance -
Communication University of China
Bachelor's degree, Broadcast Journalism -
Communication University of China
Master's degree, Broadcasting and Anchoring Arts