Chongyuan Zhu

贵宾银行专员Citigold Associate at 花旗银行(中国)有限公司
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Contact Information
us****@****om
(386) 825-5501
Location
Yangpu District, Shanghai, China, CN
Languages
  • Chinese Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Japanese Elementary proficiency

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Experience

    • China
    • Financial Services
    • 1 - 100 Employee
    • 贵宾银行专员Citigold Associate
      • Feb 2022 - Present

      Targeting high networth customers(above 1 million RMB)who would like to do business with Citi. Bringing over 30 million RMB newly increased reserves for citi in 5 months. Overfulfilling monthly quota by 400%. Awarded the Top 1 Citi Xselling Champion. Achieved being number 1 sales among all citi CGAs in China. Targeting high networth customers(above 1 million RMB)who would like to do business with Citi. Bringing over 30 million RMB newly increased reserves for citi in 5 months. Overfulfilling monthly quota by 400%. Awarded the Top 1 Citi Xselling Champion. Achieved being number 1 sales among all citi CGAs in China.

    • Financial Analyst
      • Sep 2019 - Jun 2021

      • Analyze financial results to support financial period closing and reporting processes, help the company reduce the unnecessary labor cost of $1,200 per month. • Recommend investment decisions to the executives by forecasting business, industry, and economic conditions, help the company earn a total of $136, 000 based on successful investments. • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports of various welding equipment. • Contact clients online to present information on the company's products and explain available options, customer retain rates in 2020 and 2021 are about 25% higher than the average. • Exceed monthly sales quota by 43 percent on average. Show less

    • Singapore
    • Banking
    • 700 & Above Employee
    • Human Resources Intern
      • May 2019 - Aug 2019

      • Analyze and revise over 1,200 HR training records per week from 12 branches and 23 sub-branches in China, reduce the time needed to prepare each training report by about 35%. • Help hold 3 to 5 training events each week in DBS's headquarter in China. • Design and upgrade complex error-proofing spreadsheets for all DBS training departments in China, coach a team of colleagues to use these sheets, which saves the productivity by about 50%. • Develop key performance indicators for people practices to ensure objectives are measured and achieved while also collaborating with the cross-functional teams to better understand and advise on areas of impact, focus opportunities and understand predictive trends. Show less

    • Executive Assistant
      • May 2017 - Dec 2018

      • Create statistical data on trending textile products by using Microsoft excel, help the owner save more than $82,000 through sourcing the most cost-efficient raw material and equipment. • Monitor online transactions for potential errors and ensure the accuracy of existing bookkeeping after customers' new requests. • Assist the development of executive-grade reporting that provides clear insights into drivers of business growth, risks, and opportunities. • Implement, administer and maintain cost control systems and procedures to track budgets, commitments, expenditures, and forecasts. Show less

Education

  • Western University
    Bachelor's degree, Management & Organizational Study - Specialization: Finance
    2017 - 2021
  • Bond International College
    High School Diploma
    2014 - 2017

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