Lin Xu
General Manager/VP of Private Banking, Chengdu Rural Commercial Bank at 安邦保险集团- Claim this Profile
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English Native or bilingual proficiency
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Mandiran Native or bilingual proficiency
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Shanghainese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Six Sigma Black Belt Certified Professional
Management and Strategy InstituteMar, 2015- Nov, 2024 -
Professional Financial Planning Course
Canadian Securities Institute (CSI)Aug, 2008- Nov, 2024 -
INVESTMENT FUNDS IN CANADA (IFC)
Canadian Securities Institute (CSI)Sep, 2007- Nov, 2024
Experience
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Anbang Insurance Group
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Financial Services
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100 - 200 Employee
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General Manager/VP of Private Banking, Chengdu Rural Commercial Bank
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Sep 2015 - Present
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TD
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Canada
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Banking
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700 & Above Employee
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Branch Manager
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Feb 2013 - Present
Best in class results- Won national level award for best in class performance 2years consecutively in two leadership assignments. Recognized by company’stop executives during champion receptions.Strategic planning-Created and launched sales performance model increased regional top performers’ from 10% in 2013 to 65% in 2014 thru solid implementation of strategic finance/trends analysis.Success in crisis: Increased sales revenue 145% year over year within 12 months byrecruiting and reassembling sales/management team, cut expenses by 25%. Reinforcedsales process implementation, focusing on step-by-step sales process, opportunity anddevelopment of business partner network.People Development: Recruited & mentored advisor trainees' pipeline and management trainees in the district. Known as the “Talent Magnet”, Recognized as the top leader in Atlantic Canada in talent management and build for the future. Show less
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Manager, Customer Service & Sales
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Sep 2012 - Feb 2013
Results-oriented achiever: Oversaw strategic sales planning, business development,sales forecasting, marketing, training, and hiring of personnel for all channels.
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Manager, Customer Service
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Nov 2011 - Sep 2012
Exceptional problem-solver: Reviewed and defined former client service model and presented recommendations for replacement. Successfully reduced the FTEs by 19% while achieved 17% volume growth year over year.
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Financial Advisor
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Nov 2009 - Nov 2011
Sales leadership: Accounted for more than 25 percent of branch revenues and ranked 1st senior adviser in the region, trained and mentored a group of 25 advisers in sales effectiveness workshop.
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Financial Services Rep
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Dec 2007 - Nov 2009
Business development: Conceptualized new marketing idea, developed pricing and service strategies resulting in 600+ new business relationship within 2 years.
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Education
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Saint Mary's University
Bachelor's degree, Business/Commerce, General -
Saint Mary's University
Bachelor of Commerce (BCom), Marketing