Experience

Shenwan Hongyuan Securities Co. Ltd.

• 1 - 100 Employee

• Senior Vice President

  • Aug 2011 - Present

  Develop integrated business for listed companies as loan on pledged stock, private placement, reduction, etc., Develop additional brokerage business with existing institutional customers as margin trading, option, etc., Drive KPI of institutional business for all branch/sub-branch and monitor their monthly performance Generate monthly performance report Develop integrated business for listed companies as loan on pledged stock, private placement, reduction, etc., Develop additional brokerage business with existing institutional customers as margin trading, option, etc., Drive KPI of institutional business for all branch/sub-branch and monitor their monthly performance Generate monthly performance report



Standard Chartered Bank

• United Kingdom
• Banking
• 700 & Above Employee

• • Sep 2009 - Aug 2011

  Design & implement sales incentive scorecard scheme to maximize sales productivity and assist Distribution Head to meet financial target & results.Work with the team to provide clear & timely Performance Metrics for Group SD & Local Management Team for effective, timely review & decision-making, including team sales flash, individual scorecard management and analysis.Design the sales performance monitory guideline including PIP & roadmap with SME, PrB, PsB & Branches

• • Jul 2006 - Aug 2009

  Ensure data security and ingenuity within the scope of MIS execution, keep consistent, timely and accurate quantitative performance measurement of the business, and assisting in the implementation of Business Planning projects.Provide efficient sales performance tracking tool to guide the sales staff achieve target and give responsible feedbackProvide efficient sales performance tracking tool to guide the sales staff achieve target, and assist to improve and automate existing reporting process Show less