Experience

花旗银行(中国)有限公司

• China
• Financial Services
• 1 - 100 Employee

• 银行业务主管

  • Jun 2022 - Present

  Huanglong Branch is the only Citi sub-branch of retail banking wealth management in Hangzhou.The performance of Huanglong Branch has been much improved from June, 2022 especially in insurance product booking and Net Funds-in.1. Insurance product booking: 1) 133% over-achieve 2022 insurance yearly target; 2) highest sales participation rate (average about 70%) among all teams nationwide; 3) the only team which won monthly insurance team award consistently from June to November.2. Net Funds-in: 1) only city with positive YoY Qualified Citigold Account (AUM CNY 1MM) customer growth; 2) Lead team to focus on existing AUM which has been the weak KPI in past years and resulting as one of the leading team for Net Funds-in which including insurance premium.The overall control KPI is well maintained in branch.Citi announced on 2022/12/15 that it would wind down consumer banking business in China. And would lead team for smooth transition and handling per headquarter guidance and instructions. Show less

• 银行业务主管

  • Sep 2019 - May 2022

  Managed Shenzhen Futian Branch and lead the team to be 1st ranking in 2020 in country wide retail banking business in terms of YoY Qualified Citigold Account (AUM CNY 1MM) customer growth and YoY Customer Net Revenue growth.2020 v.s. 2019, 20% Qualified Citigold Account (AUM CNY 1MM) customer YoY growth and 14% AUM YoY growthMaintain sound control environment in terms of sales practice (Defect ratio of 2020 Management Control Assessment is only 1.88%, which is among the lowest defects countrywide) and local operation team winning the best ranking in the south and west region.In 2021，YoY Qualified Citigold Account (AUM CNY 1MM) customer growth、Net Funds-in and YoY Customer Net Revenue growth and YoY Effort Based Revenue, all KPIs ranking in forefront nationwide.Citigroup announced that it would exit consumer business in 13 countries and regions including China in Apr,2021. Despite challenges, Shenzhen Futian Branch achieved excellent results.1. 3.5% YoY Qualified Citigold Account (AUM CNY 1MM) customer growth, ranking 1st in nationwide2. Positive funds-in in 2021 whole year (only 2 clusters had positive numbers among 10 clusters)3. 11% YoY Customer Net Revenue growth and 14% YoY Effort Based Revenuegrowth, which ranking in forefront nationwideDefect ratio of 2021 Management Control Assessment is 2.57%, which is consecutively among thelowest defects countrywide. Control and Process are well addressed in branch management. Show less

• 银行业务主管

  • Oct 2017 - Aug 2019

  Managed Citigold Acquisition sales team and responsible for Citigold customer acquisition in Guangzhou and Shenzhen retail banking business. Lead sales team to achieve sales target through channel development, sales activity and digital partnership cooperation.Lead Shenzhen acquisition to be best acquisition quality team in 2018 among all cities and channels in terms of Qualified Citigold account vintage tracking (1) account amount 3% Shenzhen v.s. -15% Countrywide, only Shenzhen with increased accounts; (2) Net New money 18% v.s. -3% Countrywide, highest incremental city.Established 50+ agencies and merchants for target customer acquisition from 4 pillars - Education, Business Elite, Healthcare and Travel. Strong skills in partnership development and maintenance.From 2019.03 to 2019.08, lead south digital acquisition to explore new acquisition model and lift up sales productivity by 4 times in short period.Q2 2019: 77 Citigold accounts/7 Headcounts v.s. Q2 2018: 51 Citigold accounts/20 Headcounts Show less

• 银行流程经理

  • Aug 2016 - Oct 2017

  Managed 50+ Sales Support (who support application processing and other operations) across 4 cities - Shanghai Beijing Guangzhou and Shenzhen. Managed control team for regular control related assignment, such as Management Control Assessment, Sales Boundary list, Violation and Disciplinary case review, Call back survey, Control governance weekly meeting and follow up.

• 银行流程经理

  • Nov 2013 - Jul 2016

  Worked as project manager in Sales Management Office which lead/support frontline staff in 13 cities, responsible for all related sales process and key projects. Improve credit card application approval rate 20%+ which lift up sales productivity. In the meantime, manage 8 quality reviewers to support both cards portfolio and insurance telesales team as checker function which has relatively higher operation productivity among sales support functions.Lead one of the key initiatives for credit card field sales, which aim to increase the sales productivity of 500+ direct sales. Credit Card application approval rate was once below 20% due to lack of analysis and training at the beginning of 2014. Discussed with related counterparties, worked out detailed analysis, prepared training materials and rolled out training plan from the perspective of both nationwide and different cities. After more than 3 months, the approval rate improved to above 40%+, which resulted in almost 4,000 incremental approved card customers.Key member to launch insurance telesales. To set up insurance quality reviewer checklist and participate in project launch and system testing as one of key founder members in Q2 and Q3 2015.Key member for regional project “LEAN” which aim to reduce unnecessary process and control, release manpower and improve operation efficiency. In almost half a year project period, saved 10%-15% turn-around time and gradually reduce manpower from cost control perspective. Show less

• 管理项目培训生

  • Mar 2012 - Oct 2013

  Recruited as 2012 Management Associate of Citibank China, rotated in various functions in Consumer Business, such as Credit Operations, Credit Card Sales Management, Segment Marketing. Responsible for key projects and initiatives, such as Credit Card launch project.Key member for Citibank Credit Card launch, established first version of sales selling process and KPI tracking methodology, trained frontline for process/control. Smoothly supported momentum from zero up to monthly 10,000+ applications in 1st half year of launch period.Lead to revamp “Citibank Young Talent Program” which aims to boost Citigold acquisition and strengthen Citigold value proposition for better customer service. Successfully launched “Young Talent Summer Camp” in 2013 and hosted events for 500+ customers in Shanghai and Beijing region. The event branding and scheme was successful and reputable in market. Show less