Chen Xirong

• Responsible for the business development of individual customers in the sales department, improve the total assets of customers through active customer relationship management, and effectively avoid customer loss.
• Focus on the development of institutional clients, including private equity and public company clients, to increase the number of accounts and trading volume.
• In-depth understanding of customers' individual needs, including investment and financing, wealth inheritance, asset allocation, etc., to provide customers with tailored solutions.
• With the support and assistance of wealth advisors, provide investment advice to clients according to their needs, perform asset allocation, and complete the sale of a complete set of financial solutions.
• Effectively complete the task according to the relevant indicators during the assessment period, such as efficiency, customer and process indicators.

• Successfully developed and maintained client groups of high net worth individuals, families and enterprises, and provided personalized financial services through in-depth understanding of customer needs.
• Provide professional business consulting services to clients in response to changes in the financial market, including suggestions on stocks, bonds, funds, equity and other investment fields, as well as corresponding asset allocation plans.
• Provide comprehensive asset allocation solutions according to customers' financial goals and risk tolerance to ensure the optimal allocation of customers' assets.
• Continued management of financial products, including investment performance tracking, customer demand tracking understanding and response, and investment strategy optimization suggestions to improve the return on investment.
• Responsible for the achievement of key performance indicators (KPIs) during the personal assessment period, as well as the implementation of policies, plans and objectives of the headquarters and the sales department to ensure the realization of business objectives.
• Responsible for daily customer maintenance, implementation of business process compliance and risk control requirements, protection of customers' interests, to ensure the steady operation of the business.

I have been working in Huaxia Bank for nearly 10 years. I have been working in the branch's corporate business and the branch's small, medium and micro business for more than one year, and then I went to the head office to learn products and CRM system exchange for more than one year. Since 2015, I have been in charge of strategic customer development and institutional business development in the corporate business department of the branch.

1. Business development: Responsible for promoting and guiding the business development of banking institutions, conducting market segmentation, refining marketing strategies and service programs, and carrying out effective business development activities in public institutions, taxation, medical and other fields. The scale of liabilities and assets under management is nearly 10 billion; Accumulated a large number of government departments above the level of customer resources and financial industry resources, government agencies business and large-scale bidding project management has a deep practical.

2. Docking with Shanghai Municipal government, finance bureau, tax, hospital, provident fund management center and other city-level organs and institutions at all levels, the annual deposit flow of nearly 20 billion. To coordinate the bidding business, bond bidding and replacement work of all units. Successfully bid for Shanghai housing provident fund sub-deposit/participating bank. The total annual bidding amount is about 6 billion, accounting for 70% of the total bidding business of branches.

3. Bidding business management: responsible for bidding work, organizing finalist materials, formulating bidding documents, carrying out speech and presentation of the bid, and fund management after winning the bid. I write more than 20 bidding documents every year. I can independently take charge of the whole life cycle management from docking, comprehensive service plan formulation and customer landing service management. I can coordinate accounting, risk, product, planning finance and credit management departments to form a closed loop of cooperation and achieve customer landing goals.

4. Product and service upgrade: personalized product customization, optimize sales and service process and other aspects of continuous product and service upgrade, improve sales completion rate. To meet the different needs of customers, develop different product solutions, create different customer core value positioning product portfolios, and promote the growth of new customers and the appreciation of existing customers' assets. Cooperate with compliance and legal departments to optimize product sales process, product customization process and service process, and improve customer experience with high-quality and efficient services.

5. Report management: according to the requirements of the head office and branches, regularly prepare various investment analysis reports and write various reports.

6. Relationship maintenance: Docking with senior government leaders, promoting high-level meetings, promoting business development, communicating with the municipal/district government, Social Security provident fund center, Most of the units in the finance bureau, tax office and medical system have good relations.