Putuo District, Shanghai, China
Doing industries research and find the opportunities to develop business in potential markets and design the right products to those markets.
Responsible for customer data collection and market analyzing Responsible comparing different financial products, and develop product advantage analysis reports to department of production.
As the Enactus(SIFE)-SISU vice-captain, I leaded the team win the Enactus Central and Western China Competition and then got an internship chance in KPMG as an assistant auditor.
Learned bank management system and mastered business standards and demands theoretically. Learned simple knowledge of loan classification requests and financial statements, which was then applied in practical work, thus improving my knowledge and skill of these aspects. Dealt with wealth management service. Responsible for dealing with materials submitted by the customers. In charge of customer contact, appointment making, time, place and content decision and material preparation.