Wenzhou, Zhejiang, China
• Processed and analyzed large amounts of data effectively, efficiently, and accurately, and drew charts and graphs using tools like PowerBi to illustrate financial reports for clients • Prepare for financial project for clients to be processed by gathering, sorting, organizing and recording data, information, and documents • Utilize principles of accounting and financial charts to conduct in-depth exploration of causes or trends in revenues and operational costs
• Processed import and export documents, in coordination with department manager, including those that covered payment settlements such as telegraphic transfers, letters of credit and documents against payment • Communicated with merchants and collected and organized related information about merchandise in Excel, to ensure the price and quality of merchandise.
• Designed and introduced tailored financial management plan to fit clients’ needs, and designed a financing plan for a self-employed entrepreneur, to ensure products met clients’ needs. • Collected the information about financial products of competitor banks by surveying dozens of clients and passersby, and suggested changes to Bank of China’s products to attract more clients. • Increased the success rate of promotion by classifying clients into different groups, facilitating identification of target clients and increasing the success rate of promotions by 10%.
• Presented daily reports on capital markets and money markets to management, including elaborating on policies of the Central Bank and impacts of current events on both primary and secondary markets • Complied due diligence reports for consultant manager, which helped manager make more accurate decisions. • Scheduled and hosted regular showcases of products for potential client groups of 20-30, to inform more clients about Xingzao’s financial products.