Guided customers to open accounts, conducted the authentication and changed password. Gave professional advice to potential clients about portfolio management solutions.

Supported RMB 3 million commercial loan process by conducting on-site and off-site due diligence, including as to credit rating and financial condition of primary borrower. Made phone calls to 40 real estate companies; s…

Carried out market analysis, competitive analysis, cost control and sale channel design by doing research on the corporate growth, products development and sales.