李晨曦Chenxi（Irene） Li

Short-term relocate for business communication

-Customer & Channel development: Ranked as top 10 CDO in the Shanghai region and attracted over 10 million deposits within a month. Developed independently over 30 channels from various industries within 2 months when aboard. Enhanced the customers’ cognition and brought highlights of the HSBC brand by implementing over 10 activities under different channels. -Result Analysis: Analyzed and Organized the branch’s historical channel resources such as activities per output, as well as the pros and cons of various channels to propose suggestions and formulated the improvement for the future marketing plan. -Activity planning: Initiated over 10 activities with various channels by leading a team with 8 members where over 800 participants were engaged. Additionally, observed and analyzed the participants’ feedback on various activities and proposed a new workflow for similar events which eventually increased the customer conversion rate to 58.5%.

-Customer maintenance: Awarded as the “Top PRA ” in East China region by providing premier service to Elite customers with high net value including Account opening, transaction handling, deal settlement, and remittance. Familiar with foreign exchange regulations and anti-money laundry regulations. -Employee training: Organized over 30 internal training for new colleagues and compiled the employee manual for future study. The passing rate of final evaluation for those trained employees was enhanced by 35%. -Risk Control & anti-money laundering: Complied with the internal control mechanism of HSBC to precisely identify the risk of the transaction from the customer onboarding, Client Due Diligence (CDD) refresh for an existing client. Assisted to identify over 10 fraud and high-risk customers and helped to reduce the loss of about 100,000 Yuan for the bank.