趙倩中宏多元渠道銷售

1、Diane Qian ZhaoMobile: +86 138 1688 3039PERSONAL STATEMENTHighly motivated, enthusiastic and responsible; have a proven track record of handling multiple tasks effectively and with confidence; have a can-do attitude, be quick to learn, and demonstrate good attention to details; able to work under pr

2、essure to meet deadlines; provide strong leadership and project management skills and work well in a team. Look to extend myself in a dynamic, multi-culture working environment in particular in the area of business development, operations, new business set-up, relationship management, consulting in

3、Financial Services.WORK EXPERIENCES2007 PresentManulife-Sinochem Life Insurance CompanyManager, Alternative Distribution, HOSupport the business development activities through operational efficiency and develop Manulife-Sinochem (abbr. MSL) Bancassurance Operating Model by adopting the best practice

4、s from the Regional officeSet up MSL bancassuranceoperationsplatformfrom schrachcoveringtheareasof new accountset-up,new businessprocessing,underwriting,policyissuance, premium collection, commission payout, policy owner servising etc.Develop short- and long- term plan for operations and provide str

5、ategic visionfor overall businessBe the main operations liasion between the client and MSL at the HO levelDevelop MSL Bancassurance Operating Manual (BOM) version 1Closely workwithpeople fromdifferentdepartments onalloperational issues to ensure the requirements of partners are met andall documentat

6、ion and information are effectively communicated toappropriate teamsHandle all operationalissuesat the HO and Branchleveland to ensureoperatinal efficiency for the alternative distributionLead the projecteamof15 peopleon the YBT systemdevelopmentforinstant policy issuance at point of salesProvide op

7、erationsrelated training to other departmentmemebersandbusiness partnersManageall relevantrecordsand spellout in the ADrecordManagementPolicy to ensure regulations, guidelines, internal process, and service standardsare timely updatedand accuratelycommunicatedto respectivepartiesandorganisational co

8、mponentsAssist Branch Bancassurance Mangers (abbr. BBMs) on businessdevelopment activities, agreement negotiation, accounts mangement,and product developmentAdvise on currentinsuranceregulatoryrequirementsand how it directlyimpactsthe businessdevelopmentactivitiesat the National level;to ensurebusin

9、ess development activities are in line with regulatory changes by relatedcentral and local authorities such as CIRC, CBRC and IAInstall and support of new product, new territory and new business partnerand create and/or modify processes to allow for the processing and servicing of new accounts and p

10、roducts, as well as improving existing processesPage 1 of 4Joint-visit clients with BBMs and involve into partnership negociation when necessaryManage MIS report and advise to distribution head on sales performance Develop and manage the incentive scheme and staff compensation policies for sales tea

11、m at all levelsFormulate sales staff compenation policy and secure appropriate approvals Effectivelymanagethe sales staff comp policy at all level including promotion/demotion, policy review/revision etcWork with BBMs to hire and evaluates sales staff at branch level Provide operations related train

12、ing to sales staffAchievements: developed Bancassurance sales staff compensation policy in 2007; involved into bank partnership negotiation and drove to sign agreements with 8 banks in 2008; successfully brought 7 banks in production in 2009; led the project team of YBT development with one of coope

13、rative banks in 2009; led the new product development team and successfully launched 3 new Banc products in 2009; helped the head of AD to build up MSL alternative distribution channel since 2007 and saw the business sustainable growth.2006 2007AIG Europe (UK) LimitedClient Service Technician, Corpo

14、rate Multinational, LondonAssist UK underwriters in renewal negotiations and business development activities as required with specific reference to client service requirementsIssue policy instructions to all relevant overseas offices to ensure insurance programmes are compliant with internal require

15、ments and ragulatory of different countries and regionsEnsure premiums are booked according to budget and in line with Network InstructionsDevelop good working relationships with underwriters, brokers and clients as appropriate to assist in effective service deliveryAchievements: my stay at AIG has

16、given me a great opportunity to work in a multi-culture working environment with people located in different countries, to manage accounts covering Property, Motor, Product Liability, D&O, PI, Marine and Reinsurance, to resolve requests from different territories and to provide technical support

17、 on regulatory and operations issues.2004 2006Travelling around and temping in London, The UKVarieties RolesDesk researcher, Cass Business SchoolConsultant,Cashier, Fullham Football StadiumMandarin teacher, freelanceTemp worker, Reed Recruitment AgencyAchievements: helping finance of my stay in Lond

18、on and a great deal of life experience when to meet people from different background in a dynamic multi-culture environment. Fantastic!1999 2003Ping An Life Insurance Company of ChinaPage 2 of 4Varieties Roles, Bancassurance, HOInvolve in a vairety of projects to initiate and perform detailed custom

19、er/product portfolio analyses to identify growth opportunities, conduct feasibility study, formulate marketing strategies and pilot Provide technical supports to new and existing clients in particular in the area of product launch, operational workflow set-up, new territory opening preparation etcDe

20、velop training materials on new products and manage training course when necessary to all branches, liaised with the Call Centre to timely update information on new products and servicesTrack and conduct detailed analyses on both marketing campaign and incentive scheme to evaluate performance and to

21、 ensure processes and policies are followed throughAchievements: examples of the projects involved are ADD DM, YBT(instant issue polies at point of sales) and Operations Sharing Function(which came up later as PA Operations Centre China)EDUCATION & QUALIFICATIONS2003 2004Cass Business School, Ci

22、ty University of London, UKMSc in Insurance & Risk Management (full time)Dissertation: Strategic Perspectives of Bancassurance in China2003 2004Chartered Insurance Institute (CII, The UK)Associateship of CII, advanced diploma equivalent (part time)Results: 270 out of 290 credits completed2000 20

23、02Life Office Management Association (LOMA,USA)Fellowship of Life Management Institute (FLMI) (part time)Results: Distinction.1995 1999Beijing Technology & Business University, ChinaBSc in Economics (full time)Dissertation: What Insurance Can Do in Real Estate Industry in ChinaIT SKILLS & LA

24、NGUAGESGood PC skills including Word, Excel, PowerpointFast typing speedFluent in Mandarin and English (both spoken and written)INTERESTSSalsa danceTravellingPhotographyFashionREFERENCEAvailable upon requestPage 3 of 4趙倩手機(jī)： +86 138 1688 3039電子郵箱：自我評價自信、熱情、有責(zé)任心，具備良好的團(tuán)隊協(xié)作精神和領(lǐng)導(dǎo)力，十年的從業(yè)與學(xué)習(xí)經(jīng)歷使我不斷獲得積累知識、提升技能和培養(yǎng)專業(yè)精神的機(jī)會以及對所從事行