Tianyi Ji

Experience

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  CHINA CITIC BANK

  Jul 2016 - Aug 2016

  Account Manager Assistant (Intern)

  1. Accepting customer inquiries and guiding customers. Answered customers’inquiries, guided and assisted customers to handle business, and timely diverted customers. 2. Assisting in marketing activities. Assisted customer managers in organizing wealth management salons and financial seminars for high-net-worth clients to increase customer conversion rates. 3. Maintaining customer relations. Provided customers with basic information and personalized services, responded to customers’business consulting and feedback in a timely and effective manner. 4. Internship Achievements: Learned banking business processes and understood the design logic and marketing strategy of fund products that the bank sold on commission Show less

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  HuaTai Securities Co.,Ltd.

  Jul 2017 - Aug 2017

  Customer Manager (Intern)

  1. Preparing financial weekly. Analyzed and sorted out financial market data, prepared financial weekly, and analyzed the trend of stocks in some industries, including medical and health, non-ferrous metals and clothing industry. 2. Assisting in the analysis of individual stocks. Assisted investment consultants in researching target stocks in food and non-ferrous metals industry, and completed the construction of the valuation model and the analysis of the macro industry.3. Serving customers. Introduced basic knowledge of securities investment and business processes such as account opening, trading and capital access to customers. 4. Internship Achievements: participated in product conferences and in-depth understanding of the design logic of multiple IPO projects, asset-backed securities and structured products. Show less

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  China Pacific Insurance Company

  Jul 2018 - Aug 2018

  Marketing Consultant (Intern)

  1. Analyzing operating statements. Collected and organized business data, produced operating statements, and assisted in the assessment of sales executives. 2. Supervising business tracking. Tracked and supervised data such as daily attendance, performance and number of visits to promote performance goals. 3. Assisting in training. Assisted in all levels of training courses, including new staff, excellent performance and supervisors, responsible for meeting venue selection, material preparation and on-site management. Show less