Yanmeng Lu

Experience

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  上海浦东发展银行第一营业部

  Jan 2004 - Jun 2004

  Intern

  InternAt FX departmentAt Card centreAt Corprate finance department

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  上海浦东发展银行上海分行闵行支行

  Jul 2005 - Jul 2007

  Customer Relations Manager

  http://www.spdb.com.cnEfficient counter for learning back operations.Transfer to marketing and sales sector to be CRM manager and product manager.Focus on online-banking and MMEs

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  上海浦东发展银行中小企业业务经营中心

  Jul 2007 - Apr 2012

  Team Lead of SME&MME

  Developing and modeling SME and MME products to satisfy customers.Participate in supply chain credit line development of the bank.Direct and facilitate teams to operate credit line and loan process.

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  上海浦东发展银行新华支行

  May 2012 - May 2013

  Markerting&Sales Director

  Founder of new branch.Supervise marketing sector and all kinds of sales.Attract strategic customers to support new branch opening.Develop 20 important customers in the near of the branch to support operations.

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  中国光大银行上海分行零售业务部

  Jun 2013 - Aug 2014

  Retail Banking Assistant General Manager

  http://www.cebbank.comListed in Shanghai(601818) and Hongkong(1818)China Everbright LTD, CO (CE) is one of the biggest financial holding companies in China.China Everbright Bank (CEB) is under CE, which is the biggest subsidary focusing on commercial bank. It also have a lot of deals on Investment bank by means of using corporation resources.CEB had underwrited the first financial products on high interest deposit at retailing bank sector.Until now, it has a great influence on financial innovation on all kinds of financial products.Focus on SME and MME banking services.M&A loans and infrastructure loans.PE reference and consulting with credit support and restructure financially.Modeling and supervising credit line and CRM. Show less

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  中国光大银行浦东二支行

  Aug 2014 - Jun 2015

  Vice President

  Supervise Both Retailing and Corporate Banking sector.Credit line control of retailing, corporate and cards.Know-how of counter operations management.Focus on Investment Banking services and M&A.Focus on Shanghai Free Trade Pilot businesses.

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  Gopher Asset Management

  Jun 2015 - now

  Director

  Director on Institutional Investors including:Insurance companies and its asset management armsCommercial banking, esp its retail banking sector or asset management/financial market departmentsBrokerage Firms and mutual funds.Business scope:Direct investmentChannel salesCo-investment

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  HJ Consulting

  Jul 2017 - now

  Founder

  Portfolio constructionAlgo trading design and platformAI Risk system design and deploy