Financial Sales Resume Model Reference (1)
Last name: * * *
Gender: male
Date of birth: 19xx-0 1-02
Origin: Beijing
Current city: Beijing
Working years: more than three years.
Current annual salary: XX million RMB.
Tel: 1590000000
E-mail: xxxxx @ xuexila.com (email &; MSN) Please change it to your real email address!
Application direction
Job hunting industry: finance/investment/securities, banking, insurance.
Position: investment/fund project manager, investment/financial consultant, customer supervisor/specialist, insurance back office, insurance customer service/renewal management.
Work location: Beijing
Salary requirements: negotiable
Business experience
2007/09? Now * * * company
Industry: banking
Credit card center sales representative
Main responsibilities:
1. Responsible for developing new bank credit card customers;
2. As the leader of the project team, make the business sales plan of the team and motivate the team members to complete the task with good quality and quantity;
3. Responsible for handling all kinds of problems encountered by team members in their work and assisting the department manager in daily management;
4. Be good at collecting questions and problems related to the daily work of team members, and organize training with department managers on a regular basis.
2006/05? 2007/06 China Everbright Bank
Industry: banking
Private sector lobby manager
Main responsibilities:
1. I mainly work as a salesman of bank wealth management products in Dongcheng Sub-branch of China Everbright Bank. I am familiar with and understand the characteristics of all bank wealth management products of China Everbright Bank, and have rich marketing experience and skills, and can provide some reasonable financial advice to customers and get their approval.
2. I also work as a lobby manager in Dongcheng Sub-branch of China Everbright Bank. I am familiar with the banking business, can maintain the order of the bank, communicate well with all kinds of customers, and get favorable comments from customers;
3. Participate in the financial knowledge training of China Everbright Bank regularly every week, and have a certain understanding of the financial market;
4. Participate in the qualification certification of financial sales of China Everbright Bank and pass the exam with excellent results.
2005/07? 2006/05 Sino Life Insurance Company Limited
Industry: Finance/Investment/Securities
Channel/Distribution Specialist, Bank Generation Department
Main responsibilities:
1. Familiar with and understand all kinds of bank agency insurance;
2. Responsible for selling insurance products in China Everbright Bank;
3. During my work in an insurance company, I received various trainings, especially the marketing training of financial banking products, and mastered the marketing skills of various banking products.
educational training
2002/09? 2005/07 School of International Finance, Beijing Union University
Vocational skills
Foreign languages:
English: Overview
Certificate: 2005/07 Insurance Agent Qualification Certificate
self-assessment
Cheerful personality, good at self-regulation, broad vision, easy to accept new knowledge, quick to know new things, strong learning ability, able to adapt to various working environments quickly, wide interests, active participation in various activities, strong independent living ability, team spirit, strong sense of responsibility and careful work. Have rich knowledge of finance and insurance, be good at communicating with all kinds of people and have rich marketing experience.
Financial Sales Resume Model Reference (2)
Basic information
Last name: Miss Liu
Gender: female
Age: 25 years old
Marital status: married
Highest education: Bachelor degree.
Political views: the masses
Present city: Hubei
Origin: Hubei
Telephone:?
E-mail:
working strength
Working years: 2 years
Job Type: Full-time
Expected salary: negotiable
Work location: Hubei
Job hunting industry: finance and insurance, securities, futures construction, real estate, decoration.
Job Title: Sales Manager/Supervisor
Business experience
20 13-05-202 1-02 investment manager of auction company
Job description: Looking for real estate developers by telephone, internet, etc. Recommend the company's project to the developer and close the transaction by auction.
Education experience
2008-09-20 12-07 Undergraduate course in electronic commerce, Zhongnan University of Economics and Law
Professional Description: Principles of Economics, International Trade Practice, Business English and Correspondence, Economic Law, Accounting, Financial Management, Marketing, Market Survey and Forecast, Introduction to E-commerce, Internet Marketing, Computer Network Technology, Database System, Website Construction and Maintenance, Management Information System, E-commerce Logistics, Business Software Application, E-commerce Finance and Security, Customer Relationship Management, and Comprehensive Internship.
self-assessment
I am lively and cheerful, have strong planning and execution ability, strong motivation, communication, coordination and team leadership ability, strong sense of responsibility and dedication, high interpersonal affinity, and can live in harmony with colleagues at work.
Financial Sales Resume Model Reference (3)
Name: Sheila
Gender: Female
Date of birth: 1987.09. 15
Ethnic group: Han nationality
Job hunting intention: financial securities.
Educational experience:
School: Fudan University
Major: International Finance
Education: Bachelor's degree
Language and computer skills
English Skills: College English Band 6 (CET6)
IT Skills: Computer Rank Test Level 3 (Database)
Skillful use of Microsoft office suite, Photoshop, Dreamweaver.
award winning experience
Excellent urban graduates (top 0.05%)
Three good students in the school won the first-class scholarship for two consecutive years.
L 'Oré al Business Planning Competition won the second place in the division.
Specialties and hobbies:
Love music, photography, computer technology.
Internship experience:
Company: HSBC
Position: Intern
Job description:
1. Make a detailed valuation analysis of the target enterprise and related assets by using valuation methods such as open comparability, completed transaction comparability and partial sum;
2. Draft the buyer's project proposal for the leading European refining group, including in-depth analysis of the company's performance, industry status and prospects, major competitors in the industry, acquisition targets and potential strategic partners;
3. Participate in the transaction initiation of the merger of petroleum equipment/petroleum service industry with a valuation of about 25 billion euros;
4. Participate in communication and coordination between the National Development and Reform Commission, the People's Bank of China and the China Securities Regulatory Commission, and submit relevant bond issuance documents;
Self-evaluation: People are cheerful, lively, outgoing, easy to get along with others, good at communicating with others, enthusiastic, sincere, strong, introverted, and have a strong sense of responsibility, and can correctly treat the difficulties encountered in life and work.