JIANI QIU
Pimpama,Australia
Summary
With extensive experience in banking and finance, I excel in credit assessment and interpersonal communication. My background includes efficiently managing customer inquiries, due diligence, and performing data analysis tasks in fast-paced environments.
Overview
2
2
years of professional experience
Work History
Credit Risk Manager
Zhongtai Securities Company Limited
Beijing, PRC
09.2022 - 01.2023
- Company Overview: The Leading Bond Firm in China
- Worked in a fast-paced environment during peak bond issuance periods, handling up to 3 complex cases per week with precision and efficiency
- Conducted thorough reviews of financial, legal, and operational documents to assess risk and ensure compliance with industry standards, handling more than 30 documents and credit assessments each week
- Provided exceptional customer support by efficiently managing multiple tasks, including handling an average of 10 calls per day and responding to up to 20 emails, all while maintaining a high level of accuracy and professionalism
Client Manager
Guotai Junan Securities Co.
Beijing, PRC
06.2021 - 08.2021
- Company Overview: Top 3 Investment Bank in China
- Engaged potential clients through 30 daily calls, using a consultative approach, achieving 1 in 10 customer conversions
- Conducted follow-up calls to assess satisfaction, address concerns, and provide updates, resulting in 80% positive customer ratings
Client Manager
Citic Bank Co.
Beijing, PRC
10.2020 - 12.2020
- Company Overview: The 100th company on the Fortune Global 500 list in 2023
- Managed schedules and calendars for the team to make sure all the tasks could be finished within time and all members could fit in individual events and time windows
- Prepared reports and documents for the housing mortgage team, resulting in 5 cases per month
- Analyzed loan credit reports, related contracts, and legal agreements to identify potential risks and liabilities
- Handled calls from external sources seeking corporate information, effectively representing the organization and directing inquiries to the appropriate departments when necessary
Education
Master of Commerce - Data Analytics, Global Logistics
University of Sydney
Sydney, Australia07.2024
Bachelor of Arts - Russian Studies
Franklin And Marshall College
PA, United States05.2022
Skills
- Languages: English(PTE 72/90), Mandarin, Basic Russian
- Technical Skills: Proficient in Microsoft Office, Google Workspace, Teams, Wind, and Python Visualization
- Soft Skills: Interpersonal Communication, Adaptability, Problem-solving, Organizational skills
- Interests: Hiking, Puzzle, Knitting, Fitness
Timeline
Credit Risk Manager
Zhongtai Securities Company Limited
09.2022 - 01.2023
Client Manager
Guotai Junan Securities Co.
06.2021 - 08.2021
Client Manager
Citic Bank Co.
10.2020 - 12.2020
Master of Commerce - Data Analytics, Global Logistics
University of Sydney
Bachelor of Arts - Russian Studies
Franklin And Marshall College
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