Expert Introduction:
l Multiple years of financial industry sales team training, coaching, and management background (8 years at China Merchants Bank Headquarters, 2 years at a renowned IT e-commerce giant headquarters)
l Branch Management Expert at China Training Research Institute, former Training Manager at China Merchants Bank Headquarters, consecutively ranked among the top 10 corporate trainers at headquarters for three years. One of the few professional instructors in China's financial industry bank management with rich experience and unique insights across multiple fields including psychology, banking, and internet e-commerce.
l 招商银行总行任职期间主持建立全国近40家分行销售人员的销售管理训练体系，倡导管理“从心开始”，尤擅从情报心理学、管理心理学角度，从管理中的情景互动中分析深层心理需求，实战Experience尤For丰富!
l Invited Instructor at Shanghai Jiao Tong University and Shanghai University of Finance and Economics.
Core Courses:
Comprehensive Management Capability Improvement for Bank Presidents During Transformation Period
Bank Management Starting from the Heart During Transformation Period--Managing Affairs and People, Adjusting Mindset and Controlling Emotions
Effective Team Building and Management-: How to Ensure 1+1>2
Accounting Supervisor Communication and Management Capability Improvement
Branch Team Management Capability Improvement, Bank Branch Performance Management, Bank Team Execution Capability Improvement
Management of Bank's 85/90 New Generation, Branch Performance Improvement, From Professional to Management
Course Features:
Direct disciple of a renowned psychoanalytic master, National Level 2 Psychological Counselor, with 5 years of military intelligence staff experience. Combines psychology with management and marketing practical experience, substantial content, all cases from banks. The instructor pays special attention to interaction with participants, making learning enjoyable, humorous and engaging.
Clients Served:
Bank of China:
Bank of China Lianyungang Branch: Branch Performance Management
Bank of China Hefei Branch: From Professional to Management
Bank of China Dandong Branch: Branch Manager Management Skills Improvement
Bank of China Jiangxi Branch: Team Execution and Time Management
Bank of China Qujing: Reserve Cadre Development
Industrial and Commercial Bank of China:
ICBC Guangdong Qingyuan: Post-85/90 Management
ICBC Hangzhou: Customer Psychology
ICBC Guangzhou Branch: The Art of Mind Adjustment--Employee Motivation and Emotional Regulation
ICBC Chengdu Branch: Middle Management and Branch Construction
ICBC Xuancheng Branch: Middle Management Leadership Improvement
Agricultural Bank of China:
Agricultural Bank of China Anhui Tongling Branch: Emotional Stress Management
Agricultural Bank of China Tianjin: Emotional Stress Management
Agricultural Bank of China Zhenjiang: Marketing Skills Improvement
深圳农行：《营销从“心”开始——客户心智模式分析与利用》
Agricultural Bank of China Ningbo: Wealth Manager Marketing Skills Improvement
Agricultural Bank of China Loudi and Xiangtan Branches: Post-80/90 Employee Management and Motivation
Agricultural Bank of China Lanzhou Branch: Branch Director Management Skills Improvement
Agricultural Bank of China Hefei Branch: Building High-Performance Branch Teams
China Construction Bank:
China Construction Bank Shanghai Qingpu Sub-branch: Account Manager Self-Management
China Construction Bank Jiangsu: Customer Psychological Analysis and Marketing Skills (3 sessions)
China Construction Bank Hubei: Emotional Stress Management
China Construction Bank Zhoushan: Sales Starting from the Heart
China Construction Bank Liuzhou: Manager Communication and Leadership Improvement
China Construction Bank Suzhou: Bank Marketing Team Building and Management Sandbox Simulation (2 sessions)
China Construction Bank Chongqing: Team Management Capability Improvement
China Construction Bank Shenzhen: Negotiation and Customer Micro-expression Recognition
China Construction Bank Yunnan: Branch Manager Capability Improvement
China Construction Bank Hunan: Branch Director Training Class
China Construction Bank Chongqing Branch: Operations Team Management Strategy and Effective Communication
China Construction Bank Yunnan Branch: Branch Deputy Reserve Talent Training (multiple sessions)
Bank of Communications:
Bank of Communications Chengdu: Accounting Supervisor Communication and Management Capability Improvement
Bank of Communications Shanghai Hongkou Sub-branch: Emotional Stress Management
China Everbright Bank:
China Everbright Bank Headquarters: Accounting Supervisor Communication and Management Capability Improvement
China Everbright Bank Shanghai: Accounting Supervisor Communication and Management Capability Improvement, From Professional to Management
China Minsheng Bank:
China Minsheng Bank Nanjing Branch: Account Manager Communication, Account Manager Marketing Skills
China Minsheng Bank Ningbo: Accounting Supervisor Communication and Management Capability Improvement
China Merchants Bank:
China Merchants Bank Nanjing: How to Develop Members—China Merchants Bank Member Expansion Sharing
Postal Savings Bank of China:
Postal Savings Bank of China Xining: Credit Card Marketing
Postal Savings Bank of China Jiangsu: Branch Management Improvement
Postal Savings Bank of China Suzhou: Emotional Stress and Management
Postal Savings Bank of China Shanghai: Branch Employee Motivation and Coaching (3 sessions)
Postal Savings Bank of China Guiyang: Credit Card Marketing
Postal Savings Bank of China Hunan: Management Starting from the Heart (2 sessions)
Postal Savings Bank of China Ankang: Post-80/90 Employee Management
Postal Savings Bank of China Shaoxing: Bank Account Manager Emotion and Stress Management
Postal Savings Bank of China Chongqing: Team Management Capability Improvement (2 sessions)
Postal Savings Bank of China Maoming: Marketing Team Management
China CITIC Bank:
China CITIC Bank Ningbo: Bank Management Personnel Communication and Leadership Improvement
China CITIC Bank Jinan: Accounting Supervisor Communication and Management Capability Improvement
China CITIC Bank Xiamen: Post-85/90 Employee Management
China CITIC Bank Taiyuan Branch: Team Management
China CITIC Bank Shenzhen Branch: Credit Cards
Others:
Hengfeng Bank Headquarters: High-Performance Branch Marketing Team Building
Bank of Hangzhou: Business Supervisor Communication and Leadership Improvement
Bank of Ningbo: Branch Business Management (2 sessions)
Bank of Hankou: Positive Mindset and Emotional Stress
Bank of Hebei: Winning Through Execution, Efficient Execution
Baoshang Bank: Credit Card Marketing (3 sessions)
Industrial Bank: Time and Planning Management (2 sessions)
Chouzhou Bank: Manager Communication and Leadership Improvement
Gansu Longxi Rural Cooperative Bank: Branch Management and Efficient Team Building
Shanghai Pudong Development Bank Hangzhou Branch: Management Starting from the Heart
Gansu Longxi Rural Cooperative Bank: Branch Management and Efficient Team Building
Guiyang Rural Commercial Bank: Positive Mindset and Emotional Stress Adjustment
Yellow River Rural Commercial Bank: Employee Supervision and Motivation
Yingtan Rural Commercial Bank: Skills of Bank Middle Managers and Efficient Team Building
哈密市商业银行：《“心”管理--Team管理技能工作坊》《银行网点负责人营销技能Improve及压力舒缓》
Zhejiang Lanxi Rural Cooperative Bank: Team Spirit and Execution
Donghai County Rural Credit Cooperative Union: Emotional Stress Management
Zhejiang Provincial Postal Bureau: Management Starting from the Heart
Jinzhong City Commercial Bank: Team Management
Shenzhen Rural Commercial Bank: Professional Competence of Bank Frontline Managers, Typical Characteristics and Communication Skills of New Generation Employees
Shaoguan Renhua Rural Credit Cooperative Union: Management Starting from the Heart
China Minsheng Bank Suzhou Branch: High-Performance Team Building and Management: How to Ensure 1+1 Greater Than 2
Baoshang Bank: Middle Management Capability Improvement
Bank of Nanjing Nanjing Headquarters: Post-80/90 Management, Management Starting from the Heart, New Generation Employee Management
Bohai Bank Nanjing Branch: Marketing Psychology
Bank of Jiangsu Huaian Branch: Building Efficient Execution (multiple sessions)
China Everbright Bank Ningbo Ningbo Branch: Credit Card Marketing Practice
Bank of Hankou Wuhan Headquarters: Branch Team Management Capability Improvement
Bank of Dongguan: Branch Manager Communication and Management Capability Improvement
Ping An Bank Shanghai: Building High-Performance Teams
Bank of Hubei Wuhan Headquarters: High-Performance Team Building and Management
Shenzhen Rural Commercial Bank, Zhejiang Dongyang Rural Credit Cooperative Union, ICBC Zhejiang Branch, China Construction Bank Guangzhou Branch, Suzhou Branch, Shanghai Branch; Postal Savings Bank of China (Hunan, Guangxi, Sichuan), Agricultural Bank of China Shanghai Branch, Anhui Branch, Tianjin Branch; China Guangfa Bank Shanghai Bank (multiple sessions), China Everbright Bank (Taiyuan), China Minsheng Bank (Nanjing), Linyi City Commercial Bank, Lanzhou Rural Cooperative Bank; China Merchants Bank Headquarters Business Department, various branches (nearly 30 branches), China Merchants Bank Shanghai Branch frontline retail account managers (three sessions), China Merchants Bank Headquarters Credit Card Center National Newly Appointed Branch Card Department General Manager Training Program.
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