Li Xinyue, Instructor

Expert Introduction:

Ms. Li Xinyue Marketing Expert at Change Consulting

n  Currently serves as business executive at a state-owned bank

n  12 years of marketing training instructor experience

n  Special project training instructor for multiple banks: outlet performance improvement, wealth management manager and relationship manager sales capability improvement, lobby manager on-site management and sales skills improvement, mindset management and other projects

n  Rich personal practical sales experience, wealth management manager and relationship manager team management experience

n  Registered training instructor of American LIMRA Association, guest lecturer at Zhejiang University and Fudan University, special guest on Zhejiang TV's "Wealth Management Winner", popular practical teaching instructor

核心课程：

"Personal Relationship Manager Marketing Skills and Practical Sharing", "Building Gold Medal Relationship Managers", "Lobby Manager Comprehensive Capability Improvement", "Community Bank Regional Development Process and Skills", "Sales Communication Art", "Bank Corporate Relationship Manager Customer Relationship Management and Network Building", "Relationship Manager Professional Competence and Career Planning", "Outlet Consultative Sales Management Process", "Lobby Manager On-Site Management and Sales Skills", "Internet Finance", "Bank Personal Wealth Management Product Sales Skills", "Effective Communication Skills", "Commercial Bank Corporate Trainer Training", "Sales Personnel Emotion Management and Mindset Adjustment", "Value and Application of Internet Finance", "High-Performance Team Management"

Course Characteristics:

    Currently serves as General Manager of Wealth Center at a state-owned commercial bank, responsible for the overall advancement of the bank's wealth management business as well as daily management and sales skills improvement of relationship managers, wealth management managers and lobby managers. Rich sales and practical experience, able to vividly combine theory with cases in the classroom, is an excellent instructor with both emotional and rational qualities. Sales skills courses can make complex concepts easy to understand, with detailed and vivid cases, humorous and emotional teaching style, often filled with laughter in the classroom. Diverse classroom formats including discussions, exercises, interactive exploration of sales processes and skills with trainees through practical cases, while also bringing resonance regarding sales work status, personal value realization and other aspects, can deeply awaken trainees' commitment to work, thereby continuously improving themselves in sales skills and achieving personal value realization, deeply loved by trainees.

Teaching Record:

China Construction Bank and Branches:

CCB Zhejiang Branch: "Personal Relationship Manager Career Planning", "Building Gold Medal Relationship Managers", "Lobby Manager Marketing Skills and On-Site Management", "Internet Finance", "Effective Communication Skills"

CCB Shanxi Branch: "Corporate Relationship Manager Sales Skills Improvement"

CCB Ningxia Branch: "Corporate Relationship Manager Sales Skills Improvement"

CCB Shenyang Branch: "Bank Marketing and Customer Relationship Management"

CCB Tangshan Branch:"Corporate Relationship Manager Sales Skills Improvement"

Agricultural Bank of China and Branches:

Agricultural Bank of China Shanghai Branch: "Personal Wealth Management Product Sales Skills Improvement", "Building Bank Corporate Trainers", "How to Be an Excellent Lobby Manager", "Wealth Management Manager Sales Skills Improvement", "Sales Personnel Emotion Management and Mindset Adjustment", "Effective Communication Skills"

Industrial and Commercial Bank of China and Branches:

Industrial and Commercial Bank of China Zhejiang Branch: "Personal Relationship Manager Career Planning", "Sales Personnel Emotion Management and Mindset Adjustment"

Industrial and Commercial Bank of China Shanghai Shanxi Branch: "Consultative Sales Process", "Corporate Manager Marketing Skills Improvement", "Value and Application of Internet Finance"

Bank of China and Branches:

Bank of China Ma'anshan: "Corporate Relationship Manager Marketing Skills Improvement", "Comprehensive Competence of Relationship Managers and Lobby Managers", "How Relationship Managers and Lobby Managers Manage Their Own Mindset", "Internet Finance"

Bank of China Jiangsu Branch: "Corporate Relationship Manager Marketing Skills Improvement", "Comprehensive Competence of Relationship Managers and Lobby Managers"

Postal Savings Bank of China:

Postal Savings Bank of China Various Branches: "Community Bank Regional Development Process and Skills", "Relationship Manager Skills Improvement", "Relationship Manager Career Planning", "Personal Wealth Management Product Sales Skills Improvement", "Sales Personnel Emotion Management and Mindset Adjustment", "Effective Communication Skills", "Value and Application of Internet Finance", "Team Management"

Other Banks:

Huishang Bank: "Wealth Management Marketing Strategy", "Wealth Management Manager Professional Knowledge Training"

Shanghai Rural Commercial Bank: "A Day in the Life of a Wealth Management Manager", "Bank Market Development and Customer Management"

Chongqing Rural Commercial Bank: "Rural Market Development Skills", "Bank Market Development and Customer Management"

Zhejiang United Bank: "Community Bank Regional Development Process and Skills", "High-Performance Team Management"