Ma Yi, Instructor

Expert Introduction:

Bank Service Marketing Expert

Senior Researcher at a Bank Research Institute

National Registered Enterprise Senior Trainer

International GPST Registered Certified Trainer

Formerly Financial Planner at Ping An Bank

Formerly Trainer at Agricultural Bank of China Branch

Bank Training Introduction:

5 years of professional bank training experience;

7 years of bank outlet stationed coaching experience;

Cooperation experience with over 60 bank head offices and branches;

Construction of over 100 banking industry top 100 and top 1000 outlets; construction of over 300 bank flagship and demonstration outlets; over 500 bank course training and training sessions; over 6,000 hours of bank training teaching experience; has unique understanding and practical experience in work performance, standardized service, marketing system building, and outlet business site management for branch presidents, outlet managers, lobby managers, tellers, wealth management managers, and relationship managers during commercial bank transformation period, course satisfaction rate exceeds 90%, winning consistent praise from clients and trainees!

Main Courses:

Marketing: "Marketing Strategy Building in Bank Transformation Period", "Bank Lobby Manager Comprehensive Capability Improvement", "Bank Service Marketing Process Reengineering Analysis", "Bank Branch President Comprehensive Capability Improvement", "Bank Relationship Manager Comprehensive Capability Improvement",

Management: "Business Site Management and Supervision", "Customer Complaint Handling and Crisis Management", "Bank Risk Management Transformation and Response"

Professionalism: "Business Social Etiquette", "Excellence in Customer Service and Management", "Bank Standardized Service Etiquette", "Quality Service and Marketing in Transformation Period", "Bank Professionalism Building", "New Employee Professional Competence and Career Development"

Outlet Coaching: Banking industry top 100, top 1000, flagship model outlet coaching projects, business outlet service marketing coaching projects;

Course Characteristics: Highly interactive, rich cases, close to reality, making complex concepts easy to understand, emphasizing operation

Teaching Style: Classroom teaching, passionate, case analysis, scenario simulation, keeping pace with the times

Professional Pursuit: Practical, useful, effective

Banks Trained and Coached:

Agricultural Bank of China: Shanghai Songjiang Branch, Shanghai Yangpu Branch, Guangdong Foshan Branch, Guangdong Zhaoqing Branch, Guangdong Dongguan Branch, Hainan Sanya Branch, Anhui Chizhou Branch, Anhui Fuyang Branch, Anhui Chuzhou Branch, Anhui Huangshan Branch, Zhejiang Ningbo Branch, Jiangsu Nanjing Branch, Sichuan Branch, etc.;

Postal Savings Bank of China: Sichuan Branch, Guangdong Branch, Chengdu Branch, Neijiang Branch, Yibin Branch, Nanchong Branch, Guangyuan Branch, Deyang Branch, Suining Branch, Guang'an Branch, Panzhihua Branch, Beijing Branch, etc.;

China Rural Credit Cooperative Unions: Wenzhou Rural Cooperative Bank, Lucheng Rural Cooperative Bank, Lishui Rural Cooperative Bank, Guizhou Pingba Rural Credit Cooperative Union, Ziyang Rural Credit Cooperative Union, Inner Mongolia Linxi Rural Credit Cooperative Union, Baoji Rural Credit Cooperative Union, etc.;

Industrial and Commercial Bank of China: Guizhou Zunyi Branch, Guangyuan Branch, Ya'an Branch, etc.;

China Construction Bank: Shandong Branch, Yunnan Branch, Luzhou Branch, etc.;

Bank of Ningbo Head Office, Industrial Bank Head Office, Laishang Bank Head Office, Bank of China Tibet Branch, Jiangsu Bank Huai'an Branch, etc.;

Bank Coaching Project Introduction:

2012 Years曾经担任中国工商银行雅安分行《样板网点建设项目》主讲老师及首席咨询师，项目总监，成功打造工行雅安分行13家样板网点，并获得客户一致认可与好评。曾在2011YearsTraining辅导的3家样板网点中，河北街支行被省银Industry协会授予“优质文明Service百佳示范网点”，营业室被省工行授予“优质文明Service——样板示范店”等荣誉称号。

In February-April 2012, served as lead instructor for Postal Savings Bank of China Deyang Branch, Suining Branch, and Yibin Branch "Outlet Marketing Capability Improvement Project", and promoted effective project implementation.

In October-November 2012, served as lead instructor for Shandong CCB outlet competitiveness improvement coaching, all coached outlets received high recognition from provincial and municipal branch leaders. During this period, also served as preliminary judge for CCB Private Bank Wealth Management Manager "Style Competition" and judge for Provincial Branch Business Department Relationship Manager "Star Avenue", all guided entries achieved excellent results.

2011 Years1-12月，担任中国邮政储蓄银行四川省分行“Service巩固Years”首席咨询师，主讲老师、咨询公司Training总监，全面策划并有效实施推广中国邮政储蓄银行《摩根大通运营模式推广》、《规范化Service流程标准》、《营业现场管理与督导》、《网点运营管理及营销流程再造》等。全Years集中Training四川省21个市州二级分行及邮政金融系统相关分管领导，Trainees达5000余名、Training场次达百余场，辅导总行级示范网点60余家，省级示范网点120余家，使Training辅导网点的整体摩根大通模式运营水平、Service水平、营销水平及营业现场管理水平得到又快又好的Improve。（2011Years度中国邮政储蓄银行四川省分行自营收入绝对值全国第二名，存款余额全国第三名，公司存款业务全国第一名，零售信贷业务全国第三名——银行内部提供）