Expert Introduction
RFP Financial Planner
North American LOMA Financial Planner
Author of "The Way of Bank Outlet Transformation"
One of the three founders of "Grid-Based Precision Marketing"
One of the three founders of "Marketing Capital+"
8 years of Fortune 500 financial industry sales management and training experience
3 years of bank project coaching and transformation planning practical experience, coached over 100 bank outlet transformations
Formerly: CPIC Changchun/Guangzhou Branch Corporate Training Instructor/Training Manager; Taiping Life Foshan/Jilin Branch Training Planning Supervisor/New Department Project Director
Instructor Chen's Financial Industry Practical Training Summary:
曾主导银行外拓项目、网点营销转型项目实操30余期，For多家银行顺利实现网点营销转型；组织策划并主讲“理财沙龙”千余场，单场成交最高2150万；曾协助股份制商业银行开发新品销售课程，获得行领导和学员的一致好评，并持续返聘老师课程8期；陈老师结合多Years金融Industry营销管理Experience，总结出一套独到的金融Industry营销管理理念，课程极具实战性、落地性。先后For邮政银行、农业银行、农商行、农信社，Training10000多名银行一线营销管理干部。
Main Courses:
Financial Sales: "High Net Worth Client Private Wealth Management", "Wealth Management Client Consultative Marketing Practical Training", "Bank Insurance Sales Practical Training Camp (Beginner, Intermediate, Advanced)", "Bank Lobby Business Marketing Skills and Practice", "Bank Refined Wealth Management Salon Special Training Camp", "Banking Business Phone Sales Practical Skills"
General Sales: "Consultative Sales Training Camp", "New Market Customer Development and Conversion", "Sales Master Communication Secrets", "Gold Medal Phone Sales Practical Skills", "High-Efficiency Time Management", "Sales Personnel's Efficient Time Management", "Building Super Sales Execution", "Personal Effectiveness Improvement—Stress-Free Work", "Sunny Mindset Creates Sunny Performance", "Nine-Type Customer Sales Method", "Professional Customer Sales Service", "Cross-Industry Alliance High-End Customer Development"
Teaching Style:
Instructor Chen Nan, with many years of solid theoretical foundation and rich practical experience, excels at seeing the big picture from small details in commonplace real life, discovering and exploring key connections between theory and practice, has unique insights into steady personal career growth and sustainable sales, and through personalized on-site feedback in courses, promotes trainees to produce immediate behavioral improvement training effects.
Theoretical Knowledge Teaching: Multi-case teaching—making learning enjoyable—combining theory with practice
Practical Skills Training: Highly practical—strong logic—intensive modeling and pressure training
Post-Course Practice Feedback: Lasting impact—easy practice—sticky feedback mechanism
Training Objective: Training effectiveness-oriented, emphasizing combination of theory and practice, producing results through on-site training
Clients Served:
Financial Industry: China Construction Bank, Bank of Beijing, Bank of Nanchang, Bank of Ningbo, CITIC Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Taiping Life Foshan Branch, Taiping Life Jilin Branch, CPIC Changchun Branch, Guangzhou Branch, Shenzhen Development Bank Foshan Branch, Ping An Securities Foshan Branch
Telecommunications Industry: China Mobile Communications Group, Gansu Mobile, Xianning Mobile, Wuhan Mobile, Jiangxi Mobile, China Telecom
Government & Institutions: Xiangfan Local Taxation Bureau, Xiaogan Local Taxation Bureau, Xiangfan Local Taxation Bureau, Second Light Industry Design Institute
Others: Hubei China Tobacco Industry Group, Wuhan Iron and Steel Group, Shenzhen Luojian Construction Holding Group, Hubei Jointown Pharmaceutical, Hunan Laobaixing Pharmacy, Changsha Xintian Real Estate Group, Wuhan Uni-President, Henan Xinyun Group, Second Wire and Cable Factory, Fenghuo Technology, Puan Glass Import and Export Company, Harbin Railway Bureau, Honggang Oilfield, Ke'an Electronics Co., Ltd., Weijia Water Treatment Company, Northeast Enneagram Club, Meihao Electric, Beijing 263 Network Group, New Hope Group, China Gezhouba Group, Oriental Shenma Group, Yangzijiang Group, Wuhan Nanwei Group, Wuhan Xinxin Book Group, Ren'ai Hospital, Wuhan Xiaolanjing, Kaijia Power Group, Meilian Real Estate Group, Mayflower Grand Hotel, Xiangfan Greenwich Hotel, Chuangshi Parts Co., Ltd., Zhenwu Grand Hotel, Linle Paint, Wuhan Jindi Group, Wuhan Wanton Logistics, Wuhan Haibo Steel Structure, Guangdong Huarun Paint, Xinyidian Hotel, Wuhan Mayinglong Pharmaceutical, Xiangfan Duhuo Pharmaceutical Chain, Wudu Pharmaceutical, Hubei Xinlong Pharmaceutical Group, Xiangfan Xinte Pharmaceutical, Hubei Kanglai Pharmaceutical, Hubei Baixing Group, etc.
Partial Re-engagement Cases:
Harbin Railway Bureau "Efficient Time Management" (48 sessions)
Harbin Railway Bureau "Workplace Etiquette" (22 sessions)
Harbin Railway Bureau "Team Communication" (6 sessions)
Harbin Railway Bureau "Manager Role Recognition" (8 sessions)
Boyan Consulting Company "Sales Personnel's Efficient Time Management" (3 sessions)
Boyan Consulting Company "Winning with Sales Execution" (2 sessions)
Meihao Electric "Sales Personnel's Efficient Time Management"
Meihao Electric "Key Account Development and Maintenance" (2 sessions)
Meihao Electric "Sales Team Operations and Management"
Honggang Oilfield "Emotion and Stress Management" (8 sessions)
Ke'an Electronics Co., Ltd. "Consultative Sales Training Camp" (2 sessions)
Ke'an Electronics Co., Ltd. "Key Account Development and Maintenance"
Ke'an Electronics Co., Ltd. "Professional Customer Sales Service"
Weiwei Water Treatment Company "Professional Customer Sales Service"
Weiwei Water Treatment Company "Nine-Type Sales Heart-Winning Techniques"
CPIC "Professional Customer Sales Service" (68 sessions)
CPIC "Consultative Sales Training Camp" (32 sessions)
CPIC "Key Account Development and Maintenance" (23 sessions)
CPIC "High Net Worth Client Private Wealth Management" (18 sessions)
CPIC "High-End Client Wealth Management" (17 sessions)
CPIC "New Customer Development and Conversion" (8 sessions)
CPIC "Sales Team Operations and Management" (7 sessions)
太平洋保险 《银行精细化理财沙龙特训营》（7期）
CPIC "Phone Marketing Practical Skills" (3 sessions)
Taiping Life "High Net Worth Client Private Wealth Management" (27 sessions)
Taiping Life "Gold Medal Phone Sales Practical Skills" (25 sessions)
Taiping Life "Professional Customer Sales Service" (23 sessions)
Taiping Life "Bank Refined Wealth Management Salon Special Training Camp" (20 sessions)
Taiping Life "Consultative Sales Training Camp" (17 sessions)
Taiping Life "Sales Personnel's Efficient Time Management" (17 sessions)
Taiping Life "Cross-Industry Alliance High-End Customer Development" (14 sessions)
Taiping Life "Sales Personnel's Efficient Time Management" (12 sessions)
Taiping Life "Key Account Development and Maintenance" (9 sessions)
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