Raynard Lee

1. Basic retail: Implemented and promoted merchant ecology project for saving account , result in 6000 new saving-accounts added in the first quarter, 8000 in the second quarter; credit card sales plan promotion;sales data tracking and statistical analysis；promotion of channel cooperation within the group;collections business channel development and collections customer service; 2. Open-banking project tracking and management ;calculate the rewards and salary; collection merchant management

1.Retail Service Operation: Examine/verify and file document of Purchase/Redeem/Change/Additional of trust product;Issue personal fund certification; customer service 2. Wholesale Service Operation Witness contract signing, pledge taking and management. 3. Staff Management Recruitment and Training;Quality supervision;Performance assessment ;Procedure designing 4.Internal control and compliance a. Inspection tour for other branch OP Dept b. Compliance self-examination and data reporting

1. Setting up branch company 2. Branch business operation; a. Policy change & Surrender， b. New Businesses & Claim Investigation， c. Set up training programs for sales staff ,Documentation management 3. Anti-Money Laundering & Compliance; a. submit relevant data and report to the CIRC and PBC b. prepare reports on new legislation for submission to the CIRC, c. coordinate the internal anti-money laudering job 4. Staff Management; Manage the NB specialist, guide routine job and achieve the KPI

Major Responsibilities: 1. Handle claim cases independently 2. Assist Claim Manager to establish KPI of claim staff; 3. Assist Claim Manager to update claims manual, SOP & internal quality control; 4. Provide claim services to customers and authorities; 5. Set up training programs for both sales staff and branch offices regarding claim policies and procedures;