XU Yunhan

[Market Research] Collect market information, industry policies, competitor trends, customer information, etc., analyze market development trends and issue analysis reports to provide basis for marketing strategy adjustment;
[Customer Service] Establish and maintain customer groups, manage order, guide customers to ask questions, keep the community active, establish connection and trust with customers;
[Customer Operation] Explore market demand and pain points through Q&A and questionnaires, improve customer retention, new recruitment and conversion, and promote the growth of core business indicators;
[KOL Mining] Excavating, cultivating, interacting and motivating opinion leaders (KOL) within the customer group, promoting customers to share and forward community content, and enhancing brand and product exposure;
[Maintenance of customer sentiment] For customers who come to consult a full range of product explanation, the development of personalized service programs, to help sales colleagues to reach the order sales; Handle disputes and acute problems within the customer base and provide pre-sales, sales and after-sales consulting services;
[Activity Support] Release of information on major activities, such as roadshow activities, live events, product promotions, industry knowledge sharing, successful case sharing;
[Customer Support] Market customer satisfaction survey, providing basis support for multi-dimensional optimization of product content, marketing and promotion;

[Market Research] Conduct surveys on the development and management of the local individual and private economy, output research reports, and make recommendations to support small and medium-sized enterprises (SMEs) and expand the market;
[Information Collection] Assist in accomplishing the collection, sharing and joint punishment of market entity supervision and public information;
[Information Disclosure] Organize and guide credit classification management and information disclosure, and undertake the Q&A work of enterprise credit information disclosure and supervision system construction at county level;
[Market Supervision and Inspection] Assisting in the implementation of supervision and inspection of market entities, and establishing the list of abnormal business behavior, serious violations and unreliable enterprises;
[Credit Management] Assisting in the removal of 20+ enterprises listed as abnormal and helping them improve their credit management, and assisting in the registration of rewards and punishments for 50+ enterprises;
[Dispute Handling] On-site visits to assist in removing business abnormalities, mediating disputes between merchants and customers, etc;

[Market Research] Collect industry policies, competitor trends, customer demand information, etc., analyze market development trends, output research and analysis reports, and provide basis for marketing strategy development;
[Data Analysis] Combine market research report, enterprise background large customer product purchase data, analyze investment style, income situation, and give investment advice;
[Due Diligence] Understand the basic information of customers, assess their purchasing needs, purchasing power, and write KYC reports;
[Marketing Services] Interpretation of financial products and development of personalized service plans in combination with customers' personality characteristics and asset allocation;
[Activity Planning] Assist in organizing and planning promotional activities for financial knowledge and wealth management products, such as venue selection, division of labor, process setup, creative output, and program development;
[Activity Execution] Distribute brochures, answer customer inquiries, and deal with unexpected problems to ensure the successful completion of the activity.

[Competitive Analysis] With the help of Zheshang Bank's 'Cloud Series' products, conduct market analysis, related product research and demand analysis, and output a complete version of the competitive analysis report;
[Marketing Strategy] Create personalized marketing plan based on online product sales, customer preferences and competitor strategies;
[Demand Collection] Communicate with account managers to collect CRM system optimization demand, conveniently organize and summarize customer information, and propose business process simplification;
[Product Research] Collecting transaction information from large-scale retail department, exploring new product development, including its operability, future production capacity and efficiency, etc., and completing research reports;