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自2008年担任理财经理以来,白慧莉秉承“谦虚、求实、积极进取”的工作理念,以客户为中心,用真诚和执着打动着身边的每一个人,致力于对高端客户的开发与维护,截至今年6月底,新增800万元以上私人银行达标客户3名,销售保险815万元、基金类产品4500万元、理财产品8000万元,维护百万元以上客户78名。
Since 2008, as a financial manager Baihui Li adhering to the “modest, realistic and aggressive” work philosophy, customer-focused, with sincerity and perseverance touched everyone around, is committed to the development and maintenance of high-end customers As of the end of June this year, there were 3 newly-added clients of 8 million yuan or more in private banking, 815 million yuan in sales insurance, 45 million yuan in fund products, 80 million yuan in wealth management products and 78 in customers of over 1 million yuan.