Tao

Senior Manager
售前技术支持住在 北京国籍 中国
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工作经历

  • Senior Manager

    赛仕软件
    2018.08-至今(7 年)
    Responsibility: 1. Lead pre-sales activities in the financial industry across Mainland China, Hong Kong, and Taiwan. Develop comprehensive pre-sales solutions covering data analysis, risk management, intelligent marketing, AI integration, and model development and application.. 2. Collaboration with the sales team. Closely work with the sales team to analyze and assess business opportunities, formulate corresponding strategies, and conduct pre - sales communication with clients. 3. Business research and sales planning. Conduct business research to understand client needs, identify key points of projects, and collaborate with the sales team to devise sales plans. 4. Solution Development and Competitiveness. Develop competitive solutions that meet client requirements, and take responsibility for the competitiveness of the solutions and the quality of the bidding documents. 5. Bidding and negotiation support. Assist clients in preparing bidding documents and presenting bids, answer questions on - site, and support the confirmation of solutions during business negotiations to ensure contract signing. 6. In-depth Involvement in Agentic AI Product Design and Development. Actively participate in the design and development of Agentic AI products, with a thorough understanding of the application scenarios of various statistical and machine learning models. 7. Product roadmap and solution development. Participate in the design of the industry product roadmap and the development of solutions, and provide relevant business support for product design. Work Achievement: 1. Consistently achieved performance targets from 2020 to 2024, exceeding targets by 150% on two occasions. 2. Identified solutions in a challenging of XinChuang to meet pre-sales targets for foreign software. 3. Driven the upgrade and transformation of risk solutions tailored to the unique needs of clients in Mainland China, Hong Kong, and Taiwan, ensuring alignment with market demands.
  • Assistant Director

    Moody's Analytics
    2015.12-至今(10 年)
    (9 years 8 months) Responsibilities: 1. Lead RWA risk measurement projects for banking clients as project manager, implementing and upgrading projects for Bank of China and China Minsheng Bank using the Standardized Approach and Internal Ratings- Based Approach, including Phase II enhancements, capital planning, capital surcharges, and branch-level measurement. 2. Manage internal resource allocation across project teams in the Northern region to ensure project progress and efficient utilization of consultant resources. 3. Oversee subcontractors in collaborative projects, controlling budgets while leveraging their contributions to project success. 4. Maintain strong client relationships and assist in pre-sales consulting. 5. Enforce company policies, ensuring team members comply with requirements for training, reporting, and team-building activities. 6. Recruit and build project teams, designing training programs for team members.
  • Treasury and Finanical risk Consultant

    SunGard - now part of FIS
    2014.03-2015.09(2 年)
    4 years 5 months (1 year 7 months) Be responsible for Treasury and financial risk project. In-depth financial market experience : • Financial Instruments: Fixed Incomes, Repurchase Agreement, ABS/MBS, FRA, IRS, FX, FX Swap, FX Options and CDS • Risk Management: Duration, Convexity, Greeks (Delta, Gamma, Vega), Portfolios VaR, Sensitivity Analysis, Scenario Analysis, Stress-Testing, Profit and Loss analysis • ALM Management: Interest Rate Risk, Liquidity Management, FTP, NSFR and LCR Reports Overseeing and providing recommendations for data take-on, conversion and reconciliation 职位:Regional Sales Manager
  • Financial Consultant

    SunGard - now part of FIS
    2011.05-2012.03(1 年)
    In-depth financial market experience : • Financial Instruments: Fixed Incomes, Repurchase Agreement, ABS/MBS, FRA, IRS, FX, FX Swap, FX Options and CDS • Risk Management: Duration, Convexity, Greeks (Delta, Gamma, Vega), Portfolios VaR, Sensitivity Analysis, Scenario Analysis, Stress-Testing, Profit and Loss analysis • ALM Management: Interest Rate Risk, Liquidity Management, FTP, NSFR and LCR Reports Overseeing and providing recommendations for data take-on, conversion and reconciliation
  • Financial Consultant

    Beijing Ninestar Technology Joint-Stock
    2008.02-2011.05(3 年)
    (3 years 4 months) Assist Department Manager with management of all the projects, including of risk and cost management. Take the Project Manager of treasury and risk system project of Bank and Finance Company, in charge of the quality、schedule and cost during implementation. Communicate in business with clients, deliver professional requirement to programmer.

教育经历

  • LiXin

    Computer Science
    2001.01-2005.01(4 年)
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