Yang Gao, CPB, CFP

Enthusiast
DISC Type : i

Director, Private Banking Center at China Construction Bank

Shenzhen, Guangdong, China

Overview

Yang has no verified overview

Personality Overview

Amiable & Agreeable

Story Driven

Consensus Focused

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Yang has no verified topics they care about

Media Appearances

Yang has no verified media appearances

Work History

3-2023
Director, Private Banking Center at China Construction Bank
10-2019 - 3-2023
Private Wealth Manager at China Construction Bank
7-2014 - 10-2019
Personal Wealth Manager at China Construction Bank
12-2013 - 7-2014
Account Manager at China Merchants Bank
7-2013 - 8-2013
Summer Intern at China Merchants Bank

Education

2012 - 2013
Master of Arts (MA) from Wake Forest University School of Business
2008 - 2012
BA from Tianjin University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Shenzhen, Guangdong, China Job Level : Mid-senior Designation : Director, Private Banking Center at China Construction Bank
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Insights For Selling To Yang

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yang is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Yang

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Yang move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Yang take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Yang

Personality Compatibility


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