Sydney, New South Wales, Australia
I provide personalised service to clients and guide them to a successful outcome by identifying individual needs, offering valuable finance solutions and proactively promoting finance related products and service. •Focused on acquiring new business via cold calling/knocking and extensive follow up; established relationships with local importers and exporters. • Coordinated sales activity with forex dealing team, insurance brokers and lending Specialists to ensure service delivered in timely, complete, and profitable basis. • Responsible for maintaining existing relationships and growing new connections across the business, with introducers as well as new businesses. • Provided personalized service to clients and guided them to a successful outcome by identifying individual needs, offering valuable finance solutions and proactively promoting finance related products and service.
The project I commenced working on consists of expanding the Canberra Business Chambers exporter database for the ACT region and creating business programs for visiting delegations. The aim is to have several ready-made programs to showcase what ACT has to offer, with snippets from different areas (political, educational, scientific, cultural, sports, etc.) offering case specific, tailor-made programs as a service provided on a commercial basis.
•Ranked by clients as preferred relationship Manager in the Qianhai branch in a pool of 19 by delivering professional customer service and providing strategic financial plans and ongoing advice to clients. •Established new personal and professional relationships with 200+ prospective clients by hosting various kinds of client activities. (e.g. outdoor events, family recreations, investment lectures, etc.) •Realized significant client loyalty via ongoing engagement, proactive investment pitching and 24/7 client service. (the number of my recurring clients amounted to 700 with over CNY130 million AUM as of mid-June 2016) •Liaised on an ongoing basis with financial product specialists to remain up-to-date and pitch the right trade ideas. (I was put in charge of giving an introductory course to interns about the different products we provide to our clients) •Prepared investment and strategic advice to clients in accordance with current legislative, industry and market standards.