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概要
Meticulous innovator, having robust organizational skills to assist needs of an organization. Has competence in efficiently managing administrative matters, drafting and executing plans to improve operational performance to enhance system efficiency by time management and team management. Has ability to grow and retain customers by creating value and maintaining profitable relationships with key accounts and providing excellent customer satisfaction.
Task focused individual equipped with perceptive decision making abilities, has command on interpreting and analyzing data, creating marketing strategies & analyzing new business opportunities to achieve sales goals, with extensive knowledge on consumer behavior to prioritize opportunities by utilizing interpersonal & communication skills with knack of estimating expenditure & identifying glitche
工作经历
Relationship Manager
Provide strategic advice across a variety of financial products and services, assess client’s overall financial picture, understand their needs and develop a solid financial plan & investments.
▪ Guide clients towards a profitable and secure financial decision
▪ Network, generate leads and grab opportunities to sell mutual funds, stocks, to meet sales quotas
Relationship Manager
Proficiently exploring, developing & identifying potential sales channel, building up and maintaining business relationship and driving sales revenue. Conducting due diligence on potential investment opportunities and evaluating investment feasibility. Performing industry and company research, preparing investment proposal. Ensuring business targets are achieved
Assistant Manager Sales
Efficiently coordinating, communicating and liaising with both internal teams and external professional parties on asset management and operation. Providing impeccable professional service to clients. Actively conducting Presentation, road shows and seminars for creating awareness on mutual funds. Assisting senior management on business planning and exploring new business opportunities.
