Financial Expert

∙ Extracted existing client data, analyzed branch data and conducted direct sales and follow up on the usage of mobile banking products, leading to a growth of mobile banking usage from 2000 client to 6000 clients within 3 months
∙ Conducted needs assessment to identify customers’ financial goals and provided advice on ways to improve operation processes
∙ Designed and delivered training to the branch team on expanding its direct marketing strategy leading to a growth in the credit portfolio from $300m to $700m in 2 years
∙ Implemented weekly team meetings on improving service delivery to clients leading to customer satisfaction and increased total client base and branch profitability from $100,000 to over $220,000 monthly ($2,640,000 accumulative in 12 month)
∙ Increased business outreach through presenting seminars, conducting training and working with clients to promote sales of existing products leading to branch client base growth by 5% to 10% monthly
∙ Developed a strong relationship with key accounts, customer stakeholders and executive sponsors through continuous communication both in person and online leading to branch client base growth by additional 2000 client in 2years

Implemented consistent follow up with the internal team on processes to ensure quality customer service practices and achieved increased sales productivity per team member; Assisted staff in management of competing priorities ∙ Identified and maintained a pipeline of qualified prospects, followed up/ensured fast turnaround time on customer requests
∙ Directly sold financial products via phone and meetings with clients leading a new client base growth starting at zero and obtaining 1000 new clients 12 months
∙ Chaired credit committees and approved credit line using reports and conducting financial analysis leading to low financial risk exposure and low loan loss provisioning
∙ Implemented coordinated receivable collection through regular interaction and follow up with customers thereby reducing overdue loans to maintain loan portfolio quality

Scheduled meetings and conducted sales interactions in a timely manner while maintaining flexibility with schedule and implementing changes to accommodate client’s requests
∙ Conducted business assessment to clients, provided advice/support to clients in line with their financial needs and assessed credit approval based on income and credit worthiness.
∙ Identified business opportunities, provided tactical solutions to enhance customer experience; achieved set targets by implementing creative marketing thereby achieving 100% target fulfillment leading to team/branch profitability
∙ Conducted direct promotion to acquire new clients while managing relationship and account of existing clients; managed and maintained a customer base