tll32

Highly-motivated sales professional with 5+ years of experience in providing personal or enterprise clients in financial guidance lead generation, sales presentations, effective liaising. 
Quota-surpassing sales with a consistent record of converting sales prospects into loyal, satisfied clients and building a network of referrals to increase sales.

Achievements:
1. Aegis custody: 
Create workflow of KYC, customer support, and the process related to customer experience. 
Shorten the process time from 2 weeks to 3 days, increasing the speed by 70%.
2. CTBC: 
Improved clients’ assets to 920 million as well increased the volume of investment position by 50%. Hit and exceed sales KPIs by 26% yearly.
3. Fubon: 
Assisted and mentored financial sales services process of a team composed by 10+ rookie salesman. 
Awarded rookie salesman of the year in 2018, 3 times MDRT(ranked within top 2% salesman of the world, 2018- 2020). 
Being promoted to manager in the shortest possible time.

Currently looking for managerial positions in sales and operations.