Summary
Overview
Work History
Education
Skills
Interests
Software
Work Availability
Quote
Timeline
SalesManager

Ka Ho Lui

Room11,33 Floor, BlockB, Kwong Ming Estate, Tseung Kwan O, New Territories,HongKong

Summary

Motivated sales professional offering progressive sales and marketing experience. Highly goal oriented and energetic with unsurpassed interpersonal and communication strengths. Productive, hardworking and known for consistent stellar performance against target sales goals and customer service expectations.

Overview

6
6
years of professional experience
2
2
years of post-secondary education
4
4
Languages

Work History

Sales Manager

Wing Lok overseas immigration Limited
Hong Kong
02.2019 - Current
  • Consulting with clients and understanding their migration needs to assist them in the planning process
  • Collaborated with outside counsel to interpret and apply technical immigration policies and procedures.
  • Created and managed processes and procedures to coordinate documentation for visa processing on immigrant and non-immigrant applications.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Developed innovative marketing campaigns to increase engagement with target demographic and drive brand exposure.

Financial Planning Consultant

Manulife
Hong Kong
03.2019 - 02.2020
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
  • Provide specialized financial planning support to diverse populations with unique needs.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Part Time Underwriting Temporary Clerk

Prudential
Hong Kong
09.2016 - 08.2018
  • Assist and support underwriter to check, issue, and underwriting policy
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

Education

Bachelor of Arts - Marketing Management

Edinburgh Napier University
03.2017 - 03.2019

Skills

    Sales processes

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Interests

Junior Chamber International Hong Kong, 2020 Corporate Communication Officer

Junior Ambassadors Legacy 2020

Tianjin University, Creative Entrepreneurship internship programme 2018

Software

Microsoft office

Facebook Business

Wix

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Every problem is a gift—without problems we would not grow.
Tony Robbins

Timeline

Financial Planning Consultant

Manulife
03.2019 - 02.2020

Sales Manager

Wing Lok overseas immigration Limited
02.2019 - Current

Bachelor of Arts - Marketing Management

Edinburgh Napier University
03.2017 - 03.2019

Part Time Underwriting Temporary Clerk

Prudential
09.2016 - 08.2018
Ka Ho Lui