Summary
Overview
Work history
Education
Skills
Languages
Expected Salary and availabilty
Timeline
Generic

Kiu Fung Yan (Eric)

Summary

A skilled professional with expertise in deposit, payment, and loan products, as well as debit card product management. Demonstrates strong communication and problem-solving skills, effectively leveraging digital marketing abilities to enhance business strategies. Proficient in HTML and experienced with Microsoft software, aiming to utilise these competencies to drive innovative solutions in the financial sector.

Overview

2026
2026
years of professional experience

Work history

Analyst, Deposits, Payment & Secure Lending

DBS Bank HK Limited
08.2024 - Current
  • Develop and execute marketing communications for new debit card promotional campaigns, crafting compelling eDMs, push notifications, MMS, and other channels to drive card acquisition, activation, usage, and spending.
  • Create engaging, user-focused content for the product or promotion page and perform thorough UAT to validate functionality,design, and alignment with business goals.
  • Address approximately 10 daily customer inquiries from the Customer Care team, resolving issues related to debit card applications, activation, promotional offers, transaction disputes, and more.
  • Collaborate with the Digital team to maintain and optimize the Debit Card Product and Promotion pages, enhancing user experience and implementing SEO strategies to boost visibility.
  • Conduct competitive analysis of peer banks to assess our debit card’s market positioning, identifying opportunities for differentiation and improvement.
  • Analyze debit card transaction data to uncover customer behavior trends, providing actionable insights to inform targeted promotional strategies and enhance customer engagement.
  • Lead the eStamp promotion, enabling customers to earn rewards through eligible transactions (e.g., FPS, EDDA, Scan & Pay, or online Term Deposits) to boost CASA (Current and Savings Account) transactions and enhance account stickiness.
  • Support debit card promotion booths targeting staff, contributing to the issuance of approximately 100 new cards per day through effective engagement and coordination.
  • Provide comprehensive administrative support to the team, including preparing quotations, processing invoices with debit card partners, and ensuring operational efficiency.
  • Assist in developing debit card business proposals, MIS reports, and GLF/ALCO decks for team presentations, ensuring data accuracy and strategic alignment.

Associate, Retail Loans and Deposit

Shanghai Commercial Bank Ltd
4 2023 - 08.2024
  • Design and refine retail loan and deposit products, such as foreign currency fixed deposit promotions, green mortgages, personal tax loans, and reverse mortgages, to align with evolving customer needs and market trends.
  • Continuously evaluate and streamline the end-to-end processes for retail loans and deposit products to enhance operational efficiency, customer experience, and overall effectiveness.
  • Partner closely with cross-functional teams, including branch, corporate communication, and operations, to align product strategies with established business goals and drive performance outcomes.
  • Perform in-depth market analysis weekly to identify customer preferences, competitive trends, and emerging opportunities to inform product development and positioning.
  • Efficiently address and resolve product-related enquiries from branch staff and call centre teams, providing clear, accurate, and timely support to enhance customer service and operational effectiveness.
  • Perform MIS report and other relevant reports to track product performance, monitor key metrics, and provide actionable insights to support strategic decision-making.


Officer, Deposit Management

China CITIC Bank International Limited
09.2022 - 04.2023
  • Assist in developing new / enhance existing deposit products eg. FX currency FD promotion and Monopoly CASA promotion etc. to suit our customers' needs from time to time
  • • Review and enhance the end-to-end process deposit products to ensure its ongoing properness and effectiveness
  • Provide full spectrum of administrative support to the team including quotation preparation and invoice processing.
  • Perform competitors’ analysis and explore corresponding business insights for planning pricing strategy.
  • Coordinate with relevant departments for logistic support and deposit product support.
  • Handle enquiries from branch and call centre.
  • Assist in preparing relevant deposit business proposals, reports and strategic paper for presentation.

System Testing Officer

Avantie Global Limited
8 2021 - 5 2022
  • Perform User Acceptance Test and Data cleansing on Customer Care and Billing System
  • Check validation reports and take follow up action
  • Provide full spectrum of office administrative and clerical support on daily operations
  • Maintain proper filing records and data entry

Education

BBA - Information Systems and e-Business Management

Hong Kong Baptist University
11-2021

Associate Degree - Marketing

Hong Kong Community College
08-2018

Skills

  • Deposit, Payment, and Loans Product Expertise
  • Debit Card Product Expertise
  • Utilize Problem-Solving Skills
  • Strong Communication Skills
  • Leverage Digital Marketing Skills
  • HTML and Experience with Microsoft software


Languages

English
Fluent
Chinese (Cantonese)
Native
Chinese (Mandarin)
Fluent

Expected Salary and availabilty

Current salary: HKD26,000 per month
Expected Salary: Basic salary +20% (negotiable)

Notice Period: 1 month

Timeline

Analyst, Deposits, Payment & Secure Lending

DBS Bank HK Limited
08.2024 - Current

Officer, Deposit Management

China CITIC Bank International Limited
09.2022 - 04.2023

Associate Degree - Marketing

Hong Kong Community College

Associate, Retail Loans and Deposit

Shanghai Commercial Bank Ltd
4 2023 - 08.2024

System Testing Officer

Avantie Global Limited
8 2021 - 5 2022

BBA - Information Systems and e-Business Management

Hong Kong Baptist University
Kiu Fung Yan (Eric)