Lee Sui Fun Lois
Flat A 15/F Tower 33A Park Yoho Milano Yuen Long NT
Summary
Highly skilled and experienced Senior Relationship Manager with a proven track record of building and maintaining strong relationships with clients. Seeking a challenging position in a reputable organisation where I can utilise my expertise in relationship management to drive business growth and exceed customer expectations
Overview
11
11
years of professional experience
Work History
Senior Relationship Manager
China Construction Bank (Asia)
04.2022 - Current
- Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
- Enhanced team performance by act as a model for junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
Relationship Manager
China Construction Bank (Asia)
09.2019 - 03.2022
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Personal Banker ; Senior Personal Banker
Citibank (Hong Kong) Ltd
04.2017 - 09.2019
- Aggressive in sales of banking Product such as insurance, mortgage and investment
Business Sales Executive
Citibank (Hong Kong) Ltd
06.2013 - 03.2017
- Help the company to acquire new customers and promote the bank product such as Bank account, personal loan, credit to customers to cater for their needs
- Manage good customer relationship, provide after-sales service to enhance customer satisfaction.
Education
Bachelor of Business Administration - Marketing
Hong Kong Shue Yan University
06.2013
Pentecostal School
06.2009
Skills
- Customer Engagement
- Customer interaction
- Strategic Planning
- Relationship Building
Accomplishments
China Construction Bank Asia
2024 Q1 Top One ELI Revenue Award
2024 Q1 Top Investment Count
2023 Q3&Q4 Top Investment Counts
2023 Q1&Q2 Top One SRM on I and I revenue
2023 Top SRM on Insurance (Win Osaka Business Conference trip)
2021 Top ELI Count and revenue RM
Citibank Hong Kong Limited
2018: Top Sales Award in Q1 and Q2 -Sales Performance over 400%
2016-2017 Service Star Award
2015-2016 SMEI HK-48TH Distinguished Salesperson Award
2013-2014 Regional Top Sales Award (Champion Forum-Win the free Trip to Okinawa)
Languages
Written and spoken English and Chinese
Fluent in Mandarin (Second Upper Honor Award in Putonghua National Examination)
Availability
Three Month Notice
Annual Income
HKD$1,100,000
Personal Information
Expected Salary: Basic Salary $75,000 plus sales incentives
Timeline
Senior Relationship Manager
China Construction Bank (Asia)
04.2022 - Current
Relationship Manager
China Construction Bank (Asia)
09.2019 - 03.2022
Personal Banker ; Senior Personal Banker
Citibank (Hong Kong) Ltd
04.2017 - 09.2019
Business Sales Executive
Citibank (Hong Kong) Ltd
06.2013 - 03.2017
Bachelor of Business Administration - Marketing
Hong Kong Shue Yan University
Pentecostal School
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