Rachel Tang
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
12
12
years of post-secondary education
Work History
Principal, Strategic Alliance
A International Limited
3 2022 - Current
- Lead, drive and implement A Hong Kong and Macau sponsorship initiatives
- Identify and maintain strategic alliance partners to achieve business goal
- Plan, localise and activate A's group sponsorship assets
- Coordinate with legal department to develop agreements on any introduction or amendments to sponsorship or partnership collaboration and monitor risk profile to ensure compliance with legal and regulatory requirements
- Collaborate with stakeholders to design and implement campaigns/ programs to maximise alliances benefits based on full funnel marketing strategy
- Key Projects: Carnival, HKDL and Hong Kong Observation Wheel & A Vitality Park
Principal, T Vitality
AIA International Limited
03.2022 - Current
- Responsible for the strategic formulation and promotion of A Health and Wellness Program in HK
- Host marketing events with different business partners to raise the corporate image of A and brand awareness of the AHealth and Wellness Program
- Explore and develop new strategic partnership to create new value-added services and provide new health and wellness programs to AIA corporate clients
- Develop channel strategies & governance to ensure smooth execution of the Program by frontline insurance consultants, brokers & business partners
- Support the department head to manage and oversee the business planning functions for the Services to Sales Team, in order to achieve business targets
- To oversee and monitor program usage through service quality statistics which covering customers’ feedback
- Work with various stakeholders of the Program to analyze and address the key areas to be improved
- Enhance the Program penetration rate in the market by driving and coordinating with relevant parties to identify customer expectations, review current operational processes/procedures etc
- Deliver quality trainings to the agency force via vitual and physical meetings and presentations
- Development and implementatin of adequate sales tools, materials and events to support agency in enhancing sales and activities
- Lead and guide project teams in developing and implementing strategic plans.
Sales Manager
AIA International Limited
03.2019 - 02.2022
- Take ownership of different projects and sales contests
- Work and coordinate with training department, to ensure agencies are adequately acknowledged of the program
- Enhance the Program penetration rate in the market by driving and coordinating with relevant parties to identify customer expectations, review current operational processes/procedures etc
- Host marketing events with different business partners to raise the corporate image of AIA Group and brand awareness of the AIA Health and Wellness Program
- Responsible for the strategic formulation and promotion of AIA Health and Wellness Program in HK
- Develop channel strategies & governance to ensure smooth execution of the Program by frontline insurance consultants, brokers & business partners
- Support the department head to manage and oversee the business planning functions for the Services to Sales Team, in order to achieve business targets.
Assistant Sales Manager
AIA International Limited
05.2016 - 03.2019
- Work and coordinate with training department, to ensure agencies are adequately acknowledged of the program
- Deliver quality training to the agency force via vitual and physical meetings and presentations
- To implement internal marketing communications such as agency memo, sales tools & mobil app.
Assistant Manager, Sales Activity Management
Citibank (HK) Limited
01.2014 - 02.2016
- Provide guidance & coaching to Sales Team, make sure they equipped with rich banking product knowledge and selling skills, ensure quality business referrals across various sales teams
- To ensure sales representatives comply with the HKMA's requirements and regulations
- Work closely with Customer Acquisition Team and Relationship Managers to provide advisory supports for ensuring the smooth process of new business referrals
- As a presenter during various sales activities and staff briefings at clients' offices
- Maintain good relationship with existing clients to identify new business opportunities to promote a basket of banking products, such as Citibank Credit Cards, Banking Accounts, Loans and Insurance
- To coordinate and participate in all kinds of “Company Channel” sales & marketing activities such as roadshows, staff briefings and other promotional events
- Handle various types of cash coupon management which used in different marketing activities.
Administration Assistant (Citibank Hong Kong Limited)
Zebra Strategic Outsource Solution Limited
01.2013 - 01.2014
- Responsible for full spectrum of office administration functions such as office supplies, repair and maintenance
- Prepare daily MIS report to management and the team
- Distribute online personal loan applications to responsible branches.
Unsecured Lending Marketing Officer (Portfolio Team)
DBS HK Limited
02.2010 - 07.2012
- Formulate and implement marketing strategies to achieve business targets
- Plan and monitor the marketing strategies from time to time
- Coordinate with TM, credit, system, operation and MIS team to ensure effective implementation of planned initiative
- Perform business analysis to review product performance
- Roll out the portfolio programs, such as skip payment, line increase for revolving loan and top up program for instalment loan.
Senior Customer Relationship Officer
Citibank (HK) Limited
10.2006 - 01.2010
- To provide comprehensive financial services e.g
- Loan and insurance products for clients
- Prepare personal loan credit report
- Analyze loan data documentation for completion of personal and mortgage loan process
- Handling customers’ enquiries, selling insurance and perform other clerical duties.
Senior Securities Clerk
East Asia Securities Company Limited
02.2006 - 08.2006
- Handle daily financial transactions, clients' call and orders regarding securities dealing, deliver counter services and also responsible for securities accounts opening
Education
Bachelor of Commerce (Finance and Economics) -
Deakin University
01.2003 - 05.2005
Advanced Business Diploma - undefined
Holmesglen Australia
01.2002 - 05.2003
undefined
MM College
01.1994 - 05.2002
Skills
Fluent in Cantonese and English, Mandarin (Intermediate)
Effective communication and strong interpersonal skills
Project Management
Event Planning & Coordination
Leadership Skills
Event Logistics & Finances
Proficient in Microsoft Office, especially MS Excel, Word and PowerPoint
Availability
08/01/2023
Timeline
Principal, T Vitality
AIA International Limited
03.2022 - Current
Sales Manager
AIA International Limited
03.2019 - 02.2022
Assistant Sales Manager
AIA International Limited
05.2016 - 03.2019
Assistant Manager, Sales Activity Management
Citibank (HK) Limited
01.2014 - 02.2016
Administration Assistant (Citibank Hong Kong Limited)
Zebra Strategic Outsource Solution Limited
01.2013 - 01.2014
Unsecured Lending Marketing Officer (Portfolio Team)
DBS HK Limited
02.2010 - 07.2012
Senior Customer Relationship Officer
Citibank (HK) Limited
10.2006 - 01.2010
Senior Securities Clerk
East Asia Securities Company Limited
02.2006 - 08.2006
Bachelor of Commerce (Finance and Economics) -
Deakin University
01.2003 - 05.2005
Advanced Business Diploma - undefined
Holmesglen Australia
01.2002 - 05.2003
undefined
MM College
01.1994 - 05.2002
Principal, Strategic Alliance
A International Limited
3 2022 - Current
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