WONG BO YUE VIVIAN
Summary
- Working at banking industries for over 2 years and over 1.5 years sales experiences.
- Proficient in Cross-selling, Upselling and CRM skills for I&I sales.
- With valid HKSI and Insurance licenses.
- Bachelor of Business Marketing of QUT Australia.
- Well speak, write and read in English, Mandarin and Cantonese.
Overview
2
2
years of professional experience
1
1
Certification
Work History
PERSONAL SERVICES MANAGER
Bank Of China
09.2022 - Current
- Establish strong credibility with clients by providing accurate information to address services and products, regarding customer's accounts and backgrounds, to achieve a top of services quality and KPI.
- Driving insurances sales for HKD$280,000-$300,000 per season, and achieving 150% on sales targets.
- Mortgage sales average reached to 3 to 5 million per season.
- Meeting over 240% achievement rate on credit cards sales.
Education
BACHELOR IN BUSINESS - Marketing
Queensland University of Technology
QUEENSLAND AUSTRALIA 12-2019
Diploma of Childcare And Education: Child Care Man -
TAFE
QUEENSLAND AUSTRALIA03-2016
SECONDARY SCHOOL - Secondary Education
LINGNAN SECONDARY SCHOOL
HONG KONG07-2014
PRIMARY SCHOOL -
Canossa School
HONG KONG07-2007
Skills
FLUENT IN CANTONESE
FLUENT IN ENGLISH
FLUENT IN MANDARIN
Certification
- HKSI (1, 7, 8)
- INSURANCE LICENSES (1, 2, 3, 5)
Timeline
PERSONAL SERVICES MANAGER
Bank Of China
09.2022 - Current
BACHELOR IN BUSINESS - Marketing
Queensland University of Technology
Diploma of Childcare And Education: Child Care Man -
TAFE
SECONDARY SCHOOL - Secondary Education
LINGNAN SECONDARY SCHOOL
PRIMARY SCHOOL -
Canossa School
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