Summary
Overview
Work History
Education
Skills
Timeline
Generic
JACKY DAI

JACKY DAI

Box Hill,VIC

Summary

Dynamic Sales Representative with expertise in SQL and project management. Proven ability to develop client relationships and conduct market analysis that drives engagement and satisfaction.

Overview

2
2
years of professional experience

Work History

Project Team Member

Monash University
MEL, VIC
09.2023 - 11.2024
  • Assisted in developing project timelines and schedules.
  • Maintained project documentation and updated records regularly.
  • Coordinated with stakeholders to gather feedback and requirements.
  • Identified project needs by reviewing project objectives and schedules.

Sales Representative

Guosheng Securities Co., Ltd.
12.2022 - 02.2023
  • Consulted clients on investment strategies to drive account engagement and satisfaction.
  • Tracked real-time financial industry developments, regulatory shifts, and market changes.
  • Conducted market research to identify potential investment opportunities for clients.
  • Assisted clients in understanding investment products and market trends effectively.
  • Prepared detailed reports on client portfolios and provided timely updates.
  • Developed strong client relationships through effective communication and attentive service.

Education

Master of business information system - Java Fundamentals, Database Fundamentals

Monash University
Clayton, VIC
11-2025

BBA - Accounting, Finance, Microeconomics, Business Law, Statistics, Management, Marketing

Monash University
Peninsula, VIC
06.2022

Skills

  • SQL
  • Kanban
  • English
  • Communication
  • Database management
  • Account management
  • Team collaboration
  • Logical thinking
  • Data sensitivity
  • Customer service

Timeline

Project Team Member

Monash University
09.2023 - 11.2024

Sales Representative

Guosheng Securities Co., Ltd.
12.2022 - 02.2023

Master of business information system - Java Fundamentals, Database Fundamentals

Monash University

BBA - Accounting, Finance, Microeconomics, Business Law, Statistics, Management, Marketing

Monash University
JACKY DAI