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, VIC11-2025
BBA - Accounting, Finance, Microeconomics, Business Law, Statistics, Management, Marketing
Monash University
Peninsula, VIC06.2022
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
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