KAIDI ZHU
BRISBANE,QLD
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 15 years' experience in banking and finance industry.
Overview
13
13
years of professional experience
Work History
Mortgage Broker
Outsource Financial Services
10.2019 - 06.2023
- Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
- Streamlined the loan application process for faster approvals and increased customer retention.
- Collaborated with lenders to secure competitive interest rates and terms, resulting in more affordable home financing options.
- Maintained a strong network of industry professionals, fostering valuable partnerships that benefited clients and business growth.
- Conducted comprehensive financial assessments to determine borrower eligibility for various loan programs, optimizing client outcomes.
Relationship Manager
Westpac Banking Group
12.2017 - 10.2019
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Sales Agent
LJ Hooker Real Estate
08.2016 - 08.2017
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
Customer Service Specialist
Commonwealth Bank Of Australia, CBA
09.2011 - 08.2015
- Enhanced customer satisfaction by resolving issues promptly and professionally.
- Reduced response time for customer inquiries by streamlining communication processes.
- Managed high call volume while maintaining a courteous and professional demeanor.
- Increased customer retention rates by providing exceptional problem-solving skills and personalized solutions.
Investment Consultant
China International Capital Corporation
08.2010 - 08.2011
- Increased client satisfaction by providing personalized investment strategies and financial planning advice.
- Assisted clients in achieving their financial goals through the development of tailored portfolios and risk management plans.
- Enhanced portfolio performance by conducting thorough research and analysis on various investment opportunities.
- Collaborated with cross-functional teams to identify new business opportunities, increasing overall revenue growth.
Education
Master of Financial Management - Finance
Australian National University
Canberra, ACT07.2010
MBA -
University of Canberra
Canberra, ACT06.2009
Bachelor of Commerce - Accounting
University of Canberra
Canberra, ACT06.2008
Skills
- Customer Service and Support
- In-depth industry knowledge
- Efficient time management
- Active listening
- Excellent communication
- Sales Development
Languages
Mandarin
Native or Bilingual
English
Professional Working
Timeline
Mortgage Broker
Outsource Financial Services
10.2019 - 06.2023
Relationship Manager
Westpac Banking Group
12.2017 - 10.2019
Sales Agent
LJ Hooker Real Estate
08.2016 - 08.2017
Customer Service Specialist
Commonwealth Bank Of Australia, CBA
09.2011 - 08.2015
Investment Consultant
China International Capital Corporation
08.2010 - 08.2011
Master of Financial Management - Finance
Australian National University
MBA -
University of Canberra
Bachelor of Commerce - Accounting
University of Canberra
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