Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Katherine Zhang

Katherine Zhang

Account Manager
The Rocks,NSW

Summary

Dynamic and results-driven professional with over ten years of experience in sales, project management and team mentorship. Expert in understanding of efficient communication, marketing strategies, managing complex projects, and delivering high-quality results by deadlines set.Focusing on building and improving client relationships. Excellent communication and time-management skills with an unending passion and drive for achieving business goals.

Overview

11
11
years of professional experience
5
5
Certifications
2
2
Languages

Work History

Account Manager

eToro AUS Capital Limited
03.2023 - Current
  • Supervise client relationships and retain clients by providing support, answering questions, and resolving issues.
  • Providing market commentary, platform navigation and product education which let to cross and up-selling.
  • Worked on a number of different projects with local and international teams to improve regional sales.
  • Utilized CRM tools such as Salesforce to analyze leads, drive revenue and for overall retention.

Customer success agent

eToro AUS Capital Limited
07.2021 - 03.2023
  • Supervise client relationships and retain clients by providing support, answering questions, and resolving issues.
  • Providing market commentary, platform navigation and product education which let to cross and up-selling.
  • Worked on a number of different projects with local and international teams to improve regional sales.
  • Proactively identify and reach out to club members who are not benefiting from offering and close any gaps in understanding.

Account Manager

TradeMax Australia Pty Ltd
12.2019 - 11.2020
  • Be the primary point of contact and developing long-term relationships with exciting clients, responsible for working with the Sales team to onboard and integrate new clients.
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
  • Enhance department and organization's reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
  • Integrate platform and products education and support.To make sure that clients are taken through the platform and trained in the product's use, ensuring a fully engaged, positive and experience.

Client Advisor

Moncler Australia Pty Ltd
01.2019 - 12.2019
  • Provide an exceptional client service experience by exceeding customer expectations, in turn developing Ambassadors for the brand.
  • Maintain an accurate, neat and organized client book, contacting clients regularly and providing appropriate follow-up on all sales or client requests.
  • Capture meaningful customer data according to the Company tools (CRM), for the purposes of connecting with the client, building relationships and personalizing future client development opportunities.
  • Contribute to the daily operations of the store, assisting with the daily administration, including mail, phones, banking and so on.

Host Assistant

Seagrass Boutique Hospitality Group
12.2015 - 02.2018
  • Providing exceptional customer service by ensures all guest requests and requirement are communicated and completed.
  • Assisting management in operational tasks.
  • Ensuring proper setup of dining and service areas.
  • General administrative duties.

Bank Manager

Industrial Bank Co., Ltd, Qingdao Branch, China
12.2012 - 06.2015
  • Providing a high level of service and to increase the performance of bank branch.
  • Helping and guiding banking staff in their day to day operations and tasks.
  • Providing the highest possible degree of banking services and products to clients along with exceptional customer service.
  • Developing and promoting new products and services for customers, as well as being proactive in making sales calls and networking.

Financial Adviser

Industrial Bank Co., Ltd, Qingdao Branch, China
05.2010 - 11.2012
  • Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.
  • Contacting clients and setting up meetings, conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Promoting and selling financial products to meet given or negotiated sales targets.
  • Establish, develop, and nurture lasting relationships with customers.

Integrated bank teller

Industrial Bank Co., Ltd, Qingdao Branch, China
01.2009 - 04.2010
  • Provided account services to customers by receiving deposits and loan payments; cashed checks; recorded night and mail deposits; sold cashier's checks, traveler's checks, and series e bonds; answered questions in person or on telephone; referred to other bank services.
  • Cross-sold bank products by answering inquiries; informed customers of new services and product promotions; ascertained customers' needs; directed customers to a branch representative.
  • Contributed to team effort by accomplishing related results as needed.
  • Effectively maintained robust base of productive client relationships.

Cash teller

Bank of China, Jimo Branch Qingdao, China
07.2007 - 03.2008
  • Provided account services to customers by processing deposits, withdrawals and other banking transactions for customers
  • Promoted the bank's products and services.
  • Contributed to the fulfillment of department and company objectives and goals.
  • Cross-sold credit cards, loans and other bank products.

Education

Master of Commerce - Finance and International Management

Charles Sturt University, Sydney
07.2016 - 2018.07

Bachelor of Economics -

The Ocean University of China, Qindao
03.2012 - 2015.01

Diploma of Business English -

Vocational And Technical College of Hotel Management, Qingdao
09.2002 - 2007.07

Skills

Project managementundefined

Certification

RG146 Generic Knowledge

References

References available upon request.

Timeline

Account Manager - eToro AUS Capital Limited
03.2023 - Current
Customer success agent - eToro AUS Capital Limited
07.2021 - 03.2023
Account Manager - TradeMax Australia Pty Ltd
12.2019 - 11.2020
Client Advisor - Moncler Australia Pty Ltd
01.2019 - 12.2019
Charles Sturt University - Master of Commerce, Finance and International Management
07.2016 - 2018.07
Host Assistant - Seagrass Boutique Hospitality Group
12.2015 - 02.2018
Bank Manager - Industrial Bank Co., Ltd, Qingdao Branch, China
12.2012 - 06.2015
The Ocean University of China - Bachelor of Economics,
03.2012 - 2015.01
Financial Adviser - Industrial Bank Co., Ltd, Qingdao Branch, China
05.2010 - 11.2012
Integrated bank teller - Industrial Bank Co., Ltd, Qingdao Branch, China
01.2009 - 04.2010
Cash teller - Bank of China, Jimo Branch Qingdao, China
07.2007 - 03.2008
Vocational And Technical College of Hotel Management - Diploma of Business English,
09.2002 - 2007.07

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Katherine ZhangAccount Manager