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
2023.03 - 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
2021.07 - 2023.03
- 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
2019.12 - 2020.11
- 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
2019.01 - 2019.12
- 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
2015.12 - 2018.02
- 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
2012.12 - 2015.06
- 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
2010.05 - 2012.11
- 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
2009.01 - 2010.04
- 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
2007.07 - 2008.03
- 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
2016.07 - 2018.07
Bachelor of Economics -
2012.03 - 2015.01
Diploma of Business English -
2002.09 - 2007.07
Skills
Project managementProblem solvingTeam playerAdaptabilityStrong communication & organizational skillsDetail oriented, high degree of accuracyAbility to work in a fast-paced environment & under pressure as neededStrong positive attitude and willingness to learn and grow professionally
Certification
RG146 Generic Knowledge
References
References available upon request.
Timeline
Account Manager - eToro AUS Capital Limited
2023.03 - Current
Customer success agent - eToro AUS Capital Limited
2021.07 - 2023.03
Account Manager - TradeMax Australia Pty Ltd
2019.12 - 2020.11
Client Advisor - Moncler Australia Pty Ltd
2019.01 - 2019.12
Charles Sturt University - Master of Commerce, Finance and International Management
2016.07 - 2018.07
Host Assistant - Seagrass Boutique Hospitality Group
2015.12 - 2018.02
Bank Manager - Industrial Bank Co., Ltd, Qingdao Branch, China
2012.12 - 2015.06
The Ocean University of China - Bachelor of Economics,
2012.03 - 2015.01
Financial Adviser - Industrial Bank Co., Ltd, Qingdao Branch, China
2010.05 - 2012.11
Integrated bank teller - Industrial Bank Co., Ltd, Qingdao Branch, China
2009.01 - 2010.04
Cash teller - Bank of China, Jimo Branch Qingdao, China
2007.07 - 2008.03
Vocational And Technical College of Hotel Management - Diploma of Business English,
2002.09 - 2007.07