Katherine Zhang
Sydney,NSW
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Account Manager
eToro AUS Capital Limited
03.2023 - 03.2024
- 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
SydneyBachelor of Economics -
The Ocean University of China
QindaoDiploma of Business English -
Vocational And Technical College of Hotel Management
QingdaoSkills
- Project management
- Problem solving
- Team player
- Adaptability
- Strong communication & organizational skills
- Detail oriented, high degree of accuracy
Certification
- RG146 Generic Knowledge
- RG146 Derivatives
- RG146 Securities
- RG146 Foreign Exchange
- RG146 Managed Investment
Languages
Chinese (Mandarin)
Native or Bilingual
English
Full Professional
Timeline
Account Manager
eToro AUS Capital Limited
03.2023 - 03.2024
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
Host Assistant
Seagrass Boutique Hospitality Group
12.2015 - 02.2018
Bank Manager
Industrial Bank Co., Ltd, Qingdao Branch, China
12.2012 - 06.2015
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
Master of Commerce - Finance and International Management
Charles Sturt University
Bachelor of Economics -
The Ocean University of China
Diploma of Business English -
Vocational And Technical College of Hotel Management
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