Tiffany L.

Experience

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  LCD Gate Inc.

  Jan 2016 - Jan 2018

  Sales And Service Associate

  • Handled customer inquiries and complaints both telephonically and by email efficiently• Demonstrated patience and product knowledge by answering product and service questions, suggesting information about products and services• Listened actively and solved customer complains about product availability, delays, and defective products• Attracted potential customers by answering product and service questions, suggesting information about products and services through online live chat

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  Standard Chartered Bank

  Feb 2018 - Jul 2018

  Business Development Officer

  • Proactively solicited clients for new banking business, and accounts openings• Achieved assigned individual NTB sales target by maximized business prospects, and up-selling and cross-selling opportunities and maintaining close contact with mapping channels• Provided sophisticated services to clients consistently• Acquired affluent market segment clients• Exercised risk assessment for new clients through all necessary procedures on checking clients' supporting documents and understanding clients' financial sources• Attended team meetings and participated in developing creative solutions to solve problems and workflow streamlining• Ensured that compliance with internal and external regulatory requirements was met at all times• Made self-aware of the requirements to ensure that working practices were in line with these necessary standards Show less

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  Global Wireless Group Inc.

  Aug 2018 - Dec 2020

  Assistant Sales Manager

  • Delegated tasks to sales and marketing team members, ensuring timely execution of projects and campaigns.• Conducted regular check-ins with team members to monitor progress and provide guidance.• Monitored and analyzed sales reports to track performance and identify areas for improvement.• Managed client communications and resolved any issues that arose, ensuring customer satisfaction and loyalty.• Prepared and presented product quotations to clients, negotiating terms and ensuring profitable deals.• Worked closely with the sales team to develop pricing strategies and respond to client requests effectively.• Managed financial aspects of inventory, ensuring stock levels matched demand while staying within budget.• Analyzed sales trends and customer feedback to make strategic adjustments to product offerings.• Collaborated with the marketing team to develop, execute, and monitor targeted marketing campaigns for product promotions.• Gathered feedback from both employees and clients, identifying recurring issues and proposing solutions.• Provided actionable insights to senior management for continuous improvement in service delivery and operational efficiency. Show less

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  AIA Hong Kong and Macau

  Dec 2020 - May 2024

  Wealth Management Manager

  • Build and maintain strong relationships with high-net-worth clients, achieving an over 95% client retention rate• Proactively prospect and generate new leads, and cultivate relationships with potential clients through networking, outreach (coldcalling and social media), and referrals• Conduct thorough assessments to understand clients' insurance needs, goals, and risk tolerance• Develop customized insurance & wealth management plans based on clients' needs and assessments• Identify opportunities to cross-sell and upsell additional solutions based on clients' changing needs, resulting in a 15% increase inrevenue per client• Proactively manage policy renewals by contacting clients ahead of expiration and recommend adjustments as needed• Work closely with family offices, retail banks, and private banks, and conduct regular client seminars on risk & wealth managementtopics to generate sales and enhance brand visibility and credibility• Educate clients on financial markets, products, and economic trends• Review investment performance and adjust strategies regularly based on client objectives• Provide ongoing support to clients, addressing inquiries, resolving issues promptly• Assist clients in navigating the claims process and advocate for clients to ensure timely and fair claims settlements Show less

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  Allstate Canada

  Apr 2024 - Oct 2024

  Sales Service Representative

  • Developed and maintained strong relationships with clients, ensuring personalized service and high customer retention throughregular follow-ups and account reviews.• Conducted thorough Know Your Customer procedures to verify client information, adhering to regulatory requirements whilehandling policy binding authority.• Collaborated with commercial clients to assess insurance needs, offering customized group benefit packages for employeecoverage.• Organized and participated in local multi-community events, setting up booths to promote services, expand brand awareness, andgenerate new business leads.• Designed and distributed marketing materials, including brochures, email campaigns, and social media content, to enhance brandvisibility and inform prospective clients of available offerings.• Worked closely with underwriting and customer service teams to ensure a seamless client experience, from quote generation topolicy activation. Show less

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  Tang Dynasty Empire Limited

  Nov 2024 - now

  Assistant Manager

  • Support business development efforts by identifying new opportunities, nurturing relationships with existing corporate clients.• Manage key client accounts by ensuring the delivery of exceptional service, building trust to foster long-term partnerships, and implementing strategies to maximize revenue opportunities and client satisfaction.• Collaborate with the marketing team to design, refine, and execute innovative marketing and advertising strategies that align with business objectives.• Coordinate cross-functional teams to ensure project milestones and deliverables are met within deadlines.• Prepare presentations, proposals, and detailed reports to effectively communicate project progress and strategies.• Conduct market research to identify trends and opportunities, ensuring strategies remain competitive and aligned with industry developments.• Participate in meetings with clients and internal teams, facilitating discussions to address challenges, align on objectives, and drive solutions that meet both business and client goals.• Support ad hoc projects and administrative tasks, demonstrating flexibility and a proactive attitude in meeting evolving business needs. Show less