
Kelven Tsui
Account Executive

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About me
Business Transformation Manager specializing in Financial Services and Project Management
Education

SALEM - Immanuel Lutheran College
2002 - 2010
City University of Hong Kong
2012 - 2014Bachelor’s Degree BBA (Hons) in Information Management
Experience

Noise Limited
Sept 2010 - May 2012Account Executive1. Coordinated website Development projects with Programmers, designers and business needs2. Conducted marketing research for new segment3. Prepared business proposal, contract, presentation for sales pitching

Mission Hills China
May 2013 - Aug 2013Digital Marketing (Internship)1. Assisted in online and O2O marketing campaign in Hong Kong and Mainland market, involving in content creation, platform performance analysis and advertisement set-up2. Managed 3 outsourced website projects with external website development vendor, engaged in monitoring progress, quality assurance and cross-team communication3. Demonstrated communication skills in a multicultural working environment

Mastery Education Group
Aug 2014 - Dec 2015Graduate Management Trainee1. Supervised 20 franchise stores in Hong Kong and was responsible for strategic planning to expand the company’s market share L2. ed the establishment of 6 new stores.3. Demonstrated excellent analytical skills by evaluating market conditions and developing strategic plans for market expansion presented to the management board

Gain Miles Assurance Consultants Limited
Jul 2016 - Apr 2019Management Trainee1. Joined Gain Miles as Management Trainee, rotated from business to back-end support, became familiar with customer service process as well as financial service industry2. Rolled out Oracle NetSuite CRM migration project, and manage CRM and marketing activities as an specialist, to improve data integrity, reporting, and pipeline management, leading to a 15% increase in sales productivity3. Provided management report and revenue analysis to management, with In-depth experience in billing system data mining4. Demonstrated exceptional project management skills by analyzing business requirements, performing UAT and committed delivery to ensure customer expectation is met5. Provided user training to different levels of user, on-going user supports and documentation Show less

Hang Seng Indexes Company Limited
May 2019 - now1. Oversight multiple customer-facing Agile PODs with 10 members to monitor cost (~USD 1M), timeline and deliverables 2. Gain extensive exposure to indexing business and financial service industry through various projects: customer-facing software, research review and rebalancing tool, data warehouse 3. Design and rolled out comprehensive integration project on multiple systems: Dynamics Sales Hub (CRM) and Customer Insight (Marketing), Business Central (billing system), Power BI, Office 365, other power platform apps, website, customer screening4. Managed onshore and offshore vendors, enhancing communication and performance monitoring, providing reports to evaluate vendor performance Show less
Business Transformation Manager
Sept 2020 - nowAssistant Business Solution Delivery Manager
May 2019 - Sept 2024
Licenses & Certifications

Google AdWords certification
Google AdWords CertifiedOct 2015- View certificate

Agile Requirements Foundations
LinkedInJan 2021 - View certificate

Scrum: The Basics
LinkedInJan 2021
Languages
- enEnglish
- chChinese
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