Gina Li
Auckland,AUK
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Driven business development manager with several years of experience in organizational leadership. Well-educated in lead generation and relationship development with key clients and stakeholders. Recognized for guiding teams to success through coaching, sales technique training and revenue target achievement.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
CS FINANCE LTD
AUCKLAND
02.2023 - Current
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Developed and maintained strong client relationships through exceptional service and communication.
Business Development Manager
World TV ( HAGA ELAX LTD)
AUCKLAND
03.2017 - 04.2024
- Researched target markets to understand the needs of current and potential customers.
- Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
- Provided training to sales staff on effective communication techniques when dealing with clients.
- Identified potential clients, built relationships, and negotiated contracts.
- Prepared reports on sales performance metrics such as revenue growth rate, conversion rates and lead-to-customer ratios.
Education
lending property
STRATEGI INSITUTE
Auckland, NZ05-2024
Bachelor of Arts - Radio And Television Broadcasting
Northeast Finance University
china 06-2015
Skills
- Sales follow-up
- Client Relations
- Developing financial plans
- Business Development
- Financial Advising
- Sales and Marketing
Languages
English
Limited
mandarin
Full Professional
Certification
- NZQCF( new zealand certificate in financial services )
- Drive licenses
Timeline
Financial Advisor
CS FINANCE LTD
02.2023 - Current
Business Development Manager
World TV ( HAGA ELAX LTD)
03.2017 - 04.2024
lending property
STRATEGI INSITUTE
Bachelor of Arts - Radio And Television Broadcasting
Northeast Finance University
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