Connie Ka Yan Fan
Vancouver,Canada
Summary
Enthusiastic mortgage specialist, ready to register as sub-mortgage broker and adept at working with colleagues and customers of all backgrounds. Team builder and clear communicator with strong problem solving and planning skills.
Goal-oriented marketing expert with natural talents in developing and implementing successful strategies, driving profits, increasing market shares and strengthening customer dominance.
Hardworking, performance-oriented leader offering proven expertise in project development, team supervision and campaign enhancement. Prepared to bring 16+years of progressive experience and take on challenging position with opportunity to make lasting impact on company and customer success.
Overview
17
17
years of professional experience
Work History
Project Coordinator
Lion Rock Holdings Ltd.
01.2023 - Current
- Project support to property (condo/townhouse) development projects, such as vendors coordination, budget management, managing account receivables and payables.
- Streamlined project management processes by implementing new organizational tools and software.
- Managed budgets effectively, ensuring resource allocation was optimized for maximum project success.
Cashier (part-time)
Whole Foods Market
03.2022 - 09.2023
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Streamlined checkout process for increased efficiency and reduced waiting times.
Customer Segment Marketing Manager
Hang Seng Bank Limited (under HSBC Group)
07.2016 - 10.2021
- Promoted to Manager in 09/2020 - joined as Assistant Manager in 07/2016
- Led over 40 marketing campaigns, such as acquisition programs and wealth management products penetration campaigns, hands on experience in preparing marketing plans, budget planning, execution of ATL and BTL deliverables and presentation to management for campaign result analysis.
- Created company brand messaging, collateral materials (traditional and digital), customer events, promotional strategies, and product commercialization for different customer segment needs.
- Launched online account opening by collaborating with digital team and agencies on all advertisements, resulting in achieving target of 5,000 new account openings within the first 3 months.
- Conducted different kinds of annual events for clients, for example, golf tournament and investment seminar/luncheon, in addition to regular acquisition and loyalty programs, which brought positive monetary return and positive reputation to the Bank.
- Mentored and supervised 3 assistants by performing strong leadership and interpersonal skills, closely worked with different internal parties (Product team, Proposition team, Legal and Compliance team) and external vendors (event/marketing/media agencies) and maintained a good relationship.
Customer Marketing Assistant Manager
Manulife (International) Limited
03.2012 - 07.2016
- Organized and led the launch of the new customer campaign - ManulifeMOVE, from enrollment to gifts redemption; over 7,000 individual clients had enrolled in this campaign in 3 months.
- Launched over 10 individual insurance products with marketing initiatives.
- Aligned with the new regional strategy, obtained UK Plain English crystal mark accreditation for products brochures to deliver much simpler product information to clients, made company as the first one to accomplish these accreditations in Manulife Asia.
- Developed the full year product launch plan with the Product development team and Actuarial team, setting out the development schedule and resources management.
- Collaborated closely with internal business divisions, agency partners and local vendors to guarantee on time, cost-effective delivery of all marketing communications materials.
Business Development Officer
Dah Chong Hong (Motor Leasing) Limited
01.2011 - 03.2012
- Planned and organized potential business development, including monitoring monthly revenue and expense, to present monthly business performance to top management.
- Explored the potential business opportunities such as promptly responding to an invitation to tenders issued by the various department of the HKSAR Government and corporate clients, to submit the tenders in time and professionally.
- Evaluated the impact of different business modes on business performance and analyzed the feasibility of the new projects to explore new income to the Company.
- Generated new business with marketing initiatives and strategic plans.
- Boosted client satisfaction by identifying and addressing their specific needs through tailored business solutions.
Marketing Officer
Citibank HK Limited
07.2007 - 09.2009
- Maintained brand awareness through different means of communication, executed “Client 1st” Rewards and Recognition programs, service quality awareness campaigns, ensured internal and external quality communications delivering effectively.
- Implemented marketing events for clients and ensured the objectives were achieved efficiently.
- Managed frontline service monitoring programs by listening to the recording of the call to ensure the quality of frontline staff's service in a professional and compliant manner.
- Organized some annual sales awards like Branches Service Star and Citibank Quality Excellence Award by arranging meetings of the evaluation board containing the senior management levels.
Education
Licensing Course - Mortgage Brokerage
University of British Columbia
Vancouver, BC11.2023
Bachelor of Arts - Marketing
Hong Kong Polytechnic University
Hong Kong07.2007
Exchange Study - Business
Renmin University of China
Beijing, China01.2005
Skills
- Relationship Management
- Customer Service & Engagement
- Problem-Solving
- Marketing Strategy
- Detail Oriented
- Time Management
- Project Management
- Product/Brand Awareness
Languages
English
Full Professional
Cantonese
Native or Bilingual
Mandarin
Full Professional
Timeline
Project Coordinator
Lion Rock Holdings Ltd.
01.2023 - Current
Cashier (part-time)
Whole Foods Market
03.2022 - 09.2023
Customer Segment Marketing Manager
Hang Seng Bank Limited (under HSBC Group)
07.2016 - 10.2021
Customer Marketing Assistant Manager
Manulife (International) Limited
03.2012 - 07.2016
Business Development Officer
Dah Chong Hong (Motor Leasing) Limited
01.2011 - 03.2012
Marketing Officer
Citibank HK Limited
07.2007 - 09.2009
Licensing Course - Mortgage Brokerage
University of British Columbia
Bachelor of Arts - Marketing
Hong Kong Polytechnic University
Exchange Study - Business
Renmin University of China
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