Edward Fuk Shing Lee
Toronto
Summary
Strong experience on customer relationship, sales in financial products, cooperate with peers and support with new comers on operational procedures.
Provided accurate transactions with clients to meet objectives. An excellent record to accomplish the target assigned. Promoted to Exevutive Insurance Specialist
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
10
10
years of professional experience
Work History
Insurance Sales Executive
Standard Chartered Bank
11.2017 - 03.2024
- Developed strong relationships with existing customers to generate referrals and increase repeat business.
- Enhanced customer loyalty levels by conducting regular follow-up calls, resolving issues quickly.
- Steered cross-selling initiatives that led to an increased product line purchase rate amongst existing customers.
- Implemented innovative marketing strategies to raise brand awareness and attract new clientele.
Senior Relationship Manager
China Construction Bank Asia
04.2015 - 07.2017
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
Senior Relationship Manager
HSBC Bank
11.2013 - 06.2015
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
Education
MBA - Business
University of Wales, Newport
UK07.2014
Bachelor of Arts - Finance
University of Wollongong
Australia07.2004
Skills
- Billing Procedures
- Goal-Oriented
- Team Management
- Compliance knowledge
- Data Entry
Languages
English
Professional Working
cantonese
Native or Bilingual
mandarin
Full Professional
Timeline
Insurance Sales Executive
Standard Chartered Bank
11.2017 - 03.2024
Senior Relationship Manager
China Construction Bank Asia
04.2015 - 07.2017
Senior Relationship Manager
HSBC Bank
11.2013 - 06.2015
MBA - Business
University of Wales, Newport
Bachelor of Arts - Finance
University of Wollongong
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