HEI WEN CHENG
Burnaby,BC
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 5 years' experience in Customer service industry.
Overview
5
5
years of professional experience
Work History
Citigold Relationship Manager
Citibank
01.2022 - 09.2023
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Achieve sales targets by actively promoting all banking products & services to customers
- 2023 Q3 target USD150,000 revenue for Insurance and Investment, achieved 100%
Customer Relationship Manager
Hang Seng Bank
10.2020 - 12.2021
- Provide financial solutions to customers, identify customer needs through financial analysis and cultivate long-term relationship with customers
- Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling. referrals, and personal business connections
- To provide wide range of investment product such as Corporate Bonds, Equity-Linked Investment, Basket Equity-Linked Investment, Unit Trust Fund and Currency Linked Deposit
- Engage in the end-to-end insurance service which includes customer needs identification, solution recommendations, application fulfillment and follow up, with product not limited to endowment, annuity, whole life, term life, hospital plan, medical plan, universal insurance and investment linked products.
- Enables insurance policy holders to find the best and most appropriate premium financing solutions
- Cultivated and grew a portfolio of relationships of 300 customers, with AUM af average of HKD 2M per customer, total AUM of HD 600M. Acquired new businesses and earned new market share for Retail Banking.
- Tailor-made the stock combination in the Equity-Linked Investment.
- Achieve sales targets by actively promoting all banking products & services to customers
- 2021 Q3 revenue target $1.2M Quarter, achieved $1.32M
- Award RSS Service and Sales quality Recognition 2021
General Banking Manager
Hang Seng Bank
06.2018 - 10.2020
- Provide personalized service for this segment of customers to build and maintain good relationships
- Review clients' profiles (KYC) while providing various banking products
- Ensure compliance and quality align with global standards while opening accounts
- Major KPI such as of Account acquisition, Life insurance, Mortgage, Loans and other banking products Work closely with Branch Managers, Insurance specialist, customer service manager in building healthy sales pipelines to ensure key performance indicators are being met
- Proactively identify customer needs and offer appropriate banking services and solutions
- Maintain awareness of operational risks and adhere to relevant policies and guidelines
- Account acquisition 150 per quarter, 18 Insurance deals per quarter
- 3M and Mortgage Drawdown of $120M; Rank top 3 out of 46 GBO in District
Education
Bachelor of Science - Event Management
Hong Kong Polytechnic University
Hong Kong08.2017
Associate of Science - Business
Hong Kong Community College
Hong Kong08.2015
Skills
- Client Acquisition
- Business Relationship Cultivation
- New Business Generation
- Customer Service
- Written Communication
- Computer Proficiency
- Interpersonal Skills
Languages
English
Full Professional
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Citigold Relationship Manager
Citibank
01.2022 - 09.2023
Customer Relationship Manager
Hang Seng Bank
10.2020 - 12.2021
General Banking Manager
Hang Seng Bank
06.2018 - 10.2020
Bachelor of Science - Event Management
Hong Kong Polytechnic University
Associate of Science - Business
Hong Kong Community College
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