Jack Zhao
Burnaby,BC
Summary
Proven Business Development Manager with a track record of fostering growth and enhancing customer satisfaction at Shenglin Financial Inc. Leveraged expertise in CRM platforms and exceptional customer service skills to expand client base and streamline processes. Achieved significant market share increase, demonstrating strong project management and sales presentation capabilities.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Business Development Manager
Shenglin Financial Inc.
03.2021 - 03.2024
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decision-makers.
- Developed and implemented strategic plans for business growth, resulting in increased market share and profitability.
- Enhanced customer satisfaction by addressing concerns, answering questions, and providing exceptional service during Door-to-Door interactions.
- Completed daily Cold Calling daily and outreach to build sales pipeline.
- Utilized CRM systems for tracking leads, managing customer information, and prioritizing daily tasks efficiently.
Fianncial Advisor Assitant
YuanDa Capital Inc.
07.2018 - 10.2020
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
Education
Graduation Diploma - North American Business Management
Capilano University
North Vancouver, BC07.2018
BBA - Business Management
Shanghai University
China 07.2014
Skills
- Project Management
- Customer Service
- Sales Presentations
- CRM Platforms
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Certification
- CIM-Chartered Investment Manager
- FRM-Financial Risk Manager Level I
- CAIA-Chartered Alternative Investment Analyst Association Level I
- CAMS-Certified Anti-Money Laundering Specialist
- CBAP-Chartered Business Analysis Professional
- LLQP-Life License Qualification Program
- PMP-Project Management Professional
Timeline
Business Development Manager
Shenglin Financial Inc.
03.2021 - 03.2024
Fianncial Advisor Assitant
YuanDa Capital Inc.
07.2018 - 10.2020
Graduation Diploma - North American Business Management
Capilano University
BBA - Business Management
Shanghai University
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