Joseph Chiu

• Cultivated relationships with clients to enhance customer satisfaction and retention.
• Collaborated with cross-functional teams to address client needs and streamline service delivery.
• Assisted in developing tailored proposals to meet diverse client requirements.
• Conducted market research to identify potential clients and industry trends.

• Successfully managed a portfolio of over 400 restaurant clients.

Creating growth by identifying and upselling opportunities.

Providing tailored product solutions.

• Collaborated with managers in creating a document to help.

Record big deals with a step-by-step process on how they achieved it.

• Assisted in training new team members on sales processes and best practices for client engagement.

• Collaborated with the sales team on accounts and prospecting.

Strategy: building a high-quality sales pipeline; average.

Quarterly attainment: 115%.

• Engaged in and led daily sales training and role plays, covering.

Pitching, objection handling, and questioning.

• Developed good customer relationships to identify and drive.

Product opportunities, as well as service renewals.

• Enhance the sales collateral and materials to be effective.

Communicate the value of the product or service.

• Demonstrated ability to identify new business opportunities.

And develop innovative strategies to penetrate markets.

Expand the customer base.

• Continuously updated product knowledge to be effective.

Communicate features and benefits to customers.

• Facilitated customer transactions, ensuring accuracy and efficiency in all banking operations.
• Assisted clients with account inquiries, resolving issues to enhance customer satisfaction.
• Educated customers on banking products, promoting services that align with their financial goals.
• Processed loan applications and evaluated creditworthiness to support lending decisions.