Liangkun Yan
Scarborough
Summary
Excellent customer service and communications skills (English and Mandarin) Strive under high pressure environment with excellent time management skills and problem solving skills Goal-oriented with the ability to multi-task, prioritize and complete tasks under tight deadlines Cooperative and enthusiastic team member who excels in taking initiative to find solutions to resolve problems Goal driven individual with a strong track record in sales and capable of utilizing all experiences in sales developed in any client facing roles Motivated self-starter works independently in a dynamic work environment through strong administration, organizational, planning and time management skills Proficient with Microsoft Word, Excel, Outlook and PowerPoint
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales Representative
Century 21
05.2024 - Current
- Proactively sought out ways to implement improvements to the marketing process by establishing a new data base layout
- Resulted in an additional 12% referral rate increase
- Conducted client profile/business reviews with 5+ clients through daily meetings, identifying client’s needs then provide with solutions or make proper referrals
- Coordinated invoices for clients and conducted outbound calls to ensure payments
- Maintained strong knowledge of all products and services, pricing schedules and ongoing promotions
- Delivered exceptional customer services by achieving 98% customer satisfaction rate and exceeded sales and referral target over by 17% on a monthly basis
Banking Representative
China Everbright Bank
04.2023 - 04.2024
- Partnered with high - value clients to resolve all service and account maintenance requests, which resulted in a client satisfaction rating of 95%
- Provided efficient, courteous service to all clients and expanded on sales opportunities while ensuring clients’ ongoing issues are being resolved
- Developed and executed processes and procedural manuals to more efficiently correspond with over 120 high valued clients assigned to me with up to 3 daily scheduled meetings
- Conducted follow-up telephone calls on a daily basis and arranged face to face meetings to conduct financial health checks to ensure clients’ current financial plans are in alignment with their financial objectives
Sales Associate (Intern)
HCR Innovations
04.2020 - 04.2021
- Probed to understand customer needs and provide advice according to clients’ situations that meet their objectives and manage all transnational outcomes in a professional and accurate manner
- Responded to customer inquiries, complains and comments on a daily basis averaging over 30+ client interaction
- Engaged in outbound calls from clients and look proactively for opportunity to enhance customer experience by providing programs/services that meet their Goals
- Delivered exceptional customer services by achieving 98% customer satisfaction rate and exceeded sales and referral target over by 17% on a monthly basis
Education
Investment Funds in Canada -
CSI
09.2024
Master of Business Innovation - Entrepreneurship
Lingnan University
04.2023
Bachelor of Human Resource Management -
St Clair College
06.2022
Bachelor of Economics -
York University
02.2021
Skills
- Customer Relationship Management (CRM)
- Sales Strategy & Business Development
- Financial Planning & Analysis
- Data Analysis & Reporting
- Multilingual: English & Mandarin
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
Investment Fund in Canada
Timeline
Sales Representative
Century 21
05.2024 - Current
Banking Representative
China Everbright Bank
04.2023 - 04.2024
Sales Associate (Intern)
HCR Innovations
04.2020 - 04.2021
Master of Business Innovation - Entrepreneurship
Lingnan University
Bachelor of Human Resource Management -
St Clair College
Bachelor of Economics -
York University
Investment Funds in Canada -
CSI
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