Beverly Ng

• Created compelling proposals that demonstrated the unique value of our products/services while addressing client needs and expectations.
• Established a robust sales pipeline by consistently identifying, qualifying, and nurturing leads through various outreach methods.
• Created cross-functional teams to promote consistent brand messaging, demand-generation programs and sales tools.
• Developed, maintained and utilized diverse client base.
• Attended a meeting with bank clients to discuss potential collaboration

• Making sales through promoting our services and products

( Personal Loan, Credit Card, Business Loan and Insurance )

• Exceeded quarterly targets consistently through diligent prospecting and tailored product presentations.
• Strong knowledge about finance and several banking products
• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Utilized internal lead referral tools to solicit new business opportunities and contacts.

• Accurately enter financial data into accounting software or spreadsheets.
• Maintain organized and up-to-date financial records and files.
• Assist in maintaining document retention policies and procedures.
• Process employee expense reports and ensure compliance with company policies.
• Prepare financial reports and statements as required.
• Assist in analyzing financial data and generating ad hoc reports for management.
• Ensure compliance with relevant accounting standards and regulations.