Outline: ●Performed 4P campaigns to promote and boost sales of overseas real estate products in Portugal and Greece. Key responsibilities: ●Product Marketing: Conducted quantitative and qualitative analysis of client requirements and recommended suitable real estate products to facilitate deal closing of $20M+ sales. ●CRM: Maintained relationships with existing clients by categorizing customer needs based on different segmentations and sending regular follow-up emails and telephone greetings to ensure client loyalty. ●Marketing Promotion: Created marketing materials and delivered client-facing pitches in an average of 2 weekly B2B marketing events, such as seminars and workshops. ●Business Development: Developed 20+ new clients by collaborating with China's PR agencies to promote overseas real estate products through roadshow presentations.
Executed annual cost analyses of 10+ energy and recourse audit projects through Excel-based modeling and calculations to plan department budgets and forecast working hours for each project. ●Allocate audit staff and define working hours to audit engagements to align estimated costs and revenue. ●Produced weekly, monthly, and annual reports covering gross margins, NSR, WIP provisions, and account receivables.
Provided supervisor services for over 100 high-net-worth individual clients and over 20 institutional clients, achieving $50M+ in financial product sales. ●Counseled individual and cooperate clients concerning investment opportunities, expected returns, and risk tolerance to customize investment plans catering to each client's needs. ●Attracted 30+ prospective customers by presenting financial products through online and offline training and workshops.
Coordinated with internal departments and external investors to organize 5 financial market activities involving hundreds of participants and developed meeting agendas while ensuring no schedule conflicts. ●Developed communication plans to maximize event exposure, including digital marketing campaigns on Weibo and WeChat, brochure distribution in CBD elevators, and traditional TV advertising. ●Liaised with KOLs, athletes, celebrities, and media agencies to align marketing content and reinforce product endorsements on social media.
Performed secretarial duties for the French GM, including hotel booking, meeting scheduling, and document preparation.
Assisted the administration manager with annual budget planning, meeting organization, hotel arrangement, etc.
Collaborated with the sales team to track account receivables, manage key corporate clients, and supervise order logistics.