Charm Lim

Charm Lim

$5/hr
Virtual Assistant, Banking or Finance, Real Estate
Reply rate:
-
Availability:
Full-time (40 hrs/wk)
Age:
41 years old
Location:
Quezon City, National Capital Region, Philippines
Experience:
8 years
Charmaine Rachelle Dionisio Lim PERSONAL INFO: • • • • Birthdate : July 1, 1984 Email:-Mobile: - Skype: charmdlim OBJECTIVE: To be employed in an organization where I can enhance my social, intellectual and, professional capabilities PROFESSIONAL EXPERIENCE: SHANGRILA)PROPERTIES)INC.) Property Consultant, October 2012 to August 2014 • I handle selling the property units, manning booths and showroom, look for new clients, client management, sales calls via phone and cold calls, marketing presentations, and various administrative work. MAYBANK)PHILIPPINES)INC.) Sr. Sales Executive, April 2010 to August 2012 • • My work included establishing new accounts and maintenance of relationship with clients both for corporate and personal accounts. I handle selling bank products, accounts management, sales calls via phone and cold calls, marketing presentations, and various administrative work. HSBC)SAVINGS)BANK)PHILIPPINES)INC.) Premier Manager, May 2008 to November 2009 • • • • • As a Premier Manager, my work includes establishing new accounts and maintenance of relationship with high net worth clients, portfolio & wealth management. I also refer offshore accounts and trust products as part of the Premier proposition. I am knowledgeable with various bank products including investment options such as corporate bonds, fixed income securities, trust funds, structured deposits, personal loan, home loan, asset link, insurance, and corporate banking.. Licensed Fixed Income Salesman. Licensed Life & Variable Insurance Specialist. CITIBANK)SAVINGS)INC.) Relationship Officer, August 2006 to May 2008 • • As a Relationship Officer in Citibank, my work included establishing new accounts and maintenance of relationship with clients. I was also an awardee for Citibank’s International Personal Banking, this award is garnered for being able to sell bank products with the largest revenue for Citibank IPB Singapore. GMA)Marketing)Productions)Inc.,)a)subsidiary)of)GMA)Network)Inc.) Account Executive, April 2005 to August 2006 • • Served as Account Executive to GMA 7 Sales team, including client servicing, all in-house transactions and introductory phone calls to potential clients to establish account presence. Assisted the Sales Director in making in-house presentations, & reports. EDUCATION: (2001 – 2005) Bachelor of Science degree in Commerce, Major in Marketing St. Paul University Manila • • • Vice President of Marketing Class 4B Candidate for Best Thesis Member of Junior Marketing Executive Society (1997 – 2001) Jubilee Christian Academy • High School Level SEMINARS/ TRAININGS ATTENDED: • • • • • • • • • • • • • • September 2009 July 2009 May 2009 November 2008 June 2008 May 2008 May 2008 January 2008 November 2007 March 2007 January 2007 December 2006 December 2006 Knowledge) November 2006 - Asset Link, Home Loan, & Corporate Banking Training - Branch Operations Training - SEC Fixed Income Salesman Accreditation - Traditional & Variable Insurance License Accreditation - HSBC Investments Training and Examination - Global Offshore Training - Global HSBC Premier Training (Pillar 1 to 4) - ING Investments Funds Relaunch Training by Mike Goco. - ACE 2 Workshop by Rob Mercado - Achieving Client Engagement by Citigroup Management - Client Prospecting Workshop - ING Investment Funds Training by Andrew Caw & Mike Goco - RIC Training & Exam (Mutual Funds; Compliance; Sales Process; - Sales Workshop ( Sales Process; Bank Products; AMLA; Compliance; ISU) ABOUT ME: • • • • • • Product I am articulate, creative, innovative, adaptable, goal-oriented, and highly organized. I am also a fast-track worker, & can work effectively under pressure. I enjoy selling and marketing which I attribute from my experiences from work. I am very proficient in written and conversational English and Filipino. I am familiar in conversational Mandarin and Fookien. Proficient in MS Office, Windows XP, Adobe Photoshop, Front Page, & Internet.
Get your freelancer profile up and running. View the step by step guide to set up a freelancer profile so you can land your dream job.