Aug 2022 - Present
- Cooperated with sales and relationship managers in preparation for workshops, on site training sessions, and specific templates for clients, demonstrating and promoting the function of the Yield Book by delivering 10+ trainings within a year. Successfully contributed to the deal with a leading bank in Singapore by designing and optimizing the scenario analysis template.
- Communicated with internal teams for urgent requests, ensuring the clients’ demand were properly handled, and could be updated in time for subsequent usage. Represented for the team in the system transition, communicating with external IT team for further enhancement.
- Managed client inquiries, providing both analytics and usage solutions to solve the clients’ problems. About 80% of the cases independently solved within 24 hours, and 70% cross-team communication solved within 3 business days.