David Li Email & Phone Number

Australia

Parramatta, New South Wales, Australia

- Managing a large portfolio of clients ranging with fleets of 5 to 500 vehicles- Providing clients with solutions for their fleets.- Focussed on providing customer service at the highest level.- identify opportunities to make clients lives easier with product/services that fit each scenario.

2 Market St, Sydney

RESPONSIBILITIES- Managed and allocated approx. 1-16 Million dollars on a daily basis to various accounts from payments made.- Responsible for clearing payments off the ledgers in SAP and onto our IFCS platform- Managed the collections of the NSW territory- Liaised with business credit when accounts were in arrears to be taken to recoveries- Sent out.

2 Market St, Sydney

RESPONSIBILITY- Understanding the importance of the implementation of the StarBos system. - To successfully liaise with key stakeholders and keeping all relevant parties in the loop with each sites cutover.- Updating reports on weekly basis to the business to show the progress of the project.- Regularly liaising with managers that are proceeding with the.

2 Market St, Sydney

RESPONSIBILITIES- 1st point of contact in customer resolution dealing with claims - Represented Caltex in any Tribunal hearings nationwide (NCAT, QCAT, VCAT)- Liaised with business managers to resolve incidents at service stations- Acted as the voice for any public relations related matters- Communicated with customers via email/phoneKEY ACHIEVEMENTS.

162 Blues Point Rd, Mitchell St, Mcmahons Point NSW 2060

RESPONSIBILITIES- As a representative, To build a stronger relationship with some of the clients that were previously neglected and to ensure customers are aware of current offers.- Supported Business develop managers in sales - Educated stakeholders of the various deals that they were entitled to.KEY ACHIEVEMENTS- Exceeded targets for penetration rate for.

32 Phillip St, Parramatta, 2150

RESPONSIBILITIES- As a Direct sales associate at GE money my main role with the business was to provide information about a financial product for customers that were activating their credit cards and cross selling insurance as well as assisting with any enquiries about other financial products within the business i.e. personal loans, car loans or life.

- Face to face sales of insurance products - Presenting insurance products to customers- Renewal of insurance policy and advising of new vs old policies.- Cold calling businesses and individuals- Outlining the importance of various documents I.e statement of advice and product disclosure statements