Franco Fan Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Analyzing client needs, identifying issues, investigate solution, and ensuring thorough resolution for 60-70 clients daily.
• Translating complex details into simplified information for client understanding. Developing partnerships with clients through collaboration with subject matter experts to delivering quality investment services.
• Utilizing internal systems and tools (Salesforce) to research accounts, verify information, process client requests, and provide real-time capital market data from FactSet. Monitored performance data to identify.

Toronto, Ontario, Canada

• Built reporting in customer & marketing data to support sales activity while providing recommendations for improvement, makes 18% more in monthly revenue.
• Responded to inquiries, requests for SQL database information from staff in a timely manner, reducing ticket resolution time by 15%.
• Created data strategies that support data modeling with cross-functional teams, improved operational efficiency by 20%.
• Extracted and analyzed data from multiple sources and implemented scalable solutions for the sales team, improved customer satisfaction levels by 15%.

• Visualized internal sales/marketing data using Power BI DAX (sum, distinctcount, rankx for data manipulation) to delivered quality reporting /dashboards to extract insights, supporting various departments from making.
• Analyzed internal data to identify process inefficiency, collaborated with development and business units for system enhancement and redesign of business processes, improved departments performance by 30% and client.
• Hosted regular and ad-hoc scrum meetings with stakeholders for progress tracking in projects, managed development tasks priorities, project milestones and product performances.
• Conducted market trends/ product research and data analysis to identify product performance and opportunities.
• Established metrics/ business KPIs to monitor outcomes, provided feedback/ recommendations to stakeholders for resources and project timelines. Ensured smooth communication and transparency in progress within project.

• Led project of mobile/ web applications development for lending products in full software development lifecycle. Automated system workflows to improve revenue by 38%.
• Eliminated 82% of manual work (equivalent to 72 man-hours per month) in personal loan approval processes.
• Supported stakeholders in requirement gathering, technical solutions building, project milestones delivery and developed data analytics using SQL, Power BI and MS Office Suite to support business decision making.
• Designed test cases, prioritized backlog items, and provided production support to ensuring quality / timely delivery of product.
• Collaborated with marketing and business intelligence teams to identify industry trends and consumer behavior, developed business metrics and KPIs for product performance tracking.

• Managed client relationships and utilized data analytics to facilitate $1.3 million+ drawdown while expanding client network and identifying new opportunities.
• Identified high-potential client demographic patterns, contributing to the company's achievement as the No. 1 overall market leader for a continuous 6-month duration.
• Established robust relationships with Brokers and existing clients, cultivating a reputation for exceptional service. This effort significantly contributed to a notable 15% increase in customer satisfaction ratings.

• Provided tailored solutions for each customer by analyzing their bank portfolio and recommending the right products to fulfill their personalized banking needs. Accumulated service for over 27,000 customers.
• Served 40+ customers daily through face to face, telephone and email conversation, regular follow-up to build strong relationships.
• Review >1000 daily branch transactions for any suspicious activity, Implement Anti-Money Laundering measures and escalate when required.
• Constructed automated dashboards in Excel to monitor sales performance, track achievable goals, and presented to management.