Conduct comprehensive needs and financial assessments to understand prospects' business challenges, pain points, and goals and formulate and test hypotheses to tailor sales strategies and solutions to meet their specific needs.Utilized phone calls, emails, social media, and networking events to generate leads and create sales opportunities, and increased sales conversions by 30%through 50+ product demonstrations and presentations that articulated product features, benefits, and value propositions.Increased customer engagement and satisfaction by 18% year-over-year through qualitative and quantitative analysis, analyzing customer feedback and competitive positioning, and adjusting product Managed a robust pipeline of 50+ sales opportunities utilizing Salesforce to systematically track prospect interactions, manage tasks, and prioritize follow-up activities, increasing customer retention by 20%.Led a program to streamline supply chain processes, utilizing tools such as JIRA to identify inefficiencies, resulting in a 20% reduction in production time and costs.Worked with internal stakeholders and supply commodities to manage upstream and downstream production sales, successfully closing more than 15 sales deals by overcoming objections through customized proposals and effective negotiation skills

Utilized Sprinklr for social listening, gathering over 350 targeted responses to develop two detailed target personas, representing the core characteristics of the primary market segment. Leveraged Franklin Templeton’s educational resources to create a customer journey map aimed at driving acquisition, increasing engagement, and enhancing retention within key demographics. Combined design tools like Figma with AI to develop and optimize impactful sponsored content, social media posts, and landing pages, significantly boosting campaign reach and effectiveness.

Leveraged advanced analytics to process and interpret market research, uncovering actionable insights that led to a 30% increase in targeted marketsegment engagement, particularly among women, through strategic marketing campaigns.Formulated and executed data-driven marketing strategies, utilizing customer insights to address barriers and tailor messaging, significantly improvingoutreach effectiveness and engagement within key demographics.Conducted strategic analysis of market sectors using SWOT, informing investment decisions and strategic focus, exemplifying skills in market research andcompetitive analysis.

Conducted comprehensive financial analyses and valuations for client portfolios, crafting tailored asset management and growth strategies. Showcasedproficiency in financial modeling and communication, achieving an 83% client engagement success rate and a 56% solution adoption rate, surpassingdepartmental averages.Developed and sale innovative financial restructuring and wealth management programs, implementing solutions that consistently outperformeddepartmental benchmarks in terms of participation and adoption rates.Utilized CRM software (Like, Salesforce) to streamline client interactions, track customer feedback, and manage follow-up activities, resulting in a 20% increase in customer retention and a 15% boost in cross-selling opportunities.

Conducted meticulous audits on expenditure reports, attaining a 98% accuracy level in financial transactions, ensuring compliance with financial regulations, and preserving financial statement integrity.Spearheaded financial data integration efforts, facilitating the production of monthly financial reports, and reducing report preparation time by 20%.Spearheaded the integration of financial data streams, enhancing the efficiency of producing monthly financial reports, including balance sheets and trial balances, by 12.5%, effectively collaborating with across multiple functional teams.statements of the balance sheet, financial report, trial balance, etc.Assisted the coach in handling various reimbursement and auditing issues and solved 90% of the colleagues' problems in daily work

Analyzed the market based on the SWOT model and helped define a company's positioning by identifying the market segmentation within the industry.Wrote competitive analysis reports per competitors' core competencies and weaknesses, target companies, channels, and other dimensions.Synthesized and analyzed various types of information like company shares, market situation, etc. via the Wind financial terminal and SQL and developed marketing plans.Analyzed audience by creating user profiles based on user characteristics and selecting core audiences to further define the brand's positioning.

Supported trade execution, booking, and settlement for bulk commodity trades, ensuring timely and accurate completion.Coordinated with front and back office teams to address trade and settlement issues, while assisting with risk analysis and onboarding new counter parties, improving portfolio performance by 10%.Helped organize meetings and communications between investment analysts and risk managers.