Anh Le Email & Phone Number

Canada

Specific AI solutions (e.g., chatbots, automated scheduling, claims automation).Outcomes you aim to achieve for clients, like enhanced customer service efficiency or reduced operational costs.

Hanoi, Hanoi, Vietnam

Building trust with the customers, analyzing the customer's financial health and needs to introduce and consult them, thus providing the most suitable financial/investment solutions for them. Give customers the best experience in terms of quality before and after sales service.Complete all necessary documents and internal procedures to support the sales.

Vietnam

My responsibilities include data collection and management, customer information management and service support. I also assist with new client recruitment and continuing partnership with existing parties. Business research and marketing support that propose push-sale plans and strategies are also included in my monthly duties.

Toronto

My responsibilities include discovering the clients’ needs and goals, and provide them with a variety of banking solutions to fit their lifesyle. Open new personal and non-personal accounts, whilst adhering to established policies, practices and procedures. I was also tasked with actively promoting the sale of deposit, accounts, investment, protection.

My responsibilities include having a firm understanding of standards grid for material coordination, commercial action and moves, planning, determining the resources needed for merchandising changes. I also assisted with store administration and staff support.

My responsibilities include preparing reports and presentations with statistical data, composing memos and documentation for internal and external distribution, maintain and update department database as well as assisting with general office administration. I also assisted with minute taking in formal meetings.