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Work Background
VIVI EDUCATION SOLUTION DEVELOPMENT JSC.Deputy Managing Director
Nov. 2020Ho Chi Minh City, Vietnam
InvestaureumBusiness Development Director - Vietnam Office
Jul. 2018 - Jun. 2020Ho Chi Minh City, Vietnam
U.S. INVESTMENT SERVICESProcessing Director Cum Member of Board of Management
Dec. 2017 - Jul. 2018VietnamStrategic Planning
• Understand and shape the company’s strategy
• Develop plans to materialize strategy and analyze business proposals
• Research competition to identify threats and opportunities
• Assess the company’s operational and strategic performance
• Align processes, resources-planning and department goals with overall strategy
• Provide support and insight into organizational changes • Monitor and analyze industry trends and market changes
Internal Training Support
• Directing the assessment for training and staff development to enhance the effectiveness of employee performance in achieving the objectives of the company.
• Identifying/incorporating best practices and lessons into department plans.
• Providing a broad range of consultative services to employees regarding policies and procedures.
• Providing expertise in strategy development and execution, planning and facilitation of employee relations efforts.
• Designing and developing training programs for employees.
• Consults with management on performance, organizational and leadership matters. • Conducts assessments to determine measures to enhance employee job performance and overall department performance.
Marketing Planning Support
• Compiling and distributing financial and statistical information to marketing department
• Preparing monthly newsletter and professional article for the company website
• Preparing reports, company brochures and similar documents
• Assisting with promotional activities
• Helping to organize market research.
Customer Service Strategy Support
• Reviewing the previous customer handling and satisfaction policies before start working over new strategies.
• Initiating new training plans to train company’s customer care department
• Suggesting changes in administration and in customer service to present it in a proper manner.
• Improving the service level by making minor changes which plays an important role to enhance sales of company.
U.S. INVESTMENT SERVICESCase Manager
Dec. 2015 - Dec. 2017Ho Chi Minh CityInvestor Accounts
• Monitor and track all developments for the client
• Maintain accurate records of progress
• Submit regular reports on Investor progress and status to CEO and Principals
• Manage Investor caseloads
• Act as primary lead on assigned client case load
• Proactively monitor client’s immigration process
• Proactively communicate with client’s professional service providers (e.g. legal, banking and fund administration partners)
• Quality control of investor processing
• Receive new leads and convert into active investor
• Provide regular reporting to the investors
• Coordinate and host investor tours and site visits
• Manage and support all forms of communication to investors including newsletters, investor reports and statements, notifications, etc.
Develop and Manage Referral Sources
• Develop referral sources
• Conduct regular market research on EB-5 related events in the US
• Convert referral source leads into partners
• Support marketing efforts including investor event and EB-5 industry events
• Manage referral sources
• Grow and deeper relationships with existing referral sources
• Provide regularly referral reports to CEO (e.g. referral agreement and referral performance)
• Make formal and informal presentations to potential EB-5 investors and partners
• Act as referral concierge service to professional service network in-country and in US
Cross-function Support
• Provide cross-function support to the company
• Support other company functions as directed and as needs arise
U.S. INVESTMENT SERVICESProcessor
Jul. 2015 - Dec. 2015Vietnam• Perform intake of cases, troubleshooting and establishing case strategy.
• Analyze case documents and prepare immigration applications for filing with the appropriate US government agency.
• Drafting petitions, applications and specialized support letters detailing eligibility for immigration benefits.
• Communicate regularly with clients and foreign nationals regarding procedural and case processing issues, assisting with the review of case under supervision of US immigration attorney.
• Prioritize and assign cases, monitor workload and production.
• Oversee status of cases through utilization of case management.
• Work closely in team environment and provide updates while building knowledge of Firm and client processes.
• Learn procedural and processing requirements for various types of non-immigrant and immigrant visa petitions and applications.
• Assist in the hiring and training of new team members.
• Identify ways to improve team productivity and international projects.
U.S. INVESTMENT SERVICESInvestment Consultant
May. 2015 - Jul. 2015Vietnam• Planning, strategy and executing the marketing plans.
• Holding the meeting daily at the office with high-net-worth clients.
• Professionally advising, managing client relationships and other customer service
• Following up, guiding and assisting clients at every stage in the documentation process
VNDIRECTBroker
Feb. 2014 - May. 2015Ho Chi Minh City- Providing investment advice and recommendations
- Monitoring stock market performance
- Purchasing new share issues
- Interpreting financial reports
- Administering and evaluating clients' investment holdings
- Consulting clients to open new positions
Ho Chi Minh CitySick Leave and Maternity leave
Apr. 2012 - Feb. 2014Ho Chi Minh City
Asia Commercial BankCustomer Service Representative
Sep. 2011 - Apr. 2012Ho Chi Minh City• Evaluates loan applications and documentation by confirming credit worthiness.
• Improves loan applications and documentation by informing applicant of additional requirements.
• Rejects loans by explaining deficiencies to applicants.
• Completes loan contracts by explaining provisions to applicant; obtaining signatures and notarizations; collecting fees.
• Helps customers by answering questions; responding to requests.
• Maintains customer confidence by keeping loan information confidential.
• Accomplishes bank mission by completing related results as needed.
Maastricht MBA ProgramAcademic Officer
Mar. 2011 - Jul. 2011Ho Chi Minh City• Provide personal administrative support to managing academic activities.
• Prepare and manage reports and documents.
• Maintain class schedules and calendars.
• Organize internal and external events.
• Provide consultancy for prosperous MBA students
Vietnam EximbankIntern
Jan. 2011 - Apr. 2011Ho Chi Minh City
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