Wealth Effect ManagementSales Team Lead
Jan. 2016 - Feb. 2020In my role as Sales Team Lead, I assumed comprehensive responsibilities within the finance and investment sector, focusing on client acquisition, customer relationship management, and guiding the sales team.
I played a central role in developing and preparing sophisticated marketing and sales materials tailored to various investment products and portfolios. Additionally, I led employee training programs, managed investment questionnaires, client categorization, and oversaw contractual documentation. A pivotal aspect of my role involved optimizing operational processes to significantly enhance efficiency and effectiveness within the newly established asset management company. Furthermore, I spearheaded strategic marketing initiatives aimed at fortifying our market presence and driving substantial business growth.