Showing all posts tagged george:

kathleen Zhang FXTG

kathleen Zhang
account manager at forex
Melbourne, Australia | Financial Services


Current: FX
Previous: FXTG


account manager, FX
February 2015 – Present (1 year 10 months) | city

Account Manager, FXTG
May 2013 – February 2015 (1 year 10 months) | Melbourne Area, Australia



Ana Milos | FXTG Australia

Ana Milos
Relationship Manager Trading and Investments Australia
Melbourne, Australia | Education Management


Current: Careers Australia
Previous: FXTG Australia, Australian Stock Report, Duxton Allcare Pty Ltd
Education: Deakin University

I build customer loyalty, repeat, and new business through superior customer service, relationship- building, resourcefulness, problem-solving, and persistence.

Areas of Expertise
• Prospecting/Cold Calling
• Consultative Sales
• Product Knowledge
• Social Media
• Sales Forecasting
• Product Introductions
• Needs Assessment
• Strategic Planning
• Relationship Building
• Direct Sales
• Presentations
• Quality Assurance
• Business Development


Business Education Advisor, Careers Australia
July 2015 – Present (1 year 5 months) | 196 Flinders St Melbourne
Careers Australia is the oldest and biggest privately owned registered training organisation in Australia with 16 campuses nationally, delivering over 80 nationally accredited courses, providing industry-leading skills that can help create success in the workplace.
Our courses are flexible and designed to suit the needs of the student and employer, whether it is to gain a qualification or to upskill.

Account Manger, FXTG Australia
2015 – 2015 (less than a year)
Account Manager and trading expert responsible for the creation and development of ongoing business relationships with prospected traders.
Main Responsibilities
• Drive new account sales by demonstrating the benefits of the company’s products and services.
• Introduce new client business to achieve or exceed monthly targets
• Convert leads into sales; ensure high quality interaction with potential
• Contact new clients ensuring they receive the highest level of service
• Ensure an adequate communication system and clients satisfaction with regards to their needs and interests, providing sale representation
• Generating clients and following up on clients matters
• Client-related administration and account opening
• Assisting Compliance with the processing of documentation
• Identify business opportunities, potential clients and VIP customers and negotiate in order to create profitable account
• Ensure the success of marketing strategy objectives and goals

Sales Executive, Australian Stock Report
July 2014 – November 2014 (5 months) | Melbourne, Australia
•Selling Trading and Investing Reports as well as Educational workshops while building relationships and rapport quickly, through strong problem solving and highly tuned negotiation skills and ability to proactively adapt sales tactics and approach in order to close leads
•IB for SAXO Capital Markets

Business Development Manager, Duxton Allcare Pty Ltd
October 2012 – May 2014 (1 year 8 months) | Melbourne, Australia
• Establishes, builds, and maintains relationships with social workers, discharge planners, insurance companies, physicians, physicians office administrators, retirement homes, nursing homes, hospitals, banks, trust officers, and other clients or potential client referral sources for the Company
• Creates awareness of and preference for the services provided by the Company
• Works with the Director to develop marketing budgets
• Provides motivation, and direction for the sales staff, trains, and controls expenses
• Offers timely information regarding goals and performance to the Director and other management team members

Sales Executive, ANZ
July 2010 – November 2012 (2 years 5 months) | Melbourne, Australia
•Clover Award for Customer First- for increasing the number of Financial Planning referrals to 152% month on month
•Clover Award for Team Collaboration- assisting management, training new staff and work on reporting projects
•Take Charge and Recognise- from a Branch Manager at North Rocks Branch, for having a quality conversation with the customer and assisting in bringing $1 million of lending from another financial institution to ANZ
•Best Customer Service winner during the International Customer Service Week

Registered Nurse Div 1, Daylesford Hospital
March 2006 – September 2009 (3 years 7 months)


12Team Leadership
10Strategic Planning
10Business Development
9Business Strategy
7Portfolio Management
6Customer Service
5Marketing Strategy
5Sales Management


Deakin University
2008 – 2010

University of Ballarat
2003 – 2005