• Warmed up a new email domain and increased email deliverability • Conducted multiple A/B testing and tested hypotheses • Set up trigger omnichannel (Email, push, in-app, SMS) communications and increased retention • Conducted thorough analysis (cohort, funnel etc) of various segments and tailored communications to achieve increased conversion rate • Ensured customer awareness of new products by proactively working with the respective departments • Conducted conducted customer surveys, providing valuable feedback for continuous improvement • Trained multiple CRM managers and conducted training sessions for team members on CRM best practices, enhancing team performance • Recognized by Paysend for outstanding contributions to CRM and customer engagement

Maintained a positive, empathetic, and professional attitude toward customers at all times Provided product and service information and successfully resolved product and service concerns Attracted potential customers by answering product and service questions Provided feedback on the efficiency of the customer service process and provided suggestions on the development of the service.

Successfully developed personal financial plans tailored to clients' goals Analyzed clients' financial records, set goals and developed financial strategies Attended client meetings to adjust, update and make revisions of plans "on the spot" Prepared financial statements, summaries, and other cost-benefit analyses as well as financial management reports Sorted, verified and processed financial transactions Scheduled and confirmed appointments of the executive financial planner Set up and maintained manual and computerized information filing systems

Greeted, welcomed, directed and announced visitor arrival Screened incoming phone calls and provided basic information Received and sorted daily mail, deliveries, and couriers Sent mails and deliveries in a timely and accurate manner Updated appointment calendars and scheduled meetings/appointments Maintained office supplies and research new deals and supplies Coordinated travel arrangements, internationally and domestically Filed expense reports Updated and maintained office policies and procedures Processed requests for contracts and prepared supporting documents, saved 20% time spent on processing each request Maintained electronic and hard copy file system

Successfully developed personal financial plans tailored to clients' goals Analyzed clients' financial records, set goals and developed financial strategies Attended client meetings to adjust, update and make revisions of plans "on the spot" Prepared financial statements, summaries, and other cost-benefit analyses as well as financial management reports Sorted, verified and processed financial transactions Scheduled and confirmed appointments of the executive financial planner Set up and maintained manual and computerized information filing systems

Set up appointments with prospects Explain the differences in policy specifics so clients can make informed decisions about their purchases Responded to client questions and concerns

Analyzed quantitative and qualitative data Developed detailed financial plans Successfully implemented developed plans from the beginning for prospect clients Adjusted financial plans for existing clients

Selected for the internship with Headquarters of MD Financial Management Completed 40 hours of placement in the financial services environment Observed the working process of various back office departments (Private Trust, Trade Reconciliation, Client Portfolio Trading, Compliance, Trade Operations)

Greeted, welcomed, directed and announced visitor arrival Answered, screened and forwarded incoming phone calls and provided basic information Received and sorted daily mail, deliveries, and couriers Sent mails and deliveries in a timely and accurate manner Updated appointment calendars and scheduled meetings/appointments