Jane R.

Jane R. started their work experience in 2009 as a Senior Sales Consultant at Price Solutions Standard Chartered Group, where they acted as a consultant for the company's financial products and successfully achieved outbound sales targets. Jane also built professional and consultative relationships with customers, handled customer queries and needs, and performed administrative tasks.

In 2011, Jane joined HSBC Retail Banking and Wealth Management as a Team Leader, Credit Card Acquisition. In this role, they provided daily direction and communication to sales agents, monitored sales calls, and suggested methods to improve operations and customer service.

From 2017 to 2018, Jane worked at HSBC Retail Banking and Wealth Management as an Advance Manager. Jane demonstrated a strong understanding of financial products, provided solutions and recommendations to meet customer needs, acquired new customers, maintained customer relationships, and ensured compliance with guidelines. Jane also identified wealth preservation and accumulation needs and established cordial relationships with customers.

From 2019 to 2022, Jane held the position of Premier Business Development Manager at HSBC Retail Banking and Wealth Management. Jane engaged in prospecting B2B activities, attended networking events, handled leads through the sales process, and met specific targets. Jane worked across internal teams to provide tailored solutions for clients and showcased how the products and services could address their challenges.

In 2022, Jane started working at Conestoga Students Inc. as a Content Creator & Events Staff. However, the end date for this role is not provided.

Also in 2022, Jane became a Social Media Ambassador at Conestoga College, with no specified end date.

Overall, Jane R. has gained extensive experience in sales, customer service, relationship building, and providing tailored solutions to clients in various industries.

Jane R. pursued a Bachelor of Arts (BA) degree in Mass Communication/Media Studies at St. Paul University. The specific start and end year for this degree are not provided. Later, they obtained a Master's degree in Development Communication from the University of the Philippines Open University, starting in 2020 and completing it in 2022. Following this, Jane R. attended Conestoga College from 2022 to 2023, where they pursued a Post Graduate degree in Strategic Global Business Management. Jane R. also obtained several additional certifications, including Shopify Essential Training (2019) from LinkedIn, Associate Member from CIM | Chartered Managers Canada in 2022, and an EF SET English Certificate - Proficient from EF Standard English Test (EF SET) in 2020. In 2017, they received certifications in BCP (Basic Insurance Concept and Principles) and PGI (Personal General Insurance) from the Singapore College of Insurance Ltd. There is incomplete information about the obtained month and year for the Health Insurance, M5 - Rules & Regulation for Financial Advisory Services, and M9 - Life Insurance and Investment Linked Policies certifications.