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NguyenPhucLoi CV

Nguyen Phuc Loi is a male finance professional with a Bachelor's degree from Ho Chi Minh University of Technology and experience in various roles including Relationship Manager at AIA Vietnam and Operational Analyst at United Overseas Bank. He possesses strong skills in customer relationship management, teamwork, and computer applications, along with certifications in Information Technology and language proficiency in English. His work history includes roles in customer relations, stock advising, and data management, demonstrating a solid background in finance and operations.

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Phạm Hân
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56 views2 pages

NguyenPhucLoi CV

Nguyen Phuc Loi is a male finance professional with a Bachelor's degree from Ho Chi Minh University of Technology and experience in various roles including Relationship Manager at AIA Vietnam and Operational Analyst at United Overseas Bank. He possesses strong skills in customer relationship management, teamwork, and computer applications, along with certifications in Information Technology and language proficiency in English. His work history includes roles in customer relations, stock advising, and data management, demonstrating a solid background in finance and operations.

Uploaded by

Phạm Hân
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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NGUYEN PHUC LOI

Gender: Male Email: [email protected] Website: www.fb.com/LoiNguyen15

Date of birth: May 1, 1999 Phone: 0938707156 Address: HCMC, Vietnam

EDUCATION

Ho Chi Minh University of Technology (HUTECH), Bachelor of Finance


Aug 2017 - Oct 2021

Major: Corporate Finance

WORK EXPERIENCE

AIA Vietnam, Relationship Manager


SKILLS
JULY 2023 - NOW

Language: - Building and maintaining positive relationships with customers.


- Identifying opportunities for business growth, and resolving customer
English (good at Reading and Listening, can
complaints.
communicate with foreigner)
- Forward upselling and cross-selling opportunities to the sales team.
- Approach potential customers to establish relationships
Computer:
Good at Microsoft office, basic Photoshop, AI, United Overseas Bank Vietnam, Operational In-Business Control
Premiere. Analyst
MARCH 2023 - JUNE 2023
Working:
- Communicate and deal with clients -Project implementation, coordinate with relative parties and
- Teamwork stakeholders to successfully completed and launched in the system.
- Work under pressure -Scheduled appointments, meetings, and events in a comprehensive
master calendar. Keeping office file system highly organized and quickly
retrieved needed records.
HONORS & AWARDS -Kept team efficient by managing supplies, correspondence, and
maintenance requirements.
2018 - 2019 - 2020: Student of 5 merits Faculty of
Finance & Commerce Hutech Citibank, Core Operation Clerk
JULY 2022 - MARCH 2023

CERTIFICATIONS -Kept team efficient by managing supplies, correspondence, and


maintenance requirements.
2018: Common European Framework of Reference -Maintained records with current information, inputting new data
B1 manually.
-Organizing effective meetings, coordinating documents, and arranging
2019: Advanced Certificate in Information catering.
Technology -Scheduled appointments, meetings, and events in a comprehensive
master calendar.Kept office file system highly organized and quickly
retrieved needed records.

FIDT - An investment and asset management consulting


company, Full-time Customer Relation Executive
JULY 2021 - APRIL 2022

-Take responsibility for the whole process of clients using the service
(introducing services, assisting clients in using the services, caring and
answering questions, and taking feedback).
- Client Data, Client Account, Payment process, and Internal document
management
- Work on Bitrix24, Mailmerge, Mailchimp,... Taking responsible for contract
processing (both e-contract and paper contracts).
- Train new interns and employees.

Mirae Asset Securities, Stock Adviser


APR 2021 - JUNE 2022

- Keep track of global and domestic economics to assess its effect on the
stock market
- Analyze stock codes by Financial Analysis and Technical Analysis then
filter the best ones for clients to make a profit
- Find more clients through both telesales and direct sales
- Always keep clients aware of the profit/loss status and the current market
trend
- Meet the KPI requirement

DKSH Vietnam, Assistant, Master Data Management


OCT 2020 - MARCH 2021

- Consolidates and inputs data from the document to Excel form.


Then upload it to the system created by the IT team in Malaysia.
- Communicate with IT Team in English to make sure the system is
running without issues and going the right way.
-> Be assessed positively by the manager: active, extremely adaptable...

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