DONG MINGJIE
Summary
Results-driven Account Executive with a strong foundation in financial analysis and equity valuation, backed by ongoing studies in the CFA Program. Skilled in financial valuation methods such as Discounted Cash Flow (DCF) and ratio analysis to support data-driven decisions. Experienced in client account management and producing strategic reports to drive business success.
Overview
5
5
years of professional experience
Work History
Accounts Executive
Bankchamps PTE LTD
06.2024 - Current
- Implemented and managed a Customer Relationship Management (CRM) system from scratch, improving client tracking and engagement efficiency by streamlining communication channels across departments.
- Trained and supported staff on CRM functionalities, enhancing user adoption and optimizing the use of the tool for client relationship management.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Assistant Lobby Manager(Internship)
Bank of China
06.2019 - 06.2019
- Company Overview: Wuhu Branch
- Provided exceptional customer service by guiding customers to service areas
- Promoted financial products within the lobby, contributing to increased product visibility
- Assisted staff in facilitating daily classes and activities, showcasing strong organizational and teamwork skills
- Engaged in external development activities, demonstrating a commitment to professional growth and networking
- Wuhu Branch
Stage Assistant(Part-time)
INTERMAY MAGIX
05.2023 - 08.2023
- Worked as a stage assistant to install and dismantle stage special effects props, demonstrating proficiency in set-up and breakdown of stage equipment
- Helped to program stage special effects, showcasing technical expertise in enhancing overall stage performances
Education
Bachelor of Science - Statistics
National University of Singapore (NUS)
12.2023
CFA Program participant -
CFA Institute
10.2024
Skills
- Data Analysis: Microsoft Excel, Python, R
- Financial Analysis: Equity Valuation, Financial Modeling, Discounted Cash Flow (DCF) Analysis, Ratio Analysis
- Communication: Client Presentation, Cross-team Collaboration, Stakeholder Management
Activities
NUS Statistics Society, Member, 01/19 to 01/21,
- Collaborated with a team of five as part of the marketing team.,
- Identified and secured sponsors.
Service Program, Student Leader, 01/19 to 01/19,
- Organized and led two classes for Morning Star Community Service Centre.,
- Conducted engaging activities for seniors at Lions Befrienders Service Association Singapore.,
- Participated in food sorting activities at Singapore Food Bank.,
- Acquired knowledge about Myasthenia and developed connections with patients.
Timeline
Accounts Executive
Bankchamps PTE LTD
06.2024 - Current
Stage Assistant(Part-time)
INTERMAY MAGIX
05.2023 - 08.2023
Assistant Lobby Manager(Internship)
Bank of China
06.2019 - 06.2019
Bachelor of Science - Statistics
National University of Singapore (NUS)
CFA Program participant -
CFA Institute
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