ZHEN DAI
** ******** ****, ******** ****, ON L*B 4A5
Tel: 647-***-**** Email: ********@*****.***
SUMMARY
Over 3 years of experience encompassing sales, customer service, financial investment, and
instruction combined with a BA in Finance and Economics and a solid background in
International Business and Mechanical Engineering. Skilled in providing frontline customer
service while representing the best interest of an organization; working within various financial
systems, analyzing and recording business transactions, and producing reports; and managing
office operations to ensure a high level of operational efficiency. Proven ability to adapt quickly
to new environments, handle an increasing amount of workload, and deliver outstanding work
performance. Awarded team bonus for achieving outstanding sales.
A people-oriented team player with a positive and professional attitude together with a highly
organized, detail-oriented, and efficient approach to completing tasks. Enjoy working on new
projects and challenging assignments, and contributing to the achievement of business strategy,
goals, and objectives.
RELEVANT EXPERIENCE
Real Estate Sales Representative – PEACELAND REALTY, Toronto, ON Oct 2013 - Present
• Successfully developed relationships with clients through meetings, telephone calls, and
emails
• Meeting clients to know what kind of properties they are seeking
• Provide legal, economic and market advice to prospective clients
• Maintaining and liaising with lenders, home inspectors and clients to encourage returning
business
• Analyze market trends to determine competitive market prices
• Increased sales revenue for the 2013 financial year
Sales Support Clerk - WEIERDA STEEL PIPE CO., LTD, Weifang, CN May 2012 - Aug 2012
• Functioned productively as part of team researching online and identifying potential customers and
preparing suitable information to assist in the sales process
• Responded in a courteous and professional manner to existing customers; provided price quotations
and researched and resolved outstanding issues by working with members of the Sales and
Administrative team
• Developed and maintained a positive and friendly attitude towards customers and fellow team
members while contributing to a positive and productive work environment
• Followed through to ensure orders were completed on time and to the customer’s satisfaction
• Prepared invoice, letters of credit and other documents for shipping and account transaction
• Updated data in the computer system, maintained a well-organized customer files and performed
general office tasks to ensure operational efficiency
• Prepared monthly sales and other reports for senior management
GED Preparation Tutor, Volunteer - FRONTIER COLLEGE, London, ON Oct 2011 -
Mar 2012
• Communicated and assisted youth who dropped out of high school to prepare for the GED
test
• Encouraged youth success by providing instruction, and guidance and by being a positive
role model to encourage the pursuit of their education
Investment Portfolio Assistant - QILU SECURITIES, Weifang, CN May 2009 -
Mar 2010
• Planned, developed and implemented an investment strategy to meet the financial goals of
the client while maintaining and acceptable level of risk tolerance; presented investment
strategies to clients; completed all tasks under the guidance of an experienced Investment
Broker
• Conducted thorough research on various companies analyzing their financial report, P/E
Ratio, cash flow, expectation of policy change, and other relevant factors prior to selected
stocks for the portfolio; used an online stock trading system
• Managed a RMB 1 million investment portfolio on the Shanghai Stock Exchange
demonstrating sound understanding of investment management, finance, economics and
general business
• Provided outstanding customer service using excellent communication, relationship
building and client services skills
• Generated an 8% profit in the first month, and successfully protected the capital during the
market downturn of 30%
Sales & Customer Service Representative - HAIER, China Jun 2007 -
May 2008
● Engaged customers through smiles and greetings, offering product information,
providing suggestions and demonstrating products to meet their needs; followed through
effectively to secure their commitment to buy and close the sale
● Functioned in a positive and energetic team environment with a strong focus on sales and
customer satisfaction
● The team generated an average sales of nine washing machines per day and up to 32 in
one day; the team was awarded a monetary bonus equal to monthly wage
EDUCATION & PROFESSIONAL DEVELOPMENT
WESTERN UNIVERSITY, London, ON 2011 - 2013
BA in Finance and Economics, GPA 3.8+
CONCORDIA UNIVERSITY, Montréal, QC 2010 - 2011
International Business (John Molson School of Business) - 1 year, GPA 3.89
WUHAN UNIVERSITY OF TECHNOLOGY - Wuhan, CN
Mechanical Engineering - Completed three years of the four year program
COMPUTER SKILLS
● AutoCAD, and popular computer applications used on MAC and PC, including
Microsoft Word, Excel and PowerPoint, as well as Internet research and communication
tools
SELECTED AREAS OF KNOWLEDGE, SKILLS ACQUIRED
Economics & Finance
● Passed the Canadian Securities Course
● Financial Markets – The Canadian and international financial systems with a focus on the
theory of financial markets and their interaction with the firm sector; covered areas such
as risk and portfolio balance, the capital asset pricing model, the term structure of interest
rates, and international financial and foreign exchange markets
● Investment and Financial Markets - Investment strategies and financial markets with an
emphasis on the Canadian Financial System, the workings of asset markets and tools of
asset valuation with asset classes such as fixed-income, securities, stocks, and derivatives
● Monetary Economics - The monetary theory and its applications, the demand for money,
the supply of money, Canadian financial institutions, the Bank of Canada and the
monetary policy
● Time Series Analysis and Forecasting - Econometrics models and techniques used in
modern time series econometrics; covered uni-route test, integration, co-integration, and
forecasting
● International Finance - Examined foreign exchange markets and countries' policies
towards balance of payments adjustment, including balance of payments accounting,
alternative exchange rate regimes, currency markets and hedging, balance of payments
adjustment issues, international investment, international liquidity, and the third world
debt crisis
● Microeconomics - Imperfectly competitive markets and the markets for factors of
production; game theory, general equilibrium and welfare economics; dealt with
contemporary microeconomic policy issues of the Canadian economy, including
industrial and environmental regulation, trade policy, public finance and labour markets
● Macroeconomics - Determination of national income and price level; microeconomic
foundations of macroeconomics (Keynesian and modern viewpoints); demand for
money; and inflation
● Industrial Economics - The behavior of firms, market structures, and economic
performance, including: how firms compete, the role of entry barriers, innovation and
competitiveness, trade and industrial policies, economic regulation & de-regulation,
public enterprise & competition
Business
● International Trade - Examined why nations trade, the gains from trade, the pattern of
trade, and the causes and consequences of various restrictions on trade such as tariffs,
quotas, and voluntary export restraints; covered foreign investment and the multinational
enterprise
● Corporate Finance - The theories, applications, and financial tools used in a corporate
financial environment, the use of financial information as an aid to making financial
decisions; the impact of interest rates, taxation, dividends, cash flow, and other business
considerations on financial decision making and the role of financial institutions &
regulations in corporate management
● Business Law - The Canada's legal system and the legal principles that govern business
relations; examined the legal principles pertaining to contracts, torts, agency,
employment, negotiable instruments, debt collection, business ownership, and consumer
protection
AWARDS & EXTRACURRICULAR ACTIVITIES
● Awarded scholarship for academic performance in Western University
● Won third place in L’Allicance Française, and met the best record for entry-level students
by assembling and leading a team in the creativity competition
● Organized a trip to Ottawa for thousands of students while attending Concordia
University
REFERENCES
● Available upon request