Futaba Koike
Kawasaki
Summary
A dynamic Account Executive at Mitsubishi UFJ Morgan Stanley Securities Co., Ltd., I excelled in client relationship building and strategic selling, consistently surpassing sales targets. My expertise in account management and customer service fostered long-term loyalty and enhanced client satisfaction, leveraging detailed performance analysis for strategic improvements.
Dynamic [Job Title] with extensive experience in customer service. Highly organized professional establishes relationships with customers. Stays calm under pressure.
Dynamic [Job Title] with extensive experience in customer service. Highly organized professional establishes relationships with customers. Stays calm under pressure.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Account Executive
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
04.2024 - 01.2025
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
Education
Bachelor of Economics - Economics
Meiji Gakuin University
Minato-ku, Tokyo, Japan03-2024
Skills
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
- Customer service
- Strategic selling
- Customer relations
- Customer rapport
Certification
- Japan Driver's License
- Information Technology Passport Examination（IP）, Information-technology Promotion Agency, Japan , November, 2024
- AFFILIATED FINANCIAL PLANNER®, Japan Association for Financial Planners（JAFP）, November, 2024
- Certified KINZAI Sustainability Officer, Kinzai Institute for Financial Affairs, Inc., Octorber,2024
- Certified Securities Broker Representative, Japan Securities Dealers Association Octorber,2023
Timeline
Account Executive
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
04.2024 - 01.2025
Bachelor of Economics - Economics
Meiji Gakuin University
Similar Profiles
Hideki IndouHideki Indou
Engineering Team Leader at Mitsubishi UFJ bankEngineering Team Leader at Mitsubishi UFJ bank
ISAAC LEEISAAC LEE
Execution Services: VP of Portfolio Trading at Morgan Stanley MUFG SecuritiesExecution Services: VP of Portfolio Trading at Morgan Stanley MUFG Securities
Heena KargetiHeena Kargeti
Associate at Morgan Stanley, Investment SecuritiesAssociate at Morgan Stanley, Investment Securities