Kelly Ang
Wantedly, Inc. (Singapore) / Senior Client Success Associate
Kelly Ang
Wantedly, Inc. (Singapore) / Senior Client Success Associate
I am a happy individual who has gone beyond the call of duty in delivering exceptional service and help. I have been trained as a product expert in the relevant software/platforms in order to train and educate our internal & external stakeholders to cultivate customer success and satisfaction.
Ambition
In the future
To live in a setting where I am happy, confident, and sure of where I am, and what I am doing.
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Wantedly, Inc. (Singapore)1 year
Senior Client Success AssociatePresent
- Present
A key driver of Wantedly's mission: To Create a World Where Work Drives Passion.
Client Success Associate
A key driver of Wantedly's mission: To Create a World Where Work Drives Passion.
SPROUT CORPORATE SERVICES PTE. LTD.1 year
HUMAN RESOURCE & ADMIN ADMINISTRATOR
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1. Spearheaded SOPs and Workflow processes for HR Department 2. Became an Expert in our HRMS software. - Advised Internal & External Stakeholders - Software and Payroll subject expert.
INSIDE SALES REPRESENTATIVE
1. Set up structures, automate processes to streamline everyday workflow for the Team. 2. Became an expert for a fast moving industry and compliance reliant industry. 3. Set-Up commission structure for the Sales team. 4. 0 complaints on mis-selling or unsatisfactory service provided.
CITIBANK SINGAPORE 3 years
DIRECT SALES EXECUTIVE
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1. Use of customer-oriented sales approach to increase customer satisfaction, loyalty and business. 2. Awarded EXCELLENT SERVICE AWARD (RETAIL) - SILVER in 2020. 3. Received award for Top Account Opening within the Direct Sales Team on 4
ELITEZ ADVISORS (GREAT EASTERN)1 year
Life Planner
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1. Providing extensive knowledge of both medical and legal fields and payouts associated with work-related or other injuries. 2. Interpersonal skills are key, as life planners must often communicate with ill patients while educating the importance of insurance on a daily basis. 3. Consistently provide prospect leads and clients to the agency.
- M9A-Life Insurance And Investment-Linked Policies II
MODULE: - Features, types, advantages and disadvantages of structured products, comparison with other investment options, governance structure; documentation and risks associated with the investment of structured products, particularly - Structured ILPs; Structured ILPs on product features, inherent risks, and performance under various market conditions in determining product suitability for the clients; various types of derivatives in the market, both on-the-exchange and over-the-counter; and - Applications of structured funds relating to product features, inherent risks, and performance of such funds under various market conditions in determining product suitability for the clients’
- M9 - Life Insurance And Investment-Linked Policies
MODULE: - Life insurance and life insurance concepts, including setting life insurance premium and - Classification of life insurance products; - Different types of traditional life insurance products; - Various types of riders; investment-linked policies; and annuities; - Industry practices including the application and underwriting process; policy services and claims practices; and contractual provisions and legal issues such as the law of agency and other relevant aspects such as income tax, insurance nomination, wills and trust.
- Health Insurance (HI) Module
All life and general insurance intermediaries and company staff members who are involved in advising and / or selling any Health Insurance products including: Medical Expense Insurance Disability Income Insurance Long-Term Care Insurance Critical Illness Insurance Managed Healthcare Insurance Those who provide advice on and / or arrange contracts of insurance in respect of the Health Insurance products that contain only critical illness benefits and / or hospital income benefits are not required to comply with such requirement, provided that they have obtained passes in the Certification in General Insurance - Basic Insurance Concepts & Principles and Personal General Insurance, or Capital Markets & Financial Advisory Services (CMFAS) Module 9: Life Insurance and Investment-Linked Policies.
- M5 - Rules And Regulations For Financial Advisory Services
Objectives To test candidates on their knowledge and understanding of the: - Regulatory framework governing financial advisers and representatives under the FAA; - Financial Advisers Regulations (FAR); - Notices and Guidelines governing all financial advisory activities in respect of investment products; - Distribution or marketing of specific functionally similar investment products, namely, life Insurance policies and collective investment schemes, including unit trusts. - Process of conducting a proper clients’ needs analysis; CPF and its schemes.
Royal Melbourne Institute of Technology (SIM-RMIT)2 years
Bachelor of Business (Marketing)
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Learn to market to the world. The best product and service in the world are of little use if no one knows they are available. Marketing is a discipline that guides the entire organisation to create customer satisfaction. It involves id
Republic Polytechnic3 years
Diploma in Consumer Behaviour & Research
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The Diploma in Consumer Behaviour & Research combines business and psychology. Built on a foundation of business and research strategies, the diploma equips students with understanding the various catalysts that drive consumer purchases.
AV MOTORWERKS PTE LTD SINGAPORE5 months
SALES & MARKETING INTERN(Intern)
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1. Retail & Operations: Product & Brand Expert 2. Opening and Closing of accounts. 3. Stocking in and out of products. 4. Cashiering Duty: Handling of POS system.
SEAL INTERNATIONAL PTE LTD5 months
Administrative Work & Receptionist
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Detailed work responsibilities: · Assisted in general administrative work · Basic accounting · Customer relationships · Events management
Skills
Customer Service
1Recommended by Andrew Tan 陈廷豪
Interpersonal Communication Skills
1Recommended by Andrew Tan 陈廷豪
HubSpot
1Recommended by Andrew Tan 陈廷豪
Accomplishments/Portfolio
Awards and Certifications
言語
- English - Native
- Chinese - Conversational
