Kelly Ang
Wantedly, Inc. (Singapore) / Client Success Associate
Kelly Ang
Wantedly, Inc. (Singapore) / Client Success Associate
プロフィール
つながり
Kelly Ang
Wantedly, Inc. (Singapore) / 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.
未来
この先やってみたいこと
未来
To be living in a setting where I am happy, confident, and sure of where I am, what I am doing. Interest inspired Goal: Own multiple Nail Salons/Beauty Bars Interest inspired Dream: Top 10 in all of Fantasy Premier League.
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現在
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Client Success Associate現在
2022年5月 -
A key driver of Wantedly's mission: To Create a World Where Work Drives Passion.
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2022年4月
SPROUT CORPORATE SERVICES PTE. LTD.
HUMAN RESOURCE & ADMIN ADMINISTRATOR
2021年8月 - 2022年4月
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. 3. Launched Employee Feedback & Review Platform within the Company
INSIDE SALES REPRESENTATIVE
2021年5月
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.
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2021年4月
CITIBANK SINGAPORE
DIRECT SALES EXECUTIVE
2019年3月 - 2021年4月
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 different occasions within the first year. 4. Built wide network and good relationship with associates across different departments to maximise revenue for the bank and highest satisfaction for clients.
EXCELLENT SERVICE AWARD (RETAIL) - SILVER
2020年10月
Top Priority Account Opening (Direct Sales)
2019年8月
Top Priority Account Opening (Direct Sales)
2019年7月
Top Priority Account Opening (Direct Sales)
2019年6月
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2019年3月
ELITEZ ADVISORS (GREAT EASTERN)
Life Planner
2017年12月 - 2019年3月
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’
2017年12月 -
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.
2017年12月 -
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.
2017年12月 -
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.
2017年12月
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2018年10月
Royal Melbourne Institute of Technology (SIM-RMIT)
Bachelor of Business (Marketing)
2017年1月 - 2018年10月
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 identifying customer needs and wants, creating strategies for the development and design of products and services, and
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2015年4月
Republic Polytechnic
Diploma in Consumer Behaviour & Research
2013年4月 - 2015年4月
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. Turning valuable consumer insights, innovative digital marketing ideas, powerful data analytics, and visualisation techniques into actionable business strategies. Developing smart omni-channel marketing schemes to influence consumers and build stronger brands.
DCBR CAMP (ORGANISING COMMITTEE)
2014年10月
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2014年8月
AV MOTORWERKS PTE LTD SINGAPORE
SALES & MARKETING INTERN(Intern)
2014年4月 - 2014年8月
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. 5. Customer Engagement
Marketing Collaterals
2014年8月
Internship Days
2014年8月
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2012年3月
SEAL INTERNATIONAL PTE LTD
Administrative Work & Receptionist
2011年11月 - 2012年3月
Detailed work responsibilities: · Assisted in general administrative work · Basic accounting · Customer relationships · Events management
スキルと特徴
Sales & Marketing
Customer Service
Interpersonal Communication Skills
HubSpot
Microsoft Office
Accomplishments/Portfolio
M9A-Life Insurance And Investment-Linked Policies II
2017年12月 -
M9 - Life Insurance And Investment-Linked Policies
2017年12月 -
Health Insurance (HI) Module
2017年12月 -
M5 - Rules And Regulations For Financial Advisory Services
2017年12月
DCBR CAMP (ORGANISING COMMITTEE)
2014年10月
さらに表示
Awards and Certifications
EXCELLENT SERVICE AWARD (RETAIL) - SILVER
2020年10月
Top Priority Account Opening (Direct Sales)
2019年8月
Top Priority Account Opening (Direct Sales)
2019年7月
Top Priority Account Opening (Direct Sales)
2019年6月
言語
英語 - ネイティブ, 中国語 - 日常会話
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