Yong ZiHui

OCBC Premier / Bancassurance Specialist AVP

Yong ZiHui

OCBC Premier / Bancassurance Specialist AVP

Yong ZiHui

OCBC Premier / Bancassurance Specialist AVP

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Enpowering Sales Teams with Process, Innovation and Training

Highly motivated and driven professional well-versed with 8 years of experience in personal relations and sales industry.

In the future

Ambition

In the future

Comfortable working in a team-oriented environment. Efficient and effective in engaging clientele from multi-functional groups of different age groups. Thoughtful and sincere in dealing with clients relationship with professionalism and ethics.

July 2018
-
Present

Bancassurance Specialist AVP
Present

July 2018 -

Present

- Strengthen long-term relationships by providing excellent customer service. - Manage the branch sales portfolio, promotions and campaigns - Work closely on branch sales and service teams to provide innovative product solutions

Jan 2016
-
June 2018

Bancassurance Specialist

Jan 2016 - June 2018

- Engage in elite and affluent client base - Foster good relations with relationship managers and their clients - Closed and Manage portfolio involving universal life and other high net-worth products.

Apr 2013
-
Dec 2015

Manulife

3 years

Financial Services Consultant

Apr 2013 - Dec 2015

• Engaged in client relationship and management • Consistently involved in roadshow marketing • Clinch deals involving insurance products such as investment-linked and endowment plans.

Apr 2011
-
Mar 2013

HSBC

2 years

Senior Financial Planner

Apr 2011 - Mar 2013

• Attended company roadshows such as IT shows and Baby’s Fairs • Managed, Market and Sell a portfolio of insurance products ranging from endowment, accident & health and investment-linked plans.

June 2005

Singapore Polytechnic

Diploma in Chemical Process Technology

June 2005


Skills and qualities

Financial Services

0

Investments

0

Insurance

0

Portfolio management

0

wealth management

0

Banking, business development , customer satisfaction

 and 8 skills

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Awards and Certifications

Overall Top in Treasures Team 2 in UL Inception 2017

May 2018

Emerging Star 2016 (Taipei)

May 2016

Overall Top in Treasures Team 2 in UL Inception 2016

May 2016

Silver Club 2014 (Tokyo)

May 2014

New Star Club - Bangkok 2013

May 2013

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Languages

English - Professional, Mandarin - Professional