OCBC Premier / Bancassurance Specialist AVP
OCBC Premier / Bancassurance Specialist AVP
OCBC Premier / Bancassurance Specialist AVP
Highly motivated and driven professional well-versed with 8 years of experience in personal relations and sales industry.
In the future
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 -
- 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
- 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
• Engaged in client relationship and management • Consistently involved in roadshow marketing • Clinch deals involving insurance products such as investment-linked and endowment plans.
July 2013
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
Banking, business development , customer satisfaction
and 8 skills
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May 2018
May 2016
May 2016
May 2014
May 2013
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English - Professional, Mandarin - Professional