Yong ZiHui
OCBC Premier / Bancassurance Specialist AVP
Yong ZiHui
OCBC Premier / Bancassurance Specialist AVP
Profile
Connections
Yong ZiHui
OCBC Premier / Bancassurance Specialist AVP
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
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.
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Present
OCBC Premier
Bancassurance Specialist AVPPresent
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
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June 2018
DBS Treasures
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.
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Dec 2015
Manulife
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.
RMIT University
Bachelor's Degree in Business Management
July 2013
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Mar 2013
HSBC
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.
Singapore Polytechnic
Diploma in Chemical Process Technology
June 2005
Skills and qualities
Financial Services
Investments
Insurance
Portfolio management
wealth management
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