DBS Treasures / Bancassurance Specialist
Yong ZiHui
OCBC Premier / Bancassurance Specialist AVPSingapore
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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.
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.
OCBC Premier6 years
Bancassurance Specialist AVPPresent
- 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
DBS Treasures3 years
Bancassurance Specialist
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- 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.
Manulife3 years
Financial Services Consultant
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• 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
HSBC2 years
Senior Financial Planner
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• 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
Skills
Awards and Certifications
言語
- English - Professional
- Mandarin - Professional