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Yong ZiHui

OCBC Premier / Bancassurance Specialist AVPSingapore

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

  • Financial Services

    0
  • Investments

    0
  • Insurance

    0
  • Portfolio management

    0
  • wealth management

    0
  • Banking, business development , customer satisfaction and 8 skills

Awards and Certifications


言語

  • English - Professional
  • Mandarin - Professional

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