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.
May 2016
May 2016
May 2016
May 2016
May 2018
May 2018
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.
May 2014
May 2014
July 2013
May 2011
May 2011
May 2011
May 2011
May 2012
May 2012
May 2012
May 2012
May 2012
May 2012
May 2013
May 2013
May 2013
May 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
May 2018
May 2016
May 2016
May 2014
May 2013
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English - Professional, Mandarin - Professional