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.
Emerging Star 2016 (Taipei)
May 2016
May 2016
Overall Top in Treasures Team 2 in UL Inception 2016
May 2016
May 2016
Overall Top in Treasures Team 2 in UL Inception 2017
May 2018
May 2018
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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.
Silver Club 2014 (Tokyo)
May 2014
May 2014
RMIT University
Bachelor's Degree in Business Management
July 2013
New Star Club Hong Kong 2011
May 2011
May 2011
Qualified for Advance Club 2011 (Seoul)
May 2011
May 2011
Won as part of HSBC Insurance (Singapore) Top Unit 2012
May 2012
May 2012
Featured in HSBC Insurance (Singapore) Top District 2012
May 2012
May 2012
Advance Club 2012 (Beijing)
May 2012
May 2012
New Star Club - Bangkok 2013
May 2013
May 2013
Featured in Manulife (Singapore) Top Unit 2013
May 2013
May 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
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