Experience

BBSP Research

• France
• Financial Services
• 1 - 100 Employee

• Sales Support / CRM

  • Jun 2014 - Present

  - Provide clients' and prospects' request support - Set up logins account, email list and Bloomberg chat for a new client or prospect - Manage contract renewals and client billings - Coordinate meeting between CEO and clients/prospects - Prepare presentation materials and send reminder to client and prospect for business trips - Proactively update business trip comments into database system and distribute tasks to respective analysts - Coordinate with CRM team in Paris on general customer relationship management projects - Responsibly contact new prospects to introduce the usage of the company's portal and do KYC (Know Your Client) at the same time - Proactively update clients' and prospects' information into database system after doing KYC and inform respective analyst - Monitor the progress of clients doing trial on the company's product and prepare report to keep sales team and respective analyst updated - Manage general administrative work and office supplies - Assist CEO with general administrative processes and incoming phone calls Show less



UOB Kay Hian

• Singapore
• Financial Services
• 700 & Above Employee

• Clerk (Credit Department)

  • Aug 2007 - Jun 2014

  - Responsibly liaise with dealers/brokers for open positions - Ad hoc re-adjust of stock limits for dealers/brokers - Print daily reports and amend query for officer-in-charge - Retrieve Bloomberg counters' (last done) prices and update to internal system - Update limits for Citibank and Maybank clients in trading system - Enroll for clients in US and HK trading platform and assign credit limits - Ensure force-selling execution of client stocks in US trading platform - Update daily US and HK limits for clients - Prepare weekly Ageing report and submit to Singapore Stock Exchange (SGX) - Update SGX on delinquent client accounts - Checking of CDP Linkage Approval and Disapproval report for officer-in-charge - Meticulously release commission to dealers/brokers - Proactively update and monitor new warrant and suspend expired warrant in GL and internet system - Update weekly Bankruptcy List in SGX and internal system - Using of QuestLine Application to do client and company profile searching - Filing and sending of reports to CISCO - Using Bloomberg system for company and stock details retrieval Show less



PAL Shipping Pte Ltd

• Singapore

• Administrative Clerk

  • Apr 2007 - Jul 2007

  - Prepare BL documentation for shipper and carrier - Enquire freights costing from carrier - Consolidate enquired freights costing and present to superior - Assist superior to send out the quotation to shippers - Collect information and shipment detail for superior reference - Update collected freights and shipment detail into system - Tele-market company shipping services and follow-up with interested customer - Prepare BL documentation for shipper and carrier - Enquire freights costing from carrier - Consolidate enquired freights costing and present to superior - Assist superior to send out the quotation to shippers - Collect information and shipment detail for superior reference - Update collected freights and shipment detail into system - Tele-market company shipping services and follow-up with interested customer



OG Pte Ltd

• Singapore

• Customer Service Assistant

  • Sep 2005 - Mar 2007

  - Assist in customer queries, complain and feedback - Promote products in redemption counter - Do public announcement for promotion event, etc - Assist in customer queries, complain and feedback - Promote products in redemption counter - Do public announcement for promotion event, etc



Leayeng Agency Sdn. Bhd

• Johor Bahru, Malaysia

• Account Clerk

  • Jan 2005 - Jul 2005

  - Prepare finance documentation for superior and manager - Issue cheque and invoice for supplier - Prepare monthly account, debit and credit accounts - File invoice and document - Stock check office supplement stationeries - Prepare finance documentation for superior and manager - Issue cheque and invoice for supplier - Prepare monthly account, debit and credit accounts - File invoice and document - Stock check office supplement stationeries