Experience

Manulife Singapore

• Singapore
• Financial Services
• 100 - 200 Employee

• Manager, Customer Engagement Lead

  • Mar 2021 - Present

  Singapore

• Assistant Manager, Customer Engagement Lead

  • Feb 2018 - Mar 2021

  Singapore

• Senior Executive, Team Lead - Marketing, Client On-boarding

  • Nov 2016 - Feb 2018

  Singapore •Manage and execute successfully for all the touch points on the Customer On-boarding program. •Ensure that all the touch points are successfully launched and maximum agency participation rate achieved. •Manage and execute successfully for the DBS Bancassurance partner's Policy Retention project. •Carry out the agency management and activation on the quarterly customer campaigns and promotions such that the maximum result and outcome are attained.



Income Insurance Limited

• Singapore
• Insurance
• 700 & Above Employee

• Senior Client Advisor

  • Jul 2012 - Nov 2016

  Singapore • Competently trained and greatly experienced in Life, Health, Personal, General, Endowment and Investment linked insurance policies. • Provide sound financial advice with proper fact-finding and review of customers’ financial goals. • Maintain long-lasting relationships with both existing and potential customers. • Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities • Provide daily Attendance to enquiries from walk-in… Show more • Competently trained and greatly experienced in Life, Health, Personal, General, Endowment and Investment linked insurance policies. • Provide sound financial advice with proper fact-finding and review of customers’ financial goals. • Maintain long-lasting relationships with both existing and potential customers. • Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities • Provide daily Attendance to enquiries from walk-in customers and to ensure that maximum customer service satisfaction is being met. • Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers. • Ensure sales conversion by capitalizing on referrals from Branch Services colleagues and call center. • Provide guidance and mentoring role to newly joined advisers. • Selected to participate and be the face of NTUC Income Client Advisory Center's various recruitment and advertorial campaigns. • Achieved Top 3 Rookie performance in 2012 and Certificate of Achievement for stellar performance in PA Assurance Sales Challenge 2015. • Qualifier for the incentive trips, and attained top 3 performer for both API, SPI and Health API for the given various monthly targets. Show less



Standard Chartered Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Preferred Banking Relationship Manager

  • Oct 2010 - Jan 2012

  Singapore • Acquired new business and clients, foster & enhance client relationship, especially in clients' personal financial, saving and investment needs. • Handle the customers' complaints and ensure the bank standard of customer service satisfaction is being met. • Source and call on individual prospects as well as organize and conduct presentations on top of the walk-in clients in order to increase the customer holding and AUM. • Financial services and solutions such as FD, insurance, FX… Show more • Acquired new business and clients, foster & enhance client relationship, especially in clients' personal financial, saving and investment needs. • Handle the customers' complaints and ensure the bank standard of customer service satisfaction is being met. • Source and call on individual prospects as well as organize and conduct presentations on top of the walk-in clients in order to increase the customer holding and AUM. • Financial services and solutions such as FD, insurance, FX, unit-trust, loans, mortgage, bonds, ELN, PCI, etc are being offered to the clients according to their risk profile and financial needs. • Ensure sales targets were met and had achieved the individual best sale volume in unit-trust in second quarter. Show less



GREAT EASTERN

• Singapore
• Insurance
• 700 & Above Employee

• Life Planner

  • Jul 2009 - Aug 2010

  Singapore • Cross-selling to individuals with different products varied from life and health, endowment and investment policies. • Competently trained in analyzing clients’ needs and proposing suitable financial solutions. • Skilled in generating new businesses by creatively utilizing various sales techniques and ideas.



The Garden Slug LLP

• Cafe and Event Supervisor

  • Jun 2007 - Jul 2009

  Singapore Part-time and Full-time • Overseeing the day to day smooth operations of the restaurant. • Taking charge of training of new employees in the aspect of service and smooth operations. • Multi-tasking in all deployment roles where and when it is necessary. • Planning for ad hoc events, parties and corporate functions. • Ensuring that an above average service level is maintained throughout shift.



Playbox Distribution Pte Ltd

• Project Assistant

  • Jun 2008 - Sep 2008

  Singapore Special Project • Successfully sourced for the emerging Myanmar market for wholesalers/retailers in video game consoles. • Arranged meetings with prospected Myanmar clients, assisted as an interpreter/mediator to facilitate corporate communication in both Singapore and Myanmar.