Relationship Manager

• Jan 2023 - Present

Executive Bancassurance Consultant

• Nov 2018 - Dec 2022

-Provide one-stop financial advisory solutions at the bank branches through insurance services and products, such as retirement planning, savings and financial protection. -Conduct regular financial planning interviews with existing and potential customers to assess their banking needs. -Work closely with high-performing teams to address customers’ financial needs -Be actively involved in bank-wide campaigns and branch initiatives. -Actively engage existing customers to deepen banking relationship.

Sub Manager Digital Banking

• Apr 2017 - Jul 2018

-Educate customer of the Digital Banking product and features. -Provide assistance to customer to do transaction through Digital Banking applications. -Selling Digital Banking product to walk in customer. -Support event in the branch, in coordination with out bond sales. -Complain handling through CRM Handling emergency cases. -Educate customer of the Digital Banking product and features. -Provide assistance to customer to do transaction through Digital Banking applications. -Selling Digital Banking product to walk in customer. -Support event in the branch, in coordination with out bond sales. -Complain handling through CRM Handling emergency cases.