Experience

Manulife Singapore

• Singapore
• Financial Services
• 100 - 200 Employee

• Trainer

  • Sep 2022 - Present

  - Conduct stand-up trainings and webinars to facilitate product and sales skills (hard skills and soft skills) for agencies sales reps and bank representatives - Support FA competency through various pre-onboarding, onboarding, post onboarding program - Improve pre-contractual examinations passing rate for sales reps through conducting classroom trainings and facilitating online tutorials - Help sales reps to develop entrepreneurial mindset through coaching and mentoring - Ensure training materials and information are up-to-date and aligned / compliant with industry practice Show less



UOB

• Singapore
• Banking
• 700 & Above Employee

• Wealth Banking Relationship Manager, AVP

  • Jan 2020 - Sep 2022

  - Bancassurance Awards - TAC Q2 2020, TAC Q2 2022, all time qualifier for TCC- Fund Royale (Unit Trust) - all time Bronze award, Silver award in Q3 2021

• Team Manager

  • Jan 2015 - Dec 2019

  - Leading, coaching and managing a team of 10-12 taskforce and helping each individual to hit their monthly individual sales targets.- To work with sales head to proactively identify sales opportunities and to achieve business sales target.- To maintain approved headcount at all times by grooming existing staffs and minimizing attrition- To develop sales strategies, coach and train existing staffs to achieve maximum productivity- To adhere to professional standards of behavior and conduct in dealing with customers, team members and fellow colleagues - To prepare sales presentation deck for business monthly review Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Business Trainer

  • Apr 2010 - Dec 2014

  - Have been awarded as “Best Sales Enabler” for 3 times - Have been awarded as “Outstanding Top Performer” and “Outstanding Team Award” during CPP Business Updates - Successfully stabilized the Customer Engagement Unit team productivity in 3 months after the merging - Successfully implemented a new training module for the new sales team in 3 months - Successfully set up a new sales team with 15 task force within 1 month - Successfully assisted sales team with 100+ task force migrate to auto-dialer system from manual dialer system within 1 week period - Successfully brought down a 50% YOY decrease of attrition rate - Successfully rolled out recruitment program “Internal Refer and Reward” and managed to shortlist 25 new hires to bring down attrition rate and to save business cost - Successfully rolled out “Transformer Project” to transform part of the training modules into e-learning Show less