Experience

DAOL Investment
• Vice President

  • Apr 2021 - Present


UOB Asset Management

• Financial Services
• 400 - 500 Employee

• Wealth Management

  • May 2019 - Apr 2021

  Direct Sales Individual/Private Fund • Assist in the development and maintenance of relationships with HNW clients (AUM tier > THB 10Mn) • Develop sales goals and strategies to achieve goals incorporating suitability parameters derived from individual client investment appetite. • Advise clients on investment opportunities and recommends buying mutual and private fund. Corporate • Responsible for sourcing new prospects and develop new customer relationship. • Monitor and control constant business volume and enhance profitability, to achieve business target. • Build and maintain relationships with other business units (within the department and the UOB Asset Management) in order to promote cross-selling opportunities with existing clientele base • Participative in business development strategies that will contribute to the growth and profitability of the unit and the UOB Asset Management. Customer Relation Management (CRM) • CRM Strategies Building customer retention and customer loyalty. • CRM Platform (Direct Sales /Mobile application/Online Sale/Customer Journey Project) • Collaborating with commercial team, monitor & evaluating CRM works smoothly aligning with company direction. •To assess the need as well as values of the customers in order to raise the growth of revenue by satisfying customer need. •Create and manage CRM activities & events. Show less



CIMB

• Malaysia
• Financial Services
• 700 & Above Employee

• Private Banking Manager

  • May 2017 - May 2019

  • Provide consult to clients ( with asset under management 30 million Baht ) according tofinancial requirements.• Assist customers in opening, managing and optimizing their bank accounts and other financial products, especially mutual funds, bonds.• Provide advisory services for clients regarding available and suitable investment products.• Understanding individual clients needs’ and objectives risk profile, market situations and recommend strategies • Resolve issues regarding customer accounts.• Coordinate with other units to work with client’s goal.• Ensure customer satisfaction by contact as well as maintenance of relationship.• Maintain and update knowledge of banking products, financial or investment services, and market trends. Show less

• Private Banker/Corporate Communications

  • Jun 2015 - May 2017

  Relationship Manager -Private Banking Business• Maintain and Update knowledge of banking products, financial or investment services and market trends. • Provide consult to clients with asset under management 30 million Baht according to financial requirements. • Assist customers in opening, managing and optimizing their bank accounts and other financial products, especially mutual funds, bonds. • Provide advisory services for clients regarding available and suitable investment products. • Understanding individual clients needs’ and objectives risk profile, market situations and recommend strategies • Resolve issues regarding customer accounts. • Coordinate with other units to work with client’s goal. • Ensure customer satisfaction by contact as well as maintenance of relationship.Public relation and corporate event, Corporate Communications DivisionCorporate Event / Sponsorship Program / Customer relations Activity’s• Create and manage project plans for various marketing and event activities.• Money Expo / Exclusive Event (CRM)• Planning & Initiating exclusive activities for high – end segment to strengthen relationship to support business• Managing and working closely with event organizers, suppliers and advertising agency to ensure that all communication tools as well as budget are utilized at the maximum level• Integrating and implementing the best communications & media strategy• Developing and executing marketing programs including advertising, promotional campaign and events to achieve sales target.• Allocating budget effectively base on budget from sponsorship and event executive teamExternal Communications & Media Relations / Internal Communications• Building professional relationship with reporters, PR agencies, and event organizers to build up CIMB’s brand image ex; business campaign and CSR Program • Organizing internal activities, staffs engagement. Show less



Charoen Pokphand Foods Philippines Corporation

• 1 - 100 Employee

• Sale & marketing

  • 2014 - 2015

  •Expand business opportunities in Thailand, Philippines, India, and Australia •Responsible for all sales activities – Approach new customers & maintain good relationship with existing customers, Attend sales meeting and report sales progress, etc. •Manage team members and sales activities • Follow up supplier and control part delivery support production on plan. • Follow up and control part delivery for Trial car model. • Coordinate and survey supplier for new part, EO. Change and Emergency order. • Coordinate and survey supplier capacity, Readiness for support volume up. • Supplier Evaluation and Monetary claim, KPI control Show less