at United Overseas Bank Limited
May 2017 - August 2019
• Provide comprehensive financial advisory services to customer through the active promotion and cross-selling of bank products that include Unit Trust, Life Insurance, Endowment Plan, FX & Structured Deposit. • Undertake financial reviews and manage a small portfolio of clients, referring them to specialists when necessary. • Utilize standard sales techniques such as profiling, active listening, and tele-consulting to generate business. • Coordinate with branch staff and other business lines to achieve growth objectives. • Earn the client's trust by enthusiastically adhering to all required service standards and serves as role model for other branch staff. • Excellent customer post and pre service skills (both in person and on the phone) • Build strong relationships with customers by understanding their needs and helping them to make the right financial choices to meet their life goals.
Bachelor of Commerce
at University of Queensland, Australia
2013 - 2014 (1 year) State of Queensland