Experience

• 

  Axa

  Jan 2015 - Feb 2021

  • Acquisition of new clients through various methods such as referrals, social media marketing, telemarketing, networking• Carry out financial needs analysis to establish clients’ financial objectives• Develop and recommend a comprehensive financial plan to help clients achieve their financial goals in different phases of life.• Act as liaison to insurance providers and other financial professionals• Maintain ongoing relationships with clients, keeping them updates about any changes affecting their finances• Build and maintain effective relationships with clients• Conduct regular review of client’s financial plan• Engage the client to perform ongoing servicing of accounts• Handle clients’ queries• Liaise closely and actively with a team of analysts to conceptualize investment strategies.• Achieved Top Financial Planner 2017,2018• Achieved Star Club 2018• Achieved AXA Signature 2018 Visa mindre

  • Agency Development Manager

    Aug 2019 - Feb 2021

  • Financial Planner

    Jan 2015 - Aug 2019
• 

  Phillipcapital

  Jan 2021 - now

  • Financial Services Manager

    Jan 2023 - now

  • Associate Manager

    Nov 2022 - Jan 2023

  • Financial Advisory Consultant

    Jan 2021 - Nov 2022