Gina C.

Experience

• 

  Panasonic Avionics Services Singapore

  Jun 2015 - Aug 2015

  Internship Trainee
• 

  Finexis advisory Pte Ltd

  Jun 2016 - now

  ♦ KYC Submissions: Diligently validate Financial Consultants' Know-Your-Client (KYC) submissions, ensuring strict adherence to regulatory standards and expectations for enhanced compliance and risk mitigation. ♦ Consistent Balance Scorecard (BSC) Performance: Secured a satisfactory grade on the team's BSC for seven consecutive years, showcasing sustained excellence in performance and commitment toorganizational goals.♦ Data Extraction and Cleaning: Implemented weekly data extraction and cleaning in Excel, enhancing team productivity with accurate and reliable reports. ♦ New Team Member Onboarding: Streamlined onboarding for new team members by developing and maintaining efficient internal procedures and documentation, ensuring a seamless and effective candidate enrollment process.♦ Efficiency Improvement: Realized a remarkable 30%-time savings in the onboarding process for new team members, significantly enhancing overall operational efficiency within the team.♦ Website Development: Designed and developed the team's website, resulting in a notable 40% increase in favorable leads generated through the online platform.♦ Team Website Maintenance: Managed and maintained the team's website, ensuring it remained up-to-date and user-friendly for optimal user experience and effective communication. Show less ♦ Client Cultivation: Cultivated and maintained enduring client relationships, prioritizing effective communication and trust-building with diverse stakeholders, contributing to sustained business success and positive client engagement.♦ Data-Driven Presentations: Leveraged data analysis tools (Excel and Apple Keynote) to distill intricate product information into clear presentations. Delivered data-driven guidance, empowering clients for informed decision-making.♦ Partnership Collaboration: Partnered with General Insurance partners to negotiate favorable terms for clients, identified cost-saving opportunities, and optimized coverage, contributing to enhanced client value and satisfaction.♦ Corporate Client Decks: Developed comprehensive decks for corporate clients as well as streamlined the communication of employee benefits and administrative matters, enhancing clarity and transparency in HR-related discussions.♦ Client Retention: Maintained an outstanding 95% client retention rate over seven years, showcasing exceptional service and commitment to exceeding client expectations. Achieved positive referrals and fostered long-term client partnerships. Show less

  • Competency Executive

    Jun 2020 - now

  • Financial Advisor

    Mar 2017 - May 2020

  • Administrative Assistant

    Jun 2016 - Mar 2017