Jeffery Tan Eng Hui

Experience

• 

  Hong Leong Assurance Berhad

  Feb 2012 - Feb 2013

  Bancassurance Consultant

  Job nature is to be based in Hong Leong Bank (HLB)branches promoting Hong Leong Assurance (HLA) product.Consult customer and understand their needs before propose the right product to the customer.Understand customer concern and always be prepare to provide solution to their concern in order to close the case.Analyze customer trend and prepare sales campaign to promote right product to the right customer base.Organize activities at HLB branches together with staff of bank branches to improve customer awareness in bank product. For example: Open House and sales campaign to attract customer. Show less

• 

  Standard Chartered Bank

  Feb 2013 - Sept 2013

  Retail Lending Executive

  Job nature is to be part of mobile sales team in charge of bank mortgage loan product of Standard Chartered Bank (SCB).Mobilized in various developer office or show room across Klang ValleyPromote bank finance solution to new house buyer.Assist new house buyer in understanding the mortgage loan structure and explain to them the benefit of taking the loan from SCB.Always prepare to attend to all customer enquiries, understand their needs and propose right financing product to them. Always take the opportunity to cross sell other suitable banking product to the customer.Perform call leads calling to the potential customer in refinancing their asset.Organize sales campaign to attract more new customer to the bank financing product. Show less

• 

  Hong Leong Bank Berhad

  Oct 2013 - now

  Key achievement:1. Successfully deployed Robotic Process Automation in Cheque processing department on year 2018.2. Successfully deployed Archival system in Cheque processing department on year 2016.3. Successfully deployed ICS system tech refresh project in Cheque processing department on year 2016.4. Zero financial losses error since starting the job.Job function:1. Operation- Responsible for processing the cheque transaction, monitor branches performance and ensure branches and department had act according Bank negara and internal guidelines, rules and policies.- Responsible for cheque download and transmitting of UPI to BNM.- Prepare report for manager and other department for return posting on GL.- Handle customers complaints/dispute and to negotiate with other bank in resolving the issues.2. Technology- Ensure the system are running and liaised with vendor if issue arise and resolving the system issues.- Look for area of improvement for the system and liaise with vendor on system enhancement.- Work with vendor on process reengineering on current system processes. Example, system automation to reduce headcount cost.- Perform UAT on system prior to deployment on production environment.3. Management- Prepare all required statistics and reports to support new projects in the department. Show less

  • Assistant Manager, Group Operations

    Jan 2024 - now

  • Senior Executive, Group Operation & Technology

    Oct 2013 - Dec 2023