Yee Mon Kyaw

Experience

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  Shop.com.mm

  Oct 2019 - Jan 2020

  Campaign Operation Intern
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  Dai-ichi Life Insurance Myanmar

  Mar 2020 - Mar 2022

  Financial Advisor (Bancassurance)

  Work at Bancassurance channel.Engage end to end customer service including customer needs identification, solution, recommendations, application fulfillment and follow up on delivery of the welcome kit. Establish effective working relationships with other teams, within the partner bank staff.Work closely with Banca Sales Manager and the partner bank staff to organize and execute public campaigns to promote insurance awareness and sales events and activitiesResponsible for achieving monthly sales targets assigned by the company.Provide best customer service and maintain customer relationships (servicing, claims, complaints, etc.)Report to the Banca Sales Manager daily regarding the number of sales leads received from bank staff, self-leads generation and the number of policies sold. Report all daily sales activities and complete all relevant MIS information as required by Bancassurance Sales Manager.Collaborate with various stakeholders within the company and partner bank.Visit customers outside the office as requested by the bank, customer or BSM for sales related activities and customer service requirements. Show less

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  CB Bank PCL

  Apr 2022 - now

  Relationship Manager (Prestige Banking)

  - Managing overall corporate relationship with companies and individual customers- Engaging customers to increase wallet share of products, and promote sales of new products- Handling customer complaints and monitors revenue generated for company- Understanding the customers' requirements with good sense of assessment and industry trends/risk- Coordinating with other internal departments to ensure smooth & timely execution of transactions and speedy respone to customer needs- Submitting call reports, performing credit analysis, preparing creditapplication papers and other internal reports- Adhering strictly to the KPI creiteria, goals and objectives- Maintaining long-term relationship with customers and other organizations- Identifying and minimizing credit risk within the portfolio through regular credit reviews- Liaising with different departments to provide full service to companies and individual customers- Sales fixed deposit and life insurance products Show less