Deep Enrich
Harry Teo
847 followers
Singapore, Singapore
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About me
Senior Financial Advisor at Income Insurance Ltd | TOT, COT, MDRT
Education
University of London
2011 - 2013Bachelor's degree Business 2nd Class Honours2nd Class Honours
Experience
OCBC Bank
Aug 2013 - Jul 2015- Pinnacle Award for Top Achievers in OCBC Champions Club- Top Rookies Award- EXSA STAR Award- EXSA GOLD Award- OCBC GEM Award Winner
Relationship manager
Aug 2013 - Jul 2015Relationship Manager
Aug 2013 - Jul 2015
DBS Bank
Jul 2015 - May 2018Treasures Relationship ManagerHandling and establishing relationship with high networth clients (HNW)- Top Achiever Champion (Treasures Onshore) FY 2016- Top Total Revenue (Treasures Onshore) FY 2016- Top Universal Life (UL) Premium (Treasures Onshore) FY 2016- Top Achiever (Treasures Onshore) H2 2016- Top Achiever Bancassurance Category FY 2016
Manulife Financial Advisers Pte Ltd
Jul 2018 - Jun 2024- COT 2024- MDRT 2023- MDRT 2022- MDRT 2021- MDRT 2020- MDRT 2019- Titans Club 3 and 4 STAR- MDRT Leader 2021 - MDRT 2023- MDRT 2022- MDRT 2021- MDRT 2020- MDRT 2019- Titans Club 3 and 4 STAR- MDRT Leader 2021
Senior Director Of Sales
Jun 2023 - Jun 2024Assistant Vice President
Jan 2020 - Jul 2023Relationship Manager
Jul 2018 - Jan 2020
Income Insurance Limited
Jul 2024 - nowSenior Financial AdvisorTOT 2025
Licenses & Certifications
Basic Insurance Concepts and Principles
SINGAPORE COLLEGE OF INSURANCE LTDCMFAS Module 5: Rules and Regulations for Financial Advisory Services
SINGAPORE COLLEGE OF INSURANCE LTDCMFAS Module 8: Collective Investment Schemes
SINGAPORE COLLEGE OF INSURANCE LTDCMFAS Module 8A: Collective Investment Schemes II
SINGAPORE COLLEGE OF INSURANCE LTDCMFAS Module 9: Life Insurance and Investment - Linked Policies
SINGAPORE COLLEGE OF INSURANCE LTDCMFAS Module 9A: Life Insurance and Investment - Linked Policies II
SINGAPORE COLLEGE OF INSURANCE LTDHealth Insurance
SINGAPORE COLLEGE OF INSURANCE LTDPersonal General Insurance
SINGAPORE COLLEGE OF INSURANCE LTD
CMFAS Module 6A: Securities and Futures Product Knowledge
The Institute of Banking & Finance SingaporeCMFAS Module 1B: Rules and Regulations for Dealing in Securities
The Institute of Banking & Finance Singapore
Languages
- enEnglish
- chChinese
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