Experience

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  Prudential assurance malaysia berhad

  Oct 2013 - Oct 2015

  Wealth manager

  - Customised insurance programs to suit individual customers, often covering a variety of risks - Resourced sales leads through cold calls, referrals and direct approach method - Developed self-motivating habits and completing tasks with minimal supervision - Monitored insurance claims to ensure they are settled equitably for both the client and the insurer

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  Income

  Oct 2015 - Oct 2016

  Financial services consultant

  - A face-to-face direct sales distribution role targeted in the area of insurance planning and servicing - Provided sound financial advice with proper fact-finding and review of customers financial goals in line with the Balanced Score Card Framework - Capitalised on sales opportunities from walk-in customers at our retail partners outlets - NTUC Fairprice- Provided post sales services such as policy review and other administrative requests

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  Dbs bank

  Oct 2016 - Oct 2018

  Insurance specialist

  - Provided sound wealth management and financial advisory services to help customers make informed decision to achieve their life goals - Introduced banks’ initiatives to customer to encourage customer engagement and enhance customer loyalty with the bank- Motivated teammates to achieve more and guide juniors during the first three months of probation in soft skills and banking processes - Utilised the Balanced Scorecard Framework as a guide during financial needs analysis to ensure customer affordability, understanding, fits the risk profile and eventually instil confidence with the bank Show less

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  Tdcx

  Oct 2018 - Jan 2021

  - Strategised Facebook family of apps marketing campaigns phases for small to medium businesses SMBs on Facebook family of apps in Australia, New Zealand, Malaysia and Singapore- Hitting above target action rate of 55% with the total average leads of 160 quarterly - Managed the book of business of 150 advertisers from a resigned colleague and managed to increase 50% of action rate within 60 days- Implemented effective cold calling methods to reach out and build long term rapport with advertisers- Achieved the monthly and quarterly targets with minimum supervision and exceeded expectations Show less

  • Sales Trainer

    May 2020 - Jan 2021

  • Account Specialist

    Oct 2018 - May 2020
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  Salesforce

  Jan 2021 - Sept 2022

  Business development representative - esmb malaysia and the philippines

  Empower Small-Medium Businesses (ESMB) in Malaysia and the Philippines to explore Sales and Marketing automation with AI integrated tools. - Generated new business opportunities to fuel the sales Pipeline for our products across SME Accounts in the Philippines and Malaysia- Created and prioritised strategic target account lists within Malaysia and the Philippines- Self starter in outbound lead generation sourced through LinkedIn, Lusha, Zoominfo and TechinAsia and Industry Associations- Conducted high level discussions with key personas such as C-level management, founders and Director level above in the SME businesses for their digital transformation solutions- Nurtured prospects from initial interest to probe into their challenges and pain points and evaluate if Salesforce could help solve said challenges- Collaborated with marketing and partners in webinars, events and lead generation on a monthly basis Show less

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  Tiktok

  Sept 2022 - now

  Client solutions manager

  Regional Client Solutions Manager - SMP Singapore, Malaysia, Philippines