Crystal Ong

Experience

• 

  KPMG

  Mar 2011 - Jun 2011

  Tax Compliance Center Processor
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  Income Insurance Limited

  May 2015 - Jul 2015

  Policy Intern

  -Communicated fluently by making phone calls in a few common languages to existing annuitants regarding their Life Insurance policies-Performed as a great listener to annuitants while having a keen eye to detect for fraudulent reporting (conducted survivorship check phone calls)-Performed administrative duties (collating information, data entry, filing, etc.) and undertook any ad hoc duties assigned by the Head Of Annuity Unit

• 

  OCBC

  Sept 2016 - Apr 2017

  Personal Financial Consultant

  - Provided comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of wealth management products- Built and managed long-term customer relationship- Provided good after-sales service to customers- Handled customers’ queries efficiently, both over the counter and phone - Kept in touch with the most recent financial products in the market through regular OCBC training sessions- Engaged in telemarketing with potential customers Show less

• 

  Prudential Assurance Company Singapore

  Sept 2017 - Apr 2019

  Executive
• 

  Income Insurance Limited

  Mar 2020 - now

  Financial Consultant