Experience

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  Standard chartered bank

  Jan 2013 - May 2015

  Bancassurance specialist

  Building relationship with SME clients, providing financial advisory on solutions tailored to their business needs.• Collaborate with SME Channels to provide insurance advisory services for their SME clients and identifying SME customers with insurance needs for both individual and company.• Analyze customer’s personal and business financial situations and identify their needs in financial services, subsequently recommending life insurance products such as Universal Life and general insurance products to suit their needs.• Maximizing business opportunities to achieve assigned sales targets.• To comply with all compliance procedures and processes, applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.• Drive sales targets for Bancassurance products targeted at Business Clients & Commercial clients within assigned region.• Conduct regular customer visits for relationship maintenance and cross selling opportunities.• Liaison point between customer, bank and insurance partners for any requests, claims or insurance related matters. • Participate in offsite events with New Business Teams (Employee Banking/ BIL teams) to maximise bancassurance opportunities. Show less

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  Dbs bank

  May 2015 - Sept 2018

  Corporate bancassurance manager

  Providing professional corporate insurance financial advisory to corporate customers, recommending life and non-life insurance products to best suit their needs, with an aim of achieving predictable business goals.Worked closely and active engagement with Relationship Managers to identify opportunities and propose value propositions to the corporate clients.• Provide Professional Corporate insurance advice to clients (Life/ GI) • Participation in Bancassurance product development with insurers to explore or enhance products – specific products for different target segments (Life/GI)• Work closely with sales teams to identify and develop opportunities and value propositions to SME customers.• Stay current with industry related matters and attend the applicable training, certification and validation processes.• Providing sales, product and concept training to assigned teams to increase the productivity of the channel and meet with sales targets at a given budget.• Taking charge of the overall sales process from first meeting with client to liasing with business units to disburse premiums to insurance partner for inception. Show less

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  United overseas bank limited (uob)

  Sept 2018 - Nov 2021

  Bancassurance product manager, business banking

  Maximising the competitive advantage of the Bank’s Business insurance portfolio. Working closely with key stakeholders including Sales, Credit, Risk Management, Portfolio Analytics, Legal & Compliance teams to drive sustainable growth in the portfolio.Stay current with industry related matters to ensure the segment remains competitive while adhering to the Group and Industry regulations relating to Business Insurance.• Work closely with insurance partners to develop or enhance off-the-shelf or tailor-made Bancassurance solutions based on customer needs and suitability.• Interim Sales supervisory duties and ensuring quality of sales advisory • Preparation of reports, recommending measures to improve processes & controls relating to business insurance• Regular review of risk controls & supporting internal compliance testing activities• Work closely with sales teams to identify and develop opportunities and value propositions to SME customers.• Providing Training to new hires to increase the competency of the segment to meet the overall sales targets and profitability of the channel at a given budget.• Support the delivery of operational and transformation project• Track and review business activities, budgets & campaigns• Maintenance and review of insurance documentation including Fact Find documents.• Maintenance and facilitate smooth end to end sales process from pre-sales to post-sales servicing between different business units Show less

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  Citi

  Nov 2021 - now

  Insurance product management & governance, vp

  International Personal Banking - HNW & Retail Life InsuranceManagement and development of product plans and strategies, while coordinating product lines through product life cycles with the broader Product Management team. Maximising the competitiveness of the segment to develop new markets & increase market share.• Management and coordination of Product Management team to accomplish established goals and conduct personnel duties for team• Identify, anticipate, mitigate regulatory, reputational, and operational risks.• Implementation of effective control design and monitoring strategies to create a robust, comprehensive, and sustainable risk and controls management and monitoring framework.• Review and maintain relationships with third party insurance providers, including on-boarding, annual periodic reviews.• Participate in Periodic Risk Reviews, including surveillance framework, Quarterly Risk Assessments (QRAs) and Annual Risk Assessments (ARAs) related activities.• Manage day to day product marketing for core products such as product delivery, client experience, and client communication strategies as well as helping the team prioritise, negotiate, and remove obstacles to achieve business results.• Oversee strategic program roadmaps, development, launches, and marketing to gain maximum benefit from each product, as well as survey and analyse competitive landscapes to identify relative trends, threats and opportunities to apply in strategy development and execution.• Oversee all aspects of program life cycle management including market demands, technology trends, and the competitive field as well as help drive innovation by working with external partners/alliances to develop products, manage ongoing relationships and prepare agreements.• Contribute to achievement of acquisition targets, product financial performance, revenue performance and expense management goals. Show less