Agnes Toh

• Provide financial advice to client through offering wealth management solution, such as insurance , structured deposit ,loan and unit trust.
• Play an active part in planning campaigns across the bank or within the branch.
• Develop and strengthen long term relationships with client.

• Certificate of 8 CFMAS PAPER

- Rules , Ethics and Sales for Financial Advisory Services

- Module 8 Collective Investment Scheme

- Module 8A Collective Investment Scheme II

- Module 9 Life Insurance and Investment Linked-Policies

- Module 9A Life Insurance and Investment Linked-Policies II

- Health Insurance

- Basic Insurance Concept and Principle

- Personal General Insurance

• Exchanging foreign currency
• Processing deposits and withdrawals and facilitating various financial transactions
• Assist customers to close accounts and other counter services.

• First Contact resolution of all cases
• Escalate and work with support team for complicated issues, ensure issues are resolved and followed up
• Manage and Resolve customer complaints, feedback, and enquirer from customers
• Handle quotations and invoicing
• Maintain good relationships with customers to ensure high-level satisfaction
• Manage and maintain proper inventory levels, initiate, and keep track of orders
• Preparing sales and inventory report to customer.

• Attain personal goals and meet store targets
• Perform good receiving, transferring, conducting stock take, arranging stock, and reporting
• Maintain customer service standards to meet customer expectations
• Work collaboratively in a team environment
• Prepare merchandise for Sales Floor.

• Providing information to customers about various mobile plan options
• Giving recommendations, suggesting additional products and services, and packages
• Explain billing inquiries to customers
• Communicate with customers to address any complaints and ensure their satisfaction.