Audrey Oh XinYu
Singapore
Summary
Experienced with client relationship management and financial advisory services. Utilizes strategic planning and communication skills to enhance client satisfaction. Knowledge of conflict resolution and effective client engagement.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work History
Associate Client Advisor
NTUC Income
03.2024 - Current
- Develop and deepen relationships with customers through calling and customer support activities
- Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of clients
- Maintain long-term client relationships, ensuring personalized service, proactive follow-ups, and timely policy updates
- Handle policy servicing and claims assistance with precision and diligence, ensuring smooth and accurate processing
- Stay updated on regulatory requirements (FAA, MAS guidelines) and NTUC Income product offerings, ensuring ethical and compliant advisory services
Sales Executive
BELLS Higher Institute of Learning
02.2021 - 10.2023
- Provide professional sales service and advice to customers
- Provide potential registrants with accurate and detailed information on the program(s) /course(s) sold
- Enroll participants by registering them in the TMS with full and duly-filled fields
- Achieve weekly sales target of a minimum seven enrolments across all projects promoted
- Assist in the company's marketing activities & plans; retail operations for offline and online activities
- Bringing sales around $40-$60k per month
- Prompt engineering with Chat-GPT with AI tools to create images, video and marketing pitch, script
Orders and Accounts Executive
Guan Poh Gourmet Pte Ltd
05.2020 - 10.2020
- Processing customers orders received via phone, email, online sales portal (Qoo10), messages & fax
- Allocation of order deliveries to delivery staff
- Assist in the issuing & dispatching of monthly customer statements of accounts
- Processing of cash receipts and payments
- Attending to walk in/phone in customers enquiries
- Logging and monitoring of customers' complaints
- Assist with general office maintenance and ad-hoc administrative duties
Roadshow Consultant
Trichokare Pte Ltd
07.2018 - 03.2020
- Educated potential customers on the importance of proper scalp care
- Quick learner with the ability to react spontaneously to challenges and develop innovative & logical solutions
- Setting up a roadshow booth, administrative and logistics support
- Ensured that customers are well-informed of the high-standard of hair care services we provide therefore increasing sales by bringing in more than 3 customers a day
Sales Representative/ Management Trainee
Honest Trading Co. Pte Ltd
09.2016 - 03.2018
- Provided comprehensive administrative support, including developing Standard Operating Procedures (SOPs), to streamline marketing events
- Monitored and analyzed sales performance to optimize productivity and achieve sales targets
- Gained in-depth knowledge of operational workflows and retail procedures
- Managed inventory, merchandising, and logistics, ensuring timely stock replenishment
- Provided on-site sales support during retail operations and promotional events
- Assists seniors with information gathering and paperwork organization
Education
Bachelor Degree of Music (Honors) - Performance and Pedagogy; Psychology
University Science Malaysia
Penang, Malaysia 09.2013 - 08.2016
Skills
● Provided clear and patient explanations to clients, ensuring they fully understood insurance policies and financial products before making decisions
● In-depth knowledge and skill level in computer literacy and software applications such as Excel, Words, Outlook and PowerPoint are mandatory
● Exceptional verbal, written & interpersonal communication skills with ability to apply common sense to carry out instructions and instruct personnel
● Excellent organizational and time management skills ability to work with minimal supervision
● Good command of Mandarin, English, Malay, and Cantonese
Leadership Roles
- Assisted Professor in educating minor choir students, ensuring that they are up to performance standards., 2014-2016
- Managed and led the Rintis Sound Wave Concert., 2016
- Organized and recorded every meeting of Secretariat Orchestra Cina Society as Vice Secretary., 2014-2015
- Engaged in community activities by giving music lessons to the kindergarten children., 2014
- Planned and executed SOC night as Director, ensuring that the performance ran smoothly and successfully., 2014
Awards And Acknowledgement
● Bellezar- Six Endeavors Training (July 2018)
● Bellezar Growth Award - Achieve KPI consistently (2018)
● Passed Unicorn Financial Solutions (TGS-2021007674 Social Media Marketing) (Aug-Sept 2021)
● CMFAS qualification (December 2023) - M9, M9A, HI, RES5, BCP, PGI
Timeline
Associate Client Advisor
NTUC Income
03.2024 - Current
Sales Executive
BELLS Higher Institute of Learning
02.2021 - 10.2023
Orders and Accounts Executive
Guan Poh Gourmet Pte Ltd
05.2020 - 10.2020
Roadshow Consultant
Trichokare Pte Ltd
07.2018 - 03.2020
Sales Representative/ Management Trainee
Honest Trading Co. Pte Ltd
09.2016 - 03.2018
Bachelor Degree of Music (Honors) - Performance and Pedagogy; Psychology
University Science Malaysia
09.2013 - 08.2016
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