Proven Relationship Manager with a track record of portfolio growth and sales proficiency, notably at United Overseas Bank. Excelled in building client relationships and exceeding sales targets through strategic market analysis and personalized financial solutions. Skilled in relationship building and adept at identifying lucrative opportunities, consistently enhancing client satisfaction and revenue growth.
M5, M9 , M9A, HI, M8, M8A, M6, M1B, Basic Insurance Concepts and Principles, Personal General Insurance, Commercial General Insurance,
Too WB Investment Group (C4) > $350K May 2024
Top WB Investment Rev Overall Group Category (May) 2024
WB Investment Amber Award > $350K May 2024
UOB Sodalite Club Award February 2024 (Achieving $91,800 APE)
United Overseas Bank - The Achievers Club Grand Champion Q4 2023
UOB October 2023 - Sapphire Award (Achieving $195,540 APE)
UOB Oct 2023 - Top Wealth Banking Group APE , Top Wealth Banking Insurance Rookie, Top Branch APE , Top RM , Top Group Case Count
Standard Chartered Bank - Top Rookie (BSSE) Overall APE Q4 2022
Aviva Financial Advisers - Infinity Achievers Club Gold 2017