Charlotte Ng Kailin
Toa Payoh
Summary
I bring 7 years of valuable experience at HSBC, transitioning through diverse roles. For 4 years, I excelled as a Customer Service Associate, providing face-to-face assistance. Subsequently, I spent 3 years as a Direct Sales Officer, adept at back-end duties and meticulous documentation checks.
Overview
8
8
years of professional experience
Work History
Business Development Manager
HSBC
Singapore
07.2024 - Current
- Grow sustainable revenues from existing relationships and through acquisition of new to bank (NTB) customers in line with the Bank's risk appetite and policies
- Undertake product sales using Engage-Discover-Recommend-Act-and-Service (EDRAS) based sales process to discover and manage customer needs.
- Ensure delivery of a consistently excellent customer experience.
- Acquire and On-board New Clients.
- Deepen Relationships with Clients.
- Offer holistic finance solutions to Clients.
- Support the Team for acquire and on-boarding.
- Collaboration with GB and CMB team for Employee Banking Solution (EBS).
Direct Sales Officer
HSBC
11.2021 - 06.2024
- Facilitate account opening for mortgage and EBS teams, ensuring timely and error-free processing
- Support in conducting regulatory checks on customers
- Collaborating seamlessly as a team to ensure the achievement of monthly acquisition targets for the sales team.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Customer Service Associate
HSBC
06.2017 - 11.2021
- Processing customer transactions in strict adherence to company protocols
- Assisting customers with queries, providing solutions, and escalating concerns when necessary
- Effectively managing and following up on customer complaints
- Capable of working independently with minimal supervision
- Promoting time deposits through cross-selling or referring customers interested in investments.
Telesales Agent
OCBC
11.2016 - 04.2017
- Cultivating customer engagement to showcase enticing bank transfer promotions
- Striving to surpass monthly and quarterly sales goals consistently
- Achieving daily phone call targets consistently.
Education
O level -
Peirce Secondary School
12.2015
N level -
Peirce Secondary School
12.2014
Skills
- Microsoft word
- Microsoft excel
- Ability to Work in a Team
- Communication skills
Awards
- Rising Star Award for Q1 2018
- Rising Star Award for Q4 2018
- Won Idea Spotlight Challenge 2018
- Rising Star award for Q1 2019
- At Our Best Recognition
- Won Idea Spotlight Challenge 2020
- Shining Star Award Q2 2020
- Rising Star Award for Q3 2020
- EXSA Star Award 2020 - 2023
- Rising Star Q2 2021
- Rising Star Q3 2021
- Rising Star Q3 2023
Timeline
Business Development Manager
HSBC
07.2024 - Current
Direct Sales Officer
HSBC
11.2021 - 06.2024
Customer Service Associate
HSBC
06.2017 - 11.2021
Telesales Agent
OCBC
11.2016 - 04.2017
O level -
Peirce Secondary School
N level -
Peirce Secondary School
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