Chong Chin Wei (Cynthia)

• Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
• Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.
• Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
• Helped clients make informed decisions about financial future.
• Monitored and updated financial plans to comply with client goals.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.

Achievement:

-Final Sprint Challenge 2021 Qualifier

-Star Achievers Club 2022 Qualifier

• Company Overview: Financial Institution
• Provide advisory and recommend suitable products to customers to meet their financial goals
• Build relationships through follow ups and provide excellent services to customers
• Also, capitalize on sales opportunities through customer events, referrals, review, branch engagement program, road shows
• Customer services such as Claims, Changing of personal details, etc
• Financial Institution

• Company Overview: Financial Institution
• To provide professional advice and on appropriate financial products based on customer need
• To plan and implement sales activities related to Bancassurance products
• To acquire good knowledge of Bancassurance products in the market
• To achieve individual sales target and contribute towards the achievement of the branch target
• Financial Institution