CONNIE LEONG

• Identified optimal products for each client and presented solutions
• Pipeline Management
• Kept clients informed and uncovered new sales opportunities with regular follow-up calls

• Kept clients' investment portfolios up-to-date with the best plans
• Revitalized clients' financial plans with forward-thinking approaches based on desired risk levels and expected market conditions

• Helped clients devise personalized strategies covering insurance, savings and investment
• Listened to customer requests and specifications and made suggestions to appropriately fulfill needs

• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Helped clients with opening baby bonus and child development account and advisory on insurance and savings.