Lim Mei Yi

Shop front operation:

• Monitor and manage pantry and stationery supplies, including placing orders.
• Maintain an accurate inventory of small bottled water and water gallons.
• Source vendors and compare quotations for regular and annual cleaning services at the Westgate Branch.
• Request courier services, track courier slips, and tally them against invoices.

Customer Engagement Support:

1. Lead Management -

• Manage incoming messages on WhatsApp, Facebook, and Instagram; respond to customer inquiries promptly.
• Assign leads to RMs, and update the master lead record twice weekly. Provide feedback to the marketing team on any lead-related issues.

General Support, Maintenance, and Reporting for Marketing Activities:

• Update FY24 campaign records (Campaigns 001–004) in the marketing redemption sheet.
• For cashback campaigns, verify and rectify customer details to ensure accurate cash rebates are credited to the correct bank or PayNow accounts. Save a copy of the finance remittance in the relevant folder.
• Distribute EDMs (e.g., birthday creatives, year-end sale campaigns, and spring campaigns) to the appropriate customer groups.

Business Support Services:

1. Timely and accurate tracking and updating of reports -

• Weekly Sales Reports – Update the monthly and weekly sales reports, including HQ sales reports, by copying data from RM sales entries. Ensure all branch reports are updated on a weekly and monthly basis.
• Weekly Marketing Partnership Reports – Ensure EA/MM partnership reports are consistently updated with the latest remarks.
• RM Reports – Verify that RMs input the correct dates, select accurate sales sources, and update statuses correctly.
• Monthly Townhall Slides and Minutes – Update the monthly business report, and prepare townhall slides using the provided template. Record weekly meeting updates, including lead assignments, appointments, and activity tracking.
• RM Quarterly Incentive Results – Compile QI reports, ensure all policy issuances fall within the T&C period, and calculate accurate incentives for each RM.
• Quality Indicator Results – Update quarterly results, pending verification on the latest workflow.
• Other Reports – Update additional reports as needed on an ad-hoc basis.
• BSC Matters;
• Compile and update issue cases quarterly. Send the selected client list to CG, and save in-force details, client documents, and survey responses accordingly.
• Other Business Support Tasks.
• Support ongoing business operations by handling daily, weekly, and ad-hoc tasks, as required.
• Training & Competency Support and Others:
• T&C Support.
• Update CPD hours on a monthly basis, ensuring each entry is supported with valid proof of attendance.
• Upload newly approved products, or remove outdated ones from the iFam/Propel platforms, as requested.
• Monitor training schedules for new products, and ensure RMs are registered and have attended the necessary training prior to selling.
• Customer Database Maintenance and Updates.
• Maintain and update customer records as needed, including PDPA forms, the policyholder database, the master client database, and the newsletter mailing list.

• Managed general administration work; assisted in new hire arrangements. Issued and set up equipment, requested email, prepared work desk, issued locker, and registered fingerprint access.
• Booking and preparing meeting rooms for colleagues or clients.
• Order the stationery, keep track of the toner, and arrange for the monthly maintenance of the copier machine.
• Order of name cards for staff.
• Arranging courier services.
• Discussion with the vendor to order a new laptop that is suitable for staff, keeping a record of IT equipment such as purchase information and specifications.
• Recontracting of insurance, internet, and mobile services, fire safety, and fire-related services; request to schedule pest control and hygiene services.
• Order pantry stocks, and call to arrange services for pantry-related machines, such as the coffee machine and water dispenser.
• Liaise with mover companies when the current company shifts. Schedule an on-site viewing and discussion on the relevant work to be done.
• Assist in booking air tickets, hotels, and purchasing travel insurance for a business trip for co-colleagues.
• Source for vendors that provide relocations for expatriate moves.
• Reason for leaving: Retrenchment.

• Handle all receptionist work scope: handling phone calls, taking down messages, meeting and attending to guests, maintaining pantry cleanliness and stock, such as beverages, reserving and preparing meeting rooms, sorting mail, and arranging courier services.
• Provide secretarial support for expatriates; handle bookings of air tickets, hotels, processing expense claims, and managing the database.
• Prepare and mail the company checks.
• Reason for leaving: Career advancement.

• Provide customer service and after-sales service for jewelry.
• Managed and handled feedback from customers.
• Managed and updated the customer profile in the system.
• Conducted product knowledge training for new staff.
• Managed and maintained stock inventory.
• Organized the layout of the company's jewelry products for the retail outlets.
• Reason for leaving: Cessation of business.