Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Marcus Low

Singapore

Summary

Self motivated Financial Service Associate with background in sales, financial planning & customer service. Dependable team player with dynamic communication skills. Dedicated to generating customer goodwill and loyalty by developing key relations with decision makers, and to contribute to the success of the organization.


Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Services Consultant

AiA
08.2021 - Current
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Educated clients on a wide range of topics including retirement planning, college savings strategies, estate planning considerations, and more.
  • Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
  • Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
  • Assisted clients in achieving their financial objectives with sound wealth management advice and personalized planning.
  • Maintained a high level of confidentiality when handling sensitive client information, adhering to strict data security protocols at all times.

Network Management Executive (Team Lead)

DA ADEPT HEALTH PTE LTD
08.2018 - 06.2021
  • Leading a team and organizing proper job scopes to team members
  • Guide team members in problem solving and to grow in relevant job knowledge
  • Ensuring proper documentation of panel medical providers via monthly reporting to the various insurers
  • Reviewed resumes and provided management with hiring recommendations
  • Arranging training sessions for medical providers on the proper workflow
  • Organizing team meetings to receive feedbacks from team members and to improve internal work process
  • Effectively handling feedbacks from policyholders and medical providers to ensure proper service recovery
  • Liaised with clinics and hospitals to onboard them into the network of medical clinics
  • Managing clinics to ensure in the adherence of panel fees.

Customer Service Executive

DA ADEPT HEALTH PTE LTD
07.2016 - 08.2018
  • Arranging appointments for policyholders to designated medical providers
  • Facilitating the process to assist the approval for the Letter of Guarantee (LOG), ensuring easier access to medical treatment
  • Executed quality control of service delivery to meet clients' and company's compliance requirements
  • Effectively presented and conveyed information on medical claim enquires from policyholders, medical providers and business partners
  • Secondary scopes: TCM Clinics (Corporate & Direct Partnership Programme), Specialist clinics (Corporate & Shield Programme), Physio & Chiropractic clinics (Corporate Programme).

Education

Diploma in Computer, Electronic and Communications engineering -

NANYANG POLYTECHNIC, SINGAPORE
04.2013

O Levels -

Woodlands Secondary School
12.2010

Skills

  • Capability to work independently as well as with a team
  • Active listening and intentional speaking skills
  • Communication - being clear and focused
  • Leading a team and setting a good example
  • Ability to develop interpersonal relationship with clients
  • Insurance Planning
  • Retirement planning
  • Portfolio Management
  • Financial Planning
  • Life Insurance
  • Excellent Communication
  • Relationship Building

Languages

Fluent in English and Mandarin

Certification

M5, M9, M9A & HI

Timeline

Financial Services Consultant

AiA
08.2021 - Current

Network Management Executive (Team Lead)

DA ADEPT HEALTH PTE LTD
08.2018 - 06.2021

Customer Service Executive

DA ADEPT HEALTH PTE LTD
07.2016 - 08.2018

Diploma in Computer, Electronic and Communications engineering -

NANYANG POLYTECHNIC, SINGAPORE

O Levels -

Woodlands Secondary School

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Marcus Low