MEIQI TAN
Summary
Experienced sales representative with a track record of exceeding sales targets and building strong customer relationships.
Ability to coordinate complex projects, streamline processes, and communicate effectively with stakeholders. Seeking an administrative assistant role to utilize skills and contribute to a dynamic team. Seeking a position in a reputable where I can leverage my skills and provide reliable support.
Overview
15
15
years of professional experience
Work History
Bancassurance Advisor
United Oversea Bank
06.2021 - 02.2024
- Provide advisory services on High Net-Worth insurance and other suitable Bancassurance products - Joint collaboration with client advisor on client meetings, and proposals preparation
- Provide accurate financial advisory services to existing bank customers through referrals from privilege banking onshore channels
- Conduct continuing education for client advisor on High Net-Worth insurance products as well as financial planning and legacy planning concepts by conducting weekly huddle
- Delivered informative presentations to bank employees on the benefits of Bancassurance products for both customers and institution
- Drive insurance sales in respective team
Bancassurance Specialist
United Overseas Bank
04.2016 - 05.2021
- Provide accurate financial advisory services to existing bank customers through referrals from mortgage and core banking channels
- Acquire new customers through active participation in telemarketing
- Ensure proper advisory procedures and documentation while adhering to Bank’s internal policies, business processes and regulatory requirements.
- Increased customer satisfaction by providing knowledgeable advice on suitable insurance products and services.
Treasury Sales Support
United Overseas Bank
05.2010 - 12.2015
- Provide administrative support primarily to Treasury Specialist Unit, ad-hoc tasks as requested by various segment heads, support partners in business analytics
- Structure systematic data consolidation and accurate reporting weekly revenue and traded volumes on Treasury products to UOB retail and privilege banking segment
- Ensure Treasury Specialist Unit's administrative activities adhere to bank's standard service level agreement and advice on compliance matters within the unit
- Ensure timely settlements of all trades (Bond, Structure note) and monitoring of all outstanding trades
- Check transactions and review transaction report
- Ensure compliance training requirements for the unit
- Coordinating meetings, events and trainings, sent calendar invites and preparing meeting documents and training materials.
Data Entry Clerk
Arori Company Pte Ltd
02.2009 - 03.2010
- To handle general clerical works like emails, memo, and answering phone calls
- To perform data processing of invoices and delivery orders for Account Receivables (AR) and also processing of data input for Account Payables (AC)
- Data entry, update and maintaining of documentations
- Other ad-hoc duties as assigned.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
Education
Bachelor of Arts (Honours) Childhood Studies and Guidance and Counselling -
Northumbria University
Singapore01.2015
Diploma in Counselling -
Kaplan Higher Institute
Singapore01.2012
GCE N Level & GCE O Level -
Queenstown Secondary School
Singapore01.2007
Primary School Leaving Examination (PSLE) -
Blangah Rise Primary School
Singapore01.2003
Skills
- Market Trends Monitoring
- Honest and Dependable
- Claims Handling
- Insurance decisions
Accomplishments
- Gold Sales Championship, Quarter 2 2018
- UOB The Achiever Club Gold, Quarter 4 2018
- UOB The Achiever Club Platinum, Quarter 1 2019
- Gold Sales Championship, Quarter 2 2019
- UOB The Achiever Club Quarter 4 2019
- UOB The Achiever Club Qaurter 1, 2022
- UOB The Achiever Club Qaurter 2, 2022
- UOB The Achiever Club Qaurter 3, 2022
- UOB The Achiever Club Qaurter 4, 2022
- UOB Top PVO Bancassurance Advisor full year 2022
- UOB The Achiever Club Qaurter 1, 2023
- UOB The Achiever Club Qaurter 2, 2023
- UOB Top PVO Bancassurance Advisor 1st half 2023
- UOB The Achiever Club Qaurter 3, 2023
Personal Information
Date of Birth: 01/18/91
Timeline
Bancassurance Advisor
United Oversea Bank
06.2021 - 02.2024
Bancassurance Specialist
United Overseas Bank
04.2016 - 05.2021
Treasury Sales Support
United Overseas Bank
05.2010 - 12.2015
Data Entry Clerk
Arori Company Pte Ltd
02.2009 - 03.2010
Bachelor of Arts (Honours) Childhood Studies and Guidance and Counselling -
Northumbria University
Diploma in Counselling -
Kaplan Higher Institute
GCE N Level & GCE O Level -
Queenstown Secondary School
Primary School Leaving Examination (PSLE) -
Blangah Rise Primary School
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