ROBERT ROGER
SENIOR FINACIAL CONSULTANT
singapore
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Results-oriented FINACIAL PLANNER uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
Work History
Senior Financial Advisor
manulife singapore
09.2021 - Current
- Helped around 250 family clients plan for health and retirements using insurance products and other options to manage and diversify portfolio.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Performed 100% due diligence and valuation processes.
- Engaged prospective clients in effort to build and develop new business opportunities
Financial Advisor
PRUDENTIAL
09.2019 - 07.2021
Assistant Product Manager
SRIRAM FINANCE COMPANY
05.2015 - 03.2018
- Developed creative briefs for new products and marketing tactics in collaboration with package design team, consumer marketing and outside agencies.
- Oversaw reporting, documentation and recordkeeping requirements for department.
- Optimized credit approval and collection processes, improving operational efficiencies by over [105]%.
- Devised collection recovery strategies to resolve customer issues and delinquent cases.
- Utilized deep understanding of industry best practices and legal requirements to prevent critical incidents.
Education
B.E - ELECTRONICS AND INSTRUMENTATION
ANNA UIVERSITY CHENNAI
CHENNAI 06.2010 - 08.2014
MBA - Finance And Marketing
DIMENSION COLLEGE
SINGAPORE 05.2018 - 07.2019
Skills
Investment planning
Accomplishments
TOP PERFORMER IN 216-2017 MORTGAGE COLLECTION AND NEW BUSSNINESS DEVELOPMENT
QCE ACHIVER IN 2020 PRUDENTIAL SINGAPORE
STAR CLUB MEMBER IN 2020 PRUDENTIAL SINGAPORE
MDRT ACHIVER IN 2022 IN MANULIFE SINGAPORE
MDRT
STARTED WITH ZERO CLIENT BASE IN SINGAPORE TO MILLION DOLLAR ROUND TABLE MEMBER WHICH REPRESENTS MY CHARECTER AND ALSO SERVING ARROUND 250 FAMILES WITH THEIR FINACIAL PLANNING AND GAIN THIER RESPECT AND TRUST.
Timeline
Senior Financial Advisor
manulife singapore
09.2021 - Current
Financial Advisor
PRUDENTIAL
09.2019 - 07.2021
MBA - Finance And Marketing
DIMENSION COLLEGE
05.2018 - 07.2019
Assistant Product Manager
SRIRAM FINANCE COMPANY
05.2015 - 03.2018
B.E - ELECTRONICS AND INSTRUMENTATION
ANNA UIVERSITY CHENNAI
06.2010 - 08.2014
Similar Profiles
Benjamin HoBenjamin Ho
Senior Business Development Manager at Manulife SingaporeSenior Business Development Manager at Manulife Singapore
MATTHEW ANGMATTHEW ANG
Financial Consultant at Thinkers Alliance - Manulife SingaporeFinancial Consultant at Thinkers Alliance - Manulife Singapore
Danny PeyDanny Pey
Director at Manulife (Singapore) Pte LtdDirector at Manulife (Singapore) Pte Ltd