Jovan Soo

Building strong relationships with clients, fostering trust and loyalty in managing their financial portfolios. Developing comprehensive financial plans for clients to achieve short-term and long-term goals, providing comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement. Educating clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Utilising Document Management System, Enterprise Resource Planning System (ERP), Point of Sales System and Business Intelligence Solutions such as social media awareness or alerts

Handling daily operations activities (hands-on) such as Cashiering, Kitchen duties, and Tea making. Learning the art of pearl making and master the SOP for all the different Boba flavours. Maintaining cleanliness and hygiene of workstation and pearl making equipment. To prepare ingredients for Boba making

Received and resolved customer enquires while maintaining a professional demeanor as a Daikin representative and tactfully escalating matters to the relevant departments as appropriate.

Received and processed purchase orders from COURTS Singapore website. Scheduled delivery timings and directed installation teams as appropriate. Resolved customer service issues and trained new colleagues on company SOPs.

Handling daily operations activities (hands-on) such as Cashiering, packing of goods, serving customers.