Sophia He Yindi
Summary
Serves as calming presence and decisive knowledge base for development personnel during stressful tasks. Implemented successful engagements to drive traffic and retention for digital product development efforts through coordinated inter-team collaboration and guidance.
Overview
8
8
years of professional experience
Work History
Digital Products Manager
DBS BANK
09.2019 - Current
- Developed data-driven engagement strategies to drive traffic into DBS NAV Planner by strategic customer engagements.
- Managed cross-functional teams collaborations to deliver monthly user engagement and retention.
- Collaborated with internal and external stakeholders to define engagement requirements, ensuring alignment with business objectives.
- Implemented agile methodologies to optimize the development process and increase team efficiency.
- Enhanced engagement performance with thorough analysis of usage data, addressing pain points and areas for growth.
- Established key performance indicators to measure success, adjusting strategies as needed to achieve desired outcomes.
- Spearheaded continuous improvement efforts by refining existing processes and introducing innovative solutions for customer engagements.
- Drove customer retention through personalized content creation, targeted nudges and recommendations, and improved app navigation experiences.
- Fostered a culture of collaboration among team members, promoting open communication and shared ownership of project outcomes.
NAV
DBS BANK
03.2017 - 04.2019
- Grow NAV as the main financial planning platform for customers in Singapore
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
Relationship Manager
DBS Bank
09.2015 - 03.2017
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
Education
DELF A2 French - French
Alliance Francaise
Singapore02.2020
Bachelor of Science - Banking And Finance
University of London
Singapore03.2014
Skills
- Competitive Analysis
- Customer Segmentation
- Customer Engagement Analysis
- Data-Driven Decision-Making
- Key Performance Indicators
Accomplishments
- Drive 1 million monthly users in DBS NAV Planner
- Spearhead DBS Bingo Challenge as the first national wide campaign for financial planning
- Brainstorm and launched NAVGames - the first game within DBS digibank
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
French
Elementary (A2)
Timeline
Digital Products Manager
DBS BANK
09.2019 - Current
NAV
DBS BANK
03.2017 - 04.2019
Relationship Manager
DBS Bank
09.2015 - 03.2017
DELF A2 French - French
Alliance Francaise
Bachelor of Science - Banking And Finance
University of London
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