TEO TIING TING
Summary
Dynamic finance professional with a proven track record at United Overseas Bank Singapore, excelling in financial advisory and client interaction. Achieved multiple recognition and awards yearly including regional top championships. Expert in consultative sales, showcasing exceptional interpersonal skills and a commitment to client retention.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
10
10
years of professional experience
Work History
PRIVILEGE BANKING CLIENT ADVISOR
UNITED OVERSEAS BANK
10.2020 - Current
- Assist clients in their financial planning needs.
- Strengthened client relationships through regular communication and proactive follow-up on clients' financial advisories inquiries.
- Streamlined processes for improved efficiency, enabling quicker response times to client requests.
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
POLICY SERVICING SENIOR EXECUTIVE
PRUDENTIAL ASSURANCE COMPANY
11.2017 - 09.2020
- Negotiated favorable contract terms with vendors, leading to significant cost savings while maintaining product quality and timely delivery.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Streamlined operational processes to improve efficiency and reduce costs.
- Streamlined customer service protocols, significantly improving response times and customer satisfaction ratings.
POLICY SERVICING EXECUTIVE
PRUDENTIAL ASSURANCE COMPANY
02.2015 - 10.2017
- Optimized operational efficiency by redesigning processes, systems, and workspaces for increased productivity.
- Enhanced operational efficiency by streamlining workflow processes across multiple departments.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
Education
Bachelor of Arts - Business Management
SHEFFIELD HALLAM UNIVERSITY
UNITED KINGDOM10-2013
High School Diploma -
TUNKU ABDUL RAHMAN COLLEGE
MALAYSIA05-2009
Skills
- Client interaction
- Operations management
- Interpersonal skills
- Cross-selling techniques
- Client retention strategies
- Customer-oriented
- Product promotion
- Money handling
- Consultative sales
Accomplishments
- Achieved Regional Top 3 Sales Championship in Privilege Banking category in United Overseas Bank (Regional) in 2023
- Achieved Regional Top 4 Sales Championship in Privilege Banking category in United Overseas Bank (Regional) in 2024.
- Achieved Bancassurance 2023 full year top champion (Privilege Banking) United Overseas Bank.
- Multiple awards winner yearly
Timeline
PRIVILEGE BANKING CLIENT ADVISOR
UNITED OVERSEAS BANK
10.2020 - Current
POLICY SERVICING SENIOR EXECUTIVE
PRUDENTIAL ASSURANCE COMPANY
11.2017 - 09.2020
POLICY SERVICING EXECUTIVE
PRUDENTIAL ASSURANCE COMPANY
02.2015 - 10.2017
Bachelor of Arts - Business Management
SHEFFIELD HALLAM UNIVERSITY
High School Diploma -
TUNKU ABDUL RAHMAN COLLEGE
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