Zhixian Cheng
Singapore
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ financial-growth strategies.
Overview
16
16
years of professional experience
Work History
Sales Engineer
Oriens Pte Ltd
03.2008 - 04.2011
- Dealing with military hardware
- Assigned to various accounts to serve clients with their needs
- Achievements: closed a project that was on-going for 10 years
- Managed to convince client to use our products for their projects.
- Provided sales forecasts for product sales opportunities within assigned accounts.
- Analyzed market trends, competitor performance and product strengths.
Financial Planner
Manulife Singapore Pte Ltd
09.2011 - 03.2015
- Always looking out for new clients and businesses
- Life insurance, Health, savings, and investment insurance are my forte
- Encountered with a handful of High-Net-Worth clients Throughout my career
- Achievements: Team top financial Planner
- Able to convince clients (foreigners) to purchase policies (investment-link and health) in Singapore
- Proposed Universal Life to Indonesian clients.
Insurance Specialist
Etiqa Insurance Pte Ltd, Maybank
08.2015 - 08.2016
- Stationed in branch to service customer on their financial needs
- Specialises mainly on endowment savings and retirement planning
- (referral model) Migrated from Etiqa to Maybank on 1st April
- Achievements: able to exceed monthly target since joining the company
- At least $200,000 - $300,000 APE per month.
- Maintained high standards of customer service by building relationships with clients.
- Processed eligibility and benefits verification and authorization requests.
Financial Services Consultant
AIA Singapore Pte Ltd
09.2016 - Current
- Articulated client solutions in terms of ROI.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Conducted market research and analysis to identify investment opportunities.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Managed client financial portfolios to minimise risk and optimize returns.
Education
GCE "O" Level
Guangyang Secondary School
Singapore12.2001
06.2005
Singapore College of Insurance (SCI)
12.2011
Bachelor of Science - Business Information System And Computer Science
Murdoch University
Singapore08.2017
Skills
- Learned the importance of team player when working on projects with various teams
- Learned real life working experience during overseas exhibition
- Learned to question, listen and present Meetings and discussions
- Learned Bahasa when communicating with Indonesian clients
- Adapted the skill of managing people during national service
- Financial Product Sales
- Sales Quota Achievement
- Account Maintenance
Contacts
68148169, 90046878
Personal Information
- Age: 32
- Military Service Rank: Lieutenant
- Marital Status: Married
- Date of Birth: 01/25/84
- Nationality: Singaporean
- Driving License: class 3
It Competency
- Proficient in MS Word, PowerPoint, Excel and SPSS
- Able to design web page using FrontPage and Microsoft Composer
- Proficient in the use of Internet and on-line retrieval systems for information research
Hobbies and Interests
- Developed a strong interest in computers
- Always in line with the latest technologies
Timeline
Financial Services Consultant
AIA Singapore Pte Ltd
09.2016 - Current
Insurance Specialist
Etiqa Insurance Pte Ltd, Maybank
08.2015 - 08.2016
Financial Planner
Manulife Singapore Pte Ltd
09.2011 - 03.2015
Sales Engineer
Oriens Pte Ltd
03.2008 - 04.2011
GCE "O" Level
Guangyang Secondary School
Singapore College of Insurance (SCI)
Bachelor of Science - Business Information System And Computer Science
Murdoch University
Similar Profiles
DARSSHYANA DEVI RAJA GOPALDARSSHYANA DEVI RAJA GOPAL
Marketing Trainee at Oriens eTech Sdn BhdMarketing Trainee at Oriens eTech Sdn Bhd
Eric TanEric Tan
Private Hirer Driver at TADA Singapore Pte Ltd / Grab Singapore Pte LtdPrivate Hirer Driver at TADA Singapore Pte Ltd / Grab Singapore Pte Ltd
NUR AISAH A RAHMANNUR AISAH A RAHMAN
Customer Service Agent at MCI Career Services Pte Ltd/ dnata Singapore Pte LtdCustomer Service Agent at MCI Career Services Pte Ltd/ dnata Singapore Pte Ltd