Working in Gleetrees has given me exposure in multiple areas, from Robotics Process Automation to Artificial intelligence. Artificial intelligence technologies are becoming more and more important in our daily life, when combined with Robot technology, it is going to radically redefine our relationship with our daily work.• Worked closely with stakeholders in various industry and different business functions to understand their processes and requirement gathering.• Re-engineered and optimized Process to facilitate developers in scripts creations.• Involved in creating of Business Requirement Document (BRD)• Involved in designing the scripts for the Process Automation • Identifying system and business exception in the process and developing a plan for exception handling.• Helping customers and working with Partners to explore areas of automation opportunities • Applying Machine learning in real business cases

Wealth management, Retirement Planning, Wealth accumulationManagement- Planning and target setting for the agent sales team.- Formulating sales strategies for different products and achieving targets .- Training, constantly motivating and development of team members.Financial planning- Determines clients' particular needs and financial situations through fact-finding .- Help clients develop a tailored protection plan by analyzing current situation and planning for long term strategy.- Recommending directions to achieve long-term goals. - To strengthen customers’ finances for the prosperous growth of their assets.- to accompany customers across every life stage and fully attend to their financial needs.- Provide professional advice on their mortgage loan and saving cost on their mortgage interests.- Build and maintain strong customer relationship by providing excellent customer service.

- Provide accurate financial advisory services to existing bank customers through referrals from mortgage and core banking channels.- Acquire new customers through active participation in road shows and telemarketing.- Engage in joint field appointments with Financial Protection Advisors for coaching purposes.- Proactively building and managing long-term customer relationship-

- Provide professional advice and customized choices to individuals and families for income protection, accident and health insurance.- Incorporate General Insurance Advisory and Mortgage consultancy into the recommendation to provide a holistics solution for my clients.- To strengthen customers’ finances for the prosperous growth of their assets.- to accompany customers across every life stage and fully attend to their financial needs.- Provide professional advice on their mortgage loan and saving cost on their mortgage interests.- Build and maintain strong customer relationship by providing excellent customer service.