Charlene H. Email & Phone Number

Singapore

Singapore

Digital & Data Transformation

Singapore

The Technology in Finance Immersion Programme (TFIP) is an industry Attach-and-Train Career Conversion Programme that provides mid-career individuals with the opportunity to attend industry-curated structured training, followed by attachment with financial institutions to gain on-the-job experience to pivot into a career in technology within the financial.

Singapore

• SG Alliance Pte. Ltd. is a financial advisory firm providing comprehensive financial planning for individuals and businesses.
• Employ a consultative sales approach to understand client needs and tailor insurance solutions, resulting in a 90% customer retention rate.
• Collaborate with banks to provide premium financing on insurance policies to maximize cash liquidity and increase investment returns by 195% on clients’ retirement and legacy planning
• Conduct regular policy reviews, proactively identifying coverage gaps and recommending adjustments, leading to a 20% increase in cross-selling and upselling opportunities.
• Implement a targeted lead generation strategy, resulting in a 30% expansion of the client base within 2 months
• Mentor and train new team members on sales techniques, product knowledge, and customer relationship management, contributing to a 40% reduction in onboarding time.Key Achievements:

Singapore

PIAS Pte. Ltd. is a financial advisory firm providing comprehensive financial planning for individuals and businesses. Key Roles & Responsibilities: - Analyze various financial instruments from 15 insurers and 32 investment fund houses to craft portfolios that help achieve 200% - 350% total returns on clients’ retirement funds- Build close client-advisor.

Singapore

- Perform day to day management of account opening, KYC and AML functions for new clients as part of the on-boarding process in line with the current regulatory environment- Manage walk-in clients ranging from account opening to forex and insurance or investment related queries- Manage client relationships, cross-sell and do consultative reviews via.

Singapore

• Actively solicit new business and develop strategies to expand clientele base and company’s market share
• Advise both high net worth and mass market clients with regard to their financial goals, insurance needs and retirement planning.
• Achieve individual sales revenue targets set by the company
• Qualify for various incentives set by the company and agency force

Singapore

• Conduct market research on franchising trends and market opportunities.
• Draft new business proposals for SME clients.
• Proposed a new online survey method that helped improve efficiency on market research process in the company.

• Selected for a training course in Financial Reporting Standard (FRS) for senior associates
• Audited partial accounts of ITE Dover, Compact Metal Industries, and General Electric (GE) Singapore, including identification and correction of major accounting errors
• Conducted research on Statutory Boards in Singapore as part of a strategy report for a senior manager to be presented to the unit’s audit partner

• Business Services Unit (BSU)
• Executed mystery shopping for a major mall developer (i.e.: Asia Malls) in Singapore
• Collated and analyzed data on job seekers for Workforce Development Agency (WDA)Relationship Management Call Centre (CRMCC)
• Conducted marketing surveys in an outsourced call centre for Singtel
• Awarded the Caller of The Week twice by successfully hitting the daily quota and providing the best customer service experience

Bachelor Of Business (Hons), Marketing

Diploma In Accountancy & Finance

Activities and Societies: SBM Club (School of Business Management), Sub- committee member for Publicity •Recruited over 100 facilitators.