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 services sector.Skills and certifications achieved: 1. Business Analysis for Agile Practitioners2. Digital Product Management3. Certified ScrumMaster4. Agile Testing 5. Data Storytelling

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: • Consistently ranked within the top 10% of advisers nationwide based on sales performance and earning recognition • Orchestrated a successful referral campaign, resulting in a 30% increase in client base expansion while closing 8 x S$20,000 annual premium deals in a month. • Featured as one of the top consultants on the company’s website among 400 peers

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 relationships which result in strong referral network- Design and launch social media campaign for leads generation with sales conversion rate of 38%- Utilize premium financing facilities to leverage clients’ portfolio yield from 3% to 12% annuallyKey Achivements: 2019/2021/2022 Million Dollar Round Table (MDRT) QualifierTop 5 Aviva Brazil Convention QualifierPIAS Denmark Convention Qualifier 20182nd Runner Up Top New Producer Award 2019Top 20 Gross Revenue (Individual) Top 20 All Provider API Top 20 Aviva APIAviva Egypt Convention QualifierAviva Iceland Convention Qualifier 2020PIAS Russia Convention Qualifier 2020

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 financial advisory solutions ranging from deposits, mutual funds, bancassurance and treasury productsKey Achievements: Top 2 rookie in 2015 CIMB Branch Banking. Top 2 qualifying banker for NTUC Income Hokkaido Incentive Trip 2015 ($470,000 qualifying APE in 3 months) Tokio Marine 4th Quarter 2015 Platinum qualifierTokio Marine Top Regular Premium Qualifier Champion for year 2015CIMB CEO Challenge Bintan 2015.

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.