Ivan Chia Email & Phone Number

Singapore

Manage a team to ensure smooth daily operation at Aviva Financial Advisers Pte Ltd, mainly in the areas of- Commissions and other allowance schemes- Awards and Incentives validation- Onboarding and offboarding of representatives- Handling of new business submissions- Setup of new manufacturers and products

- Manage day-to-day operations in policy servicing for retail life insurance, including mailroom and scanning functions - Ensure smooth operation of all processes, full compliance with regulatory requirements and adherence to agreed service levels - Review existing processes and productivity data and identify opportunities for streamlining and simplification - Drive or participate in projects where deliverables are able to achieve the company's key strategies- Promote diversity and inclusion in HSBC through the organising of networking activities

- Manage and monitor day-to-day operations in areas pertaining to policy billing and collection of policy premiums- Ensure compliance of processes with internal guidelines and external regulatory requirements- Drive ad-hoc projects such as customer maildrop and process streamlining- Improve operational efficiency by regularly reviewing existing processes and identifying opportunities for enhancements- Investigate customer and distributor complains and identify appropriate resolutions

- Provide regular sales and strategic updates for senior management and head offices- Develop market intelligence and analyse industry statistics- Work with key stakeholders to develop strategic targets and performance indicators- Develop internal communications to communicate Company's strategic plan to senior management and staff- Drive staff engagement initiatives

- Seconded to HSBC Insurance (Hong Kong) and Canara HSBC Oriental Bank of Commerce Life Insurance (India)- Worked on product development and sales incentive scheme projects amongst others

- Administer the investment-linked funds distributed by the Company in terms of valuation, reporting and trades- Ensure the accuracy and timeliness of all investment related reports provided to internal and external parties.- Ensure adherence to external regulations and internal investment mandates- Review and streamline processes undertaken by the team to improve efficiency and reduce error rates

- Provide personal income tax compliance services to expatriate individuals- Work with corporate clients to identify opportunities for tax savings

Bachelor Of Science (Nursing)

Bachelor Of Accountancy

Education record