I consider myself as someone who is willing to learn and open to new experiences. I enjoy meeting and talking to people. Past work and life experiences have taught me that everything is possible as long as I am willing to make it happen. Someone who is not afraid of changes or challenges and is determined to get the job done.
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Agency TrainerAigSingapore -
TrainerTdcx Nov 2022 - Apr 2024Singapore- Develops and delivers training programs for new and existing employees.- Works with management to identify training needs. - Creates and maintains training materials. - Delivers training sessions in a clear and engaging manner.- Provides feedback to trainees on their performance.- Tracks and reports on training progress -Maintains a positive and supportive learning environment. -
Meta Marketing ProTdcx Jul 2021 - Oct 2022SingaporeTDCXMarketing Expert @ Facebook (Oceania Market)• Build strong relationships with customers by providing best-in-class customer experience identifying opportunities to improve their performance• Support customer communication and education including a best-in-class experience and ad hoc education needs• Manage and responsible for multiple ad account performance by providing regular updates and optimization -
Home Finance AdvisorPropertyguru Group May 2020 - Nov 2020Singapore• Acquire mortgage loans for new home purchases or refinancing. • Service inbound loan enquiries. • Provide expert advice and solutions and match client needs to the market offerings. • Provide independent and holistic solutions to meet client home ownership needs. • Build relationship with the client base acquired by providing excellent service to build customer loyalty and seek referrals to grow the business. • Working closely with the Team Lead, FinTech, to execute strategies and tactical campaigns, and all other such activities related to Fintech and Mortgage. -
Mortgage SpecialistNormn.Io Jun 2019 - May 2020Singapore- Started mortgage brokering arm (Home Loan Heroes) - Oversee the setup to have an online presence- Ensure constant lead generation and bridge mortgage with financial services- Assist existing pool of financial advisors with mortgage enquiry as well as fact finding for financial service opportunity- Meeting monthly sales target as well as lead generation targets- Maintain proper book keeping- Always building and finding external partners to collaborate with- Constantly monitoring and improving on leads and sales conversion
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Mortgage Operations ExecutiveMoneysmart Group Aug 2018 - May 2019Singapore• Maintenance of systems, mainly involving SalesForce• Constantly improving on sales processes via automation in SalesForce• Timely recording of invoices and accounting sales proceeds• Keep up to date of existing rates in the market to ensure accurate information is displayed and given at all times.• Manage customer fulfilment process • Adhoc duties as assigned, including making sales call then team have a labour crunh -
Mortgage SpecialistMoneysmart Group Nov 2016 - Aug 2018Singapore. Assist customers on mortgage enquiry and solutions. Well versed in current housing and bank regulations. Keep up to date on property and banking regulations. Meet monthly targets (individual and team). Follow up and after sales servicing -
Business Development ManagerThe Financial Network May 2016 - Nov 2016808 French Road• Assist on customer’s mortgage enquiry.• Keep up to date on all latest bank’s packages.• Well versed with current housing rules and regulations.• Provide training for mortgage introducers.• Following up and liaising with clients and bankers daily.• Assist with mortgage introducer’s enquiry when needed.• Keeping records and provide after sales servicing.• Actively farm and hunt for potential leads or prospects.• Networking and liaising with external agencies to generate more business.
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Business Development ManagerFintech Company Aug 2015 - Dec 2015• Business acquisition• Provide business loan solutions for clients• Required to attend various SME networking events and talks• Dealing with SME business owners• Objection handling• After sales servicing• Meeting monthly KPI• Behavioural observation
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Mortgage BankerCimb Feb 2014 - Aug 2015Singapore Land Tower• In charge of processing mortgage loans for customers.• Make calls to customer to assist on enquiry• Meet clients on daily basis• After sales servicing• Handle objections and meeting customer’s demand• Meet monthly sales target• Always be ready 24/7 to assist agents or clients.• Adept at calculating loan eligibility on the go.• Must be well versed and up to date with current housing loan rules and regulations.• Always be on standby, even during weekends, for any ad hoc show flat duty.• Highly competitive work environment. -
Air Force Engineer (Supply Chain)Republic Of Singapore Air Force Jun 2009 - Feb 2014● In charge of technical stores.● Monitor and track incoming and outgoing spares for overseas repair.● Prepare monthly report to management on current spare’s health status.● Inventory management via use of enterprise system (SAP).● Provide support for overseas exercise.● Must ensure spares availability at all times to ensure mission success.
Jerome Phua Zhi Wei Education Details
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Northumbria UniversityBusiness Management -
Marketing Institute SingaporeBusiness Management
Frequently Asked Questions about Jerome Phua Zhi Wei
What company does Jerome Phua Zhi Wei work for?
Jerome Phua Zhi Wei works for Aig
What is Jerome Phua Zhi Wei's role at the current company?
Jerome Phua Zhi Wei's current role is Agency trainer.
What schools did Jerome Phua Zhi Wei attend?
Jerome Phua Zhi Wei attended Northumbria University, Marketing Institute Singapore.
Who are Jerome Phua Zhi Wei's colleagues?
Jerome Phua Zhi Wei's colleagues are Anna Vaneaton (Boatman), Lakshmi Manjula Yalla, Leilani Isidro, Ryan Thomas, Lisa Jackson, Marcello Orlandini, Rus Grigoryev.
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