Finance Executive
Current• Promoted a wide range of banking products and services, including Savings Account, Unit Trust, Prudential Insurance, Deposits to existing and potential clients with financial knowledge• Provided products and services that empower clients to enjoy greater banking convenience while extracting more value from their money • Focused on developing healthy saving and investment practices across generations in creating, preserving, growing and securing clients’ wealth portfolio• Delivered excellent servicing by utilising Silverlake system in daily basis to check customers’ bank’s information, transaction activity • Managed customer relationship well by using Customer Relationship System (CRM) system to track data, interactions with bank• Possessed FIMM CUTE, PCEIA, CEILLI & TBE license