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