Develop a great understanding of customers’ needs and provide solutions alongside the operations team to strengthen relationships
with existing clients. Realize planned objectives by sharing client feedback with operations. Report on clients’ demands,
recommendations, proposals, and trading activity in an organized manner.
• Coordinate the onboarding process of new clients and market makers, when required, and maintain proper process
documentation.
• Maximized client satisfaction and surpassed their expectations by structuring key customer service processes and systems.
• Provided quality leadership and supervision to a top-performing team, which managed more than 3000 key clients’ accounts.
• Planned and executed effective strategies to secure team net revenue growth between 10-30% every quarter.
• Met company revenue goals by reaching revenue KPIs every quarter.

Established a platform for agency leaders (ALS) and financial consultants (FCS) engagement with international clients. Facilitated FCS
in accomplishing their sales productions through seminars, campaigns, and sales training. Actively contributed to meeting department
business plans and KPIs for international business. Administered all appeals from their respective channels relating to sales and
promotion and retention of ALS and FCS.
• Coordinated with the compliance department regarding FCS & ALS adherence to regulatory and PACS compliance standards.
• Achieved business objectives and drove the implementation of process improvements in cooperation with key stakeholders.
• Developed sales incentives at department and cluster levels as well as created tactical programs across the cluster.
• Drove continuous process improvement for international business by closely working with underwriters.
• Optimized company revenue by creating and executing overall strategic plans for the cluster.
• Met and surpassed monthly and yearly targets by directing an international business team.
• Managed recruitment efforts within the cluster in close coordination with a recruitment team.

Benefited customers by creating detailed wealth plans for customers. Identified and bridged customers’ financial gaps with wealth
management products, namely insurance, unit trusts, and mortgages through customers’ needs-based profiling.
• Generated sales by up-selling products and services to existing customers through in-branch activities and teleconsulting.
• Surpassed customer expectations by proactively establishing lucrative customer relationships.

Facilitated customers by providing one-stop financial advisory at the bank branches to customers through cross-selling insurance
products, such as retirement planning, wealth accumulation, and financial planning. Planned and delivered monthly sales targets and
actively engaged existing customers to deepen banking relationships.
• Analyzed and met customer banking needs by organizing regular meetings with existing and potential customers.
• Attained optimal results by proactively participating in bank-wide campaigns, road shows, and teleconsulting.