PAMELA LIM
Senior Executive Financial Consultant
Summary
Proven track record in enhancing client retention and operational efficiency at HSBC Life Pte Ltd. Excelled in upselling and maintaining high-level client relationships, leveraging strong verbal communication and insurance sales strategy skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Executive Financial Consultant
HSBC Life Pte Ltd
08.2015 - Current
- Strengthened client relationships through consistent follow-ups, ensuring timely renewals and retention.
- Proactively addressed potential risks by conducting thorough reviews of clients'' policies for coverage gaps.
- Improved operational efficiency by developing procedures for processing claims, payments, and endorsements.
- Maintained high standards of customer service by building relationships with clients and internal partners.
Relationship Manager
DBS Bank Ltd
01.2013 - 06.2015
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
Marketing
RMIT
12-2014
Marketing
Nanyang Polytechnic
12-2012
Skills
Upselling
Client retention
Insurance sales strategy
Time management
Self motivation
Verbal and written communication
Accomplishments
MDRT Qualifier
Yearly Incentive Trip Qualifier
Top Branch Financial Consultant Award for Year 2021, 2022, 2023
Top Branch APE Year 2021, 2022, 2023
Top Branch RP Year 2022, 2023
Top Branch Shield Year 2021, 2022, 2023
Multiple Monthly Centurion Achiever
Certification
M5, M6A, M8, M8A, M9, M9A, CGI, PGI, HI
Timeline
Senior Executive Financial Consultant
HSBC Life Pte Ltd
08.2015 - Current
Relationship Manager
DBS Bank Ltd
01.2013 - 06.2015
Marketing
RMIT
Marketing
Nanyang Polytechnic
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