Microsoft Excel
Pauline Siew
VP - Bancassurance
Kuala Lumpur
Summary
Accomplished Bancassurance Sales with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
14
14
years of professional experience
Work History
VP - Bancassurance
AmBank Group Malaysia
Kuala Lumpur
07.2017 - Current
- Identified issues with production, workforce and sourcing and implemented successful solutions.
- Identified product initiatives to achieve business goals for top-line growth and improvement of BSC implementation of persistency rate.
- Resolved issues and recommended actions based on production reports.
- Oversaw hiring, adding valuable, talented professionals to strengthen sales team.
- Identified opportunities to improve business process flows and productivity.
Head, Bancassurance Solutions (Sales)
Alliance Bank
Kuala Lumpur
09.2013 - 07.2017
- Consistently engage with Head of Sales and Head of Product on the performance of the Insurance Specialists of Group Consumer Banking across all regions.
- Responsible for the KPI performance for all the Bancassurance Sales Manager and Insurance Specialist (IS). Monitoring and reviewing the IS sales performance, activities and skill training.
- Review the sales training modules with training department and insurance partner on regular basis to uplift the IS sales performance and sales quality related matter in providing or recommending the right insurance plan to the bank customers.
- Review the Bancassurance Sales Manager coaching program that support the IS team.
Manager, Regional Sales & Support (Bancassurance)
Public Bank Berhad
Kuala Lumpur
01.2011 - 08.2013
- Expanded cross-functional organizational capacity by collaborating across Branch Managers within the region on delivering the Bancassurance Sales target.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing the topline of the region and branches.
- Optimized spending of regional activities budget on product promotional event to meet the branch target for both the Bancassurance & Unit Trust.
- Exceeded targets by building, directing and motivating high-performing sales team. More than 50% of the supervised FE Banca has qualified for the yearly incentive trip challenge.
- Kept detailed records of daily progress to identify and correct areas needing improvement.
- Held regular performance evaluations to assess strengths and weaknesses of team members and provide counseling to improve outcomes
- Assessed each location's individual and team performances, analyzing data trends to determine best methods to improve sales results.
- Met with each sales representative on monthly basis to answer questions, resolve issues and identify new strategies.
Bancassurance Sales Executive
Public Bank Berhad
Kuala Lumpur
03.2009 - 12.2011
- Conducted annual reviews of existing policies to update information.
- Utilized direct marketing strategies such as phone contact during the celebration events of the client to approach potential clients and increase sales by 100% and meeting individual target of 210%.
- Determined financial needs of clients by assessing existing coverage and aligning new products and services with long-term goals.
- Extending the after sales service good practice of collected premiums on or before effective date of coverage.
- Created sources for continuous client referrals within community thru networking.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Education
High School Diploma -
Sunway University College
Kuala Lumpur 04.2001 -
Skills
Improvement initiatives
undefinedInterests
Microsoft Powerpoint Presentation
Timeline
VP - Bancassurance
AmBank Group Malaysia
07.2017 - Current
Head, Bancassurance Solutions (Sales)
Alliance Bank
09.2013 - 07.2017
Manager, Regional Sales & Support (Bancassurance)
Public Bank Berhad
01.2011 - 08.2013
Bancassurance Sales Executive
Public Bank Berhad
03.2009 - 12.2011
High School Diploma -
Sunway University College
04.2001 -
Similar Profiles
Hariz Faisal Abdul HalimHariz Faisal Abdul Halim
Senior Project Manager at Ambank (M) BerhadSenior Project Manager at Ambank (M) Berhad
Sholehak Mohamad AliSholehak Mohamad Ali
Customer Service Executive at Ambank (M) BerhadCustomer Service Executive at Ambank (M) Berhad
Mohd Zhafri Mohd ZahriMohd Zhafri Mohd Zahri
Senior Executive, Partnership Management at Wholesale Banking, AmBank Islamic BerhadSenior Executive, Partnership Management at Wholesale Banking, AmBank Islamic Berhad