WONG WEI CHIN

Principal Responsibilities:

• To increase sales revenue of HSBC’s financial products via various sales activities on need based selling
• To build strategic relationship with existing customer and new customers
• To conduct market reviewing and understand customer’s financial need and requirements
• To drive wealth referrals specifically investment needs to Premier colleagues
• To ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant
• authorities are adhered and complied to at all times
• Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
• Developed personalized financial plans, leading to improved long-term stability for clients.
• Designed effective cross-selling strategies that capitalized on existing customer relationships.
• Proactive to have discussion with line manager for target planning and strong pipeline
• Collaboration with customer service banker for referral to cross sell.

Principal Responsibilities:

• Wealth Management
• To promote and professionally sell a wide range of Bancassurance life Insurance products to the Bank’s existing and potential customers
• Achieve sales targets given for both Regular Premium/Contribution products
• Understand customers’ protection needs and provide proper solutions based on need based selling
• To ensure customer satisfaction and provide excellent after sales service
• Products
• Attend to all queries related to the products
• Assist branch in promoting life insurance products to customers
• Plan for sales activities to be conducted at the branch together with the Branch Manager
• Ensure that sales and services rendered to customers comply with internal & external policies, guidelines & regulations.

• Automotive Services , Involved in serve customer, repairing and cross selling on automotive products
• Assist customer in their problems and therefore generate sales for company by providing solution to customers
• Learned and accumulate experience about the vehicle engineering skills through sales and service and via field works
• Provides good after sale services to customer and manage to fixed problem that faced by customer
• Developed self discipline attitude through followed monitoring system traced by company and word hard to achieve monthly target set by company.