URASRI SIRISUWAN

• Responsible for Thai market
• Responsible to do the asset allocation and portfolio management for high net worth customer
• The main purpose is to maximize customer’s gain, build up their portfolio, and deliver the good relationship with both of existing and new customer Work experience in Citibank Singapore

Awards

: Asia South February Stars of month in Mutual funds for offshore RM.

: Asia South Q1'24 Stars of the Quarter 1 in Mutual funds for offshore RM.

• Responsible for Coaching team members, setting strategy and monitoring progress toward goal
• Responsible to do the asset allocation and portfolio management for high-net-worth customer
• The main purpose is to maximize customer’s gain, build up their portfolio, and deliver the good relationship with both of existing and new customer Work experience in Citibank

Awards:

Achieved Tactical Campaign EBR Winner from Q1-Q4, 2020

AIA CLT Top3 referral in June 2020

Bond Success Case Sharing 2020

Achieved rating 1-1 and 1-2 for Q1-Q4, 2021

Certificates

Citi I Wharton Excellence in Sales Leadership Program November15, 2021

Citi AVP Women Development Program December6, 2021

• Responsible to do the asset allocation and portfolio management for high-net-worth customer
• The main purpose is to maximize customer’s gain, build up their portfolio, and deliver the good relationship with both of existing and new customer.

Awards :

Excellent Sales Awards Track 2018

Excellent Sales Awards 2017

Excellent Sales Awards Fast 2016

• Responsible for deliver numbers of high-net-worth customer, fund adding into bank’s product including with life, non-life assurance and high fee mutual fund as targeted
• Not only sales target, also do the operation and make a relationship with new and existing customer to meet their expectation and growth the asset under management and revenue from the portfolio.

• Responsible for aggressively deliver numbers of New to Bank, Upgrade Citigold and Mutual Fund as targeted
• Prepare and executes a sales plan and investment plan for individual customers, prospects
• Using internal referrals, customer referrals, marketing leads and self-generated leads.

Awards

Service recognition awards MAY 2010

Service recognition awards SEP 2011

Service recognition awards NOV 2011

Service recognition awards JUL 2012

• Performed all necessary Flight Attendant duties
• Responsibilities included assisting customers with special needs and requests
• Assisting pilots and other Flight crew.