top of page

Prathana (Ying)

TTB Bank (July 2019 - Present) - Investment Expert, Manager:
-Expanded customer base through branch visits and provided investment updates.
-Conducted training and seminars for branch staff, developed sales tools, and hosted "ttb Smart Port Smart Talk" on YouTube.

Obtaining the CFP certification has not only enhanced my professional credentials but also broadened my expertise in financial planning, enabling me to provide even more valuable assistance to my clients

AIA Thailand (June 2018 - June 2019) - Learning Delivery Coach, Assistant Manager:
-Supported Bangkok Bank's Financial Service Advisors program, worked with managers to design strategies, and improved advisor performance.

TMB Bank (March 2015 - May 2018) - Personal Financial Consultant:
-Provided financial services, maintained client relationships, and offered advice and product recommendations.

Program

MSc IF

Graduation Date

July2025

Nationality

Thai

Languages

Thai (native), English (G)

LinkedIn Profile:

Work Experience Summary

Investment Expert, Manager, TTB Bank, Thailand

In the financial sector, my goal was to expand the customer base and improve financial education. I partnered with branches, presenting investment products to customers and training staff. I also developed sales tools and hosted educational sessions on YouTube.
These efforts led to a larger customer base, increased sales, and improved financial literacy for both customers and staff.

Learning Delivery Coach, Assistant Manager, AIA, Thailand

My role involved enhancing the performance of Financial Service Advisors at Bangkok Bank.
I trained over 500 advisors, worked with managers on strategies, and implemented ongoing learning programs.
Advisor performance improved significantly, benefiting advisors and contributing to the success of the Bangkok Bank program.

bottom of page