A successful career in Customer Relationship Management and Business Development spanning over 18 years. Covering various business from banking, insurance, financial to Information Technologies.
Senior Manager, Business Development (Partnership)
at PHILLIP SECURITIES PTE LTD
April 2019 - December 2019
Managing full recruitment process including recruitment advertising, sourcing,shortlist screening and interviewing candidates Spearhead and execute recruitment strategies for multi license representatives (financial advisor/stock broker/portfolio manager) Cluster Management of Financial Advisory teams (recruitment, sales activities, compliance, etc.) Marketing and business development of the Wealth Management Role and Phillip “Franchise” Model. Manage recruitment platforms through job portals, roadshows and career presentations Manage stakeholders by fostering clear communication internally and externally
Business Development Manager (WSG Career Trial)
at ASHLEIGH IVORY PTE LTD
January 2019 - March 2019
Identify & solicit new leads & prospect through cold canvassing, phone calls and business networking Prepare & conduct presentation proposals & contracts to potential prospects Account servicing, deliver consistent & qualify services to customers & resellers Manage & motivate resellers to meet the targets per month Identify competitor and market intelligence for analysis & strategic marketing
Premier Relationship Manager, Assistant Vice President 5, Premier Banking
at OCBC BANK LTD.
September 2011 - December 2017
On-boarding of New-to-Bank (NTB) high net worth customers and service existing portfolio of customers Understand customer needs, attend to customer enquire on time, handle complaints and maintain good relationship with customer Serve as the lead point of contact for all customer account management matters To proactively manage and develop relationship with allocated portfolio of customers that assist in revenue generation Analyst customer needs and liaises between customers and internal staff Implement appropriate solutions to address customer queries and resolve customer relationship management conflicts
Premier Relationship Manager, Premier Banking
at OCBC BANK LTD.
August 2008 - August 2011
Proactively identify new customers to perform sales of bank wealth management products and service and grow relationships that assist in revenue generation To proactively manage and develop relationship with allocated portfolio of customers To develop and implement strategies and tactics to increase revenue flow Review customer needs to enhance offering and competitiveness To meet and exceed monthly revenue and sales targets
Relationship Manager, Consumer Banking
at DBS BANK LTD.
April 2005 - July 2008
Perform sales of bank wealth management products and services and grow relationships that assist in revenue generation Meet up potential customers for new business, developing and maintaining relationships Engage in targeted conversations that steer customers to solutions that address their needs To meet and exceed monthly revenue and sales targets.
at MANULIFE (SINGAPORE) PTE LTD.
June 2002 - March 2005
Identify new business and grow relationships that assist in revenue generation Meet up potential customers for new business, developing and maintaining relationships To develop and implement strategies and tactics to increase revenue flows To meet and exceed monthly revenue and sales targets.
Module 1 - Foundation in Financial Planning
at FINANCIAL PLANNING ASSOCIATION OF SINGAPORE (FPAS),
2007 - 2007 (1 year) Singapore
at THE INSTITUTE OF BANKING & FINANCE
2006 - 2006 (1 year) Singapore
CLI, ILP, FNA, M6A, M8, M8A, M9A, HI
at SINGAPORE COLLEGE OF INSURANCE
2002 - 2002 (1 year)
B.Eng. (HONS), Electrical and Electronics Engineering
at HERIOT-WATT UNIVERSITY
1996 - 1998 (2 years) Edinburgh
Diploma in Electrical Engineering
at SINGAPORE POLYTECHNIC
1991 - 1994 (3 years) Singapore
Knowledge and keywords