Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Aaron Tay

Summary

I am currently a Business Development Manager, specializing in sales training and a neuro-linguistic practitioner coach. I am also currently pursuing my Associate Certified Coaching (ACC) certification from the International Coaching Federation (ICF).

My expertise lies in the sales training for both technical and soft skills together with coaching for personal development. My obssession with enhancing the customer journey has significantly contributed in achieving Bancassurance targets through close collaboration with bank stakeholders.

With a focus on delivering practical, performance-focused and out-of-the-box training solutions, my team's strategic endeavors have bolstered sales figures and cultivated a culture of continuous improvement in sales processes

Overview

11
11
years of professional experience

Work History

Business Development Manager (Senior Manager)

Prudential Assurance Corporation Singapore
02.2022 - Current
  • Devise and execute customer product propositions and strategies to raise productivity across 2 segments – personal banking and wealth banking
  • Trained both bankers and team heads on customer engagement strategies which included soft skills, effective persuasion and consumer buying behaviors
  • Devise coaching methodologies and conducted effective coaching sessions for both bankers and team heads
  • Led the team for the first ILP product launch in the bank since 10 years.

Sales Trainer (Manager)

Manulife Singapore
08.2020 - 01.2022
  • Source, design and deliver training programs and other initiatives for both Agency (MFA and MAG) and DBS Bank (NEP and TNEP)
  • Training includes new hires onboarding training, product training, new product launches, Train-The-Trainers, soft skills training, effective customer presentations and persuasion and other thematic trainings
  • Specialised in customer engagements and training programmes
  • In charge or hosting and moderating for various events organised by Manulife Singapore for employees

Premier Wealth Manager (H1)

Maybank Singapore
07.2019 - 07.2020
  • Spear-headed new concept flagship branch of Maybank Singapore @ Mspace 313 Somerset to acquire new clients with new technological strategies
  • Built from ground up customer portfolio in orchard as there were no existing portfolio of clients
  • Launched and executed lifestyle events and seminars at Mspace for client engagements
  • Strategizing with Management with various Premier events to ramp up customer face time, utilizing new flagship branch concept

Branch Business Manager (Team Head)

DBS Bank
01.2018 - 07.2019
  • Managed a team of 15 Sales reps, including 8 service branch staffs and part timers
  • Ensure effective use of resources at the branch; Create a high performance culture through motivation, training, development of all branch staff (including the operations staff in the branch)
  • Brought up an underperforming neighbourhood branch to a million dollar APE banca team

Assistant Branch Manager

DBS Bank
12.2016 - 12.2017
  • Apart from the BAU wealth planning activities such as Provide financial advice to clients through offering wealth management solutions, such as insurance, structured deposits, loans and unit trusts
  • Assisted existing branch manager for daily operations such as mentoring and coaching of staff

Treasures Relationship Manager

DBS Bank
12.2015 - 12.2016
  • Grow and strengthen the wealth of high net-worth individuals and their families
  • Based at our exclusive Treasures Centres, provide a differentiated suite of financial analysis and advise to meet the investment needs and objectives of this group of sophisticated clients

Senior Relationship Manager

DBS Bank
01.2015 - 12.2015
  • Provide financial advice to clients through offering wealth management solutions, such as insurance, structured deposits, loans and unit trusts
  • Play an active part in planning campaigns across the bank or within the branch

CDD / KYC Analyst

Standard Chartered Bank
05.2014 - 12.2014
  • Responsible for ensuring that all documents are properly submitted for each corporate customer (SMEs)
  • The calling up and connecting with every corporate customer to ensure that proper documents are submitted, in line with the bank's regulations
  • Carry out periodic reviews and interviews with customers (Eg. Asking about their core businesses, sales turnover)

Personal Financial Consultant

OCBC Bank
09.2013 - 05.2014
  • Proven outstanding sales record of selling BANCASSURANCE , INVESTMENTS and offering financial advise to mass and premier customers (See achievements)
  • Responsible for underwriting, operations of branch banking and various compliance roles

Education

Bachelor of Science - Business

University Of London
Singapore
01-2013

Skills

    Neuro-Linguistic Programming (NLP) Coach

    Associate Certified Coach (ICF)

    Sales training

    Business development

    Emcee events hosting

    Podcaster

Accomplishments

    BUSINESS DEVELOPMENT MANAGER (Senior Manager) Prudential

    Achievements:

    • Grew sales group total production (total of 10 branches) by close to 70% and production per headcount by 50% over a the span of less than1 year ( March – November)

    • Led the team for the first ILP product launch in the bank since 10 years. Launch was a success, becoming the top gross product in the premier segments

    • One of the most effective sales coaches, coaching not only personal and premier bankers, but also branch managers and team heads

    Trainer (Manager)

    Manulife

    Achievements:

  • Kickstarted own Achiever's' private club for both Banca and Agency - facilitating and coaching sales achievers to share and cross pollinate new ideas
  • Kickstarted MLS first ever Podcast and Youtube scene in for the Agency for new initiatives of Edutainment
  • Premier Wealth Manager (H1)

    Maybank

    Achievements:

    • Top treasury (Bonds) award 2019

    • Top 10 Revenue Onshore Premier RM 2019

    Branch Business Manager

    DBS

    Achievements:

    • Brillant Star award (Top 5 Branch Biz Mgr) 2018 H1 • Top Achiever (Branch Biz Mgr) Q2 2018 • Top Achiever (Branch Biz Mgr) Q3 2018 • Elite Million dollar banca branch award Feb 2018 • Elite Million dollar banca branch award March 2018 • Elite Million dollar banca branch award April 2018 • Elite Million dollar banca branch award September 2018 • Top Unsecured loans award CBG Q4 2018

    Assistant Branch Manager

    DBS

    Awards / Achivements:

    • Brillant Star Awards H1 2017 • Brillant Star Awards H2 2017 • Elite Award (> 100k monthly banca APE) Jan 2017 • Elite Award (> 100k monthly banca APE) Feb 2017 • Elite Award (> 100k monthly banca APE) Mar 2017 • Elite Award (> 100k monthly banca APE) Apr 2017 • Elite Award (> 100k monthly banca APE) May 2017 • Elite Award (> 100k monthly banca APE) June 2017 • Elite Award (> 100k monthly banca APE) Jul 2017 • Elite Award (> 100k monthly banca APE) Aug 2017 • Elite Award (> 100k monthly banca APE) Sep 2017 • Elite Award (> 100k monthly banca APE) Oct 2017 • Elite Award (> 100k monthly banca APE) Nov 2017 • Elite Award (> 100k monthly banca APE) Dec 2017 • TOP Elite achiever award Q1 2017 • TOP Elite achiever award Q2 2017 • TOP Elite achiever award Q3 2017 • TOP Elite achiever award Q4 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Jan 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Feb 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Mar 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Apr 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) May 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Jun 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Jul 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Aug 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Sep 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Oct 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Nov 2017 • Region Outstanding APE Banca award (> 250k monthly banca APE) Dec 2017

    Treasures Relationship Manager

    DBS

    Awards / Achivements:

    • Brillant Star Awards H1 2016 • Brillant Star Awards H2 2016 • Elite Award (> 100k monthly banca APE) Jan 2016 • Elite Award (> 100k monthly banca APE) Feb 2016 • Elite Award (> 100k monthly banca APE) Mar 2016 • Elite Award (> 100k monthly banca APE) Apr 2016 • Elite Award (> 100k monthly banca APE) May 2016 • Elite Award (> 100k monthly banca APE) June 2016 • Elite Award (> 100k monthly banca APE) Jul 2016 • Elite Award (> 100k monthly banca APE) Aug 2016 • Elite Award (> 100k monthly banca APE) Sep 2016 • Elite Award (> 100k monthly banca APE) Oct 2016 • Elite Award (> 100k monthly banca APE) Nov 2016 • Elite Award (> 100k monthly banca APE) Dec 2016 • TOP Elite achiever award Q1 2016 • TOP Elite achiever award Q1 2016 • TOP Elite achiever award Q1 2016 • TOP Elite achiever award Q1 2016 • DBS TREASURES region top Banca award Q1 • DBS TREASURES region top Banca award Q2 • DBS TREASURES region top Banca award Q3 • DBS TREASURES region top revenue award Q2 • Region Outstanding APE Banca award (> 250k monthly banca APE) Jan 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Feb 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Mar 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Apr 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) May 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Jun 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Jul 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Aug 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Sep 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Oct 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Nov 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Dec 2017

    Senior Relationship Manager

    DBS

    Awards / Achivements:

    • Brillant Star Awards H1 2015 • Region Outstanding APE Banca award (> 250k monthly banca APE) Mar 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Apr 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) May 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Jun 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Jul 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Aug 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Sep 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Oct 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Nov 2016 • Region Outstanding APE Banca award (> 250k monthly banca APE) Dec 2017

    Personal Financial Consultant

    OCBC

    Awards / Achivements:

    · Top 20 in OCBC network's personal bankers for branch banking

    · Top 10 PFC rookies 2013

Timeline

Business Development Manager (Senior Manager)

Prudential Assurance Corporation Singapore
02.2022 - Current

Sales Trainer (Manager)

Manulife Singapore
08.2020 - 01.2022

Premier Wealth Manager (H1)

Maybank Singapore
07.2019 - 07.2020

Branch Business Manager (Team Head)

DBS Bank
01.2018 - 07.2019

Assistant Branch Manager

DBS Bank
12.2016 - 12.2017

Treasures Relationship Manager

DBS Bank
12.2015 - 12.2016

Senior Relationship Manager

DBS Bank
01.2015 - 12.2015

CDD / KYC Analyst

Standard Chartered Bank
05.2014 - 12.2014

Personal Financial Consultant

OCBC Bank
09.2013 - 05.2014

Bachelor of Science - Business

University Of London
Aaron Tay