AARON AN RONG TAY

• · Devise and execute customer/product propositions/strategies to raise productivity across 2 segments – personal banking and wealth banking segments
• · Led the team for the first ILP product launch in the bank since 10 years.
• Work closely with Bank stakeholders (Sales Team heads, Insurance Specialists, Relationship Managers) to ensure achievement of Bancassurance targets,
• share market intelligence, sales/customer statistics and sales concepts with the relevant stakeholders.
• · Identify individual sellers who need additional coaching to meet higher production targets.
• Devise coaching methodology and conduct effective coaching sessions for both bankers and team heads
• · Organise facilitate or coordinate with segment activities such as seminars and briefings
• · Initiated business case across various internal and external stakeholders for driving productivity
• · Establish seller/team recognition structure to encourage sales and contribution

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

Deliver Bancassurance business plan initiatives

• · Strong engagement with business partners
• · Digital innovation in training delivery like training videos. Supporting the delivery of tactical initiatives to achieve business plan for both Distribution and Treasures

Deliver Best of Class Learning by working with our strategic business partners in providing relevant, practical & effective training solutions

• · Source, design and deliver training programs and other initiatives
• · curriculum design and training delivery must be timely, relevant, learner-centric and performance focused
• · For New Entrant Programme (NEP) training, aim to achieve a satisfaction score of 4 and above. For NEP, ensure up-to-date training materials are used. Example, when new products are launched, slides, handouts and activities used in NEP class must be updated.
• · On charge of NEP and update content in a timely manner

Provide support in product launches

• · Ensures that all tasks involved in the product pre-launch, during launch and post-launch event is carried out smoothly
• · Conduct Train-the-trainer (TTT) session

Events Emcee and programme host

• · In charge or hosting and moderating for various events organised by Manulife Singapore for employees
• · Organised new programmes such as talk shows and other employee and client engagement events

Achievements:

Kickstarted own Achiever's' private club for both Banca and Agency - facilitating and coaching sales achievers to share and cross pollinate new ideas

• Spear-headed new concept flagship branch of Maybank Singapore @ Mspace 313 Somerset to acquire new clients with new technological strategies
• Assisted branch manager leading the sales team of both premier wealth managers and Personal financial associates
• Assisted branch manager for Branch operations and client acquisition in the new flagship branch of Maybank Singapore
• 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
• Built from ground up customer portfolio in orchard as there were no existing portfolio of clients
• Grow and strengthen the wealth of high net-worth individuals and their families

Achievements:

• Top treasury (Bonds) award 2019
• Top 10 Revenue Onshore Premier RM 2019

• Managed a team of 15 Sales reps, including 8 service branch staffs and part timers
• Actively drive revenue growth through the focus on sales within the branch whilst also acting as the single point of accountability for end to end customer to maintain branch profitability and customer satisfaction
• Ensure needs-based selling in accordance with FA Act and service compliance with both internal audit/security and external regulatory requirements
• 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)
• Ensure Service level queue times are met promptly
• Spear headed and grow the GENERAL INSURANCE / UNSECURED LOANS business for the branch and other various service aspects
• Organised Corporate outreaches to various organisations to hold seminars and roadshows to create more customer face time and wealth planning engagements
• Held numerous training sessions for new entrants not just in terms of competency of products, but soft skills and presentation skills
• Handled various complicated complaints and difficult customer engagements (FAA complaints, presidential complaints)
• Transformed a 6 cubicle branch into a 15 man strong branch for teleconsulting activities and customer engagements
• Brought up an underperforming neighbourhood branch to a million dollar APE banca team

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

• 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
• In charge of sales observation and training for new entrants

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

• 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
• Partner with an experienced team of product specialists, and with support from teams of innovative treasury sales and dedicated administrative staff members, offer expert guidance on customized solutions to customers, and provide them with professional service for all their banking, borrowing and investment needs round-the-clock

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

• 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
• Develop and strengthen long-term relationships with clients

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

• · 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)
• · The use of FATIVA, e-name checks and NORKOM to ensure that there are no true hits with any PEPs or highlighted personnel
• · Raise any STR reports should there be any suspicious trades in the corporate customer’s account activity
• · Propose clean cases, with proper documents for the migration and the acceptance of existing corporate accounts
• · The use of public websites (google.uk) to ensure that there are no reputation fraud articles online

• · Proven outstanding sales record of selling BANCASSURANCE , INVESTMENTS and offering financial advise to mass and premier customers.
• · Responsible for underwriting, operations of branch banking and various compliance roles
• · Carry out KYC, STR roles to ensure the on-boarding clients are suitable
• · Background checks on clients’ profiles for enhanced customer’s due diligence.
• · Various Anti Money Laundering roles as responsible customers’ loans request

Awards / Achivements:

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

· Top 10 PFC rookies 2013