Andrew Suresh Sitraychelvan
Summary
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
14
14
years of professional experience
Work History
Wealth Management Consultant
Professional Investment Advisory Services Pte Ltd
01.2020 - Current
- Assisted clients in navigating complex financial situations such as retirement planning, estate planning, and business succession planning.
- Managed a diverse portfolio of investments, optimizing asset allocation and risk management practices to maximize returns.
- Organized and led educational seminars on topics such as retirement planning, tax strategies, and investment basics to enhance client knowledge and engagement.
- Educated clients on various aspects of personal finance including budgeting techniques, debt reduction strategies, and effective saving habits for future financial security.
- Increased client retention rates through regular reviews of their financial goals and progress toward achieving those objectives.
- Developed comprehensive financial plans for clients, addressing their short-term and long-term objectives.
- Delivered exceptional customer service by promptly responding to inquiries and addressing any concerns or issues that arose during the course of our relationship.
- Built strong relationships with high-net-worth clients through consistent communication and tailored advice.
- Facilitated smooth transitions during major life events for clients by proactively updating their financial plans and adapting portfolios accordingly.
- Provided ongoing financial education to clients, ensuring they fully understood the rationale behind recommended strategies.
Account Manager
Frost & Sullivan
07.2018 - 12.2019
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Collaborated with consulting team to identify potential upsell opportunities and expand client base.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
Account Manager
DHL Air Express
12.2014 - 06.2018
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
- Conducted quarterly business reviews with major accounts to assess satisfaction and identify areas for improvement.
- Established long-term customer relationships to enhance client loyalty and satisfaction.
- Leveraged CRM tools to maintain accurate records of client interactions and transactions.
- Facilitated client meetings to gather feedback and adjust strategies accordingly, ensuring alignment with client objectives.
Telesales Manager
Chubb Insurance
03.2012 - 11.2014
- Strengthened team performance by conducting regular coaching sessions, focusing on sales techniques and product knowledge.
- Maintained compliance with industry regulations by regularly reviewing call recordings and providing constructive feedback to staff members.
- Reduced employee turnover rates by cultivating a supportive work environment and offering opportunities for career advancement.
- Consistently exceeded monthly sales targets through effective leadership and strategic planning initiatives.
- Fostered a culture of continuous improvement within the telesales department, encouraging staff members to pursue professional development opportunities.
Education
Bachelor of Arts - International Business
Birmingham City University
Singapore01-2020
Skills
- Relationship building
- Account management
- New business development
- Solution selling
- Client relationship management
- Persuasive negotiations
- Bilingual in [English, Tamil & Malay]
Timeline
Wealth Management Consultant
Professional Investment Advisory Services Pte Ltd
01.2020 - Current
Account Manager
Frost & Sullivan
07.2018 - 12.2019
Account Manager
DHL Air Express
12.2014 - 06.2018
Telesales Manager
Chubb Insurance
03.2012 - 11.2014
Bachelor of Arts - International Business
Birmingham City University
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